Civic Intelligence

Anna Schulman Char Tr UW

990PF • Fiscal year 2013 • EIN 61-6149311

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 28, 2014

Organization Profile
C/O Pnc Bank Na 620 Liberty AvenueNo 10 FL15222-2075

(412) 768-5892

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

77th percentile

$1,402

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

53rd percentile

2.0%

Faster asset growth than 53% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$309,643

Up $6,091 (+2.0%) from 2012

Net Assets

Up

$309,643

Up $6,091 (+2.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin81st percentile

Revenue

$24,080

No earlier filing loaded for comparison.

Expenses

Down

$17,989

Down $668 (-3.6%) from 2012

Net Income

$6,091

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $310,504Liabilities 2010: $0Net Assets 2010: $310,5042010Assets 2011: $306,388Liabilities 2011: $12011Assets 2012: $303,552Liabilities 2012: $0Net Assets 2012: $303,5522012Assets 2013: $309,643Liabilities 2013: $0Net Assets 2013: $309,6432013Assets 2014: $325,209Liabilities 2014: $0Net Assets 2014: $325,2092014Assets 2015: $334,381Liabilities 2015: $12015Assets 2016: $324,344Liabilities 2016: $0Net Assets 2016: $324,3442016Assets 2017: $338,702Liabilities 2017: $0Net Assets 2017: $338,7022017Assets 2018: $336,826Liabilities 2018: $0Net Assets 2018: $336,8262018Assets 2019: $325,414Liabilities 2019: $0Net Assets 2019: $325,4142019Assets 2020: $328,358Liabilities 2020: $0Net Assets 2020: $328,3582020Assets 2021: $341,334Liabilities 2021: $0Net Assets 2021: $341,3342021Assets 2022: $330,420Liabilities 2022: $0Net Assets 2022: $330,4202022Assets 2023: $370,438Liabilities 2023: $12023

Highlighted filing

2013

Assets$309,643
Liabilities$0
Net Assets$309,643
Open 2013 Filing

Operations Trend

Revenue Growth80th percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $15,7372010Revenue 2011: $13,457Expenses 2011: $17,573Net Income 2011: -$4,1162011Expenses 2012: $18,6572012Revenue 2013: $24,080Expenses 2013: $17,989Net Income 2013: $6,0912013Revenue 2014: $25,547Expenses 2014: $22,468Net Income 2014: $3,0792014Revenue 2015: $32,275Expenses 2015: $23,104Net Income 2015: $9,1712015Revenue 2016: $14,092Expenses 2016: $24,130Net Income 2016: -$10,0382016Revenue 2017: $38,599Expenses 2017: $24,243Net Income 2017: $14,3562017Revenue 2018: $17,990Expenses 2018: $19,865Net Income 2018: -$1,8752018Revenue 2019: $11,824Expenses 2019: $23,236Net Income 2019: -$11,4122019Revenue 2020: $27,985Expenses 2020: $23,788Net Income 2020: $4,1972020Revenue 2021: $38,006Expenses 2021: $25,512Net Income 2021: $12,4942021Revenue 2022: $15,786Expenses 2022: $27,970Net Income 2022: -$12,1842022Revenue 2023: $64,621Expenses 2023: $24,729Net Income 2023: $39,8922023

Highlighted filing

2013

Revenue$24,080
Expenses$17,989
Net Income$6,091
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 28, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$1,402-$1,402
Filing and Contact Details

Filer

EIN
61-6149311
Phone
4127685892

Signing Officer

Name
John W Alrutz
Title
Assistant Vice President
Phone
4127685892
Signed
2014-04-28
Raw XML Appendix293 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1178796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0127415
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1253386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0363923
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PNC BANK NA
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode040292
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016250
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/AppliedToCurrentYearAmt070
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016250
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016320
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017408
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016250
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt021
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt021
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/Amt1320
TaxesSchedule/TaxesDetail/CategoryTxt0BALANCE OF EXCISE TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W ALRUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04127685892
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10ANNA SCHULMAN CHAR TR UW
ReturnHeader/Filer/BusinessNameControlTxt0SCHU
ReturnHeader/Filer/EIN0616149311
ReturnHeader/Filer/PhoneNum04127685892
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK NA 620 LIBERTY AVENUE
ReturnHeader/Filer/USAddress/AddressLine20NO 10 FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222075
ReturnHeader/ReturnTs02014-04-29T06:52:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$309,643
Liabilities
$0
Net assets
$309,643
Revenue
$24,080
Expenses
$17,989
Net income
$6,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.70$0.00$0.65$0.25$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.16$0.28$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.38$0.26$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.28$0.24$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$0.12$0.23$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.18$0.20$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.39$0.24$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.14$0.24$0.10
2015Summary only. Only limited summary data is available for this year.$3.34$0.00$0.32$0.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.26$0.22$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.24$0.18$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.19
2011Summary only. Only limited summary data is available for this year.$3.06$0.00$0.13$0.18$0.04
2010Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.16