Civic Intelligence

Katherine Schachner Avellar Trust Fund 2

990PF • Fiscal year 2021 • EIN 61-6019806

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 10, 2022

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-9965

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

63rd percentile

22%

Higher net margin than 63% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$14,807

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 19.3% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

39th percentile

2.7%

Faster asset growth than 39% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

111%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$649,328

Up $17,068 (+2.7%) from 2020

Net Assets

Up

$649,328

Up $17,068 (+2.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin63rd percentile

Revenue

Up

$76,900

Up $40,369 (+111%) from 2020

Expenses

Down

$59,822

Down $6,511 (-9.8%) from 2020

Net Income

Up

$17,078

Up $46,880 (+157%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2021

Assets$649,328
Liabilities$0
Net Assets$649,328
Open 2021 Filing

Operations Trend

Revenue Growth85th percentile

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

2021

Revenue$76,900
Expenses$59,822
Net Income$17,078
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 10, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$14,807-$14,807
Filing and Contact Details

Filer

Filer Name
Katherine Schachner Avellar Trust Fund 2
EIN
61-6019806
Phone
4127629965
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127629965
Signed
2022-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eric W Coursey
Phone
8445222059
Raw XML Appendix361 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/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015212
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANKNA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04127629965
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt044897
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEFFERSON CO PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 34020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040232
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044897
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt046378
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt035
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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/QualifyingDistributionsAmt046378
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04340
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0268
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 TRANSACTIONS POSTED IN 2022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0258
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02020 TRANSACTION POSTED IN 2021
TaxesSchedule/TaxesDetail/Amt046
TaxesSchedule/TaxesDetail/Amt172
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt172
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127629965
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHERINE SCHACHNER AVELLAR TRUST FUND 2
ReturnHeader/Filer/BusinessNameControlTxt0AVEL
ReturnHeader/Filer/EIN0616019806
ReturnHeader/Filer/PhoneNum04127629965
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/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum08445222059
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC W COURSEY
ReturnHeader/ReturnTs02022-04-21T08:00:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$649,328
Liabilities
$0
Net assets
$649,328
Revenue
$76,900
Expenses
$59,822
Net income
$17,078
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