Civic Intelligence

Philomathean Endowment Trust

990EZ • Fiscal year 2018 • EIN 65-1257087

Jul 01, 2017 to Jun 30, 2018 • Filed on May 12, 2019

Organization ProfileN/A
504 South 22nd StPhiladelphia, PA 19146-1102

(215) 732-1552

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

140%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$124,036

Up $8,546 (+7.4%) from 2017

Net Assets

Up

$124,036

Up $8,546 (+7.4%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Up

$6,476

Up $3,774 (+140%) from 2017

Expenses

Up

$1,150

Up $654 (+132%) from 2017

Net Income

Up

$5,326

Up $3,120 (+141%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$200K$150K$100K$50K$0Assets 2011: $111,307Liabilities 2011: $2,5002011Assets 2012: $99,832Liabilities 2012: $02012Assets 2013: $105,340Liabilities 2013: $02013Assets 2014: $115,388Liabilities 2014: $02014Assets 2015: $109,666Liabilities 2015: $02015Assets 2016: $105,686Liabilities 2016: $02016Assets 2017: $115,490Net Assets 2017: $115,4902017Assets 2018: $124,036Net Assets 2018: $124,0362018Assets 2019: $124,848Liabilities 2019: $02019Assets 2020: $125,998Net Assets 2020: $125,9982020Assets 2022: $139,859Net Assets 2022: $139,8592022Assets 2023: $161,526Net Assets 2023: $161,5262023Assets 2024: $196,242Net Assets 2024: $196,2422024

Highlighted filing

2018

Assets$124,036
Liabilities-
Net Assets$124,036
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $7,293Expenses 2011: $6,925Net Income 2011: $3682011Revenue 2012: $2,961Expenses 2012: $13,069Net Income 2012: -$10,1082012Revenue 2013: $7,288Expenses 2013: $8,392Net Income 2013: -$1,1042013Revenue 2014: $17,152Expenses 2014: $16,072Net Income 2014: $1,0802014Revenue 2015: $7,695Expenses 2015: $10,534Net Income 2015: -$2,8392015Revenue 2016: $4,930Expenses 2016: $4,150Net Income 2016: $7802016Revenue 2017: $2,702Expenses 2017: $496Net Income 2017: $2,2062017Revenue 2018: $6,476Expenses 2018: $1,150Net Income 2018: $5,3262018Revenue 2019: $8,915Expenses 2019: $5,425Net Income 2019: $3,4902019Revenue 2020: $4,705Expenses 2020: $4,958Net Income 2020: -$2532020Revenue 2022: $12,185Expenses 2022: $1,543Net Income 2022: $10,6422022Revenue 2023: $4,059Expenses 2023: $2,524Net Income 2023: $1,5352023Revenue 2024: $6,564Expenses 2024: $3,811Net Income 2024: $2,7532024

Highlighted filing

2018

Revenue$6,476
Expenses$1,150
Net Income$5,326
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 12, 2019
Return Version
2017v2.2
Gross Receipts
$6,476
Mission and Program Overview

Mission

509(a)(3) SUPPORTING ORGANIZATION

Program Services

DescriptionGrantsExpenses
EXPENSES RELATED TO THE SUPPORT OF THE PHILOMATHEAN SOCIETY-$1,150
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD CARDONAVice-Chairperson-$0--
CHRISTINE FISHERChairperson-$0--
THOMAS KRETCHMARTreasurer (11/6/17-6/30/18)-$0--
DANIEL ORRTreasurer (7/1/17-11/5/17)-$0--
MICHAEL GESSELSecretary-$0--
ROBERT RUBINOFFTrustee-$0--
RAMON MIYARTrustee-$0--
SIMON GLINSKYTrustee-$0--
HEATHER BARLOWTrustee-$0--
DANIEL SINGERTrustee-$0--
KIEONA COOKModerator (7/1/17 - 12/8/17)-$0--
PRAKASH MISHRAModerator (12/9/17 - 4/20/18)-$0--
ABHINAV SURIModerator (4/21/18 - 6/30/18)-$0--
Filing and Contact Details

Filer

Filer Name
Philomathean Endowment Trust
EIN
65-1257087
Phone
2157321552
Address
504 SOUTH 22ND ST, PHILADELPHIA, PA 19146-1102

Signing Officer

Name
Thomas Kretchmar
Title
Treasurer
Phone
2157321552
Signed
2019-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
41 Kings Highway N, Cherry Hill, NJ 08034
Preparer
Edward a Suarez CPA Mba
Phone
8568587887
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 20

“Unrealized gain on investment 3220.”

Raw XML Appendix262 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER (11/6/17-6/30/18)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER (7/1/17-11/5/17)
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MODERATOR (12/9/17 - 4/20/18)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MODERATOR (4/21/18 - 6/30/18)
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt03220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt01150
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt04105
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST'S DECLARATION PROVIDES THAT THE SUPPORTED ORGANIZATION'S MODERATOR (FUNCTIONALLY, ITS PRESIDENT) SERVES AS A TRUSTEE DURING HIS OR HER TERM AS THE MODERATOR. AS A TRUSTEE, THE MODERATOR PARTICIPATES IN ALL MEETINGS AND DISCUSSIONS. THE SUPPORTED ORGANIZATION'S MODERATOR HAS A SIGNIFICANT VOICE IN THE TRUST'S INVESTMENT POLICIES BECAUSE HE OR SHE AS A TRUSTEE HAS A VOICE AND VOTE EQUAL TO THE VOICE AND VOTE OF EACH OTHER TRUSTEE. THE SUPPORTED ORGANIZATION'S MODERATOR HAS A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE TRUST'S INCOME AND ASSETS BECAUSE HE OR SHE AS A TRUSTEE HAS A VOICE AND VOTE, INCLUDING TO APPROVE GRANTS, EQUAL TO THE VOICE AND VOTE OF EACH OTHER TRUSTEE. THE SUPPORTED ORGANIZATION'S TREASURER BY CUSTOM ALSO PARTICIPATES IN THE TRUSTEES' ANNUAL MEETING, THE MEETING IN WHICH THE TRUSTEES DECIDE GRANTS TO THE SUPPORTED ORGANIZATION. THE MODERATOR AND THAT TREASURER, AS REPRESENTATIVES OF THE SUPPORTED ORGANIZATION, PRESENT PROPOSALS FOR THE TRUST'S GRANTS. THE TRUSTEES FAVOR GRANTS THAT RESPOND TO THE SUPPORTED ORGANIZATION'S EXPLANATIONS OF ITS NEEDS AND INTERESTS. THE SUPPORTING AND SUPPORTED ORGANIZATIONS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP BECAUSE ALL TRUSTEES ARE MEMBERS (NON-VOTING) OF THE SUPPORTED ORGANIZATION; ALL ARE ALUMNI OF THE UNIVERSITY OF PENNSYLVANIA AND OF THE PHILOMATHEAN SOCIETY OF THE UNIVERSITY OF PENNSYLVANIA (THE SUPPORTED ORGANIZATION). FURTHER, SOME TRUSTEES ARE FACULTY AND OTHER EMPLOYEES OF THE UNIVERSITY OF PENNSYLVANIA, WHO ASSIST THE SUPPORTED ORGANIZATION IN MANAGING ITS RELATIONS WITH THE UNIVERSITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec D Ln 3
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IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0528
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON INVESTMENT 3220.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02157321552
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILOMATHEAN ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0651257087
ReturnHeader/Filer/PhoneNum02157321552
ReturnHeader/Filer/USAddress/AddressLine1Txt0504 SOUTH 22ND ST
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0191461102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId090D8472684D5DB60970F4B892412783F253BCCE1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023919DADB595B9D02978021C5953163E5F7C3449
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.248.71.99
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm011:57:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Renzi Bernardi Suarez & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 Kings Highway N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherry Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008034
ReturnHeader/PreparerPersonGrp/PhoneNum08568587887
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD A SUAREZ CPA MBA
ReturnHeader/ReturnTs02019-05-15T11:57:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,036
Liabilities
-
Net assets
$124,036
Revenue
$6,476
Expenses
$1,150
Net income
$5,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$1.96$0.07$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.62$1.62$0.04$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.40$1.40$0.12$0.02$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$1.26$0.05$0.05$0.00
2019Summary only. Only limited summary data is available for this year.$1.25$0.00$0.09$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.06$0.01$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$1.15$0.03$0.00$0.02
2016Summary only. Only limited summary data is available for this year.$1.06$0.00$0.05$0.04$0.01
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.08$0.11$0.03
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$0.17$0.16$0.01
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.07$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.03$0.13$0.10
2011Summary only. Only limited summary data is available for this year.$1.11$0.03$0.07$0.07$0.00