Civic Intelligence

Fischer-Owen Orthopedic Fund

990PF • Fiscal year 2012 • EIN 61-6168361

Sep 01, 2011 to Aug 31, 2012 • Filed on Oct 15, 2012

Organization Profile
C/O Pnc Bank 620 Liberty Avenue No10 FL15222-2705
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

94th percentile

$36,717

Higher top officer pay than 94% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,750,064

Down $152,208 (-3.1%) from 2011

Net Assets

$4,750,064

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$301,969

Down $11,999 (-3.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,902,272Liabilities 2011: $02011Assets 2012: $4,750,064Liabilities 2012: $0Net Assets 2012: $4,750,0642012Assets 2013: $5,283,344Liabilities 2013: $0Net Assets 2013: $5,283,3442013Assets 2014: $5,211,159Liabilities 2014: $0Net Assets 2014: $5,211,1592014Assets 2015: $5,216,903Liabilities 2015: $12015Assets 2016: $5,150,583Liabilities 2016: $0Net Assets 2016: $5,150,5832016Assets 2017: $5,108,821Liabilities 2017: $0Net Assets 2017: $5,108,8212017Assets 2018: $5,135,592Liabilities 2018: $0Net Assets 2018: $5,135,5922018Assets 2019: $5,050,736Liabilities 2019: $0Net Assets 2019: $5,050,7362019Assets 2020: $4,893,590Liabilities 2020: $0Net Assets 2020: $4,893,5902020Assets 2021: $4,786,986Liabilities 2021: $0Net Assets 2021: $4,786,9862021Assets 2022: $7,004,385Liabilities 2022: $0Net Assets 2022: $7,004,3852022Assets 2023: $6,360,945Liabilities 2023: $12023Assets 2025: $6,264,803Liabilities 2025: $0Net Assets 2025: $6,264,8032025

Highlighted filing

2012

Assets$4,750,064
Liabilities$0
Net Assets$4,750,064
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $355,347Expenses 2011: $313,968Net Income 2011: $41,3792011Expenses 2012: $301,9692012Expenses 2013: $293,6602013Revenue 2014: $258,564Expenses 2014: $330,749Net Income 2014: -$72,1852014Revenue 2015: $301,252Expenses 2015: $317,660Net Income 2015: -$16,4082015Revenue 2016: $264,551Expenses 2016: $330,868Net Income 2016: -$66,3172016Revenue 2017: $298,213Expenses 2017: $339,977Net Income 2017: -$41,7642017Revenue 2018: $379,754Expenses 2018: $352,986Net Income 2018: $26,7682018Revenue 2019: $283,099Expenses 2019: $367,953Net Income 2019: -$84,8542019Revenue 2020: $209,998Expenses 2020: $367,148Net Income 2020: -$157,1502020Revenue 2021: $291,007Expenses 2021: $394,206Net Income 2021: -$103,1992021Revenue 2022: $2,623,104Expenses 2022: $406,056Net Income 2022: $2,217,0482022Revenue 2023: -$157,955Expenses 2023: $486,301Net Income 2023: -$644,2562023Revenue 2025: $411,789Expenses 2025: $427,724Net Income 2025: -$15,9352025

Highlighted filing

2012

Revenue-
Expenses$301,969
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Oct 15, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANKTrusteePT$36,717-$36,717
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTON HEALTHCARE INCGENERAL USE AND SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$247,949
Filing and Contact Details

Filer

EIN
61-6168361
Raw XML Appendix355 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/UndistributedIncome/DistributableAmountAsAdjusted0249820
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1014089
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2055613
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear071067
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01365
IRS990PF/UndistributedIncome/ExcessFromYear1014089
IRS990PF/UndistributedIncome/ExcessFromYear2055613
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0251185
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01365
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus071067
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover069702
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount03
OtherDecreasesSchedule/OtherDecreases/Description0REVERSE ENTRY, DUPLICATE DIVIDEND PAYMENT, SOCIETE GENERALE
OtherExpensesSchedule/OtherExpenses/Description0ACCOUNT MAINTENANCE FEE
OtherExpensesSchedule/OtherExpenses/Description1MANAGED ACCOUNT SERVICE FEE
OtherExpensesSchedule/OtherExpenses/Description2FOREIGN PROCESSING FEE
OtherExpensesSchedule/OtherExpenses/Description3INTEREST PAID
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps30
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0500
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome13619
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2118
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome30
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0500
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13619
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2118
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks319
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome010
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome123
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome23991
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome313
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome4140
OtherIncomeSchedule2/OtherIncome/Description0LAZARD PARTNERSHIP K-1 INCOME
OtherIncomeSchedule2/OtherIncome/Description1KKR FINANCIAL HOLDINGS LLC
OtherIncomeSchedule2/OtherIncome/Description2CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncome/Description3REFUND OF FOREIGN TAXES
OtherIncomeSchedule2/OtherIncome/Description4PROCEEDS FROM CLASS ACTION SETTLEMENTS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome010
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome123
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome213
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks010
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks123
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks23991
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks313
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks4140
TaxesSchedule/Taxes/Amount04907
TaxesSchedule/Taxes/Amount16040
TaxesSchedule/Taxes/Amount2700
TaxesSchedule/Taxes/Category0BALANCE OF 2011 FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category12012 ESTIMATED FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category2FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2700
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0616168361
ReturnHeader/Filer/Name/BusinessNameLine10FISCHER OWEN ORTHOPEDIC FUND
ReturnHeader/Filer/NameControl0FISC
ReturnHeader/Filer/Phone04127623787
ReturnHeader/Filer/USAddress/AddressLine10C/O PNC BANK 620 LIBERTY AVENUE NO
ReturnHeader/Filer/USAddress/AddressLine2010 FL
ReturnHeader/Filer/USAddress/City0PITTSBURGH
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0152222705
ReturnHeader/Officer/DateSigned02012-10-15
ReturnHeader/Officer/Name0JOHN ALRUTZ
ReturnHeader/Officer/Phone04127623787
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-09-01
ReturnHeader/TaxPeriodEndDate02012-08-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-15T12:12:25-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,750,064
Liabilities
$0
Net assets
$4,750,064
Revenue
-
Expenses
$301,969
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.41$0.43$0.02
2023Summary only. Only limited summary data is available for this year.$6.36$0.00$0.16$0.49$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.00$0.00$7.00$2.62$0.41$2.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.29$0.39$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.00$4.89$0.21$0.37$0.16
2019Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.28$0.37$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.00$5.14$0.38$0.35$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.30$0.34$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.00$5.15$0.26$0.33$0.07
2015Summary only. Only limited summary data is available for this year.$5.22$0.00$0.30$0.32$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.26$0.33$0.07
2013Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.29
2012Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.30
2011Summary only. Only limited summary data is available for this year.$4.90$0.00$0.36$0.31$0.04