Civic Intelligence

Jess W Owen Trust UW

990PF • Fiscal year 2016 • EIN 61-6022980

Jun 01, 2015 to May 31, 2016 • Filed on Jun 27, 2016

Organization Profile
PO Box 609Pittsburgh, PA 15230-9738

(216) 257-4714

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

9th percentile

-69%

Higher net margin than 9% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$17,222

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

30th percentile

-3.0%

Faster asset growth than 30% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,138,653

Down $35,618 (-3.0%) from 2015

Net Assets

Down

$1,138,653

Down $35,618 (-3.0%) from 2015

Liabilities

Flat

$1

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin9th percentile

Revenue

Down

$51,484

Down $101,550 (-66%) from 2015

Expenses

Down

$87,102

Down $306 (-0.4%) from 2015

Net Income

Down

-$35,618

Down $101,244 (-154%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2016

Assets$1,138,653
Liabilities$1
Net Assets$1,138,653
Open 2016 Filing

Operations Trend

Revenue Growth5th 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

2016

Revenue$51,484
Expenses$87,102
Net Income-$35,618
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jun 27, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$17,222-$17,222
Filing and Contact Details

Filer

Filer Name
Jess W Owen Trust Uw
EIN
61-6022980
Phone
2162574714
Address
PO BOX 609, PITTSBURGH, PA 15230-9738

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162574714
Signed
2016-06-27
Raw XML Appendix325 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/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PNC BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02162574714
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022799
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122799
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt222799
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MASONIC HOMES OF KY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KOSAIR CHARITIES COMMITTEE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SUNRISE CHILDREN'S SERVS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN RONALD L MILLER SR VP CFO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0CHIEF FINANCIAL OFFICER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1982 EASTERN PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 HOPE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MASONIC HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MT WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0400419002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1402171566
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2400471429
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068397
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/AppliedToCurrentYearAmt08610
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt068398
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt077008
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt065321
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt068398
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt11440
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JESS W OWEN TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0616022980
ReturnHeader/Filer/PhoneNum02162574714
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 609
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152309738
ReturnHeader/ReturnTs02016-06-27T11:22:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,138,653
Liabilities
$1
Net assets
$1,138,653
Revenue
$51,484
Expenses
$87,102
Net income
-$35,618
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