Civic Intelligence

St. Francis Charitable Trust

990 • Fiscal year 2021 • EIN 37-6119749

Oct 01, 2020 to Sep 30, 2021 • Filed on Mar 01, 2022

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

(412) 565-4532

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

4th percentile

0.00x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

23rd percentile

$149,321

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

47th percentile

9.3%

Faster asset growth than 47% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

66%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$49,616,857

Up $4,215,216 (+9.3%) from 2020

Net Assets

Up

$49,616,857

Up $4,215,216 (+9.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin96th percentile

Revenue

Up

$5,276,976

Up $2,095,045 (+66%) from 2020

Expenses

Up

$1,030,518

Up $73,428 (+7.7%) from 2020

Net Income

Up

$4,246,458

Up $2,021,617 (+91%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$60M$40M$20M$0Assets 2011: $26,076,155Liabilities 2011: $0Net Assets 2011: $26,076,1552011Assets 2012: $27,323,673Liabilities 2012: $0Net Assets 2012: $27,323,6732012Assets 2013: $30,583,004Liabilities 2013: $0Net Assets 2013: $30,583,0042013Assets 2014: $34,498,537Liabilities 2014: $0Net Assets 2014: $34,498,5372014Assets 2015: $36,662,435Liabilities 2015: $0Net Assets 2015: $36,662,4352015Assets 2016: $37,713,526Liabilities 2016: $0Net Assets 2016: $37,713,5262016Assets 2017: $39,059,668Liabilities 2017: $0Net Assets 2017: $39,059,6682017Assets 2018: $42,360,413Liabilities 2018: $0Net Assets 2018: $42,360,4132018Assets 2019: $43,185,315Liabilities 2019: $0Net Assets 2019: $43,185,3152019Assets 2020: $45,401,641Liabilities 2020: $0Net Assets 2020: $45,401,6412020Assets 2021: $49,616,857Liabilities 2021: $0Net Assets 2021: $49,616,8572021Assets 2022: $51,020,333Liabilities 2022: $0Net Assets 2022: $51,020,3332022Assets 2023: $59,598,581Liabilities 2023: $0Net Assets 2023: $59,598,5812023

Highlighted filing

2021

Assets$49,616,857
Liabilities$0
Net Assets$49,616,857
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

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

$10M$5.0M$0Revenue 2011: $1,967,084Expenses 2011: $696,020Net Income 2011: $1,271,0642011Revenue 2012: $1,975,277Expenses 2012: $729,009Net Income 2012: $1,246,2682012Revenue 2013: $3,988,530Expenses 2013: $730,646Net Income 2013: $3,257,8842013Revenue 2014: $4,551,779Expenses 2014: $635,459Net Income 2014: $3,916,3202014Revenue 2015: $2,945,632Expenses 2015: $767,448Net Income 2015: $2,178,1842015Revenue 2016: $1,945,832Expenses 2016: $887,411Net Income 2016: $1,058,4212016Revenue 2017: $2,265,643Expenses 2017: $868,449Net Income 2017: $1,397,1942017Revenue 2018: $4,236,261Expenses 2018: $935,516Net Income 2018: $3,300,7452018Revenue 2019: $1,795,561Expenses 2019: $970,660Net Income 2019: $824,9012019Revenue 2020: $3,181,931Expenses 2020: $957,090Net Income 2020: $2,224,8412020Revenue 2021: $5,276,976Expenses 2021: $1,030,518Net Income 2021: $4,246,4582021Revenue 2022: $2,537,870Expenses 2022: $1,028,765Net Income 2022: $1,509,1052022Revenue 2023: $9,755,327Expenses 2023: $1,071,153Net Income 2023: $8,684,1742023

Highlighted filing

2021

Revenue$5,276,976
Expenses$1,030,518
Net Income$4,246,458
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Mar 1, 2022
Return Version
2020v4.1
Gross Receipts
$29,624,509
Mission and Program Overview

Mission

Supporting the third order of st francis

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$76,176$49,616,857▲ $49,540,681
Investments in Publicly Traded Securities$44,356,491$48,383,407▲ $4,026,916
Cap Stk Tr Prin Current Funds$45,325,465--
Savings and Temporary Cash Investments$1,045,150$1,233,450▲ $188,300
Total Assets$45,401,641$49,616,857▲ $4,215,216
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,401,641$49,616,857▲ $4,215,216
Total Liabilities and Net Assets / Fund Balance$45,401,641$49,616,857▲ $4,215,216
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$149,321$149,321
Revenue and Support

Revenue Composition

Contributions and Grants
$120,655
Program Service Revenue
$0
Investment Income
$5,156,321
Other Revenue
$0
All Other Contributions
$120,655
Change in Net Assets
$4,246,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$874,528
Salaries, Compensation, and Employee Benefits$149,321
Other Expenses$6,669
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$874,528--$874,528
Current Officers, Directors, Trustees, and Key Employees$29,864$119,457-$149,321
All Other Expenses-$6,669-$6,669
Total Functional Expenses$904,392$126,126$0$1,030,518
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sisters of the Third Order of St FrancisPeoria, IL501c3General Support$874,528
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

“PNC Bank as the trustee, e contemporaneously document all meeting and written actions.”

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

“PNC Bank as the trustee, contemporaneously document all committee meetings.”

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

“As trustee, PNC Bank NA receives a copy of the annual Form 990.”

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

“PNC Bank as the trustee regularly and consistently monitor and enforce compliance.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through requests.”

Form 990, Page 6, Part VI, Line 19

“Copies are available upon request”

Filing and Contact Details

Filer

Filer Name
St Francis Charitable
EIN
37-6119749
Phone
4125654532
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4125654532
Signed
2022-03-01
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Il
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
Eric W Coursey
Phone
8445222059
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2020 transactions posted in 2021 ($5,920); 2020 sales posted in 2021 $3,226; adj for wash sales ($12,582); adj for accrued income ($16,365); cost basis adjustment $399”

Raw XML Appendix351 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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IRS990/InvestmentsPubTradedSecGrp/BOYAmt044356491
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024347532
IRS990/LoanOutstandingInd0false
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IRS990/PartialLiquidationInd0false
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IRS990/PYContributionsGrantsAmt0136879
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SISTERS OF THE THIRD ORDER OF ST FRANCIS HAVE ADOPTED VARIOUS BOARD POLICIES AND PROCEDURES TO IMPLEMENT, SUPERVISE, AND APPLY THE DISTRIBUTIONS FROM THIS TRUST FOR THE SPECIFIC PURPOSES SET FORTH IN THE TRUST AGREEMENT. THEY WORK CLOSELY WITH THE TRUSTEE TO MONITOR THE INVESTMENTS AND HOLD MEETINGS TO DISCUSS THE OPERATIONS OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SISTERS OF THE THIRD ORDER OF ST FRANCIS SHALL UTILIZE AND EXPEND FUNDS FOR THE SUPPORT OF THEIR MEMBERS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2FUNDS PROVIDED ARE FOR THE SUPPORT OF THE SISTERS OF THE THIRD ORDER OF ST FRANCIS, SPECIFICALLY IN WAYS THAT ARE NOT PROVIDED FOR IN THEIR BUDGET.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SECTION E, LINE 2B
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THIS 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/ExplanationTxt0PNC Bank as the trustee, e contemporaneously document all meeting and written actions.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PNC Bank as the trustee, contemporaneously document all committee meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2As trustee, PNC Bank NA receives a copy of the annual Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PNC Bank as the trustee regularly and consistently monitor and enforce compliance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt62020 TRANSACTIONS POSTED IN 2021 ($5,920); 2020 SALES POSTED IN 2021 $3,226; ADJ FOR WASH SALES ($12,582); ADJ FOR ACCRUED INCOME ($16,365); COST BASIS ADJUSTMENT $399
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04125654532
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST FRANCIS CHARITABLE
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ReturnHeader/Filer/PhoneNum04125654532
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum08445222059
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC W COURSEY
ReturnHeader/ReturnTs02022-03-10T13:00:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,616,857
Liabilities
$0
Net assets
$49,616,857
Revenue
$5,276,976
Expenses
$1,030,518
Net income
$4,246,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.6$0.00$59.6$9.76$1.07$8.68
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.0$0.00$51.0$2.54$1.03$1.51
2021Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$5.28$1.03$4.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.4$0.00$45.4$3.18$0.96$2.22
2019Summary only. Only limited summary data is available for this year.$43.2$0.00$43.2$1.80$0.97$0.82
2018Summary only. Only limited summary data is available for this year.$42.4$0.00$42.4$4.24$0.94$3.30
2017Summary only. Only limited summary data is available for this year.$39.1$0.00$39.1$2.27$0.87$1.40
2016Summary only. Only limited summary data is available for this year.$37.7$0.00$37.7$1.95$0.89$1.06
2015Summary only. Only limited summary data is available for this year.$36.7$0.00$36.7$2.95$0.77$2.18
2014Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$4.55$0.64$3.92
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$0.00$30.6$3.99$0.73$3.26
2012Summary only. Only limited summary data is available for this year.$27.3$0.00$27.3$1.98$0.73$1.25
2011Summary only. Only limited summary data is available for this year.$26.1$0.00$26.1$1.97$0.70$1.27