Civic Intelligence

Blanche P Katerman Trust Co Fcbt 004838

990 • Fiscal year 2015 • EIN 20-6066035

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization ProfileN/A
1199 Lightstreet RdBloomsburg, PA 17815

(570) 387-4681

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$6,355

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$786,868

Up $3,366 (+0.4%) from 2014

Net Assets

Up

$786,868

Up $3,366 (+0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin68th percentile

Revenue

Down

$29,356

Down $39,717 (-58%) from 2014

Expenses

Down

$25,990

Down $7,625 (-23%) from 2014

Net Income

Down

$3,366

Down $32,092 (-91%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.0M$500K$0Assets 2011: $761,014Liabilities 2011: $0Net Assets 2011: $761,0142011Assets 2012: $758,124Liabilities 2012: $0Net Assets 2012: $758,1242012Assets 2013: $748,044Liabilities 2013: $0Net Assets 2013: $748,0442013Assets 2014: $783,502Liabilities 2014: $0Net Assets 2014: $783,5022014Assets 2015: $786,868Liabilities 2015: $0Net Assets 2015: $786,8682015Assets 2016: $799,789Liabilities 2016: $0Net Assets 2016: $799,7892016Assets 2017: $915,677Liabilities 2017: $0Net Assets 2017: $915,6772017Assets 2018: $911,530Liabilities 2018: $0Net Assets 2018: $911,5302018Assets 2019: $911,828Liabilities 2019: $0Net Assets 2019: $911,8282019Assets 2020: $917,189Liabilities 2020: $0Net Assets 2020: $917,1892020Assets 2021: $957,895Liabilities 2021: $0Net Assets 2021: $957,8952021Assets 2022: $963,292Liabilities 2022: $0Net Assets 2022: $963,2922022Assets 2023: $961,581Liabilities 2023: $0Net Assets 2023: $961,5812023Assets 2024: $984,044Liabilities 2024: $0Net Assets 2024: $984,0442024

Highlighted filing

2015

Assets$786,868
Liabilities$0
Net Assets$786,868
Open 2015 Filing

Operations Trend

Revenue Growth4th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $23,310Expenses 2011: $32,306Net Income 2011: -$8,9962011Expenses 2012: $29,5962012Revenue 2013: $11,612Expenses 2013: $21,692Net Income 2013: -$10,0802013Revenue 2014: $69,073Expenses 2014: $33,615Net Income 2014: $35,4582014Revenue 2015: $29,356Expenses 2015: $25,990Net Income 2015: $3,3662015Revenue 2016: $42,285Expenses 2016: $29,364Net Income 2016: $12,9212016Revenue 2017: $148,378Expenses 2017: $32,490Net Income 2017: $115,8882017Revenue 2018: $33,678Expenses 2018: $37,825Net Income 2018: -$4,1472018Revenue 2019: $34,789Expenses 2019: $33,898Net Income 2019: $8912019Revenue 2020: $40,384Expenses 2020: $34,385Net Income 2020: $5,9992020Revenue 2021: $76,787Expenses 2021: $36,083Net Income 2021: $40,7042021Revenue 2022: $46,776Expenses 2022: $41,379Net Income 2022: $5,3972022Revenue 2023: $41,325Expenses 2023: $43,035Net Income 2023: -$1,7102023Revenue 2024: $62,504Expenses 2024: $40,038Net Income 2024: $22,4662024

Highlighted filing

2015

Revenue$29,356
Expenses$25,990
Net Income$3,366
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Gross Receipts
$400,972
Mission and Program Overview

Mission

Provide support to the wesley united methodist church mission fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$783,502$786,868▲ $3,366
Investments in Publicly Traded Securities$769,327$771,421▲ $2,094
Savings and Temporary Cash Investments$14,175$15,447▲ $1,272
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$783,502$786,868▲ $3,366
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$783,502$786,868▲ $3,366
Total Liabilities and Net Assets / Fund Balance$783,502$786,868▲ $3,366
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseTotal
FcbtTrusteePT$6,355$6,355
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$29,356
Other Revenue
$0
Change in Net Assets
$3,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,385
Salaries, Compensation, and Employee Benefits$6,355
Other Expenses$250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,385--$19,385
Current Officers, Directors, Trustees, and Key Employees-$6,355-$6,355
Fees for Services Accounting-$195-$195
Other Expenses-$55-$55
Total Functional Expenses$19,385$6,605$0$25,990
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wesley United MethodisBloomsburg, PA-Wesley Mission Fund$19,385
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“A copy of form 990 is provided to and reviewed by first columbia bank & trust co., trustee, prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“UPON REQUEST TO FCBT”

Filing and Contact Details

Filer

Filer Name
Blanche P Katerman Trust
EIN
20-6066035
Phone
5703874681
Address
1199 LIGHTSTREET RD, BLOOMSBURG, PA 17815

Signing Officer

Name
Sheri Grozier
Title
Trust Officer
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Kile & Company
Address
812D CENTRAL RD, BLOOMSBURG, PA 17815
Preparer
William E Kile CPA
Phone
5707844350
Raw XML Appendix397 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/ExplanationTxt0FIRST COLUMBIA BANK & TRUST CO, TRUSTEE OF THE SUPPORTING ORGANIZATION, WAS APPOINTED AS TRUSTEE BY THE TRUST'S ORGANIZAING DOCUMENTS. THE TRUST'S DOCUMENTS ALSO ESTABLISHED A WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION LISTED IN THE TRUST'S DOCUMENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION'S DIRECTORS MEET WITH THE SUPPORTING ORGANIZATION'S TRUSTEE PERIODICALLY TO REVIEW THE INVESTMENT OBJECTIVES TO DETERMINE WHICH STRATGIES WOULD BEST MEET THE NEEDS OF THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN THE SUPPORTING ORGANIZATION'S INVESTMENT POLICIES TO DETERMINE WHICH POLICIES WOULD BEST SATISFY THE LONG-TERM GOALS WHICH REQUIRE GROWTH INVESTMENTS VERSES INCOME INVESTMENTS TO GENERATE CURRENT INCOME TO MEET THE CURRENT NEEDS OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE AMOUNT OF SUPPORT RECEIVED BY THE SUPPORTED ORGANIZATION FROM THE SUPPORTING ORGANIZATION IS NECESSARY TO MAINTAIN THE SUPPORTED ORGANIZATION'S MISSIONS FUND. WITHOUT THE FUNDS, THE SUPPORTED ORGANIZATION WOULD NOT BE ABLE TO MAINTAIN THE CHURCH'S CURRENT SUPPORT LEVEL PROVIDED TO THE CHURCH'S MISSIONARIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Section D, Line 8: Distributions To Attentive Supported Organizations
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0842419
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt021030
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0821389
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt019385
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WELSEY UNITED METHODIST CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt019385
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt019385
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0WESLEY MISSION FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESLEY UNITED METHODIS
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0BLOOMSBURG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS PROVIDED TO AND REVIEWED BY FIRST COLUMBIA BANK & TRUST CO., TRUSTEE, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST TO FCBT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt025990
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0786868
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IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt06355
IRS990/TotalRevenueGrp/ExclusionAmt029356
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029356
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0786868
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERI GROZIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLANCHE P KATERMAN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO FCBT
ReturnHeader/Filer/BusinessNameControlTxt0BLAN
ReturnHeader/Filer/EIN0206066035
ReturnHeader/Filer/PhoneNum05703874681
ReturnHeader/Filer/USAddress/AddressLine1Txt01199 LIGHTSTREET RD
ReturnHeader/Filer/USAddress/CityNm0BLOOMSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KILE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0812D CENTRAL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017815
ReturnHeader/PreparerPersonGrp/PhoneNum05707844350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E KILE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-12T08:00:28-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$786,868
Liabilities
$0
Net assets
$786,868
Revenue
$29,356
Expenses
$25,990
Net income
$3,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.84$0.00$9.84$0.63$0.40$0.22
2023Detailed filing. Detailed filing data is available for this year.$9.62$0.00$9.62$0.41$0.43$0.02
2022Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$0.47$0.41$0.05
2021Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$0.77$0.36$0.41
2020Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.40$0.34$0.06
2019Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.35$0.34$0.01
2018Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$0.34$0.38$0.04
2017Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$1.48$0.32$1.16
2016Detailed filing. Detailed filing data is available for this year.$8.00$0.00$8.00$0.42$0.29$0.13
2015Detailed filing. Detailed filing data is available for this year.$7.87$0.00$7.87$0.29$0.26$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.69$0.34$0.35
2013Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.12$0.22$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.58$0.00$7.58$0.30
2011Summary only. Only limited summary data is available for this year.$7.61$0.00$7.61$0.23$0.32$0.09