Civic Intelligence

Peter Klerner Knoefel Fund

990PF • Fiscal year 2014 • EIN 45-6201332

Feb 01, 2013 to Jan 31, 2014 • Filed on Apr 17, 2014

Organization Profile
PO Box 60915230-9738

(800) 622-8036

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

60%

Higher net margin than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$16,976

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

6.9%

Faster asset growth than 68% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,254,195

Up $145,267 (+6.9%) from 2013

Net Assets

Up

$2,254,195

Up $145,267 (+6.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin91st percentile

Revenue

$325,052

No earlier filing loaded for comparison.

Expenses

Up

$130,478

Up $62,895 (+93%) from 2013

Net Income

$194,574

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,108,928Liabilities 2013: $0Net Assets 2013: $2,108,9282013Assets 2014: $2,254,195Liabilities 2014: $0Net Assets 2014: $2,254,1952014Assets 2015: $2,262,279Liabilities 2015: $0Net Assets 2015: $2,262,2792015Assets 2016: $2,342,239Liabilities 2016: $0Net Assets 2016: $2,342,2392016Assets 2017: $2,232,554Liabilities 2017: $0Net Assets 2017: $2,232,5542017Assets 2018: $2,270,063Liabilities 2018: $0Net Assets 2018: $2,270,0632018Assets 2019: $2,249,711Liabilities 2019: $0Net Assets 2019: $2,249,7112019Assets 2020: $2,248,628Liabilities 2020: $0Net Assets 2020: $2,248,6282020Assets 2021: $2,193,781Liabilities 2021: $0Net Assets 2021: $2,193,7812021Assets 2022: $2,240,115Liabilities 2022: $0Net Assets 2022: $2,240,1152022Assets 2023: $2,172,785Liabilities 2023: $0Net Assets 2023: $2,172,7852023Assets 2024: $2,531,558Liabilities 2024: $0Net Assets 2024: $2,531,5582024Assets 2025: $2,534,108Liabilities 2025: $0Net Assets 2025: $2,534,1082025

Highlighted filing

2014

Assets$2,254,195
Liabilities$0
Net Assets$2,254,195
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2013: $67,5832013Revenue 2014: $325,052Expenses 2014: $130,478Net Income 2014: $194,5742014Revenue 2015: $126,473Expenses 2015: $118,964Net Income 2015: $7,5092015Revenue 2016: $214,801Expenses 2016: $133,813Net Income 2016: $80,9882016Revenue 2017: $20,811Expenses 2017: $131,741Net Income 2017: -$110,9302017Revenue 2018: $169,539Expenses 2018: $131,316Net Income 2018: $38,2232018Revenue 2019: $124,912Expenses 2019: $145,265Net Income 2019: -$20,3532019Revenue 2020: $146,557Expenses 2020: $147,639Net Income 2020: -$1,0822020Revenue 2021: $96,798Expenses 2021: $151,735Net Income 2021: -$54,9372021Revenue 2022: $207,131Expenses 2022: $158,178Net Income 2022: $48,9532022Revenue 2023: $106,356Expenses 2023: $177,509Net Income 2023: -$71,1532023Revenue 2024: $515,325Expenses 2024: $155,699Net Income 2024: $359,6262024Revenue 2025: $175,611Expenses 2025: $171,783Net Income 2025: $3,8282025

Highlighted filing

2014

Revenue$325,052
Expenses$130,478
Net Income$194,574
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Apr 17, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$16,976-$16,976
Filing and Contact Details

Filer

EIN
45-6201332
Phone
8006228036

Signing Officer

Name
John Kullander
Title
Trust Officer
Phone
2162574714
Signed
2014-04-17
Raw XML Appendix272 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/InitialReturnFormerPubChrtyInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0119490
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt095305
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt099796
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt011206
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011206
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount049307
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ADJUSTMENT FOR ESTATE EXPENSES
TaxesSchedule/TaxesDetail/Amt02500
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KULLANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10PETER KLERNER KNOEFEL FUND PNC BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0456201332
ReturnHeader/Filer/PhoneNum08006228036
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 609
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152309738
ReturnHeader/ReturnTs02014-04-15T10:35:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-02-01
ReturnHeader/TaxPeriodEndDt02014-01-31
ReturnHeader/TaxYr02013

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,254,195
Liabilities
$0
Net assets
$2,254,195
Revenue
$325,052
Expenses
$130,478
Net income
$194,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.18$0.17$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.52$0.16$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.11$0.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.21$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.10$0.15$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.15$0.15$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.12$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.17$0.13$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.02$0.13$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.21$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.13$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.33$0.13$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.07