Civic Intelligence

Norman B Williams Educatnl Trust

990PF • Fiscal year 2016 • EIN 36-7201493

Apr 01, 2015 to Mar 31, 2016 • Filed on Jul 08, 2016

Organization Profile
C/O Pnc Bank Na PO Box 609Pittsburgh, PA 15230-9738

(216) 257-4701

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

10th percentile

-62%

Higher net margin than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$7,544

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

33rd percentile

-2.4%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,748,642

Down $43,354 (-2.4%) from 2015

Net Assets

Down

$1,748,642

Down $43,354 (-2.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Down

$70,220

Down $72,685 (-51%) from 2015

Expenses

Up

$113,535

Up $1,848 (+1.7%) from 2015

Net Income

Down

-$43,315

Down $74,533 (-239%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $1,688,962Liabilities 2013: $0Net Assets 2013: $1,688,9622013Assets 2014: $1,760,937Liabilities 2014: $0Net Assets 2014: $1,760,9372014Assets 2015: $1,791,996Liabilities 2015: $0Net Assets 2015: $1,791,9962015Assets 2016: $1,748,642Liabilities 2016: $0Net Assets 2016: $1,748,6422016Assets 2017: $1,713,985Liabilities 2017: $0Net Assets 2017: $1,713,9852017Assets 2018: $1,668,338Liabilities 2018: $0Net Assets 2018: $1,668,3382018Assets 2019: $1,730,009Liabilities 2019: $0Net Assets 2019: $1,730,0092019Assets 2020: $2,145,895Liabilities 2020: $0Net Assets 2020: $2,145,8952020Assets 2021: $2,104,517Liabilities 2021: $0Net Assets 2021: $2,104,5172021Assets 2022: $2,168,240Liabilities 2022: $0Net Assets 2022: $2,168,2402022Assets 2023: $2,124,035Liabilities 2023: $0Net Assets 2023: $2,124,0352023Assets 2024: $2,075,276Liabilities 2024: $0Net Assets 2024: $2,075,2762024Assets 2025: $2,154,447Liabilities 2025: $0Net Assets 2025: $2,154,4472025

Highlighted filing

2016

Assets$1,748,642
Liabilities$0
Net Assets$1,748,642
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

$600K$400K$200K$0-$200KExpenses 2013: $99,6992013Revenue 2014: $175,102Expenses 2014: $103,127Net Income 2014: $71,9752014Revenue 2015: $142,905Expenses 2015: $111,687Net Income 2015: $31,2182015Revenue 2016: $70,220Expenses 2016: $113,535Net Income 2016: -$43,3152016Revenue 2017: $80,975Expenses 2017: $115,916Net Income 2017: -$34,9412017Revenue 2018: $69,981Expenses 2018: $115,312Net Income 2018: -$45,3312018Revenue 2019: $188,589Expenses 2019: $126,185Net Income 2019: $62,4042019Revenue 2020: $543,964Expenses 2020: $128,051Net Income 2020: $415,9132020Revenue 2021: $98,160Expenses 2021: $139,589Net Income 2021: -$41,4292021Revenue 2022: $206,049Expenses 2022: $143,137Net Income 2022: $62,9122022Revenue 2023: $77,807Expenses 2023: $141,939Net Income 2023: -$64,1322023Revenue 2024: $108,520Expenses 2024: $134,361Net Income 2024: -$25,8412024Revenue 2025: $210,073Expenses 2025: $130,974Net Income 2025: $79,0992025

Highlighted filing

2016

Revenue$70,220
Expenses$113,535
Net Income-$43,315
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jul 8, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$7,544-$7,544
Filing and Contact Details

Filer

Filer Name
Norman B Williams Educatnl Trust
EIN
36-7201493
Phone
2162574701
Address
C/O PNC BANK NA PO BOX 609, PITTSBURGH, PA 15230-9738

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162574701
Signed
2016-07-08
Raw XML Appendix325 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/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02162574701
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt134637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt234637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BERKSHIRE SCHOOL INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DAVID KINLEY EDUCATIONAL FOUNDAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BRADLEY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN CONTROLLER OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0245 N UNDERMOUNTAIN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 SOUTH WACKER STE 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21501 W BRADLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHEFFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PEORIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0012579672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1606064413
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2616250001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0103911
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/AppliedToCurrentYearAmt0105013
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0105013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07553
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07553
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02685
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0107698
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02685
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010238
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07553
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt039
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt02065
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORMAN B WILLIAMS EDUCATNL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0367201493
ReturnHeader/Filer/PhoneNum02162574701
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PNC BANK NA PO BOX 609
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152309738
ReturnHeader/ReturnTs02016-07-08T13:00:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,748,642
Liabilities
$0
Net assets
$1,748,642
Revenue
$70,220
Expenses
$113,535
Net income
-$43,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.21$0.13$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.11$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.08$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.21$0.14$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.10$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.54$0.13$0.42
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.19$0.13$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.07$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.07$0.11$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14$0.11$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.18$0.10$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.10