Civic Intelligence

Philomathean Endowment Trust

990EZ • Fiscal year 2023 • EIN 65-1257087

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 01, 2023

Organization ProfileN/A
504 South 22nd StPhiladephia, PA 19146

(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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

69th percentile

15%

Faster asset growth than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-67%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$161,526

Up $21,667 (+15%) from 2022

Net Assets

Up

$161,526

Up $21,667 (+15%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

Down

$4,059

Down $8,126 (-67%) from 2022

Expenses

Up

$2,524

Up $981 (+64%) from 2022

Net Income

Down

$1,535

Down $9,107 (-86%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2023

Assets$161,526
Liabilities-
Net Assets$161,526
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$4,059
Expenses$2,524
Net Income$1,535
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$15,059
Mission and Program Overview

Mission

509(a)(3) SUPPORTING ORGANIZATION

To support the education and learning goals of the philomathean society.

Program Services

DescriptionGrantsExpenses
TO SUPPORT THE EDUCATION AND LEARNING GOALS OF THE PHILOMATHEAN SOCIETY.-$1,087
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL ORRChairperson-$0--
RICHARD CARDONAVice-Chairpe-$0--
MICHAEL GESSELSecretary-$0--
DAN MARTINEAUTreasurer-$0--
HEATHER BARLOWTrustee-$0--
CHRISTINE FISHERTrustee-$0--
SIMON GLINSKYTrustee-$0--
RAMON MIYARTrustee-$0--
ROBERT RUBINOFFTrustee-$0--
DANIEL SINGERTrustee-$0--
THOMAS KRETCHMARTreasurer-$0--
COLE LEWISModerator-$0--
MARGARET ARFAAModerator-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Dan Martineau
Title
Treasurer
Phone
2157321552
Signed
2023-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Michael K White CPA & Associates
Address
4304 18TH ST 14437, SAN FRANCISCO, CA 94114
Preparer
Michael K White
Phone
4156212261
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Philomathean society education and learn. 1,087 3450 woodland walk box h, college hall philaelphia pa 19104”

Form 990-ez, Part I, Line 16

“Expenses web services 852 total 852”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 20,132 unrealized gain on investments 0”

Raw XML Appendix173 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAN MARTINEAU
IRS990EZ/BooksInCareOfDetail/PhoneNum02157321552
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0504 SOUTH 22ND ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHILADEPHIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0139859
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161526
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01700
IRS990EZ/CostOrOtherBasisExpenseSaleAmt011000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01535
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0585
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0139859
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0161526
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-424
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01087
IRS990EZ/GrossReceiptsAmt015059
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02783
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0139859
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0161526
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0139859
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0161526
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DANIEL ORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD CARDONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL GESSEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN MARTINEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER BARLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTINE FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SIMON GLINSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RAMON MIYAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT RUBINOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DANIEL SINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10THOMAS KRETCHMAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11COLE LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12MARGARET ARFAA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIRPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11MODERATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12MODERATOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt020132
IRS990EZ/OtherExpensesTotalAmt0852
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATION AND LEARNING GOALS OF THE PHILOMATHEAN SOCIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT THE EDUCATION AND LEARNING GOALS OF THE PHILOMATHEAN SOCIETY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01087
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt010576
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02524
IRS990EZ/TotalProgramServiceExpensesAmt01087
IRS990EZ/TotalRevenueAmt04059
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0703
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08637
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02609
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03927
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07426
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt033525
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01666
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.20490
IRS990ScheduleA/PublicSupportPY170Pct00.17130
IRS990ScheduleA/PublicSupportTotal170Amt08637
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0703
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01489
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08637
IRS990ScheduleA/TotalSupportAmt042162
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PHILOMATHEAN SOCIETY EDUCATION AND LEARN. 1,087 3450 WOODLAND WALK BOX H, COLLEGE HALL PHILAELPHIA PA 19104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES WEB SERVICES 852 TOTAL 852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 20,132 UNREALIZED GAIN ON INVESTMENTS 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN MARTINEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02157321552
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-01
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/CityNm0PHILADEPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019146
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454188342
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL K WHITE CPA & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04304 18TH ST 14437
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094114
ReturnHeader/PreparerPersonGrp/PhoneNum04156212261
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL K WHITE
ReturnHeader/ReturnTs02023-11-01T17:37:50-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KRETCHMAR
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,526
Liabilities
-
Net assets
$161,526
Revenue
$4,059
Expenses
$2,524
Net income
$1,535
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits