Civic Intelligence

Lewis & Marguerite K Herndon Memorial Fund B Tr Ua Nect

990PF • Fiscal year 2013 • EIN 61-6042421

Sep 01, 2012 to Aug 31, 2013 • Filed on Jan 13, 2014

Organization Profile
PO Box 609Pittsburgh, PA 15230-9738
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

75th percentile

23%

Higher net margin than 75% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

50th percentile

$7,823

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

51st percentile

1.9%

Faster asset growth than 51% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,605,618

Up $29,808 (+1.9%) from 2012

Net Assets

Up

$1,605,618

Up $29,808 (+1.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin75th percentile

Revenue

$127,656

No earlier filing loaded for comparison.

Expenses

Down

$97,848

Down $6,371 (-6.1%) from 2012

Net Income

$29,808

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,624,543Liabilities 2011: $0Net Assets 2011: $1,624,5432011Assets 2012: $1,575,810Liabilities 2012: $0Net Assets 2012: $1,575,8102012Assets 2013: $1,605,618Liabilities 2013: $0Net Assets 2013: $1,605,6182013Assets 2014: $1,688,272Liabilities 2014: $1Net Assets 2014: $1,688,2722014Assets 2015: $1,751,285Liabilities 2015: $1Net Assets 2015: $1,751,2852015Assets 2016: $2,053,407Liabilities 2016: $0Net Assets 2016: $2,053,4072016Assets 2017: $1,998,144Liabilities 2017: $0Net Assets 2017: $1,998,1442017Assets 2020: $2,157,770Liabilities 2020: $1Net Assets 2020: $2,157,7702020Assets 2021: $2,307,059Liabilities 2021: $1Net Assets 2021: $2,307,0592021Assets 2022: $2,231,941Liabilities 2022: $1Net Assets 2022: $2,231,9412022Assets 2023: $2,102,063Liabilities 2023: $1Net Assets 2023: $2,102,0632023Assets 2024: $1,986,021Liabilities 2024: $0Net Assets 2024: $1,986,0212024Assets 2025: $2,064,005Liabilities 2025: $0Net Assets 2025: $2,064,0052025

Highlighted filing

2013

Assets$1,605,618
Liabilities$0
Net Assets$1,605,618
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2011: $88,8222011Expenses 2012: $104,2192012Revenue 2013: $127,656Expenses 2013: $97,848Net Income 2013: $29,8082013Revenue 2014: $194,976Expenses 2014: $112,323Net Income 2014: $82,6532014Revenue 2015: $190,592Expenses 2015: $127,408Net Income 2015: $63,1842015Revenue 2016: $425,100Expenses 2016: $123,053Net Income 2016: $302,0472016Revenue 2017: $64,119Expenses 2017: $119,482Net Income 2017: -$55,3632017Revenue 2020: -$21,727Expenses 2020: $126,461Net Income 2020: -$148,1882020Revenue 2021: $259,346Expenses 2021: $107,350Net Income 2021: $151,9962021Revenue 2022: $62,224Expenses 2022: $138,831Net Income 2022: -$76,6072022Revenue 2023: $11,170Expenses 2023: $141,295Net Income 2023: -$130,1252023Revenue 2024: $122,873Expenses 2024: $238,229Net Income 2024: -$115,3562024Revenue 2025: $128,801Expenses 2025: $51,003Net Income 2025: $77,7982025

Highlighted filing

2013

Revenue$127,656
Expenses$97,848
Net Income$29,808
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jan 13, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$7,823-$7,823
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE CHILDREN'S HOSPITAL FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$39,352
Paid GrantKOSAIR CHARITIESGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$19,676
Paid GrantCENTRE COLLEGE OF KENTUCKYGENERAL SUPPORTPUBLIC CHARITYDANVILLE, KY, US$9,838
Paid GrantFIRST PRESBYTERIAN CHURCH OF LANCASTERGENERAL SUPPORTPUBLIC CHARITYLANCASTER, KY, US$9,838
Paid GrantNINTH & O BAPTIST CHURCHGENERAL SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$9,838
Filing and Contact Details

Filer

EIN
61-6042421
Raw XML Appendix312 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PNC BANK NA
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.052901
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13NINTH & O BAPTIST CHURCH
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear03821
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1088633
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted098929
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions092454
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY095108
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear088633
OtherExpensesSchedule/OtherExpenses/Description0ADR SERVICE FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
TaxesSchedule/Taxes/Amount0458
TaxesSchedule/Taxes/Amount11000
TaxesSchedule/Taxes/Category0PRIOR YEAR TAX BALANCE DUE
TaxesSchedule/Taxes/Category1ESTIMATED TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0616042421
ReturnHeader/Filer/Name/BusinessNameLine10HERNDON LEWIS & MARG FUND B UW PNC BANK NA
ReturnHeader/Filer/NameControl0HERN
ReturnHeader/Filer/Phone08006228036
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 609
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152309738
ReturnHeader/Officer/DateSigned02014-01-13
ReturnHeader/Officer/Name0JOHN KULLANDER
ReturnHeader/Officer/Phone02162574714
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-13T11:44:40-06:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,605,618
Liabilities
$0
Net assets
$1,605,618
Revenue
$127,656
Expenses
$97,848
Net income
$29,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.13$0.05$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.12$0.24$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.01$0.14$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.06$0.14$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.26$0.11$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.02$0.13$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.06$0.12$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.43$0.12$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.19$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.19$0.11$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.13$0.10$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.09