Civic Intelligence

Elise W Ulbricht Annuity Trust

990PF • Fiscal year 2012 • EIN 52-6185959

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 10, 2013

Organization Profile
Pnc Bank Na 620 Liberty Ave No10thfl15222
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

84th percentile

$7,816

Higher top officer pay than 84% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

51st percentile

0.7%

Faster asset growth than 51% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$844,429

Up $6,075 (+0.7%) from 2011

Net Assets

Up

$844,429

Up $6,075 (+0.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$51,853

Up $26,319 (+103%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $838,354Liabilities 2011: $0Net Assets 2011: $838,3542011Assets 2012: $844,429Liabilities 2012: $0Net Assets 2012: $844,4292012Assets 2013: $867,787Liabilities 2013: $0Net Assets 2013: $867,7872013Assets 2014: $882,863Liabilities 2014: $0Net Assets 2014: $882,8632014Assets 2015: $885,916Liabilities 2015: $0Net Assets 2015: $885,9162015Assets 2016: $864,532Liabilities 2016: $0Net Assets 2016: $864,5322016Assets 2017: $891,114Liabilities 2017: $0Net Assets 2017: $891,1142017Assets 2018: $1,091,042Liabilities 2018: $0Net Assets 2018: $1,091,0422018Assets 2019: $1,137,352Liabilities 2019: $0Net Assets 2019: $1,137,3522019Assets 2020: $1,105,968Liabilities 2020: $0Net Assets 2020: $1,105,9682020Assets 2021: $1,153,764Liabilities 2021: $0Net Assets 2021: $1,153,7642021Assets 2022: $1,094,894Liabilities 2022: $0Net Assets 2022: $1,094,8942022Assets 2023: $1,051,338Liabilities 2023: $0Net Assets 2023: $1,051,3382023Assets 2024: $1,033,348Liabilities 2024: $0Net Assets 2024: $1,033,3482024

Highlighted filing

2012

Assets$844,429
Liabilities$0
Net Assets$844,429
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $25,5342011Expenses 2012: $51,8532012Revenue 2013: $75,236Expenses 2013: $51,878Net Income 2013: $23,3582013Revenue 2014: $80,666Expenses 2014: $57,861Net Income 2014: $22,8052014Revenue 2015: $65,099Expenses 2015: $62,051Net Income 2015: $3,0482015Revenue 2016: $40,197Expenses 2016: $61,580Net Income 2016: -$21,3832016Revenue 2017: $87,363Expenses 2017: $60,774Net Income 2017: $26,5892017Revenue 2018: $266,348Expenses 2018: $66,405Net Income 2018: $199,9432018Revenue 2019: $116,648Expenses 2019: $70,341Net Income 2019: $46,3072019Revenue 2020: $39,042Expenses 2020: $68,218Net Income 2020: -$29,1762020Revenue 2021: $120,547Expenses 2021: $72,895Net Income 2021: $47,6522021Revenue 2022: $23,446Expenses 2022: $82,258Net Income 2022: -$58,8122022Revenue 2023: $24,580Expenses 2023: $69,912Net Income 2023: -$45,3322023Revenue 2024: $51,289Expenses 2024: $68,886Net Income 2024: -$17,5972024

Highlighted filing

2012

Revenue-
Expenses$51,853
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 10, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$7,816-$7,816
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHUMANE SOCIETY OF THE USTO PROVIDE FINANCIAL SUPPORT TO THE HUMANE SOCIETY OF THE UNITED STATESPUBLIC CHARITYWASHINTON, DC, US$42,798
Filing and Contact Details

Filer

EIN
52-6185959
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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10620 LIBERTY AVENUE
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IRS990PF/UndistributedIncome/UndistributedIncomePriorYear042403
OtherExpensesSchedule/OtherExpenses/Description0PROCESSING FEE
OtherExpensesSchedule/OtherExpenses/Description1INTEREST ON BALANCE OF FEDERAL EXCISE TAX
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks18
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome025
OtherIncomeSchedule2/OtherIncome/Description0PARTNERSHIP DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncome/Description1PARTNERSHIP ORDINARY INCOME/LOSS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome110
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks025
TaxesSchedule/Taxes/Amount03
TaxesSchedule/Taxes/Amount1520
TaxesSchedule/Taxes/Amount26
TaxesSchedule/Taxes/Category0BALANCE OF FEDERAL EXCISE TAX DUE
TaxesSchedule/Taxes/Category1ESTIMATED FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category2FOREIGN TAX ON DIVIDENDS
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome26
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0526185959
ReturnHeader/Filer/Name/BusinessNameLine10ELISE W ULBRICHT ANNUITY TRUST
ReturnHeader/Filer/NameControl0ULBR
ReturnHeader/Filer/Phone04127685892
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK NA 620 LIBERTY AVE NO
ReturnHeader/Filer/USAddress/AddressLine2010THFL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode015222
ReturnHeader/Officer/DateSigned02013-04-10
ReturnHeader/Officer/Name0JOHN ALRUTZ
ReturnHeader/Officer/Phone04127685892
ReturnHeader/Officer/Title0ASSISTANT VICE-PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-10T11:36:08-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$844,429
Liabilities
$0
Net assets
$844,429
Revenue
-
Expenses
$51,853
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.02$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.02$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.12$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.12$0.07$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.27$0.07$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.08$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.03