Civic Intelligence

Kathryn & Roy Shoemaker Charitable Trust

990 • Fiscal year 2016 • EIN 20-4725351

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization ProfileN/A
117 South Allen StreetState College, PA 16801

(814) 272-4113

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

187%

Higher net margin than 100% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$32,627

Higher top officer pay than 22% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

10th percentile

-9.3%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$6,177,341

Down $636,675 (-9.3%) from 2015

Net Assets

Down

$6,177,341

Down $636,675 (-9.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$341,154

Down $1,132,294 (-143%) from 2015

Expenses

Down

$295,521

Down $94,003 (-24%) from 2015

Net Income

Down

-$636,675

Down $1,038,291 (-259%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,055,393Liabilities 2011: $0Net Assets 2011: $6,055,3932011Assets 2012: $5,978,513Liabilities 2012: $0Net Assets 2012: $5,978,5132012Assets 2013: $6,381,597Liabilities 2013: $0Net Assets 2013: $6,381,5972013Assets 2014: $6,420,775Liabilities 2014: $0Net Assets 2014: $6,420,7752014Assets 2015: $6,814,016Liabilities 2015: $0Net Assets 2015: $6,814,0162015Assets 2016: $6,177,341Liabilities 2016: $0Net Assets 2016: $6,177,3412016Assets 2017: $6,089,703Liabilities 2017: $0Net Assets 2017: $6,089,7032017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$6,177,341
Liabilities$0
Net Assets$6,177,341
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $492,845Expenses 2011: $295,640Net Income 2011: $197,2052011Revenue 2012: $227,449Expenses 2012: $288,610Net Income 2012: -$61,1612012Revenue 2013: $763,662Expenses 2013: $324,275Net Income 2013: $439,3872013Revenue 2014: $403,960Expenses 2014: $357,563Net Income 2014: $46,3972014Revenue 2015: $791,140Expenses 2015: $389,524Net Income 2015: $401,6162015Revenue 2016: -$341,154Expenses 2016: $295,521Net Income 2016: -$636,6752016Revenue 2017: $297,376Expenses 2017: $385,014Net Income 2017: -$87,6382017Revenue 2018: $794,033Expenses 2018: $6,883,736Net Income 2018: -$6,089,7032018

Highlighted filing

2016

Revenue-$341,154
Expenses$295,521
Net Income-$636,675
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$9,837,795
Mission and Program Overview

Mission

NONE

Pay centre county community foundation annually for distribution to charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,814,016$6,814,016→ $0
Investments in Publicly Traded Securities$1,975,605--
Savings and Temporary Cash Investments$315,757$156,295▼ $159,462
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-75,406$-16,420▲ $58,986
Rtn Earn Endowment Incm Other Fnds$0$-636,675▼ $636,675
Total Assets$6,814,016$6,177,341▼ $636,675
Other Assets Total$4,598,060$6,037,466▲ $1,439,406
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,814,016$6,177,341▼ $636,675
Total Liabilities and Net Assets / Fund Balance$6,814,016$6,177,341▼ $636,675

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,037,466--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleOtherTotal
-Trustee$5,990$5,990
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-341,154
Other Revenue
$0
Change in Net Assets
$-636,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$254,532
Salaries, Compensation, and Employee Benefits$38,617
Other Expenses$2,372
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$254,532--$254,532
Current Officers, Directors, Trustees, and Key Employees-$38,617-$38,617
Other Expenses-$2,372-$2,372
Total Functional Expenses$254,532$40,989$0$295,521
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Centre County Community FoundationState College, PA501(c)(3)General Operating$254,532
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
No
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 B, Line 11B

“Board reviews 990 with trustee”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Kathryn & Roy Shoemaker Charitable Trust
EIN
20-4725351
Phone
8142724113
Address
117 SOUTH ALLEN STREET, STATE COLLEGE, PA 16801

Signing Officer

Name
First National Trust Company
Title
Trustee
Phone
8142724113
Signed
2017-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
First National Trust Comp
Formed
2006
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
Michael Maier CPA
Phone
8149446191
Raw XML Appendix381 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PAGE 5 OF THE TRUST AGREEMENT STATES TRUSTEE SHALL WORK IN CONJUNCTION WITH THE CENTRE COUNTY COMMUNITY FOUNDATION IN THE INVESTMENT, REINVESTMENT, DISTRIBUTION OF ASSETS, AND DISTRIBUTION OF INCOME UNDER THE TERMS CONDITIONS AND GUIDELINES THEN IN PLACE AND ESTABLISHED BY THE CENTRE COUNTY COMMUNITY FOUNDATION. THE CENTRE FOUNDATION'S IPS IS ALSO TAKEN INTO CONSIDERATION IN REGARDS TO THE SHOEMAKER CHARITABLE TRUST'S INVESTMENT STRATEGY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST OFFICIER HAS ANNUAL MEETINGS WITH THE EXECUTIVE DIRECTOR OF THE CENTRE FOUNDATION AS WELL AS ONGOING CONVERSATIONS TO REVIEW INVESTMENTS. THE EXECUTIVE DIRECTOR SIGNS OFF ON INVESTMENT CHANGES AND VOICES HER THOUGHTS REGARDING THE INVESTMENT STRATEGY. IN ADDITION THE CENTRE FOUNDATION PROVIDES IT'S SPENDING POLICY TO THE TRUST OFFICER EACH YEAR AND BASED ON THE FOUNDATION'S SPENDING POLICY A REQUEST IS SUBMITTED FOR REVIEW AND APPROVAL OF A UNITRUST CONVERSION.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CENTRE COUNTY COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0254532
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06037466
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06037466
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0254532
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CENTRE COUNTY COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0251782197
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02601 GATEWAY DR SUITE 175
IRS990ScheduleI/RecipientTable/USAddress/CityNm0STATE COLLEGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd016801
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD REVIEWS 990 WITH TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06814016
IRS990/TotalAssetsEOYAmt06177341
IRS990/TotalAssetsGrp/BOYAmt06814016
IRS990/TotalAssetsGrp/EOYAmt06177341
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040989
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0254532
IRS990/TotalFunctionalExpensesGrp/TotalAmt0295521
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06814016
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06177341
IRS990/TotalOtherCompensationAmt038617
IRS990/TotalProgramServiceExpensesAmt0254532
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-341154
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-341154
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06814016
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06177341
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd016801
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST NATIONAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08142724113
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHRYN & ROY SHOEMAKER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0204725351
ReturnHeader/Filer/PhoneNum08142724113
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 SOUTH ALLEN STREET
ReturnHeader/Filer/USAddress/CityNm0STATE COLLEGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.255.27.90
ReturnHeader/FilingSecurityInformation/IPDt02017-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:20:56
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/ReturnTs02017-05-12T07:31:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,177,341
Liabilities
$0
Net assets
$6,177,341
Revenue
-$341,154
Expenses
$295,521
Net income
-$636,675
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.79$6.88$6.09
2017Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.30$0.39$0.09
2016Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.34$0.30$0.64
2015Summary only. Only limited summary data is available for this year.$6.81$0.00$6.81$0.79$0.39$0.40
2014Summary only. Only limited summary data is available for this year.$6.42$0.00$6.42$0.40$0.36$0.05
2013Summary only. Only limited summary data is available for this year.$6.38$0.00$6.38$0.76$0.32$0.44
2012Summary only. Only limited summary data is available for this year.$5.98$0.00$5.98$0.23$0.29$0.06
2011Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$0.49$0.30$0.20