Civic Intelligence

Herbert Vaughan Charitable Foundation C/O the Philadelphia Trust Company

990PF • Fiscal year 2017 • EIN 45-6911090

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 22, 2018

Organization Profile
1760 Market StreetPhiladelphia, PA 19103

(215) 979-3462

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

40th percentile

0.9%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

135%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$5,140,747

Up $44,959 (+0.9%) from 2016

Net Assets

Up

$5,140,747

Up $344,955 (+7.2%) from 2016

Liabilities

Down

$0

Down $299,996 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin89th percentile

Revenue

Up

$675,803

Up $387,678 (+135%) from 2016

Expenses

Up

$334,679

Up $293,188 (+707%) from 2016

Net Income

Up

$341,124

Up $94,490 (+38%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,567,244Liabilities 2013: $02013Assets 2014: $4,051,663Liabilities 2014: $02014Assets 2015: $4,555,172Liabilities 2015: $02015Assets 2016: $5,095,788Liabilities 2016: $299,996Net Assets 2016: $4,795,7922016Assets 2017: $5,140,747Liabilities 2017: $0Net Assets 2017: $5,140,7472017Assets 2018: $4,913,480Liabilities 2018: $0Net Assets 2018: $4,913,4802018Assets 2019: $5,154,755Liabilities 2019: $0Net Assets 2019: $5,154,7552019Assets 2020: $4,631,235Liabilities 2020: $0Net Assets 2020: $4,631,2352020Assets 2021: $4,386,187Liabilities 2021: $0Net Assets 2021: $4,386,1872021Assets 2022: $4,439,887Liabilities 2022: $0Net Assets 2022: $4,439,8872022Assets 2023: $3,929,906Liabilities 2023: $0Net Assets 2023: $3,929,9062023Assets 2024: $4,327,243Liabilities 2024: $0Net Assets 2024: $4,327,2432024

Highlighted filing

2017

Assets$5,140,747
Liabilities$0
Net Assets$5,140,747
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $3,828,620Expenses 2013: $261,373Net Income 2013: $3,567,2472013Revenue 2014: $510,777Expenses 2014: $26,354Net Income 2014: $484,4232014Revenue 2015: $1,101,476Expenses 2015: $597,967Net Income 2015: $503,5092015Revenue 2016: $288,125Expenses 2016: $41,491Net Income 2016: $246,6342016Revenue 2017: $675,803Expenses 2017: $334,679Net Income 2017: $341,1242017Revenue 2018: $607,326Expenses 2018: $812,750Net Income 2018: -$205,4242018Revenue 2019: $249,285Expenses 2019: $37,809Net Income 2019: $211,4762019Revenue 2020: $284,719Expenses 2020: $808,239Net Income 2020: -$523,5202020Revenue 2021: $314,110Expenses 2021: $557,256Net Income 2021: -$243,1462021Revenue 2022: $672,034Expenses 2022: $618,334Net Income 2022: $53,7002022Revenue 2023: $63,130Expenses 2023: $573,111Net Income 2023: -$509,9812023Revenue 2024: $429,153Expenses 2024: $31,816Net Income 2024: $397,3372024

Highlighted filing

2017

Revenue$675,803
Expenses$334,679
Net Income$341,124
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 22, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert P GeorgeTrustee-$0--
Christopher C DeMuthTrustee-$0--
James R Stoner JrTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Herbert Vaughan Charitable Foundation
EIN
45-6911090
Phone
2159793462
Address
1760 Market Street, Philadelphia, PA 19103

Signing Officer

Name
Thomas J McGlone CPA
Title
Trustee
Phone
2159793462
Signed
2018-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Marcum LLP
Address
1600 Market Street 32nd Floor, Philadelphia, PA 19103
Preparer
Thomas McGlone
Phone
2152972100
Raw XML Appendix361 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2CAPITAL LOSSES ON THE SALE OF SECURITIES
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0The Philadelphia Trust Co
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01760 Market Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Philadelphia
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02159793462
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Witherspoon Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1trustees of princeton university
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt016 Stockton Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1125 Faculty Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Princeton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Princeton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108540
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0301212
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0264129
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021285
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0264129
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015798
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015798
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0301212
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015798
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015798
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021285
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Morgan, Lewis & Bockius
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Commonwealth of MA- Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03831
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Timing Difference
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0299996
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0unsettled transcations
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt031641
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0The Philadelphia Trust Company
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt031641
TaxesSchedule/TaxesDetail/Amt01001
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01001
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas J McGlone CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02159793462
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Herbert Vaughan Charitable Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o The Philadelphia Trust Company
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0456911090
ReturnHeader/Filer/PhoneNum02159793462
ReturnHeader/Filer/USAddress/AddressLine1Txt01760 Market Street
ReturnHeader/Filer/USAddress/CityNm0Philadelphia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0653AEAFBE342D358236AC7EA199E24518E245B6E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.127.190
ReturnHeader/FilingSecurityInformation/IPDt02018-03-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:58:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marcum LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 Market Street 32nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Philadelphia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02152972100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas McGlone
ReturnHeader/ReturnTs02018-04-16T16:20:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,140,747
Liabilities
$0
Net assets
$5,140,747
Revenue
$675,803
Expenses
$334,679
Net income
$341,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.43$0.03$0.40
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.06$0.57$0.51
2022Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.67$0.62$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.31$0.56$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.28$0.81$0.52
2019Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.25$0.04$0.21
2018Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.61$0.81$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.68$0.33$0.34
2016Detailed filing. Detailed filing data is available for this year.$5.10$0.30$4.80$0.29$0.04$0.25
2015Summary only. Only limited summary data is available for this year.$4.56$0.00$1.10$0.60$0.50
2014Summary only. Only limited summary data is available for this year.$4.05$0.00$0.51$0.03$0.48
2013Summary only. Only limited summary data is available for this year.$3.57$0.00$3.83$0.26$3.57