Civic Intelligence

The Bertha & Harry Bailen Endowment Fund

990PF • Fiscal year 2016 • EIN 62-6328884

Jul 01, 2015 to Jun 30, 2016 • Filed on Jul 07, 2016

Organization Profile
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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

17th percentile

-25%

Higher net margin than 17% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$9,495

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.6%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-25%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$842,108

Down $13,787 (-1.6%) from 2015

Net Assets

Down

$842,108

Down $13,787 (-1.6%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin17th percentile

Revenue

Down

$54,450

Down $18,290 (-25%) from 2015

Expenses

Up

$68,238

Up $3,823 (+5.9%) from 2015

Net Income

Down

-$13,788

Down $22,113 (-266%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $786,313Liabilities 2011: $0Net Assets 2011: $786,3132011Assets 2012: $770,481Liabilities 2012: $0Net Assets 2012: $770,4812012Assets 2013: $752,282Liabilities 2013: $1Net Assets 2013: $752,2822013Assets 2014: $847,569Liabilities 2014: $1Net Assets 2014: $847,5692014Assets 2015: $855,895Liabilities 2015: $1Net Assets 2015: $855,8952015Assets 2016: $842,108Liabilities 2016: $0Net Assets 2016: $842,1082016Assets 2017: $826,252Liabilities 2017: $0Net Assets 2017: $826,2522017Assets 2018: $1,098,551Liabilities 2018: $0Net Assets 2018: $1,098,5512018Assets 2019: $1,165,476Liabilities 2019: $0Net Assets 2019: $1,165,4762019Assets 2020: $1,085,611Liabilities 2020: $1Net Assets 2020: $1,085,6112020Assets 2021: $1,093,856Liabilities 2021: $1Net Assets 2021: $1,093,8562021Assets 2022: $1,155,748Liabilities 2022: $1Net Assets 2022: $1,155,7482022Assets 2023: $1,032,368Liabilities 2023: $1Net Assets 2023: $1,032,3682023Assets 2024: $1,002,920Liabilities 2024: $0Net Assets 2024: $1,002,9202024Assets 2025: $983,099Liabilities 2025: $0Net Assets 2025: $983,0992025

Highlighted filing

2016

Assets$842,108
Liabilities$0
Net Assets$842,108
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$400K$200K$0-$200KExpenses 2011: $67,6822011Expenses 2012: $59,0452012Revenue 2013: $40,712Expenses 2013: $58,911Net Income 2013: -$18,1992013Revenue 2014: $153,852Expenses 2014: $58,565Net Income 2014: $95,2872014Revenue 2015: $72,740Expenses 2015: $64,415Net Income 2015: $8,3252015Revenue 2016: $54,450Expenses 2016: $68,238Net Income 2016: -$13,7882016Revenue 2017: $53,482Expenses 2017: $68,357Net Income 2017: -$14,8752017Revenue 2018: $346,623Expenses 2018: $74,321Net Income 2018: $272,3022018Revenue 2019: $153,185Expenses 2019: $86,262Net Income 2019: $66,9232019Revenue 2020: -$5,660Expenses 2020: $74,569Net Income 2020: -$80,2292020Revenue 2021: $85,270Expenses 2021: $76,138Net Income 2021: $9,1322021Revenue 2022: $140,019Expenses 2022: $78,976Net Income 2022: $61,0432022Revenue 2023: -$45,297Expenses 2023: $78,331Net Income 2023: -$123,6282023Revenue 2024: $45,541Expenses 2024: $74,487Net Income 2024: -$28,9462024Revenue 2025: $56,166Expenses 2025: $76,362Net Income 2025: -$20,1962025

Highlighted filing

2016

Revenue$54,450
Expenses$68,238
Net Income-$13,788
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jul 7, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$9,495-$9,495
Filing and Contact Details

Filer

Filer Name
Bertha & Harry Bailen End Fd Ua
EIN
62-6328884
Address
PO BOX 609, PITTSBURGH, PA 15230-9738

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Signed
2016-07-07
Raw XML Appendix322 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/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/Amt019129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt119129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt219129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KOSAIR CHARITIES COMMITTEE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SPALDING UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN STU SILBERMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTN RONALD L MILLER SR VP CFO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03600 DUTCHMANS LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1982 EASTERN PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2851 S FOURTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0402053302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1402171566
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2402032188
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057387
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/AppliedToCurrentYearAmt053457
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012349
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012349
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025243
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08677
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03228
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08048
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062134
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08677
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037592
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028915
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt01356
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/SignatureDt02016-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERTHA & HARRY BAILEN END FD UA
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0626328884
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 609
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152309738
ReturnHeader/ReturnTs02016-07-07T11:00:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$842,108
Liabilities
$0
Net assets
$842,108
Revenue
$54,450
Expenses
$68,238
Net income
-$13,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.08$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.14$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.01$0.07$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.09$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.35$0.07$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.15$0.06$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.06$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.07