Civic Intelligence

Fischer-Owen Orthopedic Fund

990PF • Fiscal year 2013 • EIN 61-6168361

Sep 01, 2012 to Aug 31, 2013 • Filed on Oct 30, 2013

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

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

40th percentile

$38,624

Higher top officer pay than 40% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,283,344

Up $533,280 (+11%) from 2012

Net Assets

Up

$5,283,344

Up $533,280 (+11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$293,660

Down $8,309 (-2.8%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2013

Assets$5,283,344
Liabilities$0
Net Assets$5,283,344
Open 2013 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

2013

Revenue-
Expenses$293,660
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Oct 30, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANKTrusteePT$38,624-$38,624
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNORTON HEALTHCARE INCGENERAL USE AND SUPPORTPUBLIC CHARITYLOUISVILLE, KY, US$251,291
Filing and Contact Details

Filer

EIN
61-6168361
Raw XML Appendix338 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/ExcessDistriCarryoverYear2014089
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3055613
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear075576
IRS990PF/UndistributedIncome/ExcessFromCurrentYear04509
IRS990PF/UndistributedIncome/ExcessFromYear101365
IRS990PF/UndistributedIncome/ExcessFromYear2014089
IRS990PF/UndistributedIncome/ExcessFromYear3055613
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0253222
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus04509
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus075576
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover071067
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0ACCOUNT MAINTENANCE FEE
OtherExpensesSchedule/OtherExpenses/Description1MANAGED ACCOUNT SERVICE FEE
OtherExpensesSchedule/OtherExpenses/Description2FOREIGN PROCESSING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0500
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome12317
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome22
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0500
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12317
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks22
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome077
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1804
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome23344
OtherIncomeSchedule2/OtherIncome/Description0KKR PARTNERSHIP - ROYALTIES
OtherIncomeSchedule2/OtherIncome/Description1KKR PARTNERSHIP - OTHER PORTFOLIO INC
OtherIncomeSchedule2/OtherIncome/Description2KKR PARTNERSHIP - ORDINARY BUSINESS INC
OtherIncomeSchedule2/OtherIncome/Description3CLASS ACTION PROCEEDS
OtherIncomeSchedule2/OtherIncome/Description4CASH & STOCK MERGER
OtherIncomeSchedule2/OtherIncome/Description5EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome11
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome21
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks077
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1804
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks23344
TaxesSchedule/Taxes/Amount0900
TaxesSchedule/Taxes/Amount126
TaxesSchedule/Taxes/Category0ESTIMATED FEDERAL EXCISE TAX
TaxesSchedule/Taxes/Category1FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome126
ReturnHeader/BuildTS02015-12-30 17:16:21Z
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/DateSigned02013-10-30
ReturnHeader/Officer/Name0JOHN ALRUTZ
ReturnHeader/Officer/Phone04127623787
ReturnHeader/Officer/Title0ASSISTANT VICE PRESIDENT
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-09-01
ReturnHeader/TaxPeriodEndDate02013-08-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-01T08:45:34-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,283,344
Liabilities
$0
Net assets
$5,283,344
Revenue
-
Expenses
$293,660
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