Civic Intelligence

Wallace O Refke Trust

990PF • Fiscal year 2013 • EIN 38-6679358

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 25, 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

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

61st percentile

$8,148

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

50th percentile

1.4%

Faster asset growth than 50% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

85th percentile

63%

Faster revenue growth than 85% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$621,411

Up $8,484 (+1.4%) from 2012

Net Assets

$621,411

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin74th percentile

Revenue

Up

$43,591

Up $16,835 (+63%) from 2012

Expenses

Down

$35,108

Down $3,873 (-9.9%) from 2012

Net Income

Up

$8,483

Up $20,708 (+169%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth50th 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: $1Net 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: $0Net 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

2013

Assets$621,411
Liabilities$1
Net Assets$621,411
Open 2013 Filing

Operations Trend

Revenue Growth85th 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

2013

Revenue$43,591
Expenses$35,108
Net Income$8,483
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 25, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$8,148-$8,148
Filing and Contact Details

Filer

EIN
38-6679358
Phone
2162574701

Signing Officer

Name
R a Bumblis
Title
Trust Officer
Phone
2162574701
Signed
2014-02-25
Raw XML Appendix286 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/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04074
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt023634
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027708
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025971
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023634
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OIL PRODUCTION EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02626
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02626
OtherIncreasesSchedule/OtherIncreasesDetail/Amount01
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0700
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/SignatureDt02014-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10WALLACE O REFKE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0386679358
ReturnHeader/Filer/PhoneNum02162574701
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 609
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152309738
ReturnHeader/ReturnTs02014-02-25T13:33:12-06:00
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
$621,411
Liabilities
$1
Net assets
$621,411
Revenue
$43,591
Expenses
$35,108
Net income
$8,483
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2013Detailed filing. Detailed filing data is available for this year.$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