Civic Intelligence

Carrie May Mccurdy Trust

990PF • Fiscal year 2014 • EIN 31-6088565

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

C/O Pnc Bank Na PO Box 94651Cleveland, OH 44101-4651

(216) 257-4714

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$393

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

170%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$102,842

Up $9,499 (+10%) from 2013

Net Assets

Up

$102,842

Up $9,499 (+10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$15,917

Up $10,017 (+170%) from 2013

Expenses

Up

$6,418

Up $515 (+8.7%) from 2013

Net Income

Up

$9,499

Up $9,502 (+316733%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $99,625Liabilities 2010: $0Net Assets 2010: $99,6252010Assets 2011: $100,175Liabilities 2011: $0Net Assets 2011: $100,1752011Assets 2012: $93,346Liabilities 2012: $0Net Assets 2012: $93,3462012Assets 2013: $93,343Liabilities 2013: $0Net Assets 2013: $93,3432013Assets 2014: $102,842Liabilities 2014: $0Net Assets 2014: $102,8422014Assets 2015: $99,844Liabilities 2015: $0Net Assets 2015: $99,8442015Assets 2016: $98,880Liabilities 2016: $0Net Assets 2016: $98,8802016Assets 2017: $99,497Liabilities 2017: $0Net Assets 2017: $99,4972017Assets 2018: $102,203Liabilities 2018: $0Net Assets 2018: $102,2032018Assets 2019: $120,230Liabilities 2019: $0Net Assets 2019: $120,2302019Assets 2020: $117,706Liabilities 2020: $0Net Assets 2020: $117,7062020Assets 2021: $126,771Liabilities 2021: $0Net Assets 2021: $126,7712021Assets 2022: $120,264Liabilities 2022: $0Net Assets 2022: $120,2642022Assets 2023: $114,562Liabilities 2023: $0Net Assets 2023: $114,5622023Assets 2024: $112,688Liabilities 2024: $0Net Assets 2024: $112,6882024

Highlighted filing

2014

Assets$102,842
Liabilities$0
Net Assets$102,842

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2010: $7,3012010Expenses 2011: $4,4982011Expenses 2012: $9,8392012Revenue 2013: $5,900Expenses 2013: $5,903Net Income 2013: -$32013Revenue 2014: $15,917Expenses 2014: $6,418Net Income 2014: $9,4992014Revenue 2015: $4,660Expenses 2015: $7,660Net Income 2015: -$3,0002015Revenue 2016: $5,661Expenses 2016: $6,624Net Income 2016: -$9632016Revenue 2017: $6,854Expenses 2017: $6,236Net Income 2017: $6182017Revenue 2018: $9,510Expenses 2018: $6,802Net Income 2018: $2,7082018Revenue 2019: $26,569Expenses 2019: $8,545Net Income 2019: $18,0242019Revenue 2020: $4,889Expenses 2020: $7,176Net Income 2020: -$2,2872020Revenue 2021: $16,309Expenses 2021: $7,287Net Income 2021: $9,0222021Revenue 2022: $1,592Expenses 2022: $8,069Net Income 2022: -$6,4772022Revenue 2023: $1,103Expenses 2023: $6,917Net Income 2023: -$5,8142023Revenue 2024: $4,702Expenses 2024: $6,525Net Income 2024: -$1,8232024

Highlighted filing

2014

Revenue$15,917
Expenses$6,418
Net Income$9,499
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$393-$393
Filing and Contact Details

Filer

Filer Name
Carrie May Mccurdy Trust
EIN
31-6088565
Phone
2162574714
Address
C/O PNC BANK NA PO BOX 94651, CLEVELAND, OH 44101-4651

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162574714
Signed
2015-04-24
Raw XML Appendix313 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 94651
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0441014651
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02162574714
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY MERCY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0KRISTY KOHL MCCREADY EXEC DIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0455041815
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05725
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/AppliedToCurrentYearAmt05797
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01947
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01947
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06704
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0225
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02034
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06022
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0225
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08651
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08426
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARRIE MAY MCCURDY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MCCU
ReturnHeader/Filer/EIN0316088565
ReturnHeader/Filer/PhoneNum02162574714
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PNC BANK NA PO BOX 94651
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441014651
ReturnHeader/ReturnTs02015-04-24T09:00:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.01$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.02$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.16$0.07$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.27$0.09$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.10$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.16$0.06$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.06$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07