Civic Intelligence

Keller Harvey & Rosa Tr A

990PF • Fiscal year 2016 • EIN 61-6094702

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 05, 2016

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

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

77th percentile

$902

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$231,563

Down $1,266 (-0.5%) from 2015

Net Assets

Down

$231,563

Down $1,266 (-0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$13,512

Down $5,841 (-30%) from 2015

Expenses

Down

$14,978

Down $2,101 (-12%) from 2015

Net Income

Down

-$1,466

Down $3,740 (-164%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $226,296Liabilities 2011: $0Net Assets 2011: $226,2962011Assets 2012: $218,502Liabilities 2012: $0Net Assets 2012: $218,5022012Assets 2013: $221,787Liabilities 2013: $0Net Assets 2013: $221,7872013Assets 2014: $230,563Liabilities 2014: $0Net Assets 2014: $230,5632014Assets 2015: $232,829Liabilities 2015: $0Net Assets 2015: $232,8292015Assets 2016: $231,563Liabilities 2016: $0Net Assets 2016: $231,5632016Assets 2017: $278,119Liabilities 2017: $0Net Assets 2017: $278,1192017Assets 2018: $276,650Liabilities 2018: $0Net Assets 2018: $276,6502018Assets 2019: $325,810Liabilities 2019: $0Net Assets 2019: $325,8102019Assets 2020: $320,754Liabilities 2020: $0Net Assets 2020: $320,7542020Assets 2021: $345,928Liabilities 2021: $0Net Assets 2021: $345,9282021Assets 2022: $353,540Liabilities 2022: $0Net Assets 2022: $353,5402022Assets 2023: $359,291Liabilities 2023: $0Net Assets 2023: $359,2912023Assets 2024: $310,340Liabilities 2024: $0Net Assets 2024: $310,3402024Assets 2025: $310,585Liabilities 2025: $0Net Assets 2025: $310,5852025

Highlighted filing

2016

Assets$231,563
Liabilities$0
Net Assets$231,563

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $14,0232011Expenses 2012: $14,8242012Expenses 2013: $16,6012013Revenue 2014: $24,196Expenses 2014: $15,421Net Income 2014: $8,7752014Revenue 2015: $19,353Expenses 2015: $17,079Net Income 2015: $2,2742015Revenue 2016: $13,512Expenses 2016: $14,978Net Income 2016: -$1,4662016Revenue 2017: $61,071Expenses 2017: $15,368Net Income 2017: $45,7032017Revenue 2018: $15,676Expenses 2018: $17,243Net Income 2018: -$1,5672018Revenue 2019: $66,219Expenses 2019: $17,056Net Income 2019: $49,1632019Revenue 2020: $12,446Expenses 2020: $17,666Net Income 2020: -$5,2202020Revenue 2021: $32,194Expenses 2021: $6,641Net Income 2021: $25,5532021Revenue 2022: $18,186Expenses 2022: $10,766Net Income 2022: $7,4202022Revenue 2023: $10,661Expenses 2023: $4,902Net Income 2023: $5,7592023Revenue 2024: $13,665Expenses 2024: $62,496Net Income 2024: -$48,8312024Revenue 2025: $10,073Expenses 2025: $10,087Net Income 2025: -$142025

Highlighted filing

2016

Revenue$13,512
Expenses$14,978
Net Income-$1,466
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 5, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$902-$902
Filing and Contact Details

Filer

Filer Name
Keller Harvey & Rosa Tr a
EIN
61-6094702
Phone
2162574714
Address
PO BOX 609, PITTSBURGH, PA 15230-9738

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
2162574714
Signed
2016-07-05
Raw XML Appendix349 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1696.575 BLACKROCK FDS HIGH YIELD BD PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2109.329 DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc348.481 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4148. ISHARES MSCI EMERGING MKTS INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc534. ISHARES TR S&P 500/BARRA VALUE INDEX
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc942.056 VOYA REAL ESTATE FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt012436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0298782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0315979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0302984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0279759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0268654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0272226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014351
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238027
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014351
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014351
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014351
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/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/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/AddressLine1Txt0PO BOX 609
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0152309738
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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/Amt013900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KOSAIR CHARITIES COMMITTEE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN RONALD L MILLER SR VP CFO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0982 EASTERN PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0402171566
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013900
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/AppliedToCurrentYearAmt0495
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013856
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014684
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/QualifyingDistributionsAmt014351
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014189
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013856
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1200
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1POSTED CURR YR TAXED PRIOR YR
TaxesSchedule/TaxesDetail/Amt0176
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02162574714
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELLER HARVEY & ROSA TR A
ReturnHeader/Filer/BusinessNameControlTxt0KELL
ReturnHeader/Filer/EIN0616094702
ReturnHeader/Filer/PhoneNum02162574714
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 609
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152309738
ReturnHeader/ReturnTs02016-07-05T15:00:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.10$0.10$0.00
2024Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.14$0.62$0.49
2023Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.11$0.05$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.18$0.11$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.32$0.07$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.12$0.18$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.66$0.17$0.49
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.16$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.61$0.15$0.46
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.14$0.15$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.19$0.17$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.24$0.15$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.17
2012Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.14
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • <$500k nonprofits