Civic Intelligence

Frances D Sheetz Charitable Trust

990PF • Fiscal year 2011 • EIN 16-6537295

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 25, 2012

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

79th percentile

0.00x

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

2011 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

95th percentile

$24,601

Higher top officer pay than 95% of similar nonprofits.

2011 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2011

Asset Growth

30th percentile

-3.3%

Faster asset growth than 30% of similar nonprofits.

2011 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$2,423,678

Down $82,442 (-3.3%) from 2010

Net Assets

Down

$2,423,678

Down $82,442 (-3.3%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$166,483

Up $22,452 (+16%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2011

Assets$2,423,678
Liabilities$0
Net Assets$2,423,678
Open 2011 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

2011

Revenue-
Expenses$166,483
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 25, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MANUFACTURERS AND TRADERS BANKCo-Trustee-$24,601-$24,601
Douglas E Cook Co TrusteeCo-Trustee-$12,277-$12,277
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPENN HOMEGENERAL PURPOSESPUBLICPHILADELPHIA, PA, US$63,967
Paid GrantSUMMERFIELDSILOAM UNITEDGENERAL PURPOSESRELIGIOUSMT LAUREL, NJ, US$63,967
Filing and Contact Details

Filer

EIN
16-6537295
Raw XML AppendixShowing 400 of 617 raw XML fields

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IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY022724
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0146437
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0149920
IRS990PF/BalanceSheets/TotalAssetsBOY02506120
IRS990PF/BalanceSheets/TotalAssetsEOY02423678
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02499879
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02506120
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02423678
IRS990PF/BalanceSheets/TotalNetAssetsBOY02506120
IRS990PF/BalanceSheets/TotalNetAssetsEOY02423678
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome06914
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis020637
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis127213
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis224909
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis331170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis454463
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis519963
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis6112787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis713431
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis861405
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis953915
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02003-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12003-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32003-08-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42003-08-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52010-11-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62003-08-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72004-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82004-06-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92003-08-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-01-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-03-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-03-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-05-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-09-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-10-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-10-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-10-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0300. AMGEN INC COMMON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13278.689 MTB INTL EQ-INST I-FD #270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2800. HARRIS CORP DEL COMMON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31175.778 MTB SM CAP GRWTH-INST I-FD #555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset450000. FNMA 6.000% 5/15/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51867.414 VANGUARD SHORT-TERM BOND IDX CL SGNL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset613588.781 MTB INTL EQ-INST I-FD #270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7300. PROCTER & GAMBLE CO COMMON ~
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset82621.901 CRM MID-CAP VALUE CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset950000. HOUSEHOLD FIN CO NT 6.375% 10/15/11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-3882
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss210890
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-11170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-4463
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss537
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-2310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss75811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss86948
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-3915
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-3882
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses210890
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-11170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-4463
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses537
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-2310
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses75811
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses86948
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-3915
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice016755
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice130000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice235799
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice320000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice450000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice520000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6110477
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice719242
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice868353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice950000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-82347
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases095
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02423773
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02506120
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02423678
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0128779
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0128779
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0128779
IRS990PF/DistributableAmount/MinimumInvestmentReturn0129247
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0468
IRS990PF/DistributableAmount/TotalTax0468
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0234
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded0126
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0828
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0468
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0360
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0468
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0468
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,423,678
Liabilities
$0
Net assets
$2,423,678
Revenue
-
Expenses
$166,483
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