Civic Intelligence

Clearfield Community Charitable Foundation

990 • Fiscal year 2017 • EIN 20-2031283

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 24, 2018

Organization ProfileNA
PO Box 171Clearfield, PA 16830

(814) 765-7682

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

92nd percentile

56%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

511%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,659,858

Up $1,314,749 (+56%) from 2016

Net Assets

Up

$3,659,858

Up $1,314,749 (+56%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin98th percentile

Revenue

Up

$1,437,145

Up $1,202,006 (+511%) from 2016

Expenses

Down

$122,396

Down $183,894 (-60%) from 2016

Net Income

Up

$1,314,749

Up $1,385,900 (+1948%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$15M$10M$5.0M$0Assets 2010: $359,244Liabilities 2010: $0Net Assets 2010: $359,2442010Assets 2011: $468,132Liabilities 2011: $0Net Assets 2011: $468,1322011Assets 2012: $796,253Liabilities 2012: $0Net Assets 2012: $796,2532012Assets 2013: $1,156,267Liabilities 2013: $0Net Assets 2013: $1,156,2672013Assets 2014: $1,844,289Liabilities 2014: $0Net Assets 2014: $1,844,2892014Assets 2015: $2,416,260Liabilities 2015: $0Net Assets 2015: $2,416,2602015Assets 2016: $2,345,109Liabilities 2016: $0Net Assets 2016: $2,345,1092016Assets 2017: $3,659,858Liabilities 2017: $0Net Assets 2017: $3,659,8582017Assets 2018: $5,158,850Liabilities 2018: $0Net Assets 2018: $5,158,8502018Assets 2019: $5,344,432Liabilities 2019: $0Net Assets 2019: $5,344,4322019Assets 2020: $6,039,452Liabilities 2020: $0Net Assets 2020: $6,039,4522020Assets 2021: $8,403,573Liabilities 2021: $0Net Assets 2021: $8,403,5732021Assets 2022: $10,357,777Liabilities 2022: $0Net Assets 2022: $10,357,7772022Assets 2023: $13,787,674Liabilities 2023: $804Net Assets 2023: $13,786,8702023Assets 2024: $14,727,722Liabilities 2024: $0Net Assets 2024: $14,727,7222024

Highlighted filing

2017

Assets$3,659,858
Liabilities$0
Net Assets$3,659,858
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $33,7712010Revenue 2011: $132,074Expenses 2011: $23,186Net Income 2011: $108,8882011Expenses 2012: $40,0672012Revenue 2013: $493,695Expenses 2013: $133,681Net Income 2013: $360,0142013Revenue 2014: $794,901Expenses 2014: $106,879Net Income 2014: $688,0222014Revenue 2015: $655,602Expenses 2015: $83,631Net Income 2015: $571,9712015Revenue 2016: $235,139Expenses 2016: $306,290Net Income 2016: -$71,1512016Revenue 2017: $1,437,145Expenses 2017: $122,396Net Income 2017: $1,314,7492017Revenue 2018: $1,658,407Expenses 2018: $159,415Net Income 2018: $1,498,9922018Revenue 2019: $389,844Expenses 2019: $175,192Net Income 2019: $214,6522019Revenue 2020: $959,634Expenses 2020: $230,746Net Income 2020: $728,8882020Revenue 2021: $2,705,833Expenses 2021: $293,508Net Income 2021: $2,412,3252021Revenue 2022: $2,344,355Expenses 2022: $338,983Net Income 2022: $2,005,3722022Revenue 2023: $3,973,325Expenses 2023: $485,267Net Income 2023: $3,488,0582023Revenue 2024: $1,616,400Expenses 2024: $598,084Net Income 2024: $1,018,3162024

Highlighted filing

2017

Revenue$1,437,145
Expenses$122,396
Net Income$1,314,749
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 24, 2018
Return Version
2017v2.3
Gross Receipts
$2,555,320
Mission and Program Overview

Mission

Trust for benefit of charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,345,109$3,659,858▲ $1,314,749
Rtn Earn Endowment Incm Other Fnds$2,345,109$3,659,858▲ $1,314,749
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,345,109$3,659,858▲ $1,314,749
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,345,109$3,659,858▲ $1,314,749
Total Liabilities and Net Assets / Fund Balance$2,345,109$3,659,858▲ $1,314,749

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,659,858--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kevin McmillenChairman
John Soult JrVice Chairman
Dana BeauseigneurDirector
George M WeidleinDirector
John SuplizioDirector
Ken LeonardDirector
Nina DavisDirector
Vicki MyersDirector
Warren Mikesell IiDirector
William WilliamsDirector
Lisa ConradSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,353,482
Program Service Revenue
$0
Investment Income
$83,770
Other Revenue
$-107
All Other Contributions
$1,353,482
Change in Net Assets
$1,314,749

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,437,145
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,437,145
Total Revenue per Form 990
$1,437,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$107,435
Other Expenses$14,961
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$107,435--$107,435
Fees for Service Investment Mgmnt Fees-$4,550-$4,550
Fees for Services Accounting-$3,945-$3,945
Fees for Services Management-$3,544-$3,544
Office Expenses-$517-$517
Other Expenses-$353-$353
Insurance-$258-$258
Advertising-$232-$232
Total Functional Expenses$107,435$14,961$0$122,396

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$122,396
Total Expenses per Audited Statements$122,396
Total Expenses per Form 990$122,396
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,487
Fundraising Gross Income$7,380
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Two Bank Employees and Two Directors Serve on Foundations BoardFiduciary Fees Were Paid to Clearfield Bank and TrustNo$4,550
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Kevin d mcmillen, chairman, is a board member at cbt financial vicki meyers is vice president and trust officer at cbt bank george weidlein is vice president and trust officer at cbt bank john soult, jr., vice chairman, is a board member at cbt financial”

Form 990, Part VI, Section B, Line 11B

“The board reviews prior to filing”

Form 990, Part VI, Section C, Line 19

“Made available upon request”

Filing and Contact Details

Filer

Filer Name
Clearfield County Charitable Foundation
EIN
20-2031283
Phone
8147657682
Address
PO BOX 171, CLEARFIELD, PA 16830

Signing Officer

Name
Cbt Bank a Division of Riverview B
Title
Trustee
Phone
8147657682
Signed
2018-09-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cbt Bank a Division of R
Formed
2006
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
Michael Maier CPA
Phone
8149446191
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This process has not changed from prior year”

Raw XML Appendix393 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07380
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt013497
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020877
IRS990ScheduleA/PublicSupportCY170Pct00.91190
IRS990ScheduleA/PublicSupportPY170Pct00.90120
IRS990ScheduleA/PublicSupportTotal170Amt03305187
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01353482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0126164
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0604088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0756683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0464770
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03305187
IRS990ScheduleA/TotalSupportAmt03624608
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0122396
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03659858
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01437145
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt03659858
IRS990ScheduleD/TotalExpensesPerForm990Amt0122396
IRS990ScheduleD/TotalRevenuePerForm990Amt01437145
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01437145
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0122396
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANT COMMITTEE REVIEWS GRANT APPLICATIONS AND MONITORS USE OF GRANT FUNDS. THIS REVIEW IS DOCUMENTED IN THE MINUTES
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0CBT BANK A DIVISION OF RIVERVIEW BANK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0TWO BANK EMPLOYEES AND TWO DIRECTORS SERVE ON FOUNDATIONS BOARD
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt04550
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FIDUCIARY FEES WERE PAID TO CLEARFIELD BANK AND TRUST
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEVIN D MCMILLEN, CHAIRMAN, IS A BOARD MEMBER AT CBT FINANCIAL VICKI MEYERS IS VICE PRESIDENT AND TRUST OFFICER AT CBT BANK GEORGE WEIDLEIN IS VICE PRESIDENT AND TRUST OFFICER AT CBT BANK JOHN SOULT, JR., VICE CHAIRMAN, IS A BOARD MEMBER AT CBT FINANCIAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02345109
IRS990/TotalAssetsEOYAmt03659858
IRS990/TotalAssetsGrp/BOYAmt02345109
IRS990/TotalAssetsGrp/EOYAmt03659858
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01353482
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014961
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0107435
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122396
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02345109
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03659858
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0107435
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt075432
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08231
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01437145
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02345109
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03659858
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 171
IRS990/USAddress/CityNm0CLEARFIELD
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd016830
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CBT BANK A DIVISION OF RIVERVIEW B
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08147657682
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLEARFIELD COUNTY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLEA
ReturnHeader/Filer/EIN0202031283
ReturnHeader/Filer/PhoneNum08147657682
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 171
ReturnHeader/Filer/USAddress/CityNm0CLEARFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016830
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId086B72E9C5C259871D3A3CD23776F756839A5E4C5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId086B72E9C5C259871D3A3CD23776F756839A5E4C5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.255.27.90
ReturnHeader/FilingSecurityInformation/IPDt02018-09-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:01:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251589048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNG OAKES BROWN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01210 THIRTEENTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALTOONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016601
ReturnHeader/PreparerPersonGrp/PhoneNum08149446191
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MAIER CPA
ReturnHeader/ReturnTs02018-10-15T08:25:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,659,858
Liabilities
$0
Net assets
$3,659,858
Revenue
$1,437,145
Expenses
$122,396
Net income
$1,314,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$0.00$14.7$1.62$0.60$1.02
2023Summary only. Only limited summary data is available for this year.$13.8$0.00$13.8$3.97$0.49$3.49
2022Summary only. Only limited summary data is available for this year.$10.4$0.00$10.4$2.34$0.34$2.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.40$0.00$8.40$2.71$0.29$2.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.00$6.04$0.96$0.23$0.73
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.34$0.00$5.34$0.39$0.18$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$1.66$0.16$1.50
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$1.44$0.12$1.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.00$2.35$0.24$0.31$0.07
2015Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$0.66$0.08$0.57
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.79$0.11$0.69
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.49$0.13$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.04
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.47$0.13$0.02$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.03