Civic Intelligence

Norman B Williams Educatnl Trust

990PF • Fiscal year 2019 • EIN 36-7201493

Apr 01, 2018 to Mar 31, 2019 • Filed on Jul 07, 2019

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$8,142

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

169%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,730,009

Up $61,671 (+3.7%) from 2018

Net Assets

Up

$1,730,009

Up $61,671 (+3.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin83rd percentile

Revenue

Up

$188,589

Up $118,608 (+169%) from 2018

Expenses

Up

$126,185

Up $10,873 (+9.4%) from 2018

Net Income

Up

$62,404

Up $107,735 (+238%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2019

Assets$1,730,009
Liabilities$0
Net Assets$1,730,009
Open 2019 Filing

Operations Trend

Revenue Growth95th 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

2019

Revenue$188,589
Expenses$126,185
Net Income$62,404
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jul 7, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$8,142-$8,142
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
2019-07-07
Raw XML Appendix335 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/ZIPCd0152309738
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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/Amt038711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt138711
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt238711
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 FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BRADLEY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN WILLIAM IEUTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTN 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/TotalGrantOrContriPdDurYrAmt0116133
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/AppliedToCurrentYearAmt0109721
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018963
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010498
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06716
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120219
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010498
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018963
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08465
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0733
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
TaxesSchedule/TaxesDetail/Amt0571
TaxesSchedule/TaxesDetail/Amt11324
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId03BB8C0E9FEC78F69228AD1801D614A994052CE46
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03BB8C0E9FEC78F69228AD1801D614A994052CE46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.112.71
ReturnHeader/ReturnTs02019-07-12T15:00:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,730,009
Liabilities
$0
Net assets
$1,730,009
Revenue
$188,589
Expenses
$126,185
Net income
$62,404
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