Civic Intelligence

Upenn International

990 • Fiscal year 2013 • EIN 45-4985731

Jul 01, 2012 to Jun 30, 2013 • Filed on May 01, 2012

Organization ProfileN/A
3451 Walnut StreetSuite STE 731Philadelphia, PA 19104
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.12x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.06x

Higher debt load relative to revenue than 56% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets60th percentile

Assets

$362,017

No earlier filing loaded for comparison.

Net Assets

$317,982

No earlier filing loaded for comparison.

Liabilities

$44,035

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin89th percentile

Revenue

$704,988

No earlier filing loaded for comparison.

Expenses

$387,006

No earlier filing loaded for comparison.

Net Income

$317,982

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2013: $362,017Liabilities 2013: $44,035Net Assets 2013: $317,9822013Assets 2014: $3,451,782Liabilities 2014: $227,142Net Assets 2014: $3,224,6402014Assets 2015: $6,590,750Liabilities 2015: $1,211,125Net Assets 2015: $5,379,6252015Assets 2016: $8,569,302Liabilities 2016: $3,188,726Net Assets 2016: $5,380,5762016Assets 2017: $5,961,131Liabilities 2017: $2,307,733Net Assets 2017: $3,653,3982017Assets 2018: $6,502,597Liabilities 2018: $2,873,093Net Assets 2018: $3,629,5042018Assets 2019: $9,296,513Liabilities 2019: $4,913,432Net Assets 2019: $4,383,0812019Assets 2020: $6,335,951Liabilities 2020: $3,780,527Net Assets 2020: $2,555,4242020Assets 2021: $4,504,968Liabilities 2021: $1,830,482Net Assets 2021: $2,674,4862021Assets 2022: $4,250,667Liabilities 2022: $3,227,360Net Assets 2022: $1,023,3072022Assets 2023: $4,114,958Liabilities 2023: $3,067,869Net Assets 2023: $1,047,0892023Assets 2024: $4,124,477Liabilities 2024: $3,072,984Net Assets 2024: $1,051,4932024

Highlighted filing

2013

Assets$362,017
Liabilities$44,035
Net Assets$317,982
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2013: $704,988Expenses 2013: $387,006Net Income 2013: $317,9822013Revenue 2014: $4,140,329Expenses 2014: $1,233,671Net Income 2014: $2,906,6582014Revenue 2015: $6,351,575Expenses 2015: $4,196,590Net Income 2015: $2,154,9852015Revenue 2016: $5,313,394Expenses 2016: $5,312,443Net Income 2016: $9512016Revenue 2017: $3,290,209Expenses 2017: $5,017,387Net Income 2017: -$1,727,1782017Revenue 2018: $4,506,061Expenses 2018: $4,529,955Net Income 2018: -$23,8942018Revenue 2019: $5,659,996Expenses 2019: $4,906,419Net Income 2019: $753,5772019Revenue 2020: $1,555,814Expenses 2020: $3,383,471Net Income 2020: -$1,827,6572020Revenue 2021: $2,376,867Expenses 2021: $2,220,949Net Income 2021: $155,9182021Revenue 2022: $845,247Expenses 2022: $2,138,819Net Income 2022: -$1,293,5722022Revenue 2023: $1,942,616Expenses 2023: $1,796,716Net Income 2023: $145,9002023Revenue 2024: $3,228,561Expenses 2024: $3,243,031Net Income 2024: -$14,4702024

Highlighted filing

2013

Revenue$704,988
Expenses$387,006
Net Income$317,982
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 1, 2012
Return Version
2012v2.3
Gross Receipts
$704,988
Mission and Program Overview

Mission

To support the charitable, educational, and scientific purposes of the trustees of the university of pennsylvania.

Filing and Contact Details

Filer

EIN
45-4985731
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2013 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY EVALUATES ITS TAX POSITION BASED ON THE FASB STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THE USE OF A TWO-STEP APPROACH FOR RECOGNIZING AND MEASURING TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN AN UNRELATED BUSINESS ACTIVITY TAX RETURN AND DISCLOSURES REGARDING UNCERTAINTIES IN TAX POSITIONS. THE FIRST STEP IS RECOGNITION: THE UNIVERSITY DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. IN EVALUATING WHETHER A TAX POSITION HAS MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE UNIVERSITY PRESUMES THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE SECOND STEP IS MEASUREMENT: A TAX POSITION THAT MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD IS MEASURED TO DETERMINE THE AMOUNT OF BENEFIT TO RECOGNIZE IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. DIFFERENCE BETWEEN TAX POSITIONS TAKEN IN A TAX RETURN AND AMOUNTS RECOGNIZED IN THE FINANCIAL STATEMENTS WILL GENERALLY RESULT IN AN INCREASE IN A LIABILITY FOR INCOME TAXES PAYABLE OR A REDUCTION OF AN INCOME TAX REFUND RECEIVABLE.
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IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs596000
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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs435235
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs551120
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNT WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED DISTRIBUTIONS DURING THE YEAR: PRICE, VINCENT- NO DISTRIBUTION GOLDING, STEPHEN D.- NO DISTRIBUTION CARNAROLI, CRAIG R.- $45,446 ROST, GREGORY S. - $15,197 WHITE, WNEDY S. - $31,806
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0TOP MANAGEMENT COMPENSATION
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier1SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0FORM 990, SCHEDULE J, PART I, LINE 3
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1FORM 990, SCHEDULE J, LINE 4B
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0VINCENT PRICE
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1STEPHEN D GOLDING
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2ROMAN PETYK
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson3CRAIG R CARNAROLI
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson4GREGORY S ROST
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson5WENDY S WHITE
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$362,017
Liabilities
$44,035
Net assets
$317,982
Revenue
$704,988
Expenses
$387,006
Net income
$317,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.12$3.07$1.05$3.23$3.24$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.11$3.07$1.05$1.94$1.80$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.25$3.23$1.02$0.85$2.14$1.29
2021Detailed filing. Detailed filing data is available for this year.$4.50$1.83$2.67$2.38$2.22$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.34$3.78$2.56$1.56$3.38$1.83
2019Detailed filing. Detailed filing data is available for this year.$9.30$4.91$4.38$5.66$4.91$0.75
2018Detailed filing. Detailed filing data is available for this year.$6.50$2.87$3.63$4.51$4.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.96$2.31$3.65$3.29$5.02$1.73
2016Detailed filing. Detailed filing data is available for this year.$8.57$3.19$5.38$5.31$5.31$0.00
2015Detailed filing. Detailed filing data is available for this year.$6.59$1.21$5.38$6.35$4.20$2.15
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.23$3.22$4.14$1.23$2.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.04$0.32$0.70$0.39$0.32