Civic Intelligence

Herbert Vaughan Charitable Foundation C/O the Philadelphia Trust Company

990PF • Fiscal year 2024 • EIN 45-6911090

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 07, 2024

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

580%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$4,327,243

Up $397,337 (+10%) from 2023

Net Assets

Up

$4,327,243

Up $397,337 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Up

$429,153

Up $366,023 (+580%) from 2023

Expenses

Down

$31,816

Down $541,295 (-94%) from 2023

Net Income

Up

$397,337

Up $907,318 (+178%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2024

Assets$4,327,243
Liabilities$0
Net Assets$4,327,243
Open 2024 Filing

Operations Trend

Revenue Growth97th 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

2024

Revenue$429,153
Expenses$31,816
Net Income$397,337
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th 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
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
1601 MARKET ST 4TH FLOOR, PHILADELPHIA, PA 19103
Preparer
Thomas Mcglone
Phone
2152972100
Raw XML Appendix300 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/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/DistributableAsAdjustedAmt0249576
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0249576
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0324491
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0313202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0252711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0536002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0249576
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01176830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0324491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0313202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0252711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0286426
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01176830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01426406
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0172
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029347
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0THE PHILADELPHIA TRUST COMPANY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt029347
TaxesSchedule/TaxesDetail/Amt0394
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0394
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS J MCGLONE CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02159793462
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 MARKET ST 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02152972100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS MCGLONE
ReturnHeader/ReturnTs02024-11-11T14:11:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,327,243
Liabilities
$0
Net assets
$4,327,243
Revenue
$429,153
Expenses
$31,816
Net income
$397,337
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