Civic Intelligence

Gilfillan M and a Charitable Trust

990 • Fiscal year 2020 • EIN 52-6919434

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileN/A
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 807-3309

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

26th percentile

$56,422

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

41st percentile

3.2%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-17%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,563,179

Up $170,696 (+3.2%) from 2019

Net Assets

Up

$5,563,179

Up $170,696 (+3.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin86th percentile

Revenue

Down

$454,469

Down $93,875 (-17%) from 2019

Expenses

Up

$281,554

Up $9,203 (+3.4%) from 2019

Net Income

Down

$172,915

Down $103,078 (-37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,804,788Liabilities 2010: $0Net Assets 2010: $3,804,7882010Assets 2011: $4,063,317Liabilities 2011: $0Net Assets 2011: $4,063,3172011Assets 2012: $4,205,775Liabilities 2012: $0Net Assets 2012: $4,205,7752012Assets 2013: $4,536,097Liabilities 2013: $0Net Assets 2013: $4,536,0972013Assets 2014: $4,744,446Liabilities 2014: $0Net Assets 2014: $4,744,4462014Assets 2015: $4,801,437Liabilities 2015: $0Net Assets 2015: $4,801,4372015Assets 2016: $4,750,904Liabilities 2016: $0Net Assets 2016: $4,750,9042016Assets 2017: $4,896,479Liabilities 2017: $0Net Assets 2017: $4,896,4792017Assets 2018: $5,116,500Liabilities 2018: $0Net Assets 2018: $5,116,5002018Assets 2019: $5,392,483Liabilities 2019: $0Net Assets 2019: $5,392,4832019Assets 2020: $5,563,179Liabilities 2020: $0Net Assets 2020: $5,563,1792020Assets 2021: $6,385,282Liabilities 2021: $0Net Assets 2021: $6,385,2822021Assets 2022: $6,366,709Liabilities 2022: $0Net Assets 2022: $6,366,7092022Assets 2023: $6,270,659Liabilities 2023: $0Net Assets 2023: $6,270,6592023Assets 2024: $6,341,184Liabilities 2024: $0Net Assets 2024: $6,341,1842024

Highlighted filing

2020

Assets$5,563,179
Liabilities$0
Net Assets$5,563,179
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $35,4422010Revenue 2011: $308,115Expenses 2011: $49,070Net Income 2011: $259,0452011Expenses 2012: $58,3982012Revenue 2013: $343,512Expenses 2013: $59,061Net Income 2013: $284,4512013Revenue 2014: $341,007Expenses 2014: $88,660Net Income 2014: $252,3472014Revenue 2015: $341,073Expenses 2015: $283,479Net Income 2015: $57,5942015Revenue 2016: $209,301Expenses 2016: $262,025Net Income 2016: -$52,7242016Revenue 2017: $366,733Expenses 2017: $221,158Net Income 2017: $145,5752017Revenue 2018: $460,810Expenses 2018: $240,796Net Income 2018: $220,0142018Revenue 2019: $548,344Expenses 2019: $272,351Net Income 2019: $275,9932019Revenue 2020: $454,469Expenses 2020: $281,554Net Income 2020: $172,9152020Revenue 2021: $1,120,805Expenses 2021: $293,444Net Income 2021: $827,3612021Revenue 2022: $304,252Expenses 2022: $319,704Net Income 2022: -$15,4522022Revenue 2023: $171,209Expenses 2023: $266,093Net Income 2023: -$94,8842023Revenue 2024: $411,711Expenses 2024: $342,939Net Income 2024: $68,7722024

Highlighted filing

2020

Revenue$454,469
Expenses$281,554
Net Income$172,915
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$2,226,603
Mission and Program Overview

Mission

Financial support to upper saint clair township pennsylvania

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,392,483$5,563,179▲ $170,696
Investments Other Securities-$5,469,006-
Investments in Publicly Traded Securities$5,281,984--
Savings and Temporary Cash Investments$110,499$94,173▼ $16,326
Total Assets$5,392,483$5,563,179▲ $170,696
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,392,483$5,563,179▲ $170,696
Total Liabilities and Net Assets / Fund Balance$5,392,483$5,563,179▲ $170,696

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$21,208--
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$56,422$56,422
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$454,469
Other Revenue
$0
Change in Net Assets
$172,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$219,304
Salaries, Compensation, and Employee Benefits$56,421
Other Expenses$5,829
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$219,304--$219,304
Current Officers, Directors, Trustees, and Key Employees$11,284$45,137-$56,421
All Other Expenses-$2,979-$2,979
Fees for Services Legal-$2,850-$2,850
Total Functional Expenses$230,588$50,966$0$281,554
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Upper St Clair Township PennsylvaniaUpper St Clair Townshi, PA501c3Supporting the Township Park$219,304
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Gilfilian, m and a charitable trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Gilfilian, m and a charitable trust is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank as co trustee of gilfillan, m and a charitable trust prepares the tax returns for this trust thus form 990 is prepared by the governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, read, understood, and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available upon request.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available upon requests. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Gilfillan M and a Charitable Trust
EIN
52-6919434
Phone
4128073309
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4128073309
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pnc Bank Na
Formed
1998
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“$(2,213.68) -'20 posted in '21, $(5.00) rounding difference”

Raw XML AppendixShowing 400 of 700 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee holds regular meetings with the supported organization where the investment officer meets with the officer of the supported organization where the needs of the organization are discussed along with the activities happening within the trust from an investment perspective. There is also constant communication that happens between the supported organization and the fiduciary advisor to
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1address any questions and concerns they might have. Further, the supported organization is provided with quarterly statements that contains the investments, income and expense activities of the supporting organization for the given tax year. The supported organization is also provided with a copy of the Form 990 as filed with IRS.
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IRS990ScheduleD/OtherSecuritiesGrp/Desc09158106 AIR PRODUCTS & CHEMICALS IN
IRS990ScheduleD/OtherSecuritiesGrp/Desc120002101 ALLSTATE CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc223135106 AMAZON COM INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc330420103 AMERICAN WATER WORKS CO IN
IRS990ScheduleD/OtherSecuritiesGrp/Desc431162100 AMGEN INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc537833100 APPLE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc653332102 AUTOZONE INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc757071854 BAIRD AGGREGATE BOND FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc860505104 BANK OF AMERICA CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc999502106 BOOZ ALLEN HAMILTON HOLDIN
IRS990ScheduleD/OtherSecuritiesGrp/Desc10XXX-XX-XXXX BRISTOL MYERS SQUIBB CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc11XXX-XX-XXXX CINTAS CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc12XXX-XX-XXXX CLOROX CO
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IRS990ScheduleD/OtherSecuritiesGrp/Desc14XXX-XX-XXXX DOLLAR GENERAL CORP
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IRS990ScheduleD/OtherSecuritiesGrp/Desc27XXX-XX-XXXX ISHARES MSCI EAFE SMALL-C
IRS990ScheduleD/OtherSecuritiesGrp/Desc28XXX-XX-XXXX ISHARES TRUST ISHARES 5-1
IRS990ScheduleD/OtherSecuritiesGrp/Desc29XXX-XX-XXXX JOHNSON & JOHNSON
IRS990ScheduleD/OtherSecuritiesGrp/Desc30XXX-XX-XXXX KANSAS CITY SOUTHERN
IRS990ScheduleD/OtherSecuritiesGrp/Desc31XXX-XX-XXXX L3 HARRIS TECHNOLOGIES IN
IRS990ScheduleD/OtherSecuritiesGrp/Desc32XXX-XX-XXXX LAM RESEARCH CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc33XXX-XX-XXXX LILLY ELI & CO
IRS990ScheduleD/OtherSecuritiesGrp/Desc34XXX-XX-XXXX LOCKHEED MARTIN CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc35XXX-XX-XXXX MFS EMERGING MKTS DEBT FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc36XXX-XX-XXXX MADISON MID CAP FUND-R6
IRS990ScheduleD/OtherSecuritiesGrp/Desc37XXX-XX-XXXX METROPOLITAN WEST UNCONST
IRS990ScheduleD/OtherSecuritiesGrp/Desc38XXX-XX-XXXX MICROSOFT CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,563,179
Liabilities
$0
Net assets
$5,563,179
Revenue
$454,469
Expenses
$281,554
Net income
$172,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$0.00$6.34$0.41$0.34$0.07
2023Summary only. Only limited summary data is available for this year.$6.27$0.00$6.27$0.17$0.27$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$0.30$0.32$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.00$6.39$1.12$0.29$0.83
2020Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.45$0.28$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.00$5.39$0.55$0.27$0.28
2018Summary only. Only limited summary data is available for this year.$5.12$0.00$5.12$0.46$0.24$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.00$4.90$0.37$0.22$0.15
2016Summary only. Only limited summary data is available for this year.$4.75$0.00$4.75$0.21$0.26$0.05
2015Summary only. Only limited summary data is available for this year.$4.80$0.00$4.80$0.34$0.28$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.34$0.09$0.25
2013Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.34$0.06$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$0.00$4.21$0.06
2011Summary only. Only limited summary data is available for this year.$4.06$0.00$4.06$0.31$0.05$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.00$3.80$0.04
Peer Organizations

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