Civic Intelligence

Frances D Sheetz Charitable Trust

990PF • Fiscal year 2010 • EIN 16-6537295

Jan 01, 2010 to Dec 31, 2010 • Filed on Apr 27, 2011

Organization Profile
One M T Plaza 8th Floor14203
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2010 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

97th percentile

$23,568

Higher top officer pay than 97% of similar nonprofits.

2010 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets82nd percentile

Assets

$2,506,120

No earlier filing loaded for comparison.

Net Assets

$2,506,120

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$144,031

No earlier filing loaded for comparison.

Net Income

-

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.

$3.0M$2.0M$1.0M$0Assets 2010: $2,506,120Liabilities 2010: $0Net Assets 2010: $2,506,1202010Assets 2011: $2,423,678Liabilities 2011: $0Net Assets 2011: $2,423,6782011Assets 2012: $2,309,794Liabilities 2012: $0Net Assets 2012: $2,309,7942012Assets 2013: $2,198,965Liabilities 2013: $0Net Assets 2013: $2,198,9652013Assets 2014: $2,098,288Liabilities 2014: $0Net Assets 2014: $2,098,2882014Assets 2015: $1,999,234Liabilities 2015: $0Net Assets 2015: $1,999,2342015Assets 2016: $1,880,887Liabilities 2016: $0Net Assets 2016: $1,880,8872016Assets 2017: $1,798,858Liabilities 2017: $0Net Assets 2017: $1,798,8582017Assets 2018: $1,724,047Liabilities 2018: $0Net Assets 2018: $1,724,0472018Assets 2019: $1,741,991Liabilities 2019: $0Net Assets 2019: $1,741,9912019Assets 2020: $1,631,618Liabilities 2020: $0Net Assets 2020: $1,631,6182020Assets 2021: $1,582,276Liabilities 2021: $0Net Assets 2021: $1,582,2762021Assets 2022: $1,508,499Liabilities 2022: $0Net Assets 2022: $1,508,4992022Assets 2023: $1,492,518Liabilities 2023: $0Net Assets 2023: $1,492,5182023Assets 2024: $1,399,799Liabilities 2024: $0Net Assets 2024: $1,399,7992024

Highlighted filing

2010

Assets$2,506,120
Liabilities$0
Net Assets$2,506,120
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $144,0312010Expenses 2011: $166,4832011Expenses 2012: $194,6212012Revenue 2013: $70,439Expenses 2013: $181,260Net Income 2013: -$110,8212013Revenue 2014: $93,906Expenses 2014: $194,524Net Income 2014: -$100,6182014Revenue 2015: $103,835Expenses 2015: $202,887Net Income 2015: -$99,0522015Revenue 2016: $68,214Expenses 2016: $195,114Net Income 2016: -$126,9002016Revenue 2017: $122,639Expenses 2017: $195,473Net Income 2017: -$72,8342017Revenue 2018: $121,748Expenses 2018: $201,472Net Income 2018: -$79,7242018Revenue 2019: $218,349Expenses 2019: $200,459Net Income 2019: $17,8902019Revenue 2020: $75,622Expenses 2020: $186,171Net Income 2020: -$110,5492020Revenue 2021: $163,848Expenses 2021: $212,108Net Income 2021: -$48,2602021Revenue 2022: $151,012Expenses 2022: $224,670Net Income 2022: -$73,6582022Revenue 2023: $206,123Expenses 2023: $221,843Net Income 2023: -$15,7202023Revenue 2024: $133,126Expenses 2024: $225,684Net Income 2024: -$92,5582024

Highlighted filing

2010

Revenue-
Expenses$144,031
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Apr 27, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANUFACTURERS AND TRADERS BANKCo-Trustee-$23,568-$23,568
Douglas E Cook Co TrusteeCo-Trustee-$11,706-$11,706
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPENN HOMEGENERAL PURPOSESPUBLICPHILADELPHIA, PA, US$53,849
Paid GrantSUMMERFIELDSILOAM UNITEDGENERAL PURPOSESRELIGIOUSMT LAUREL, NJ, US$53,849
Filing and Contact Details

Filer

EIN
16-6537295
Raw XML AppendixShowing 400 of 596 raw XML fields

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IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01325046
IRS990PF/BalanceSheets/InvestmentsOtherBOY01334115
IRS990PF/BalanceSheets/InvestmentsOtherEOY01289117
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01292440
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY029703
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY022724
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV022724
IRS990PF/BalanceSheets/TotalAssetsBOY02574830
IRS990PF/BalanceSheets/TotalAssetsEOY02506120
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02640210
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02574830
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02506120
IRS990PF/BalanceSheets/TotalNetAssetsBOY02574830
IRS990PF/BalanceSheets/TotalNetAssetsEOY02506120
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-2744
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis09762
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis120767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis250000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis32135
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis421461
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis54477
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis649732
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis756141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02004-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22007-07-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32001-10-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42002-12-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52005-07-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62004-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72005-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82004-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02010-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12010-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22010-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32010-07-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-09-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52010-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62010-04-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72010-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82010-03-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0325. CBS CORP CL B
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1500. CONSOL ENERGY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset250000. FED HOME LN BK 4.875% 5/14/10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3.0278 FRONTIER COMMUNICATIONS CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4168. FRONTIER COMMUNICATIONS CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5450. LINCOLN NATIONAL CORP IND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6100. PROCTER & GAMBLE CO COMMON ~
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset750000. US TREASURY NOTE 4.250% 10/15/10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82397.124 CRM MID CAP VALUE FD-INSTL #32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-5039
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-821
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-9350
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss41864
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5268
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss63859
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-5039
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15988
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-821
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-9350
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses41864
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5268
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses63859
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice04723
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice126755
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice250000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice31314
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice412111
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice56341
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice650000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice760000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-68710
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02506120
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02574830
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02506120
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0123014
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0123014
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0123014
IRS990PF/DistributableAmount/MinimumInvestmentReturn0123842
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0828
IRS990PF/DistributableAmount/TotalTax0828
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0452
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0828
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0828
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0828
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0376
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0452
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02640210
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02514560

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,506,120
Liabilities
$0
Net assets
$2,506,120
Revenue
-
Expenses
$144,031
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.13$0.23$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.21$0.22$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.15$0.22$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.16$0.21$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08$0.19$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.22$0.20$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.12$0.20$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.12$0.20$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.07$0.20$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10$0.20$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.09$0.19$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.07$0.18$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.14