Civic Intelligence

Philomathean Endowment Trust

990EZ • Fiscal year 2024 • EIN 65-1257087

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 31, 2025

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

74th percentile

21%

Faster asset growth than 74% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

62%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$196,242

Up $34,716 (+21%) from 2023

Net Assets

Up

$196,242

Up $34,716 (+21%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$6,564

Up $2,505 (+62%) from 2023

Expenses

Up

$3,811

Up $1,287 (+51%) from 2023

Net Income

Up

$2,753

Up $1,218 (+79%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$196,242
Liabilities-
Net Assets$196,242

Operations Trend

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

2024

Revenue$6,564
Expenses$3,811
Net Income$2,753
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 31, 2025
Return Version
2023v6.0
Gross Receipts
$6,564
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.-$2,100
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL ORRChairperson-$0--
RICHARD CARDONAVice-Chairpe-$0--
MICHAEL GESSELSecretary-$0--
DAN MARTINEAUTreasurer-$0--
HEATHER BARLOWTrustee-$0--
SIMON GLINSKYTrustee-$0--
THOMAS KRETCHMARTrustee-$0--
ROBERT RUBINOFFTrustee-$0--
MARGARET ARFAAModerator-$0--
CHRISTINE FISHERTrustee-$0--
RAMON MIYARTrustee-$0--
ANNA KUSHNERTrustee-$0--
JOSEPHINE HOWARDModerator-$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
2025-01-31
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 & learning 2,000 3450 woodland walk box h. College hall philaelphia pa 19104

Form 990-ez, Part I, Line 16

Expenses books 100 reimbursement of expenses 1,126 total 1,226

Form 990-ez, Part I, Line 20

Unrealized gain on investments 31,963

Raw XML Appendix179 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/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIRPE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt031963
IRS990EZ/OtherExpensesTotalAmt01226
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IRS990EZ/TotalExpensesAmt03811
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0YES
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0236394238
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PHILOMATHEAN SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0OF THE UNIVERSITY OF PENNSYLVANIA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PHILOMATHEAN SOCIETY EDUCATION & LEARNING 2,000 3450 WOODLAND WALK BOX H. COLLEGE HALL PHILAELPHIA PA 19104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BOOKS 100 REIMBURSEMENT OF EXPENSES 1,126 TOTAL 1,226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 31,963
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN MARTINEAU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02157321552
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-31
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ReturnHeader/Filer/EIN0651257087
ReturnHeader/Filer/PhoneNum02157321552
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ReturnHeader/Filer/USAddress/CityNm0PHILADEPHIA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094114
ReturnHeader/PreparerPersonGrp/PhoneNum04156212261
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL K WHITE
ReturnHeader/ReturnTs02025-05-16T17:10:03-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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No mirrored PDF or thumbnail assets are attached yet.

Filings