Civic Intelligence

Helen Post Hospital Trust

990 • Fiscal year 2014 • EIN 37-6185293

Oct 01, 2013 to Sep 30, 2014 • Filed on Nov 24, 2014

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

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

11th percentile

-22%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$37,254

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

58th percentile

5.0%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$6,125,919

Up $292,907 (+5.0%) from 2013

Net Assets

Up

$6,125,919

Up $292,907 (+5.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$354,526

Down $173,458 (-33%) from 2013

Expenses

Down

$431,621

Down $166,090 (-28%) from 2013

Net Income

Down

-$77,095

Down $7,368 (-11%) from 2013

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,961,357Liabilities 2011: $0Net Assets 2011: $5,961,3572011Assets 2012: $5,899,236Liabilities 2012: $0Net Assets 2012: $5,899,2362012Assets 2013: $5,833,012Liabilities 2013: $0Net Assets 2013: $5,833,0122013Assets 2014: $6,125,919Liabilities 2014: $0Net Assets 2014: $6,125,9192014Assets 2015: $5,885,978Liabilities 2015: $0Net Assets 2015: $5,885,9782015Assets 2016: $5,677,239Liabilities 2016: $0Net Assets 2016: $5,677,2392016Assets 2017: $5,667,154Liabilities 2017: $0Net Assets 2017: $5,667,1542017Assets 2018: $5,700,716Liabilities 2018: $0Net Assets 2018: $5,700,7162018Assets 2019: $5,759,790Liabilities 2019: $0Net Assets 2019: $5,759,7902019Assets 2020: $5,866,959Liabilities 2020: $0Net Assets 2020: $5,866,9582020Assets 2021: $5,861,233Liabilities 2021: $0Net Assets 2021: $5,861,2332021Assets 2022: $5,935,914Liabilities 2022: $0Net Assets 2022: $5,935,9142022Assets 2023: $5,923,594Liabilities 2023: $0Net Assets 2023: $5,923,5942023Assets 2024: $5,929,276Liabilities 2024: $0Net Assets 2024: $5,929,2762024Assets 2025: $5,494,111Liabilities 2025: $0Net Assets 2025: $5,494,1112025

Highlighted filing

2014

Assets$6,125,919
Liabilities$0
Net Assets$6,125,919

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $633,150Expenses 2011: $388,200Net Income 2011: $244,9502011Revenue 2012: $403,148Expenses 2012: $465,269Net Income 2012: -$62,1212012Revenue 2013: $527,984Expenses 2013: $597,711Net Income 2013: -$69,7272013Revenue 2014: $354,526Expenses 2014: $431,621Net Income 2014: -$77,0952014Revenue 2015: $523,279Expenses 2015: $488,420Net Income 2015: $34,8592015Revenue 2016: $580,683Expenses 2016: $786,839Net Income 2016: -$206,1562016Revenue 2017: $479,019Expenses 2017: $489,101Net Income 2017: -$10,0822017Revenue 2018: $454,935Expenses 2018: $421,589Net Income 2018: $33,3462018Revenue 2019: $550,282Expenses 2019: $492,641Net Income 2019: $57,6412019Revenue 2020: $576,579Expenses 2020: $468,453Net Income 2020: $108,1262020Revenue 2021: $546,468Expenses 2021: $553,369Net Income 2021: -$6,9012021Revenue 2022: $704,473Expenses 2022: $629,799Net Income 2022: $74,6742022Revenue 2023: $661,246Expenses 2023: $676,041Net Income 2023: -$14,7952023Revenue 2024: $861,973Expenses 2024: $857,005Net Income 2024: $4,9682024Revenue 2025: $521,134Expenses 2025: $962,814Net Income 2025: -$441,6802025

Highlighted filing

2014

Revenue$354,526
Expenses$431,621
Net Income-$77,095
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Nov 24, 2014
Return Version
2013v3.0
Gross Receipts
$870,309
Mission and Program Overview

Mission

Supporting the decatur memorial hospital

Supporting decatur memorial hospital

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,833,012$6,125,919▲ $292,907
Land, Buildings, and Equipment, Net$4,204,344$4,236,768▲ $32,424
Investments in Publicly Traded Securities$1,453,818$1,562,206▲ $108,388
Cash and Non-Interest-Bearing Accounts$35,304$198,496▲ $163,192
Savings and Temporary Cash Investments$139,546$128,449▼ $11,097
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,833,012$6,125,919▲ $292,907
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,833,012$6,125,919▲ $292,907
Total Liabilities and Net Assets / Fund Balance$5,833,012$6,125,919▲ $292,907

Asset Categories

AssetBook ValueDepreciationBasis
Land$4,122,132--
Leasehold Improvements$114,636--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Pnc Bank NaTrusteePT$37,254$37,254
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$148,234
Other Revenue
$206,292
Change in Net Assets
$-77,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$381,307
Salaries, Compensation, and Employee Benefits$37,254
Other Expenses$13,060
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$381,307--$381,307
Current Officers, Directors, Trustees, and Key Employees-$37,254-$37,254
Other Expenses-$15-$15
Total Functional Expenses$381,307$50,314$0$431,621
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
37-0661199-501c3Supporting the Decatur Memorial Hospital$381,307
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
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

Form 990, Part VI, Section A, Line 8A

The trust has no written policy regarding documenation of meetings and written actions of its governing body and committees with authority to act on its behalf

Form 990, Part VI, Section A, Line 8B

The trust has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf

Form 990, Part VI, Section B, Line 11

Pnc bank as sole trustee of the trust prepares the tax returns for this trust thus form 990 is prepared by the governing body

Form 990, Part VI, Section B, Line 12C

The conflict of interst policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood and agreed to be complied.

Form 990, Part VI, Section C, Line 18

Form 990 and related financial statements are made available through request and from guidestar.org.

Form 990, Part VI, Section C, Line 19

Form 990 and related financial statements are made available through request and from guidestar.org. The governing documents and conflict of insterest policy are made

Filing and Contact Details

Filer

EIN
37-6185293
Phone
2162574701

Signing Officer

Name
R a Bumblis
Title
Trust Officer
Phone
2162574701
Signed
2014-11-24

Organization Details

Principal Officer
R a Bumblis
Formed
2007
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Farm distribution adjustment 370,000. Rounding adjustment 2.

Financial Statement Notes

Schedule D Line Reference 1A

INVESTMENT IN FARM LAND

Raw XML Appendix331 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST 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/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS NO WRITTEN POLICY REGARDING DOCUMENATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK AS SOLE TRUSTEE OF THE TRUST PREPARES THE TAX RETURNS FOR THIS TRUST THUS FORM 990 IS PREPARED BY THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTERST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INSTEREST POLICY ARE MADE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FARM DISTRIBUTION ADJUSTMENT 370,000. ROUNDING ADJUSTMENT 2.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
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IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05833012
IRS990/TotalAssetsEOYAmt06125919
IRS990/TotalAssetsGrp/BOYAmt05833012
IRS990/TotalAssetsGrp/EOYAmt06125919
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050314
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0381307
IRS990/TotalFunctionalExpensesGrp/TotalAmt0431621
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05833012
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06125919
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0381307
IRS990/TotalReportableCompFromOrgAmt037254
IRS990/TotalRevenueGrp/ExclusionAmt0265804
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt088722
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0354526
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05833012
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06125919
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 609
IRS990/USAddress/City0PITTSBURGH
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode0152309738
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0WWW.PNC.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0R A BUMBLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10HELEN POST TRUST FBO DECATUR HOSPITAL PNC BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0376185293
ReturnHeader/Filer/PhoneNum02162574701
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 609
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152309738
ReturnHeader/ReturnTs02014-11-24T08:26:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.52$0.96$0.44
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.86$0.86$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.00$5.92$0.66$0.68$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.00$5.94$0.70$0.63$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.55$0.55$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.87$0.00$5.87$0.58$0.47$0.11
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$5.76$0.00$5.76$0.55$0.49$0.06
2018Summary only. Only limited summary data is available for this year.$5.70$0.00$5.70$0.45$0.42$0.03
2017Summary only. Only limited summary data is available for this year.$5.67$0.00$5.67$0.48$0.49$0.01
2016Summary only. Only limited summary data is available for this year.$5.68$0.00$5.68$0.58$0.79$0.21
2015Summary only. Only limited summary data is available for this year.$5.89$0.00$5.89$0.52$0.49$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.35$0.43$0.08
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.00$5.83$0.53$0.60$0.07
2012Summary only. Only limited summary data is available for this year.$5.90$0.00$5.90$0.40$0.47$0.06
2011Summary only. Only limited summary data is available for this year.$5.96$0.00$5.96$0.63$0.39$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $5M-$10M nonprofits