Civic Intelligence

Julian Potter Fund

990PF • Fiscal year 2014 • EIN 61-6024791

Jan 01, 2014 to Dec 31, 2014 • Filed on Feb 18, 2015

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

33rd percentile

-2.8%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

49th percentile

$24,383

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

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

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

48th percentile

2.9%

Faster revenue growth than 48% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,634,579

Down $2,499 (-0.2%) from 2013

Net Assets

Down

$1,634,579

Down $2,499 (-0.2%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin33rd percentile

Revenue

Up

$106,778

Up $3,048 (+2.9%) from 2013

Expenses

Up

$109,781

Up $98,433 (+867%) from 2013

Net Income

Down

-$3,003

Down $95,385 (-103%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,419,172Liabilities 2010: $0Net Assets 2010: $1,419,1722010Assets 2011: $1,382,800Liabilities 2011: $0Net Assets 2011: $1,382,8002011Assets 2012: $1,544,197Liabilities 2012: $0Net Assets 2012: $1,544,1972012Assets 2013: $1,637,078Liabilities 2013: $1Net Assets 2013: $1,637,0782013Assets 2014: $1,634,579Liabilities 2014: $0Net Assets 2014: $1,634,5792014Assets 2015: $1,643,630Liabilities 2015: $1Net Assets 2015: $1,643,6302015Assets 2016: $1,597,834Liabilities 2016: $0Net Assets 2016: $1,597,8342016Assets 2017: $1,601,370Liabilities 2017: $0Net Assets 2017: $1,601,3702017Assets 2018: $1,605,970Liabilities 2018: $0Net Assets 2018: $1,605,9702018Assets 2019: $1,710,214Liabilities 2019: $1Net Assets 2019: $1,710,2142019Assets 2020: $1,655,584Liabilities 2020: $1Net Assets 2020: $1,655,5842020Assets 2021: $1,707,766Liabilities 2021: $1Net Assets 2021: $1,707,7662021Assets 2022: $1,601,338Liabilities 2022: $1Net Assets 2022: $1,601,3382022Assets 2023: $1,548,200Liabilities 2023: $1Net Assets 2023: $1,548,2002023Assets 2024: $1,532,901Liabilities 2024: $0Net Assets 2024: $1,532,9012024

Highlighted filing

2014

Assets$1,634,579
Liabilities$0
Net Assets$1,634,579
Open 2014 Filing

Operations Trend

Revenue Growth48th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $78,2822010Expenses 2011: $79,0762011Expenses 2012: $79,4672012Revenue 2013: $103,730Expenses 2013: $11,348Net Income 2013: $92,3822013Revenue 2014: $106,778Expenses 2014: $109,781Net Income 2014: -$3,0032014Revenue 2015: $101,425Expenses 2015: $92,377Net Income 2015: $9,0482015Revenue 2016: $50,691Expenses 2016: $96,483Net Income 2016: -$45,7922016Revenue 2017: $97,090Expenses 2017: $93,558Net Income 2017: $3,5322017Revenue 2018: $102,766Expenses 2018: $98,162Net Income 2018: $4,6042018Revenue 2019: $199,766Expenses 2019: $95,522Net Income 2019: $104,2442019Revenue 2020: $47,352Expenses 2020: $98,480Net Income 2020: -$51,1282020Revenue 2021: $150,467Expenses 2021: $98,462Net Income 2021: $52,0052021Revenue 2022: $119Expenses 2022: $107,557Net Income 2022: -$107,4382022Revenue 2023: $38,953Expenses 2023: $92,161Net Income 2023: -$53,2082023Revenue 2024: $78,257Expenses 2024: $94,492Net Income 2024: -$16,2352024

Highlighted filing

2014

Revenue$106,778
Expenses$109,781
Net Income-$3,003
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 18, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$24,383-$24,383
Filing and Contact Details

Filer

Filer Name
Julian Potter Fund Pnc Bank Na
EIN
61-6024791
Phone
8006228036
Address
PO BOX 609, PITTSBURGH, PA 15230-9738

Signing Officer

Name
John Kullander
Title
Trust Officer
Phone
2162574714
Signed
2015-02-18
Raw XML Appendix268 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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AppliedToPriorYearElection/ElectionDesc0I, JOHN R. KULLANDER, TRUST OFFICER OF PNC BANK, NA, AM A FOUNDATION MANAGER [WITHIN THE MEANING OF IRC SECTION 4946(B)(1) ] OF THE JULIAN POTTER FUND. PURSUANT TO TREASURY REGULATION 53.4942(A)-3(D)(2), I HEREBY ELECT TO HAVE $855.00 OF THE 2014 QUALIFYING DISTRIBUTIONS APPLIED AGAINST THE UNDISTRIBUTED INCOME FOR 2013. THE DISTRIBUTION OF $855.00 FOR 2013 IS MADE OUT OF CORPUS.
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt080533
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093590
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0855
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt067080
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt080533
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COURT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0504
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CARRY VALUE ADJ
TaxesSchedule/TaxesDetail/Amt04000
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN KULLANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIAN POTTER FUND PNC BANK NA
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0616024791
ReturnHeader/Filer/PhoneNum08006228036
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 609
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152309738
ReturnHeader/ReturnTs02015-02-16T09:14:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,634,579
Liabilities
$0
Net assets
$1,634,579
Revenue
$106,778
Expenses
$109,781
Net income
-$3,003
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.00$0.11$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.15$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.20$0.10$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.10$0.10$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.11$0.11$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.01$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08