Civic Intelligence

Maude a Epp Charitable Trust

990 • Fiscal year 2023 • EIN 31-6365703

Jun 01, 2022 to May 31, 2023 • Filed on Jul 12, 2023

Organization ProfileN/A
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 995-1769

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

540%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

25th percentile

$39,437

Higher top officer pay than 25% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

12th percentile

-7.7%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$5,149,902

Down $432,276 (-7.7%) from 2022

Net Assets

Down

$5,149,902

Down $432,276 (-7.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$79,862

Down $369,036 (-128%) from 2022

Expenses

Up

$351,428

Up $17,586 (+5.3%) from 2022

Net Income

Down

-$431,290

Down $386,622 (-866%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,328,115Liabilities 2011: $0Net Assets 2011: $4,328,1152011Assets 2012: $3,961,030Liabilities 2012: $0Net Assets 2012: $3,961,0302012Assets 2013: $5,204,964Liabilities 2013: $0Net Assets 2013: $5,204,9642013Assets 2014: $5,106,125Liabilities 2014: $0Net Assets 2014: $5,106,1252014Assets 2015: $4,999,872Liabilities 2015: $0Net Assets 2015: $4,999,8722015Assets 2016: $4,736,211Liabilities 2016: $0Net Assets 2016: $4,736,2112016Assets 2017: $4,644,471Liabilities 2017: $0Net Assets 2017: $4,644,4712017Assets 2018: $4,615,429Liabilities 2018: $0Net Assets 2018: $4,615,4292018Assets 2019: $5,318,988Liabilities 2019: $0Net Assets 2019: $5,318,9882019Assets 2020: $5,042,801Liabilities 2020: $0Net Assets 2020: $5,042,8012020Assets 2021: $5,627,405Liabilities 2021: $0Net Assets 2021: $5,627,4052021Assets 2022: $5,582,178Liabilities 2022: $0Net Assets 2022: $5,582,1782022Assets 2023: $5,149,902Liabilities 2023: $0Net Assets 2023: $5,149,9022023Assets 2024: $4,925,845Liabilities 2024: $0Net Assets 2024: $4,925,8452024Assets 2025: $4,859,329Liabilities 2025: $0Net Assets 2025: $4,859,3292025

Highlighted filing

2023

Assets$5,149,902
Liabilities$0
Net Assets$5,149,902
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $268,0032011Expenses 2012: $285,2032012Expenses 2013: $298,2162013Revenue 2014: $202,072Expenses 2014: $300,911Net Income 2014: -$98,8392014Revenue 2015: $214,962Expenses 2015: $313,984Net Income 2015: -$99,0222015Revenue 2016: $66,901Expenses 2016: $341,533Net Income 2016: -$274,6322016Revenue 2017: $183,182Expenses 2017: $274,922Net Income 2017: -$91,7402017Revenue 2018: $313,704Expenses 2018: $342,746Net Income 2018: -$29,0422018Revenue 2019: $1,018,388Expenses 2019: $314,829Net Income 2019: $703,5592019Revenue 2020: $38,901Expenses 2020: $315,088Net Income 2020: -$276,1872020Revenue 2021: $906,117Expenses 2021: $314,791Net Income 2021: $591,3262021Revenue 2022: $289,174Expenses 2022: $333,842Net Income 2022: -$44,6682022Revenue 2023: -$79,862Expenses 2023: $351,428Net Income 2023: -$431,2902023Revenue 2024: $81,435Expenses 2024: $305,870Net Income 2024: -$224,4352024Revenue 2025: $251,519Expenses 2025: $318,639Net Income 2025: -$67,1202025

Highlighted filing

2023

Revenue-$79,862
Expenses$351,428
Net Income-$431,290
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Jul 12, 2023
Return Version
2022v5.0
Gross Receipts
$2,902,713
Mission and Program Overview

Mission

Provides financial support to the church by the sea in bal harbour, fl

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,582,178$5,149,902▼ $432,276
Investments in Publicly Traded Securities$5,483,734$5,022,016▼ $461,718
Savings and Temporary Cash Investments$98,444$127,886▲ $29,442
Total Assets$5,582,178$5,149,902▼ $432,276
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,582,178$5,149,902▼ $432,276
Total Liabilities and Net Assets / Fund Balance$5,582,178$5,149,902▼ $432,276
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$39,437$39,437
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-79,886
Other Revenue
$24
Change in Net Assets
$-431,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$308,746
Salaries, Compensation, and Employee Benefits$39,436
Other Expenses$3,246
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$308,746--$308,746
Current Officers, Directors, Trustees, and Key Employees$7,887$31,549-$39,436
Other Expenses-$643-$643
Total Functional Expenses$316,633$34,795$0$351,428
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Church by the SeaBal Harbour, FL501(c)(3)Funding for the Church by the Sea$308,746
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Maude a epp cbs 6 trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on it's behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Maude a epp cbs 6 trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on it's behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank as sole trustee is provided with a copy of the form 990 for their inspection before filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc bank charitable trust requires an annual affirmation that it has been received, read, understood and agreed to be complied with. In addition, the policy requires an annual disclosure of the existance and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Maude a Epp Charitable Trust
EIN
31-6365703
Phone
4129951769
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4129951769
Signed
2023-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Horowitz
Formed
1990
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cost Basis Adjustment - Sales - ($6.31); 2021 Transaction Posted in 2022 - $6,671.85; 2022 Transaction Posted in 2023 - ($5,072.14); Wash Sales Adjustment - ($2,576.69); Adjustment to Income - ($5.96); Rounding - $3.25”

Raw XML Appendix348 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee, PNC Bank, maintains a continuous purposeful communication with members of the Church By The Sea. Actions taken by the Trustee to service this organization are discussed in length with these members.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Maude A Epp Charitable Trust provides much needed financial support to the Church By The Sea. This support allows for the Church By The Sea to focus on their exempt purpose by lessening the concern of financial burden.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Church By The Sea is a fully operational church with the need to raise financial means to cover expenses involved in the operations and functions of the church.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH A, PG 5, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCH A, PG 5, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCH A, PG 5, SECTION E, LINE 2B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Sch A Part VI for Sch A Part IV Sec D line 3
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IRS990ScheduleI/RecipientTable/RecipientEIN0590668474
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MAUDE A EPP CHARITABLE TRUST IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MAUDE A EPP CBS 6 TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON IT'S BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAUDE A EPP CBS 6 TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON IT'S BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS SOLE TRUSTEE IS PROVIDED WITH A COPY OF THE FORM 990 FOR THEIR INSPECTION BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC BANK CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTANCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Cost Basis Adjustment - Sales - ($6.31); 2021 Transaction Posted in 2022 - $6,671.85; 2022 Transaction Posted in 2023 - ($5,072.14); Wash Sales Adjustment - ($2,576.69); Adjustment to Income - ($5.96); Rounding - $3.25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/VotingMembersIndependentCnt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-12
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ReturnHeader/ReturnTs02023-08-02T12:00:48-05:00
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ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,149,902
Liabilities
$0
Net assets
$5,149,902
Revenue
-$79,862
Expenses
$351,428
Net income
-$431,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.00$4.86$0.25$0.32$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$0.08$0.31$0.22
2023Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.08$0.35$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.00$5.58$0.29$0.33$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.91$0.31$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.04$0.32$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$1.02$0.31$0.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.31$0.34$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$0.18$0.27$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.07$0.34$0.27
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.21$0.31$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.00$5.11$0.20$0.30$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.00$5.20$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.00$3.96$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$0.00$4.33$0.27