Civic Intelligence

Katherine Schachner Avellar Trust Fund 2

990PF • Fiscal year 2012 • EIN 61-6019806

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 09, 2013

Organization Profile
C/O Pnc Bank Na 620 Liberty AvenueNo 10 FL15222-2705
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

75th percentile

$2,876

Higher top officer pay than 75% of similar nonprofits.

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

Asset Growth

41st percentile

-1.1%

Faster asset growth than 41% 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

Down

$622,785

Down $6,980 (-1.1%) from 2011

Net Assets

Down

$622,785

Down $6,980 (-1.1%) 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

$40,633

Up $1,737 (+4.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$800K$600K$400K$200K$0Assets 2010: $603,898Liabilities 2010: $0Net Assets 2010: $603,8982010Assets 2011: $629,765Liabilities 2011: $0Net Assets 2011: $629,7652011Assets 2012: $622,785Liabilities 2012: $0Net Assets 2012: $622,7852012Assets 2013: $748,882Liabilities 2013: $0Net Assets 2013: $748,8822013Assets 2014: $745,455Liabilities 2014: $0Net Assets 2014: $745,4552014Assets 2015: $730,539Liabilities 2015: $02015Assets 2018: $685,077Liabilities 2018: $0Net Assets 2018: $685,0772018Assets 2019: $662,322Liabilities 2019: $0Net Assets 2019: $662,3222019Assets 2020: $632,260Liabilities 2020: $0Net Assets 2020: $632,2602020Assets 2021: $649,328Liabilities 2021: $0Net Assets 2021: $649,3282021Assets 2022: $641,181Liabilities 2022: $0Net Assets 2022: $641,1812022Assets 2023: $635,773Liabilities 2023: $0Net Assets 2023: $635,7732023Assets 2024: $613,518Liabilities 2024: $0Net Assets 2024: $613,5182024

Highlighted filing

2012

Assets$622,785
Liabilities$0
Net Assets$622,785
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $41,0082010Expenses 2011: $38,8962011Expenses 2012: $40,6332012Revenue 2013: $167,079Expenses 2013: $40,982Net Income 2013: $126,0972013Revenue 2014: $68,289Expenses 2014: $53,744Net Income 2014: $14,5452014Revenue 2015: $35,317Expenses 2015: $50,231Net Income 2015: -$14,9142015Revenue 2018: $43,117Expenses 2018: $52,959Net Income 2018: -$9,8422018Revenue 2019: $29,460Expenses 2019: $52,215Net Income 2019: -$22,7552019Revenue 2020: $36,531Expenses 2020: $66,333Net Income 2020: -$29,8022020Revenue 2021: $76,900Expenses 2021: $59,822Net Income 2021: $17,0782021Revenue 2022: $55,275Expenses 2022: $64,553Net Income 2022: -$9,2782022Revenue 2023: $56,548Expenses 2023: $61,534Net Income 2023: -$4,9862023Revenue 2024: $39,964Expenses 2024: $62,447Net Income 2024: -$22,4832024

Highlighted filing

2012

Revenue-
Expenses$40,633
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 9, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$2,876-$2,876
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEFFERSON CO PUBLIC SCHOOLSGENERAL PURPOSESPUBLIC CHARITYLOUISVILLE, KY, US$34,801
Filing and Contact Details

Filer

EIN
61-6019806
Raw XML Appendix290 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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TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616019806
ReturnHeader/Filer/Name/BusinessNameLine10AVELLAR KATHERINE S FUND 2 TUW
ReturnHeader/Filer/NameControl0AVEL
ReturnHeader/Filer/Phone04127685892
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK NA 620 LIBERTY AVENUE
ReturnHeader/Filer/USAddress/AddressLine20NO 10 FL
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ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02013-04-09
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/Timestamp02013-04-10T06:47:17-05:00

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Filings

Displayed year

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

Open filing
Assets
$622,785
Liabilities
$0
Net assets
$622,785
Revenue
-
Expenses
$40,633
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.40$0.62$0.22
2023Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.57$0.62$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.55$0.65$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.77$0.60$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.37$0.66$0.30
2019Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.29$0.52$0.23
2018Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.43$0.53$0.10
2015Summary only. Only limited summary data is available for this year.$7.31$0.00$0.35$0.50$0.15
2014Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.68$0.54$0.15
2013Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$1.67$0.41$1.26
2012Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.41
2011Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.39
2010Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.41