Civic Intelligence

Julia Hopkins Pickering Residuary Trust

990PF • Fiscal year 2013 • EIN 52-6523270

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

Organization Profile
Pnc Bank Na 620 Liberty Avenue15222-2705

(412) 762-2950

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

77th percentile

26%

Higher net margin than 77% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$21,260

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

52nd percentile

2.1%

Faster asset growth than 52% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,784,354

Up $77,855 (+2.1%) from 2012

Net Assets

Up

$3,784,354

Up $77,855 (+2.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin77th percentile

Revenue

$296,645

No earlier filing loaded for comparison.

Expenses

Up

$218,790

Up $12,214 (+5.9%) from 2012

Net Income

$77,855

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,599,952Liabilities 2010: $0Net Assets 2010: $3,599,9522010Assets 2011: $3,689,862Liabilities 2011: $0Net Assets 2011: $3,689,8622011Assets 2012: $3,706,499Liabilities 2012: $0Net Assets 2012: $3,706,4992012Assets 2013: $3,784,354Liabilities 2013: $0Net Assets 2013: $3,784,3542013Assets 2014: $3,871,413Liabilities 2014: $0Net Assets 2014: $3,871,4132014Assets 2015: $3,889,980Liabilities 2015: $0Net Assets 2015: $3,889,9802015Assets 2016: $3,817,001Liabilities 2016: $0Net Assets 2016: $3,817,0012016Assets 2017: $3,883,998Liabilities 2017: $0Net Assets 2017: $3,883,9982017Assets 2018: $3,978,423Liabilities 2018: $0Net Assets 2018: $3,978,4232018Assets 2019: $4,200,837Liabilities 2019: $0Net Assets 2019: $4,200,8372019Assets 2020: $4,237,810Liabilities 2020: $0Net Assets 2020: $4,237,8102020Assets 2021: $4,277,766Liabilities 2021: $0Net Assets 2021: $4,277,7662021Assets 2022: $4,089,019Liabilities 2022: $0Net Assets 2022: $4,089,0192022Assets 2023: $3,976,563Liabilities 2023: $0Net Assets 2023: $3,976,5632023Assets 2024: $3,922,865Liabilities 2024: $0Net Assets 2024: $3,922,8652024

Highlighted filing

2013

Assets$3,784,354
Liabilities$0
Net Assets$3,784,354
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $183,7242010Expenses 2011: $198,9692011Expenses 2012: $206,5762012Revenue 2013: $296,645Expenses 2013: $218,790Net Income 2013: $77,8552013Revenue 2014: $333,259Expenses 2014: $215,856Net Income 2014: $117,4032014Revenue 2015: $256,405Expenses 2015: $237,834Net Income 2015: $18,5712015Revenue 2016: $161,479Expenses 2016: $234,463Net Income 2016: -$72,9842016Revenue 2017: $294,441Expenses 2017: $227,438Net Income 2017: $67,0032017Revenue 2018: $338,594Expenses 2018: $244,100Net Income 2018: $94,4942018Revenue 2019: $470,782Expenses 2019: $249,649Net Income 2019: $221,1332019Revenue 2020: $286,921Expenses 2020: $246,433Net Income 2020: $40,4882020Revenue 2021: $301,380Expenses 2021: $258,680Net Income 2021: $42,7002021Revenue 2022: $111,055Expenses 2022: $302,867Net Income 2022: -$191,8122022Revenue 2023: $155,876Expenses 2023: $267,746Net Income 2023: -$111,8702023Revenue 2024: $209,452Expenses 2024: $261,514Net Income 2024: -$52,0622024

Highlighted filing

2013

Revenue$296,645
Expenses$218,790
Net Income$77,855
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$21,260-$21,260
Filing and Contact Details

Filer

EIN
52-6523270
Phone
4127622950

Signing Officer

Name
Dale W Kohser
Title
Assistant Vice President
Phone
4127622950
Signed
2014-05-07
Raw XML Appendix314 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.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0197790
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0212499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0281943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0351915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02036526
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11132821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - FIXED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03061
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0218790
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0287970
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01063
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020201
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0925326
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03784354
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0196755
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0152222705
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127622950
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0191692
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO BENEFIT TALBOT COUNTY YMCA FOR ITS GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10TALBOT COUNTY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10202 PEACHBLOSSOM RD PO BOX 127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0EASTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode021601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0191692
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/AppliedToCurrentYearAmt09904
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0182851
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0196755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0192755
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0186851
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0182851
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02957
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1104
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02957
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1104
TaxesSchedule/TaxesDetail/Amt04360
TaxesSchedule/TaxesDetail/Amt11474
TaxesSchedule/TaxesDetail/Amt24
TaxesSchedule/TaxesDetail/CategoryTxt02013 ESTIMATED EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12012 EXCIASE TAX BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt24
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE W KOHSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127622950
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10JULIA HOPKINS PICKERING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PICK
ReturnHeader/Filer/EIN0526523270
ReturnHeader/Filer/PhoneNum04127622950
ReturnHeader/Filer/USAddress/AddressLine10PNC BANK NA 620 LIBERTY AVENUE
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/ReturnTs02014-05-07T07:29:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,784,354
Liabilities
$0
Net assets
$3,784,354
Revenue
$296,645
Expenses
$218,790
Net income
$77,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.21$0.26$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.16$0.27$0.11
2022Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.11$0.30$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.30$0.26$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.29$0.25$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.47$0.25$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.34$0.24$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.29$0.23$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.16$0.23$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.26$0.24$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.33$0.22$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.30$0.22$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.20
2010Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.18