Civic Intelligence

Bertha Lund Glaeser Trust

990PF • Fiscal year 2018 • EIN 31-6017861

Dec 01, 2017 to Nov 30, 2018 • Filed on Dec 10, 2018

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-9161

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$6,788

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$456,326

Down $6,928 (-1.5%) from 2017

Net Assets

Down

$456,326

Down $6,928 (-1.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin19th percentile

Revenue

Up

$31,303

Up $5,305 (+20%) from 2017

Expenses

Up

$36,959

Up $4,162 (+13%) from 2017

Net Income

Up

-$5,656

Up $1,143 (+17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

2018

Assets$456,326
Liabilities$0
Net Assets$456,326
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

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

2018

Revenue$31,303
Expenses$36,959
Net Income-$5,656
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Dec 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrustee-$6,788-$6,788
Filing and Contact Details

Filer

Filer Name
Bertha Lund Glaeser Trust
EIN
31-6017861
Phone
4127629161
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127629161
Signed
2018-12-10
Raw XML Appendix326 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL BECAUSE, IN LIEU THEREOF, IS IT REQUIRED TO FILE AN ONLINE ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE AT WWW .OHIOATTORNEYGENERAL.GOV.
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
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/PhoneNum04127629161
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027999
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/TotalGrantOrContriPdDurYrAmt027999
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/AppliedToCurrentYearAmt03016
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027999
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030177
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/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031015
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027161
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027999
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01458
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01458
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0382
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1890
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0POSTED CURRENT YEAR FOR PRIOR YEAR
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
TaxesSchedule/TaxesDetail/Amt0106
TaxesSchedule/TaxesDetail/Amt1408
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127629161
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTHA LUND GLAESER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GLAE
ReturnHeader/Filer/EIN0316017861
ReturnHeader/Filer/PhoneNum04127629161
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F3877D7D1EBD0EA400D6E1B6800D50C712CC6CC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3877D7D1EBD0EA400D6E1B6800D50C712CC6CC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.46.68
ReturnHeader/ReturnTs02018-12-12T13:00:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$456,326
Liabilities
$0
Net assets
$456,326
Revenue
$31,303
Expenses
$36,959
Net income
-$5,656
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