Civic Intelligence

Thomas M & Suzanne Whitney Charit Able Trust

990PF • Fiscal year 2017 • EIN 38-6439469

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 22, 2018

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

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$5,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

53rd percentile

2.3%

Faster asset growth than 53% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

144%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$273,220

Up $6,195 (+2.3%) from 2016

Net Assets

Up

$273,220

Up $6,195 (+2.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin83rd percentile

Revenue

Up

$21,258

Up $12,532 (+144%) from 2016

Expenses

Up

$15,062

Up $4,720 (+46%) from 2016

Net Income

Up

$6,196

Up $7,812 (+483%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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: $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

2017

Assets$273,220
Liabilities$0
Net Assets$273,220
Open 2017 Filing

Operations Trend

Revenue Growth94th 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

2017

Revenue$21,258
Expenses$15,062
Net Income$6,196
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 22, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,000-$5,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCWE MISSIONSGENERAL SUPPORTPUBLIC CHARITYPITTSBURGH, PA, US$10,000
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
2018-04-22
Raw XML Appendix301 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/GainOrLossAmt270
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11154.855 TOUCHSTONE SANDS CAPITAL SELECT GROWTH FD CLASS Y
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013530
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013530
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0187
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02162574701
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CWE MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt07306
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05194
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013530
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06224
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05194
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND FROM PRIOR YEAR
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt034
TaxesSchedule/TaxesDetail/Amt062
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId03BB8C0E9FEC78F69228AD1801D614A994052CE46
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03BB8C0E9FEC78F69228AD1801D614A994052CE46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.112.70
ReturnHeader/ReturnTs02018-04-23T11:01:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,220
Liabilities
$0
Net assets
$273,220
Revenue
$21,258
Expenses
$15,062
Net income
$6,196
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
2017Detailed filing. Detailed filing data is available for this year.$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
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