Civic Intelligence

The Wolf Benevolent Trust Co Pnc Institutional Asset Management

990PF • Fiscal year 2022 • EIN 75-2089226

May 01, 2021 to Apr 30, 2022 • Filed on Sep 09, 2022

Organization Profile
200 Crescent Court Ste 400Dallas, TX 75201

(214) 871-4347

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

72%

Higher net margin than 92% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$19,911

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

66th percentile

5.7%

Faster asset growth than 66% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-33%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,145,255

Up $61,833 (+5.7%) from 2021

Net Assets

Up

$1,145,255

Up $61,833 (+5.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin92nd percentile

Revenue

Down

$85,750

Down $41,384 (-33%) from 2021

Expenses

Down

$23,917

Down $56,288 (-70%) from 2021

Net Income

Up

$61,833

Up $14,904 (+32%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,087,195Liabilities 2011: $0Net Assets 2011: $1,087,1952011Assets 2012: $1,085,298Liabilities 2012: $0Net Assets 2012: $1,085,2982012Assets 2013: $1,059,812Liabilities 2013: $0Net Assets 2013: $1,059,8122013Assets 2014: $1,038,097Liabilities 2014: $0Net Assets 2014: $1,038,0972014Assets 2015: $1,181,149Liabilities 2015: $0Net Assets 2015: $1,181,1492015Assets 2016: $1,151,380Liabilities 2016: $296Net Assets 2016: $1,151,0842016Assets 2017: $1,121,695Liabilities 2017: $0Net Assets 2017: $1,121,6952017Assets 2018: $1,087,067Liabilities 2018: $0Net Assets 2018: $1,087,0672018Assets 2019: $1,068,264Liabilities 2019: $0Net Assets 2019: $1,068,2642019Assets 2020: $1,036,493Liabilities 2020: $0Net Assets 2020: $1,036,4932020Assets 2021: $1,083,422Liabilities 2021: $0Net Assets 2021: $1,083,4222021Assets 2022: $1,145,255Liabilities 2022: $0Net Assets 2022: $1,145,2552022Assets 2023: $1,205,546Liabilities 2023: $0Net Assets 2023: $1,205,5462023Assets 2024: $1,257,937Liabilities 2024: $0Net Assets 2024: $1,257,9372024Assets 2025: $1,274,476Liabilities 2025: $0Net Assets 2025: $1,274,4762025

Highlighted filing

2022

Assets$1,145,255
Liabilities$0
Net Assets$1,145,255
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $60,9932011Expenses 2012: $80,7072012Expenses 2013: $79,5322013Revenue 2014: $59,904Expenses 2014: $81,619Net Income 2014: -$21,7152014Revenue 2015: $223,445Expenses 2015: $80,393Net Income 2015: $143,0522015Revenue 2016: $63,234Expenses 2016: $93,299Net Income 2016: -$30,0652016Revenue 2017: $50,968Expenses 2017: $80,357Net Income 2017: -$29,3892017Revenue 2018: $49,202Expenses 2018: $83,830Net Income 2018: -$34,6282018Revenue 2019: $65,078Expenses 2019: $83,881Net Income 2019: -$18,8032019Revenue 2020: $49,176Expenses 2020: $80,947Net Income 2020: -$31,7712020Revenue 2021: $127,134Expenses 2021: $80,205Net Income 2021: $46,9292021Revenue 2022: $85,750Expenses 2022: $23,917Net Income 2022: $61,8332022Revenue 2023: $114,141Expenses 2023: $45,834Net Income 2023: $68,3072023Revenue 2024: $134,791Expenses 2024: $81,081Net Income 2024: $53,7102024Revenue 2025: $103,285Expenses 2025: $84,970Net Income 2025: $18,3152025

Highlighted filing

2022

Revenue$85,750
Expenses$23,917
Net Income$61,833
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Sep 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNCManagerPT$19,911-$19,911
Filing and Contact Details

Filer

Filer Name
The Wolf Benevolent Trust
EIN
75-2089226
Phone
2148714347
Address
200 CRESCENT COURT STE 400, DALLAS, TX 75201

Signing Officer

Name
Cassaundra Frost
Title
Trust Officer
Signed
2022-09-09
Discuss with paid preparer
Yes

Preparer

Firm
Henry & Peters Pc
Address
3310 S BROADWAY AVE STE 100, TYLER, TX 75701
Preparer
Ginny Ragland
Phone
9035976311
Raw XML Appendix250 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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ReturnHeader/BusinessOfficerGrp/PersonNm0CASSAUNDRA FROST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WOLF BENEVOLENT TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO PNC INSTITUTIONAL ASSET MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0WOLF
ReturnHeader/Filer/EIN0752089226
ReturnHeader/Filer/PhoneNum02148714347
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 CRESCENT COURT STE 400
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751503978
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENRY & PETERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 S BROADWAY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TYLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075701
ReturnHeader/PreparerPersonGrp/PhoneNum09035976311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ginny Ragland
ReturnHeader/ReturnTs02022-09-09T13:33:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CASSAUNDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FROST
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,145,255
Liabilities
$0
Net assets
$1,145,255
Revenue
$85,750
Expenses
$23,917
Net income
$61,833
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.13$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.02$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.13$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.22$0.08$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06