Civic Intelligence

Herbert Vaughan Charitable Foundation C/O the Philadelphia Trust Company

990PF • Fiscal year 2019 • EIN 45-6911090

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 16, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

58th percentile

4.9%

Faster asset growth than 58% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,154,755

Up $241,275 (+4.9%) from 2018

Net Assets

Up

$5,154,755

Up $241,275 (+4.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin96th percentile

Revenue

Down

$249,285

Down $358,041 (-59%) from 2018

Expenses

Down

$37,809

Down $774,941 (-95%) from 2018

Net Income

Up

$211,476

Up $416,900 (+203%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2019

Assets$5,154,755
Liabilities$0
Net Assets$5,154,755
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$249,285
Expenses$37,809
Net Income$211,476
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 16, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay30th percentile

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
2020-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
1601 MARKET STREET 4TH FLOOR, PHILADELPHIA, PA 19103
Preparer
Thomas Mcglone
Phone
2152972100
Raw XML Appendix343 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT P GEORGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTOPHER C DEMUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES R STONER JR
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME
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/SubjToTaxRmnrtnExPrchtPymtInd00
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0249163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0249163
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0520977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015798
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0249163
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0287612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0287612
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0287612
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0536775
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MA- FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherIncreasesSchedule/OtherIncreasesDetail/Amt029799
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030669
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0THE PHILADELPHIA TRUST COMPANY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030669
TaxesSchedule/TaxesDetail/Amt01745
TaxesSchedule/TaxesDetail/Amt15325
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01745
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J MCGLONE CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02159793462
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-16
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/AtSubmissionFilingDeviceId0C04622FE2274A39798B4274CED954AD00CC2C6CB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0144.121.95.190
ReturnHeader/FilingSecurityInformation/IPDt02020-06-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:55:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 MARKET STREET 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02152972100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS MCGLONE
ReturnHeader/ReturnTs02020-07-15T16:53:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
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
$5,154,755
Liabilities
$0
Net assets
$5,154,755
Revenue
$249,285
Expenses
$37,809
Net income
$211,476
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