Civic Intelligence

O W Davis Tr UW Char

990PF • Fiscal year 2013 • EIN 31-6019413

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

PO Box 9465144101-4651

(800) 622-8036

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

15th percentile

-30%

Higher net margin than 15% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

79th percentile

$3,584

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 30.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$218,478

Down $3,547 (-1.6%) from 2012

Net Assets

Down

$218,478

Down $3,547 (-1.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$11,927

No earlier filing loaded for comparison.

Expenses

Up

$15,474

Up $531 (+3.6%) from 2012

Net Income

-$3,547

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $217,523Liabilities 2010: $0Net Assets 2010: $217,5232010Assets 2011: $209,108Liabilities 2011: $0Net Assets 2011: $209,1082011Assets 2012: $222,025Liabilities 2012: $0Net Assets 2012: $222,0252012Assets 2013: $218,478Liabilities 2013: $0Net Assets 2013: $218,4782013Assets 2014: $218,145Liabilities 2014: $0Net Assets 2014: $218,1452014Assets 2015: $212,394Liabilities 2015: $0Net Assets 2015: $212,3942015Assets 2016: $213,799Liabilities 2016: $0Net Assets 2016: $213,7992016Assets 2017: $210,141Liabilities 2017: $0Net Assets 2017: $210,1412017Assets 2018: $213,766Liabilities 2018: $0Net Assets 2018: $213,7662018Assets 2019: $218,833Liabilities 2019: $0Net Assets 2019: $218,8332019Assets 2020: $209,916Liabilities 2020: $0Net Assets 2020: $209,9162020Assets 2021: $215,783Liabilities 2021: $0Net Assets 2021: $215,7832021Assets 2022: $202,545Liabilities 2022: $0Net Assets 2022: $202,5452022Assets 2023: $193,957Liabilities 2023: $0Net Assets 2023: $193,9572023Assets 2024: $190,895Liabilities 2024: $0Net Assets 2024: $190,8952024

Highlighted filing

2013

Assets$218,478
Liabilities$0
Net Assets$218,478

Operations Trend

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $14,8212010Expenses 2011: $15,0022011Expenses 2012: $14,9432012Revenue 2013: $11,927Expenses 2013: $15,474Net Income 2013: -$3,5472013Revenue 2014: $15,763Expenses 2014: $16,099Net Income 2014: -$3362014Revenue 2015: $10,047Expenses 2015: $15,796Net Income 2015: -$5,7492015Revenue 2016: $15,567Expenses 2016: $14,160Net Income 2016: $1,4072016Revenue 2017: $10,813Expenses 2017: $14,472Net Income 2017: -$3,6592017Revenue 2018: $19,399Expenses 2018: $15,773Net Income 2018: $3,6262018Revenue 2019: $21,922Expenses 2019: $16,857Net Income 2019: $5,0652019Revenue 2020: $6,522Expenses 2020: $15,027Net Income 2020: -$8,5052020Revenue 2021: $18,627Expenses 2021: $12,784Net Income 2021: $5,8432021Revenue 2022: $868Expenses 2022: $14,196Net Income 2022: -$13,3282022Revenue 2023: $5,101Expenses 2023: $13,822Net Income 2023: -$8,7212023Revenue 2024: $10,391Expenses 2024: $13,437Net Income 2024: -$3,0462024

Highlighted filing

2013

Revenue$11,927
Expenses$15,474
Net Income-$3,547
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$3,584-$3,584
Filing and Contact Details

Filer

EIN
31-6019413
Phone
8006228036

Signing Officer

Name
John Kullander
Title
Trust Officer
Phone
2162574714
Signed
2014-05-06
Raw XML Appendix294 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/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010497
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01981
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01771
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03927
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012451
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0805
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014442
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013637
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COURT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt152
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt152
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt1231
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1BALANCE DUE PRIOR YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KULLANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10DAVIS ORLANDO W TR UW CHARITABLE PNC BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0316019413
ReturnHeader/Filer/PhoneNum08006228036
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 94651
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0441014651
ReturnHeader/ReturnTs02014-05-06T13:34:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.10$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.05$0.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.01$0.14$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.19$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.07$0.15$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.22$0.17$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.19$0.16$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.11$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.16$0.14$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.10$0.16$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.16$0.16$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.12$0.15$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.15