Lucretia J Valentine Charitable Tru

990PF • Fiscal year 2016 • EIN 90-0537156

Jun 01, 2015 to May 31, 2016 • Filed on Sep 13, 2016

Organization Profile

C/O Pnc Bank Na PO Box 609Pittsburgh, PA 15230-9738

(216) 257-4701

Siviq Scores

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

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

-145%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

$21,648

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 33.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

-4.1%

Faster asset growth than 25% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

-73%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$2,165,275

Down $91,493 (-4.1%) from 2015

Net Assets

Down

$2,165,275

Down $91,493 (-4.1%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin5th percentile

Revenue

Down

$65,547

Down $177,051 (-73%) from 2015

Expenses

$160,295

Up $8,936 (+5.9%) from 2015

Net Income

Down

-$94,748

Down $185,987 (-204%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

Highlighted filing

2016

Assets$2,165,275

Liabilities$0

Net Assets$2,165,275

Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2016

Revenue$65,547

Expenses$160,295

Net Income-$94,748

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2015 to May 31, 2016
Signed: Sep 13, 2016
Return Version: 2015v2.0

Compensation and Service Providers

Top Officer Pay49th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PNC BANK NA	Trustee	-	$21,648	-	$21,648

Filing and Contact Details

Filer

Filer Name: Lucretia J Valentine Charitable Tru
EIN: 90-0537156
Phone: 2162574701
Address: C/O PNC BANK NA PO BOX 609, PITTSBURGH, PA 15230-9738

Signing Officer

Name: Pnc Bank N a by
Title: Vice President
Phone: 2162574701
Signed: 2016-09-13

Raw XML Appendix339 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	52626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	26313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	26313
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CLEVELAND SIGHT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	ST VINCENT CHARITY MEDICAL CTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	CAMP HO MITA KODA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	CASE WESTERN RESERVE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	ATTN KEVIN KRENCISZ CFO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	1	ATTN STEVE SNYDER-UHHS/CSAHS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	2	C/O DIABETES PARTNERSHIP CLEV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1909 EAST 101ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	6935 TREELINE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	3601 S GREEN RD ATTN DIR FIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	ENDOWMENT AND TRUST ACCOUNTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BRECKSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	441064110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	441413374
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	441225725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	441061712
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	131565
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	120447
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	120447
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	11587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	5423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	4444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	6395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	3537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	3537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	49991
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	22142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	11587
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	5423
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	4444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	6395
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	142589
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	22142
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	53528
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	31386
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3255
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	CARRYING VALUE ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt	0	3442
TaxesSchedule/TaxesDetail/Amt	1	3440
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PNC BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2162574701
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LUCRETIA J VALENTINE CHARITABLE TRU
ReturnHeader/Filer/BusinessNameControlTxt	0	VALE
ReturnHeader/Filer/EIN	0	900537156
ReturnHeader/Filer/PhoneNum	0	2162574701
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O PNC BANK NA PO BOX 609
ReturnHeader/Filer/USAddress/CityNm	0	PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	152309738
ReturnHeader/ReturnTs	0	2016-09-13T13:00:55-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-06-01
ReturnHeader/TaxPeriodEndDt	0	2016-05-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,165,275
Liabilities: $0
Net assets: $2,165,275
Revenue: $65,547
Expenses: $160,295
Net income: -$94,748

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.27	$0.00	$2.27	$0.12	$0.13	$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.35	$0.00	$2.35	$0.10	$0.17	$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.62	$0.00	$2.62	$0.21	$0.18	$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.59	$0.00	$2.59	$0.64	$0.16	$0.49
2020Detailed filing. Detailed filing data is available for this year.	$2.10	$0.00	$2.10	$0.08	$0.15	$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.18	$0.00	$2.18	$0.14	$0.17	$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.08	$0.00	$2.08	$0.06	$0.15	$0.09
2016Detailed filing. Detailed filing data is available for this year.	$2.17	$0.00	$2.17	$0.07	$0.16	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.24	$0.15	$0.09
2014Detailed filing. Detailed filing data is available for this year.	$2.17	$0.00	$2.17	$0.13	$0.14	$0.01
2013Summary only. Only limited summary data is available for this year.	$2.18	$0.00		$0.05	$0.13	$0.08
2012Summary only. Only limited summary data is available for this year.	$2.25	$0.00		$0.06	$0.13	$0.07