Civic Intelligence

William a and Mary Elizabeth Mitchell Foundation

990PF • Fiscal year 2014 • EIN 35-6536740

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 26, 2014

Organization Profile
PO Box 60915230-9738

(412) 762-5188

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$109,957

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

64th percentile

6.5%

Faster asset growth than 64% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$16,455,426

Up $1,005,883 (+6.5%) from 2013

Net Assets

Up

$16,455,426

Up $1,005,883 (+6.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin87th percentile

Revenue

$1,859,485

No earlier filing loaded for comparison.

Expenses

Up

$959,959

Up $77,737 (+8.8%) from 2013

Net Income

$899,526

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$30M$20M$10M$0Assets 2012: $15,143,501Liabilities 2012: $0Net Assets 2012: $15,143,5012012Assets 2013: $15,449,543Liabilities 2013: $0Net Assets 2013: $15,449,5432013Assets 2014: $16,455,426Liabilities 2014: $0Net Assets 2014: $16,455,4262014Assets 2015: $16,714,873Liabilities 2015: $0Net Assets 2015: $16,714,8732015Assets 2016: $16,685,481Liabilities 2016: $0Net Assets 2016: $16,685,4812016Assets 2017: $16,729,063Liabilities 2017: $0Net Assets 2017: $16,729,0632017Assets 2018: $17,251,110Liabilities 2018: $0Net Assets 2018: $17,251,1102018Assets 2019: $17,441,781Liabilities 2019: $0Net Assets 2019: $17,441,7812019Assets 2020: $17,970,281Liabilities 2020: $0Net Assets 2020: $17,970,2812020Assets 2021: $22,594,581Liabilities 2021: $0Net Assets 2021: $22,594,5812021Assets 2022: $21,612,571Liabilities 2022: $0Net Assets 2022: $21,612,5712022Assets 2023: $19,662,658Liabilities 2023: $0Net Assets 2023: $19,662,6582023Assets 2024: $19,433,174Liabilities 2024: $0Net Assets 2024: $19,433,1742024Assets 2025: $19,104,054Liabilities 2025: $0Net Assets 2025: $19,104,0542025

Highlighted filing

2014

Assets$16,455,426
Liabilities$0
Net Assets$16,455,426
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $913,6682012Expenses 2013: $882,2222013Revenue 2014: $1,859,485Expenses 2014: $959,959Net Income 2014: $899,5262014Revenue 2015: $1,480,535Expenses 2015: $1,005,758Net Income 2015: $474,7772015Revenue 2016: $1,036,633Expenses 2016: $1,064,997Net Income 2016: -$28,3642016Revenue 2017: $1,072,349Expenses 2017: $1,025,676Net Income 2017: $46,6732017Revenue 2018: $1,585,217Expenses 2018: $1,067,259Net Income 2018: $517,9582018Revenue 2019: $1,310,027Expenses 2019: $1,119,356Net Income 2019: $190,6712019Revenue 2020: $1,619,199Expenses 2020: $1,112,196Net Income 2020: $507,0032020Revenue 2021: $5,932,140Expenses 2021: $1,281,743Net Income 2021: $4,650,3972021Revenue 2022: $162,424Expenses 2022: $1,109,977Net Income 2022: -$947,5532022Revenue 2023: -$702,027Expenses 2023: $1,253,236Net Income 2023: -$1,955,2632023Revenue 2024: $871,365Expenses 2024: $1,080,986Net Income 2024: -$209,6212024Revenue 2025: $868,349Expenses 2025: $1,192,470Net Income 2025: -$324,1212025

Highlighted filing

2014

Revenue$1,859,485
Expenses$959,959
Net Income$899,526
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 26, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$109,957-$109,957
Filing and Contact Details

Filer

EIN
35-6536740
Phone
4127625188

Signing Officer

Name
John Alrutz
Title
Assistant Vice President
Phone
4127625188
Signed
2014-09-26
Raw XML Appendix362 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/LocationOfBooksUSAddress/ZIPCode0152222705
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127625188
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0135026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1135026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2135025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3135030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4135025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5135025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10FROST VALLEY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11MARY E WILSON MEMORIAL UNION CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12MORTON PLANT MEASE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13MUHLENBERG HOSPITAL FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14PEACE MEMORIAL PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15THE FLORIDA ORCHESTRA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10298 CLAREMONT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine117 VALLEY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121200 DRUID RD SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1398 JAMES ST STE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14110 S FORT HARRISON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15101 SOUTH HOOVER BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MONTCLAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1WATCHUNG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3EDISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0070422893
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode107060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode233756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode308820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode433756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode533609
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0810157
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056030
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0809106
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0913181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0865136
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0857151
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0809106
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01187
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01187
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0106357
OtherIncreasesSchedule/OtherIncreasesDetail/Description0DIFFERENCE BETWEEN TAX COST AND CARRYING VALUE
TaxesSchedule/TaxesDetail/Amt010852
TaxesSchedule/TaxesDetail/Amt128500
TaxesSchedule/TaxesDetail/Amt2493
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR EXCISE TAX BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX PAID FOR 6/30/14
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2493
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ALRUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127625188
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM & MARY MITCHELL FDN PNC BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0356536740
ReturnHeader/Filer/PhoneNum04127625188
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 609
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152309738
ReturnHeader/ReturnTs02014-09-29T06:38:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,455,426
Liabilities
$0
Net assets
$16,455,426
Revenue
$1,859,485
Expenses
$959,959
Net income
$899,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.87$1.19$0.32
2024Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.87$1.08$0.21
2023Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.70$1.25$1.96
2022Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$0.16$1.11$0.95
2021Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$5.93$1.28$4.65
2020Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.62$1.11$0.51
2019Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$1.31$1.12$0.19
2018Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.59$1.07$0.52
2017Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.07$1.03$0.05
2016Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.04$1.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.48$1.01$0.47
2014Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$1.86$0.96$0.90
2013Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.88
2012Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.91