Nonprofits/Organizations/34-6515678
Active
501(c)(92)
Form 990-PF

Elizabeth Hine Cates Etal Trust 4-0991-02

DBA: CATES ELIZABETH HINE TA

EIN 34-6515678PITTSBURGH, PA 15212IRS Tax Year 2024 · Period ending December 31, 2024

IRS Tax Year 2024

Period ending December 31, 2024

Total Revenue

$35K

+50.5%YoY

Total Expenses

$32K

-0.8%YoY

Net Assets

$523K

+0.7%YoY

Employees

Grants Paid

$23K

This nonprofit profile presents IRS Form 990-PF tax filing data for Elizabeth Hine Cates Etal Trust 4-0991-02 (EIN: 34-6515678), based on the 2024 tax year annual return filed with the Internal Revenue Service.

Sections below include financial summaries (revenue, expenses, and net assets), officer and key employee compensation, governance policies and audit information. All figures are reported in USD as filed.

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RoundPaper IndicatorsTax Year 2024

Financial Health

Revenue grew +50.5% to $35K
197.5 months of operating reserves — strong cushion
Expenses decreased -0.8% year-over-year

Transparency

Conflict of interest policy not adopted
Whistleblower policy not in place
Financial statements not audited

Compensation

Top compensation: $8,431 (TRUSTEE)
Top exec pay is 26.5% of total expenses — elevated
No Schedule J filed — standard compensation reporting only

Financial Stability

Debt-to-asset ratio of 0.0% — low leverage
9.9 months cash runway — well positioned
Revenue diversification: concentrated in few sources
Net assets trending upward over recent filings

Risk Flags

No insider or excess benefit transactions
No material diversion or misuse reported
No family/business relationships on board

Indicators derived from IRS Form 990 data. Not financial advice.

Organization Summary

Elizabeth Hine Cates Etal Trust 4-0991-02 is a 501(c)(92) nonprofit headquartered in PITTSBURGH, PA. In its 2024 filing, the organization reported $35K in total revenue, a 50.5% increase from the prior year, and $32K in total expenses. PNC BANK NA, TRUSTEE, is the highest-compensated individual at $8,431. 0 of 6 recommended governance policies are in place.

Financial Overview(Tax Years 2019–2024)

6 records

Financial Highlights

Over the past 6 years, Elizabeth Hine Cates Etal Trust 4-0991-02's revenue has grown from $28K to $35K, a 25.4% increase.

Revenue increased 50.5% year-over-year, while expenses declined 0.8%. net assets rose to $523K, up 0.7% from the prior year.

Elizabeth Hine Cates Etal Trust 4-0991-02 derives 80% from investment income.

Revenue grew by 50.5% while expenses declined by only 0.8%, suggesting improving operational efficiency.

Elizabeth Hine Cates Etal Trust 4-0991-02 distributed $23K in grants to other organizations and individuals, representing 71% of total expenses.

Over 6 filings from 2019–2024, Elizabeth Hine Cates Etal Trust 4-0991-02 grew revenue from $28K to $35K (+25.4%).

Elizabeth Hine Cates Etal Trust 4-0991-02 holds $523K in total assets against $0 in liabilities (debt-to-asset ratio of 0%). The organization has 197.5 months of operating reserves. Cash and equivalents of $26K cover approximately 9.9 months of expenses.

Revenue

YearTotal RevenueContributionsGov't GrantsProgram RevenueInvestment
2024$35K$0$0$0$28K
2023$24K$0$0$0$19K
2022$18K$0$0$0$14K
2021$41K$0$0$0$36K
2020$48K$0$0$0$43K
2019$28K$0$0$0$24K

Expenses

YearTotal ExpensesProgramManagementFundraisingGrants Paid
2024$32K$0$0$0$23K
2023$32K$0$0$0$24K
2022$36K$0$0$0$27K
2021$33K$0$0$0$23K
2020$34K$0$0$0$24K
2019$32K$0$0$0$23K

People & Compensation(Tax Year 2024)

1 record

Compensation Summary

Elizabeth Hine Cates Etal Trust 4-0991-02 reported compensation for 1 officers and key employees. Total officer compensation was $8K, representing 26.5% of total expenses.

Elizabeth Hine Cates Etal Trust 4-0991-02's highest-compensated individual received $8K in total compensation. Total officer compensation of $8K represents 26.5% of total expenses.

NameTitleTypeHours/wkComp from OrgRelated OrgsTotal
PNC BANK NATRUSTEE
2.00$8,431$0$8,431

Governance & Compliance(Tax Year 2024)

Governance Snapshot

Elizabeth Hine Cates Etal Trust 4-0991-02 has 0 of 6 recommended governance policies in place.

Elizabeth Hine Cates Etal Trust 4-0991-02 does not have audited financial statements.

Policies & Oversight

Conflict of interest policy
Whistleblower policy
Document retention policy
CEO compensation review process
Other officer compensation review
990 provided to governing body

Audit & Financial Oversight

Financial statements audited
Independent audit
Audit committee
Federal grant audit required

Filing History(Tax Years 2019–2024)

6 records

Showing the 6 Form 990 filings currently in our system.

Tax YearFormPeriodRevenueExpensesNet Assets
2024
990-PF
2024-01-01 – 2024-12-31$35K$32K$523K
2023
990-PF
2023-01-01 – 2023-12-31$24K$32K$520K
2022
990-PF
2022-01-01 – 2022-12-31$18K$36K$528K
2021
990-PF
2021-01-01 – 2021-12-31$41K$33K$546K
2020
990-PF
2020-01-01 – 2020-12-31$48K$34K$538K
2019
990-PF
2019-01-01 – 2019-12-31$28K$32K$524K

Frequently Asked Questions

How much revenue does Elizabeth Hine Cates Etal Trust 4-0991-02 have?

Elizabeth Hine Cates Etal Trust 4-0991-02 reported $35,386 in total revenue for tax year 2024, up 50.5% from the prior year.

Who is the highest-paid executive at Elizabeth Hine Cates Etal Trust 4-0991-02?

PNC BANK NA, TRUSTEE, received $8,431 in total compensation as of tax year 2024.

Is Elizabeth Hine Cates Etal Trust 4-0991-02 a 501(c)(3)?

Elizabeth Hine Cates Etal Trust 4-0991-02 is classified as a 501(c)(92) tax-exempt organization.

Where is Elizabeth Hine Cates Etal Trust 4-0991-02 located?

Elizabeth Hine Cates Etal Trust 4-0991-02 is headquartered in PITTSBURGH, PA 15212.

Is Elizabeth Hine Cates Etal Trust 4-0991-02 audited?

No, Elizabeth Hine Cates Etal Trust 4-0991-02 does not currently have audited financial statements.

Does Elizabeth Hine Cates Etal Trust 4-0991-02 give grants?

Yes, Elizabeth Hine Cates Etal Trust 4-0991-02 distributed $22,649 in grants to other organizations and individuals in tax year 2024.

Data Source

Prepared by: ERNST & YOUNG US LLP, PITTSBURGH, PA

IRS Form 990 electronic filings via the IRS Exempt Organizations Business Master File. All financial figures are as reported in USD.

Publicly available IRS data
Verified filing records
Updated quarterly
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