Civic Intelligence

Thomas M & Suzanne Whitney Charit Able Trust

990PF • Fiscal year 2015 • EIN 38-6439469

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 16, 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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$5,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 35.7% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

57th percentile

3.4%

Faster asset growth than 57% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$268,641

Up $8,952 (+3.4%) from 2014

Net Assets

Up

$268,641

Up $8,952 (+3.4%) from 2014

Liabilities

Up

$1

Up $1 from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$14,005

Up $6,266 (+81%) from 2014

Expenses

Up

$5,054

Up $54 (+1.1%) from 2014

Net Income

Up

$8,951

Up $6,212 (+227%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth57th 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: $0Net Assets 2013: $256,9502013Assets 2014: $259,689Liabilities 2014: $0Net Assets 2014: $259,6892014Assets 2015: $268,641Liabilities 2015: $1Net 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

2015

Assets$268,641
Liabilities$1
Net Assets$268,641
Open 2015 Filing

Operations Trend

Revenue Growth91st 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

2015

Revenue$14,005
Expenses$5,054
Net Income$8,951
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 16, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

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

Filer

Filer Name
Whitney Charitable Trust
EIN
38-6439469
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
2016-04-16
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21070.664 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02162574701
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt02500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013555
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014012
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011055
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02957
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0912
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0912
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03869
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014924
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt054
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/SignatureDt02016-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITNEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0386439469
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/ReturnTs02016-04-16T11:01:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,641
Liabilities
$1
Net assets
$268,641
Revenue
$14,005
Expenses
$5,054
Net income
$8,951
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
2015Detailed filing. Detailed filing data is available for this year.$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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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