Civic Intelligence

Wallace O Refke Trust

990PF • Fiscal year 2019 • EIN 38-6679358

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 29, 2020

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

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

13th percentile

-36%

Higher net margin than 13% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

61st percentile

$9,276

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.6%

Faster asset growth than 34% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$637,420

Down $10,406 (-1.6%) from 2018

Net Assets

Down

$637,420

Down $10,406 (-1.6%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin13th percentile

Revenue

Down

$29,259

Down $21,675 (-43%) from 2018

Expenses

Up

$39,666

Up $109 (+0.3%) from 2018

Net Income

Down

-$10,407

Down $21,784 (-191%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2011: $625,152Liabilities 2011: $02011Assets 2012: $612,927Liabilities 2012: $02012Assets 2013: $621,411Liabilities 2013: $0Net Assets 2013: $621,4112013Assets 2014: $635,247Liabilities 2014: $0Net Assets 2014: $635,2472014Assets 2015: $634,117Liabilities 2015: $0Net Assets 2015: $634,1172015Assets 2016: $623,557Liabilities 2016: $0Net Assets 2016: $623,5572016Assets 2017: $636,446Liabilities 2017: $0Net Assets 2017: $636,4462017Assets 2018: $647,826Liabilities 2018: $0Net Assets 2018: $647,8262018Assets 2019: $637,420Liabilities 2019: $1Net Assets 2019: $637,4202019Assets 2020: $632,557Liabilities 2020: $0Net Assets 2020: $632,5572020Assets 2021: $682,272Liabilities 2021: $0Net Assets 2021: $682,2722021Assets 2022: $654,880Liabilities 2022: $0Net Assets 2022: $654,8802022Assets 2023: $628,987Liabilities 2023: $0Net Assets 2023: $628,9872023Assets 2024: $736,274Liabilities 2024: $0Net Assets 2024: $736,2742024

Highlighted filing

2019

Assets$637,420
Liabilities$1
Net Assets$637,420
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $20,839Expenses 2011: $37,385Net Income 2011: -$16,5462011Revenue 2012: $26,756Expenses 2012: $38,981Net Income 2012: -$12,2252012Revenue 2013: $43,591Expenses 2013: $35,108Net Income 2013: $8,4832013Revenue 2014: $51,771Expenses 2014: $37,935Net Income 2014: $13,8362014Revenue 2015: $32,947Expenses 2015: $34,077Net Income 2015: -$1,1302015Revenue 2016: $24,850Expenses 2016: $35,410Net Income 2016: -$10,5602016Revenue 2017: $48,594Expenses 2017: $35,706Net Income 2017: $12,8882017Revenue 2018: $50,934Expenses 2018: $39,557Net Income 2018: $11,3772018Revenue 2019: $29,259Expenses 2019: $39,666Net Income 2019: -$10,4072019Revenue 2020: $40,914Expenses 2020: $45,531Net Income 2020: -$4,6172020Revenue 2021: $98,201Expenses 2021: $47,718Net Income 2021: $50,4832021Revenue 2022: $22,873Expenses 2022: $51,792Net Income 2022: -$28,9192022Revenue 2023: $19,667Expenses 2023: $45,916Net Income 2023: -$26,2492023Revenue 2024: $152,724Expenses 2024: $45,403Net Income 2024: $107,3212024

Highlighted filing

2019

Revenue$29,259
Expenses$39,666
Net Income-$10,407
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,276-$9,276
Filing and Contact Details

Filer

Filer Name
Wallace O Refke Irrev Tua
EIN
38-6679358
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
2020-02-29
Raw XML Appendix289 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04638
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029418
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039486
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/QualifyingDistributionsAmt034056
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034848
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029418
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0306
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0306
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/Amt1924
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLACE O REFKE IRREV TUA
ReturnHeader/Filer/BusinessNameControlTxt0REFK
ReturnHeader/Filer/EIN0386679358
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/ReturnTs02020-03-06T09:00:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$637,420
Liabilities
$1
Net assets
$637,420
Revenue
$29,259
Expenses
$39,666
Net income
-$10,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.36$0.00$7.36$1.53$0.45$1.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$0.20$0.46$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.00$6.55$0.23$0.52$0.29
2021Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.98$0.48$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.33$0.00$6.33$0.41$0.46$0.05
2019Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.29$0.40$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$0.51$0.40$0.11
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.36$0.00$6.36$0.49$0.36$0.13
2016Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.25$0.35$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$0.33$0.34$0.01
2014Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.52$0.38$0.14
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.21$0.00$6.21$0.44$0.35$0.08
2012Summary only. Only limited summary data is available for this year.$6.13$0.00$0.27$0.39$0.12
2011Summary only. Only limited summary data is available for this year.$6.25$0.00$0.21$0.37$0.17