Civic Intelligence

James L Wise Charitable Trust

990PF • Fiscal year 2021 • EIN 87-6522116

Dec 17, 2021 to Dec 31, 2021 • Filed on Oct 20, 2022

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 395-6964

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

$4,012,973

No earlier filing loaded for comparison.

Net Assets

$4,012,973

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

$4,015,954

No earlier filing loaded for comparison.

Expenses

$539

No earlier filing loaded for comparison.

Net Income

$4,015,415

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2021: $4,012,973Liabilities 2021: $0Net Assets 2021: $4,012,9732021Assets 2022: $4,499,357Liabilities 2022: $0Net Assets 2022: $4,499,3572022Assets 2023: $4,161,614Liabilities 2023: $0Net Assets 2023: $4,161,6142023Assets 2024: $4,064,215Liabilities 2024: $0Net Assets 2024: $4,064,2152024

Highlighted filing

2021

Assets$4,012,973
Liabilities$0
Net Assets$4,012,973
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $4,015,954Expenses 2021: $539Net Income 2021: $4,015,4152021Revenue 2022: $738,155Expenses 2022: $246,781Net Income 2022: $491,3742022Revenue 2023: -$93,533Expenses 2023: $247,702Net Income 2023: -$341,2352023Revenue 2024: $179,802Expenses 2024: $274,691Net Income 2024: -$94,8892024

Highlighted filing

2021

Revenue$4,015,954
Expenses$539
Net Income$4,015,415
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 17, 2021 to Dec 31, 2021
Signed
Oct 20, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC Bank NATrustee-$0--
Filing and Contact Details

Filer

Filer Name
James L Wise Charitable Trust
EIN
87-6522116
Phone
4123956964
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Vice President
Phone
4123956964
Signed
2022-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
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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/UndistributedIncomeGrp/UndistributedIncomeCYAmt07954
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES L WISE ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PITTSBBURGH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd015212
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02443
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02021 TRANSACTIONS POSTED IN 2022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES L WISE ESTATE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PITTSBBURGH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd015212
TaxesSchedule/TaxesDetail/Amt0473
TaxesSchedule/TaxesDetail/Amt166
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0473
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt166
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04123956964
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES L WISE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WISE
ReturnHeader/Filer/EIN0876522116
ReturnHeader/Filer/PhoneNum04123956964
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ALLEGHENY CENTER MALL P8YB3502L
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum03302555814
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02022-10-24T18:00:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHYL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIVINE
ReturnHeader/TaxPeriodBeginDt02021-12-17
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,012,973
Liabilities
$0
Net assets
$4,012,973
Revenue
$4,015,954
Expenses
$539
Net income
$4,015,415
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.18$0.27$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.09$0.25$0.34
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.74$0.25$0.49
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$4.02$0.00$4.02