Civic Intelligence

Francis Emma Incorporated

EIN 20-3238788 • 501(c)3 • Bensalem, PA

Profile

Land conservation, education, and historic preservation

C/O Sr Schmidt 1663 Bristol PikeBensalem, PA 19020

www.francisemma.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-18748%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-97%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$0

Down $1,709,355 (-100%) from 2016

Liabilities

Down

$0

Down $212 (-100%) from 2016

Net Assets

Down

$0

Down $1,709,143 (-100%) from 2016

Revenue

Down

$9,183

Down $256,031 (-97%) from 2016

Expenses

Up

$1,730,812

Up $1,524,189 (+738%) from 2016

Net Income

Down

-$1,721,629

Down $1,780,220 (-3038%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,084,585Liabilities 2011: $0Net Assets 2011: $1,084,5852011Assets 2012: $1,424,009Liabilities 2012: $420Net Assets 2012: $1,423,5892012Assets 2013: $1,422,134Liabilities 2013: $518Net Assets 2013: $1,421,6162013Assets 2014: $1,526,567Liabilities 2014: $656Net Assets 2014: $1,525,9112014Assets 2015: $1,642,314Liabilities 2015: $404Net Assets 2015: $1,641,9102015Assets 2016: $1,709,355Liabilities 2016: $212Net Assets 2016: $1,709,1432016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $501,012Expenses 2011: $558,374Net Income 2011: -$57,3622011Revenue 2012: $884,986Expenses 2012: $555,260Net Income 2012: $329,7262012Revenue 2013: $207,965Expenses 2013: $230,616Net Income 2013: -$22,6512013Revenue 2014: $341,474Expenses 2014: $243,076Net Income 2014: $98,3982014Revenue 2015: $381,586Expenses 2015: $267,062Net Income 2015: $114,5242015Revenue 2016: $265,214Expenses 2016: $206,623Net Income 2016: $58,5912016Revenue 2017: $9,183Expenses 2017: $1,730,812Net Income 2017: -$1,721,6292017

Highlighted filing

2017

Revenue$9,183
Expenses$1,730,812
Net Income-$1,721,629

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jan 31, 2018
Return Version
2016v3.1
Gross Receipts
$9,183
Mission and Program Overview

Mission

Land conservation, education, and historic preservation

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,283,814--
Investments in Publicly Traded Securities$343,029--
Cash and Non-Interest-Bearing Accounts$82,512--
Total Assets$1,709,355$0▼ $1,709,355
Liabilities
Accounts Payable and Accrued Expenses$212--
Total Liabilities$212$0▼ $212
Net Assets / Fund Balance
Unrestricted Net Assets$1,472,878--
Permanently Rstr Net Assets$214,132--
Temporarily Rstr Net Assets$22,133--
Total Net Assets Fund Balance$1,709,143$0▼ $1,709,143
Total Liabilities and Net Assets / Fund Balance$1,709,355$0▼ $1,709,355

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$214,132-▲ $10,957$225,089-
2015$364,109$47,150▲ $25,222$222,349$214,132
2014$285,196$51,029▲ $27,884-$364,109
2013$226,727$46,050▲ $12,419-$285,196
2012$174,059$15,310▲ $37,358-$226,727
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sr Sandra SchmidtPres./secr./
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,946
Other Revenue
$237
Change in Net Assets
$-1,721,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,722,672
Grants and Similar Amounts Paid$8,140
Total Fundraising Expense$221
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$149,145--$149,145
Fees for Services Management-$29,413-$29,413
Insurance$11,927--$11,927
Other Expenses$11,487$202,000-$11,487
Grants to Domestic Orgs$8,140--$8,140
All Other Expenses$7,500$191$130$7,821
Office Expenses-$175$51$226
Payment Travel Entrtnmnt Publicly Ofcl$70--$70
Advertising--$40$40
Total Functional Expenses$214,998$1,515,593$221$1,730,812
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
----$8,140
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The sisters of the blessed sacrament leadership team are members.

Form 990, Page 6, Part VI, Line 7A

The sisters of the blessed sacrament leadership team have the power to appoint board members.

Form 990, Page 6, Part VI, Line 7B

Decisions of the governing body are subject to approval by the sisters of the blessed sacrament leadership team, who are the members of the corporation.

Form 990, Page 6, Part VI, Line 11B

The 990 is reviewed by the president before it is filed.

Form 990, Page 6, Part VI, Line 12C

Conflict of interest policies are required to be signed annually by all board members.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Francis Emma Incorporated
EIN
20-3238788
Phone
2675630750
Address
C/O SR SCHMIDT 1663 BRISTOL PIKE, BENSALEM, PA 19020

Signing Officer

Name
Sr Sandra Schmidt
Title
Pres./secr./treas.
Phone
2152449900
Signed
2018-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sr Sandra Schmidt
Formed
2005
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
3

Preparer

Firm
O'CONNELL & COMPANY
Address
165 TOWNSHIP LINE RD STE 1100, JENKINTOWN, PA 19046-1350
Preparer
GEORGE R O'CONNELL
Phone
2158874425
Supplemental Narrative

Additional Explanations

Form 990

The president assumes responsibility for the appointment of an independent accountant and oversight of the review.

Financial Statement Notes

Schedule D, Page 3, Part X

The corporation adopted the accounting standard related to the recognition and measurement of uncertain tax positions. The adoption of this standard had no financial statement effect for the corporation. The corporation is no longer subject to federal and state tax examinations for the years prior to 2014.

Schedule D, Page 4, Part XIII

The donor designated endowment fund was established to support general operations.

Raw XML Appendix399 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE DONOR DESIGNATED ENDOWMENT FUND WAS ESTABLISHED TO SUPPORT GENERAL OPERATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT ASSUMES RESPONSIBILITY FOR THE APPOINTMENT OF AN INDEPENDENT ACCOUNTANT AND OVERSIGHT OF THE REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SISTERS OF THE BLESSED SACRAMENT LEADERSHIP TEAM ARE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SISTERS OF THE BLESSED SACRAMENT LEADERSHIP TEAM HAVE THE POWER TO APPOINT BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE SISTERS OF THE BLESSED SACRAMENT LEADERSHIP TEAM, WHO ARE THE MEMBERS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 990 IS REVIEWED BY THE PRESIDENT BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFLICT OF INTEREST POLICIES ARE REQUIRED TO BE SIGNED ANNUALLY BY ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SISTERS OF THE BLESSED SACRAMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0PA CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0231353383
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01663 BRISTOL PIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt0PO BOX 8502
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BENSALEM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019020
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0700
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt129480
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt27500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SISTERS OF THE BLESSED SACRAMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SISTERS OF THE BLESSED SACRAMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2SISTERS OF THE BLESSED SACRAMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0PA CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt1PA CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt2PA CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt022133
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt01709355
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01709355
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0221
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01515593
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214998
IRS990/TotalFunctionalExpensesGrp/TotalAmt01730812
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0212
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0212
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01709143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt0214998
IRS990/TotalRevenueGrp/ExclusionAmt08946
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0237
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09183
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01709355
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01472878
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01663 BRISTOL PIKE
IRS990/USAddress/CityNm0BENSALEM
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019020
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.FRANCISEMMA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SR SANDRA SCHMIDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./SECR./TREAS.
ReturnHeader/BusinessOfficerGrp/PhoneNum02152449900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCIS EMMA INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0203238788
ReturnHeader/Filer/PhoneNum02675630750
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SR SCHMIDT 1663 BRISTOL PIKE
ReturnHeader/Filer/USAddress/CityNm0BENSALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB7DB4C82D31A01FC7637CEB60F63FA14A95698E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B93BBDA4A9A0302A325E5A1708065449D2ABAF9
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'CONNELL & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0165 TOWNSHIP LINE RD STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190461350
ReturnHeader/PreparerPersonGrp/PhoneNum02158874425
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE R O'CONNELL
ReturnHeader/ReturnTs02018-01-31T11:04:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

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