Civic Intelligence

Bertha Lund Glaeser Trust

990PF • Fiscal year 2016 • EIN 31-6017861

Dec 01, 2015 to Nov 30, 2016 • Filed on Dec 19, 2016

620 Liberty Avenue 10th FloorPittsburgh, PA 15222-2705

(412) 768-5898

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

30th percentile

-6.8%

Higher net margin than 30% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$5,599

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-5.3%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$470,052

Down $2,338 (-0.5%) from 2015

Net Assets

Down

$470,052

Down $2,338 (-0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$34,308

Down $1,922 (-5.3%) from 2015

Expenses

Up

$36,646

Up $2,006 (+5.8%) from 2015

Net Income

Down

-$2,338

Down $3,928 (-247%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $457,605Liabilities 2011: $0Net Assets 2011: $457,6052011Assets 2012: $453,161Liabilities 2012: $0Net Assets 2012: $453,1612012Assets 2013: $469,577Liabilities 2013: $0Net Assets 2013: $469,5772013Assets 2014: $472,483Liabilities 2014: $0Net Assets 2014: $472,4832014Assets 2015: $472,390Liabilities 2015: $0Net Assets 2015: $472,3902015Assets 2016: $470,052Liabilities 2016: $0Net Assets 2016: $470,0522016Assets 2017: $463,254Liabilities 2017: $0Net Assets 2017: $463,2542017Assets 2018: $456,326Liabilities 2018: $0Net Assets 2018: $456,3262018Assets 2019: $591,847Liabilities 2019: $0Net Assets 2019: $591,8472019Assets 2020: $570,349Liabilities 2020: $0Net Assets 2020: $570,3492020Assets 2021: $598,215Liabilities 2021: $0Net Assets 2021: $598,2152021Assets 2022: $575,179Liabilities 2022: $0Net Assets 2022: $575,1792022Assets 2023: $535,478Liabilities 2023: $0Net Assets 2023: $535,4782023Assets 2024: $545,314Liabilities 2024: $0Net Assets 2024: $545,3142024

Highlighted filing

2016

Assets$470,052
Liabilities$0
Net Assets$470,052

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $19,9082011Expenses 2012: $29,2132012Expenses 2013: $29,2942013Revenue 2014: $38,382Expenses 2014: $35,476Net Income 2014: $2,9062014Revenue 2015: $36,230Expenses 2015: $34,640Net Income 2015: $1,5902015Revenue 2016: $34,308Expenses 2016: $36,646Net Income 2016: -$2,3382016Revenue 2017: $25,998Expenses 2017: $32,797Net Income 2017: -$6,7992017Revenue 2018: $31,303Expenses 2018: $36,959Net Income 2018: -$5,6562018Revenue 2019: $169,168Expenses 2019: $34,157Net Income 2019: $135,0112019Revenue 2020: $19,764Expenses 2020: $41,525Net Income 2020: -$21,7612020Revenue 2021: $61,369Expenses 2021: $33,193Net Income 2021: $28,1762021Revenue 2022: $19,816Expenses 2022: $42,599Net Income 2022: -$22,7832022Revenue 2023: -$418Expenses 2023: $40,306Net Income 2023: -$40,7242023Revenue 2024: $28,529Expenses 2024: $18,424Net Income 2024: $10,1052024

Highlighted filing

2016

Revenue$34,308
Expenses$36,646
Net Income-$2,338
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Dec 19, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrustee-$5,599-$5,599
Filing and Contact Details

Filer

Filer Name
Bertha Lund Glaeser Trust
EIN
31-6017861
Phone
4127685898
Address
620 LIBERTY AVENUE 10TH FLOOR, PITTSBURGH, PA 15222-2705

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127685898
Signed
2016-12-19
Raw XML Appendix338 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0620 LIBERTY AVENUE 10TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0152222705
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127685898
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028439
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt051 GOODMAN DRIVE STE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452210641
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028439
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03425
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028438
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028628
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031863
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025203
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028438
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01052
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt11052
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01052
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt11052
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
TaxesSchedule/TaxesDetail/Amt0304
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127685898
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTHA LUND GLAESER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GLAE
ReturnHeader/Filer/EIN0316017861
ReturnHeader/Filer/PhoneNum04127685898
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 LIBERTY AVENUE 10TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152222705
ReturnHeader/ReturnTs02016-12-20T15:00:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.29$0.18$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.00$0.40$0.41
2022Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.20$0.43$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.61$0.33$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.20$0.42$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$1.69$0.34$1.35
2018Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.31$0.37$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.26$0.33$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.34$0.37$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.36$0.35$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.38$0.35$0.03
2013Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.29
2012Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.29
2011Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.20