Civic Intelligence

Marian Grace Morton Charitable Trust

990PF • Fiscal year 2020 • EIN 51-6589610

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 12, 2021

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 807-6043

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$26,721

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 47.9% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-21%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,561,394

Up $26,735 (+1.7%) from 2019

Net Assets

Up

$1,561,394

Up $26,735 (+1.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin88th percentile

Revenue

Down

$55,773

Down $14,901 (-21%) from 2019

Expenses

Down

$27,860

Down $38,506 (-58%) from 2019

Net Income

Up

$27,913

Up $23,605 (+548%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,577,584Liabilities 2011: $02011Assets 2012: $1,900,830Liabilities 2012: $02012Assets 2013: $1,901,467Liabilities 2013: $02013Assets 2014: $1,981,484Liabilities 2014: $0Net Assets 2014: $1,981,4842014Assets 2015: $1,551,439Liabilities 2015: $0Net Assets 2015: $1,551,4392015Assets 2016: $1,523,833Liabilities 2016: $0Net Assets 2016: $1,523,8332016Assets 2017: $1,517,151Liabilities 2017: $0Net Assets 2017: $1,517,1512017Assets 2018: $1,530,351Liabilities 2018: $0Net Assets 2018: $1,530,3512018Assets 2019: $1,534,659Liabilities 2019: $0Net Assets 2019: $1,534,6592019Assets 2020: $1,561,394Liabilities 2020: $0Net Assets 2020: $1,561,3942020Assets 2021: $1,975,911Liabilities 2021: $0Net Assets 2021: $1,975,9112021Assets 2022: $1,855,980Liabilities 2022: $0Net Assets 2022: $1,855,9802022Assets 2023: $1,847,960Liabilities 2023: $0Net Assets 2023: $1,847,9602023Assets 2024: $1,898,893Liabilities 2024: $0Net Assets 2024: $1,898,8932024

Highlighted filing

2020

Assets$1,561,394
Liabilities$0
Net Assets$1,561,394
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $116,227Expenses 2011: $682,248Net Income 2011: -$566,0212011Revenue 2012: $192,638Expenses 2012: $879,977Net Income 2012: -$687,3392012Revenue 2013: $123,473Expenses 2013: $127,828Net Income 2013: -$4,3552013Revenue 2014: $235,851Expenses 2014: $135,113Net Income 2014: $100,7382014Revenue 2015: $64,569Expenses 2015: $494,612Net Income 2015: -$430,0432015Revenue 2016: $59,263Expenses 2016: $86,869Net Income 2016: -$27,6062016Revenue 2017: $66,769Expenses 2017: $73,451Net Income 2017: -$6,6822017Revenue 2018: $88,994Expenses 2018: $75,795Net Income 2018: $13,1992018Revenue 2019: $70,674Expenses 2019: $66,366Net Income 2019: $4,3082019Revenue 2020: $55,773Expenses 2020: $27,860Net Income 2020: $27,9132020Revenue 2021: $754,211Expenses 2021: $337,222Net Income 2021: $416,9892021Revenue 2022: -$41,941Expenses 2022: $78,486Net Income 2022: -$120,4272022Revenue 2023: $17,370Expenses 2023: $26,534Net Income 2023: -$9,1642023Revenue 2024: $83,001Expenses 2024: $30,707Net Income 2024: $52,2942024

Highlighted filing

2020

Revenue$55,773
Expenses$27,860
Net Income$27,913
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$26,721-$26,721
Filing and Contact Details

Filer

Filer Name
Marian Grace Morton Charitable Trust
EIN
51-6589610
Phone
4128076043
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4128076043
Signed
2021-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Raw XML Appendix321 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/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/AppliedToCurrentYearAmt06680
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097132
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt090452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0320637
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt090452
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0230185
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/QualifyingDistributionsAmt06680
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0230185
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0320637
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11177
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJ FOR SALES AND TRANSACTIONS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12020 TRANSACTION POSTED IN 2021
TaxesSchedule/TaxesDetail/Amt0261
TaxesSchedule/TaxesDetail/Amt1407
TaxesSchedule/TaxesDetail/Amt2277
TaxesSchedule/TaxesDetail/Amt3194
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2277
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3194
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04128076043
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIAN GRACE MORTON CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0516589610
ReturnHeader/Filer/PhoneNum04128076043
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum08445222059
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB J ZEHNDER
ReturnHeader/ReturnTs02021-05-03T08:00:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,561,394
Liabilities
$0
Net assets
$1,561,394
Revenue
$55,773
Expenses
$27,860
Net income
$27,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.08$0.03$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.04$0.08$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.75$0.34$0.42
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.06$0.03$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.07$0.07$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.09$0.08$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.07$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.06$0.09$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.06$0.49$0.43
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.24$0.14$0.10
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$0.12$0.13$0.00
2012Summary only. Only limited summary data is available for this year.$1.90$0.00$0.19$0.88$0.69
2011Summary only. Only limited summary data is available for this year.$2.58$0.00$0.12$0.68$0.57