Civic Intelligence

Thomas M & Suzanne Whitney Charit Able Trust

990PF • Fiscal year 2013 • EIN 38-6439469

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 20, 2014

Organization Profile
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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

8th percentile

-82%

Higher net margin than 8% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$5,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 68.8% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

99th percentile

1755%

Faster revenue growth than 99% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$256,950

Down $5,981 (-2.3%) from 2012

Net Assets

$256,950

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin8th percentile

Revenue

Up

$7,270

Up $6,878 (+1755%) from 2012

Expenses

Down

$13,250

Down $200 (-1.5%) from 2012

Net Income

Up

-$5,980

Up $7,078 (+54%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2011: $275,989Liabilities 2011: $02011Assets 2012: $262,931Liabilities 2012: $02012Assets 2013: $256,950Liabilities 2013: $1Net Assets 2013: $256,9502013Assets 2014: $259,689Liabilities 2014: $0Net Assets 2014: $259,6892014Assets 2015: $268,641Liabilities 2015: $0Net Assets 2015: $268,6412015Assets 2016: $267,025Liabilities 2016: $0Net Assets 2016: $267,0252016Assets 2017: $273,220Liabilities 2017: $0Net Assets 2017: $273,2202017Assets 2018: $269,439Liabilities 2018: $0Net Assets 2018: $269,4392018Assets 2019: $256,367Liabilities 2019: $0Net Assets 2019: $256,3672019Assets 2020: $258,692Liabilities 2020: $0Net Assets 2020: $258,6922020Assets 2021: $243,981Liabilities 2021: $0Net Assets 2021: $243,9812021Assets 2022: $245,106Liabilities 2022: $0Net Assets 2022: $245,1062022Assets 2023: $235,921Liabilities 2023: $0Net Assets 2023: $235,9212023Assets 2024: $236,287Liabilities 2024: $0Net Assets 2024: $236,2872024

Highlighted filing

2013

Assets$256,950
Liabilities$1
Net Assets$256,950
Open 2013 Filing

Operations Trend

Revenue Growth99th percentile

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

$40K$20K$0-$20KRevenue 2011: -$3,839Expenses 2011: $15,700Net Income 2011: -$19,5392011Revenue 2012: $392Expenses 2012: $13,450Net Income 2012: -$13,0582012Revenue 2013: $7,270Expenses 2013: $13,250Net Income 2013: -$5,9802013Revenue 2014: $7,739Expenses 2014: $5,000Net Income 2014: $2,7392014Revenue 2015: $14,005Expenses 2015: $5,054Net Income 2015: $8,9512015Revenue 2016: $8,726Expenses 2016: $10,342Net Income 2016: -$1,6162016Revenue 2017: $21,258Expenses 2017: $15,062Net Income 2017: $6,1962017Revenue 2018: $8,528Expenses 2018: $12,437Net Income 2018: -$3,9092018Revenue 2019: $9,423Expenses 2019: $22,494Net Income 2019: -$13,0712019Revenue 2020: $16,986Expenses 2020: $14,389Net Income 2020: $2,5972020Revenue 2021: $11,281Expenses 2021: $24,983Net Income 2021: -$13,7022021Revenue 2022: $6,498Expenses 2022: $4,991Net Income 2022: $1,5072022Revenue 2023: $10,766Expenses 2023: $20,023Net Income 2023: -$9,2572023Revenue 2024: $12,745Expenses 2024: $12,394Net Income 2024: $3512024

Highlighted filing

2013

Revenue$7,270
Expenses$13,250
Net Income-$5,980
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 20, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$5,000-$5,000
Filing and Contact Details

Filer

EIN
38-6439469
Phone
2162574701

Signing Officer

Name
R a Bumblis
Title
Trust Officer
Phone
2162574701
Signed
2014-02-20
Raw XML Appendix288 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.

Path#Value
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02823
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04885
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02823
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02062
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014012
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt048613
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065599
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068422
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount01
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0750
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0R A BUMBLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10WHITNEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0386439469
ReturnHeader/Filer/PhoneNum02162574701
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 609
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152309738
ReturnHeader/ReturnTs02014-02-20T11:40:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$256,950
Liabilities
$1
Net assets
$256,950
Revenue
$7,270
Expenses
$13,250
Net income
-$5,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.13$0.12$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.11$0.20$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.06$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.11$0.25$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.17$0.14$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.09$0.22$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.09$0.12$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.21$0.15$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.09$0.10$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.14$0.05$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.08$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.07$0.13$0.06
2012Summary only. Only limited summary data is available for this year.$2.63$0.00$0.00$0.13$0.13
2011Summary only. Only limited summary data is available for this year.$2.76$0.00$0.04$0.16$0.20