Civic Intelligence

Peter Klerner Knoefel Fund

990PF • Fiscal year 2019 • EIN 45-6201332

Feb 01, 2018 to Jan 31, 2019 • Filed on May 16, 2019

Organization Profile
C/O Pnc Bank Na PO Box 609Pittsburgh, PA 15212

(216) 257-6118

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

20th percentile

-16%

Higher net margin than 20% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$28,737

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

36th percentile

-0.9%

Faster asset growth than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-26%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,249,711

Down $20,352 (-0.9%) from 2018

Net Assets

Down

$2,249,711

Down $20,352 (-0.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin20th percentile

Revenue

Down

$124,912

Down $44,627 (-26%) from 2018

Expenses

Up

$145,265

Up $13,949 (+11%) from 2018

Net Income

Down

-$20,353

Down $58,576 (-153%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$2,249,711
Liabilities$0
Net Assets$2,249,711
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

2019

Revenue$124,912
Expenses$145,265
Net Income-$20,353
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2018 to Jan 31, 2019
Signed
May 16, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$28,737-$28,737
Filing and Contact Details

Filer

Filer Name
Peter Klerner Knoefel Fund
EIN
45-6201332
Phone
2162576118
Address
C/O PNC BANK NA PO BOX 609, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162576118
Signed
2019-05-16
Raw XML Appendix318 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11484328
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11767329
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2160. ISHARES TR RUSSELL 1000 GROWTH INDEX FD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 609
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0152309738
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02162576118
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0113919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIV OF LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN GINA LANKSWERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0402081451
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0113919
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/AppliedToCurrentYearAmt014368
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0113919
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0128692
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/QualifyingDistributionsAmt0128287
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0114324
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0113919
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01037
TaxesSchedule/TaxesDetail/Amt11572
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162576118
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER KLERNER KNOEFEL FUND
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0456201332
ReturnHeader/Filer/PhoneNum02162576118
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O PNC BANK NA PO BOX 609
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03BB8C0E9FEC78F69228AD1801D614A994052CE46
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03BB8C0E9FEC78F69228AD1801D614A994052CE46
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0161.150.240.3
ReturnHeader/ReturnTs02019-05-24T09:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-02-01
ReturnHeader/TaxPeriodEndDt02019-01-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,249,711
Liabilities
$0
Net assets
$2,249,711
Revenue
$124,912
Expenses
$145,265
Net income
-$20,353
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