Civic Intelligence

Jess W Owen Trust UW

990PF • Fiscal year 2014 • EIN 61-6022980

Jun 01, 2013 to May 31, 2014 • Filed on Jun 10, 2014

Organization Profile
PO Box 609Pittsburgh, PA 15230-9738

(800) 622-8036

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

8th percentile

-56%

Higher net margin than 8% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$12,023

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 24.1% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

28th percentile

-2.5%

Faster asset growth than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

1.4%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,108,649

Down $28,126 (-2.5%) from 2013

Net Assets

Down

$1,108,649

Down $28,126 (-2.5%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin8th percentile

Revenue

Up

$49,809

Up $705 (+1.4%) from 2013

Expenses

Up

$77,935

Up $5,017 (+6.9%) from 2013

Net Income

Down

-$28,126

Down $4,312 (-18%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,200,457Liabilities 2011: $0Net Assets 2011: $1,200,4572011Assets 2012: $1,160,589Liabilities 2012: $0Net Assets 2012: $1,160,5892012Assets 2013: $1,136,775Liabilities 2013: $1Net Assets 2013: $1,136,7752013Assets 2014: $1,108,649Liabilities 2014: $1Net Assets 2014: $1,108,6492014Assets 2015: $1,174,271Liabilities 2015: $1Net Assets 2015: $1,174,2712015Assets 2016: $1,138,653Liabilities 2016: $1Net Assets 2016: $1,138,6532016Assets 2017: $1,328,962Liabilities 2017: $0Net Assets 2017: $1,328,9622017Assets 2018: $1,337,401Liabilities 2018: $0Net Assets 2018: $1,337,4012018Assets 2019: $1,599,495Liabilities 2019: $0Net Assets 2019: $1,599,4952019Assets 2020: $1,571,659Liabilities 2020: $1Net Assets 2020: $1,571,6592020Assets 2021: $1,688,240Liabilities 2021: $1Net Assets 2021: $1,688,2402021Assets 2022: $1,683,951Liabilities 2022: $1Net Assets 2022: $1,683,9512022Assets 2023: $1,551,568Liabilities 2023: $1Net Assets 2023: $1,551,5682023Assets 2024: $1,541,147Liabilities 2024: $0Net Assets 2024: $1,541,1472024Assets 2025: $1,388,828Liabilities 2025: $0Net Assets 2025: $1,388,8282025

Highlighted filing

2014

Assets$1,108,649
Liabilities$1
Net Assets$1,108,649
Open 2014 Filing

Operations Trend

Revenue Growth44th percentile

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

$400K$200K$0-$200KExpenses 2011: $53,6812011Expenses 2012: $68,1262012Revenue 2013: $49,104Expenses 2013: $72,918Net Income 2013: -$23,8142013Revenue 2014: $49,809Expenses 2014: $77,935Net Income 2014: -$28,1262014Revenue 2015: $153,034Expenses 2015: $87,408Net Income 2015: $65,6262015Revenue 2016: $51,484Expenses 2016: $87,102Net Income 2016: -$35,6182016Revenue 2017: $274,549Expenses 2017: $83,692Net Income 2017: $190,8572017Revenue 2018: $98,667Expenses 2018: $90,773Net Income 2018: $7,8942018Revenue 2019: $352,960Expenses 2019: $90,866Net Income 2019: $262,0942019Revenue 2020: $60,283Expenses 2020: $88,119Net Income 2020: -$27,8362020Revenue 2021: $194,072Expenses 2021: $75,856Net Income 2021: $118,2162021Revenue 2022: $87,827Expenses 2022: $92,589Net Income 2022: -$4,7622022Revenue 2023: -$33,481Expenses 2023: $96,772Net Income 2023: -$130,2532023Revenue 2024: $81,524Expenses 2024: $93,496Net Income 2024: -$11,9722024Revenue 2025: $84,979Expenses 2025: $237,508Net Income 2025: -$152,5292025

Highlighted filing

2014

Revenue$49,809
Expenses$77,935
Net Income-$28,126
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Jun 10, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$12,023-$12,023
Filing and Contact Details

Filer

EIN
61-6022980
Phone
8006228036

Signing Officer

Name
John Kullander
Title
Trust Officer
Phone
2162574714
Signed
2014-06-10
Raw XML Appendix299 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10P O BOX 35070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11300 HOPE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine121007 JUNIPER SPRINGS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1MT WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode040232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1400471429
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode240242
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064872
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/AppliedToCurrentYearAmt06012
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt064872
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070884
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt068724
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt064872
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KULLANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10JESS W OWEN TRUST UW PNC BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0JESS
ReturnHeader/Filer/EIN0616022980
ReturnHeader/Filer/PhoneNum08006228036
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 609
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152309738
ReturnHeader/ReturnTs02014-06-10T11:29:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,108,649
Liabilities
$1
Net assets
$1,108,649
Revenue
$49,809
Expenses
$77,935
Net income
-$28,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.08$0.24$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.03$0.10$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.09$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.19$0.08$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.35$0.09$0.26
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.10$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.27$0.08$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.09$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.09$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.07$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.05