Civic Intelligence

Catherine S Connolly Trust

990PF • Fiscal year 2014 • EIN 20-6092884

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 22, 2015

Organization Profile
C/O Susq Tr 1570 Manheim Pike POLancaster, PA 17604-3300

(732) 767-9100

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$2,781

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

59th percentile

4.8%

Faster asset growth than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

99%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$167,969

Up $7,733 (+4.8%) from 2013

Net Assets

Up

$167,969

Up $7,733 (+4.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin86th percentile

Revenue

Up

$21,941

Up $10,937 (+99%) from 2013

Expenses

Up

$14,199

Up $1,127 (+8.6%) from 2013

Net Income

Up

$7,742

Up $9,810 (+474%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2011: $161,092Liabilities 2011: $0Net Assets 2011: $161,0922011Assets 2012: $162,303Liabilities 2012: $0Net Assets 2012: $162,3032012Assets 2013: $160,236Liabilities 2013: $0Net Assets 2013: $160,2362013Assets 2014: $167,969Liabilities 2014: $0Net Assets 2014: $167,9692014Assets 2015: $167,056Liabilities 2015: $0Net Assets 2015: $167,0562015Assets 2016: $180,193Liabilities 2016: $0Net Assets 2016: $180,1932016Assets 2017: $205,997Liabilities 2017: $0Net Assets 2017: $205,9972017Assets 2018: $206,041Liabilities 2018: $0Net Assets 2018: $206,0412018Assets 2019: $202,604Liabilities 2019: $0Net Assets 2019: $202,6042019Assets 2020: $205,232Liabilities 2020: $0Net Assets 2020: $205,2322020Assets 2021: $224,867Liabilities 2021: $6,135Net Assets 2021: $218,7322021Assets 2022: $213,267Liabilities 2022: $0Net Assets 2022: $213,2672022Assets 2023: $203,042Liabilities 2023: $0Net Assets 2023: $203,0422023Assets 2024: $200,485Liabilities 2024: $0Net Assets 2024: $200,4852024

Highlighted filing

2014

Assets$167,969
Liabilities$0
Net Assets$167,969
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

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

$40K$20K$0-$20KExpenses 2011: $12,2252011Expenses 2012: $12,2012012Revenue 2013: $11,004Expenses 2013: $13,072Net Income 2013: -$2,0682013Revenue 2014: $21,941Expenses 2014: $14,199Net Income 2014: $7,7422014Revenue 2015: $13,347Expenses 2015: $14,258Net Income 2015: -$9112015Revenue 2016: $26,341Expenses 2016: $12,961Net Income 2016: $13,3802016Revenue 2017: $38,360Expenses 2017: $12,546Net Income 2017: $25,8142017Revenue 2018: $10,373Expenses 2018: $10,589Net Income 2018: -$2162018Revenue 2019: $9,787Expenses 2019: $13,212Net Income 2019: -$3,4252019Revenue 2020: $16,277Expenses 2020: $13,499Net Income 2020: $2,7782020Revenue 2021: $26,571Expenses 2021: $13,123Net Income 2021: $13,4482021Revenue 2022: $8,355Expenses 2022: $13,790Net Income 2022: -$5,4352022Revenue 2023: $1,980Expenses 2023: $12,162Net Income 2023: -$10,1822023Revenue 2024: $9,870Expenses 2024: $12,436Net Income 2024: -$2,5662024

Highlighted filing

2014

Revenue$21,941
Expenses$14,199
Net Income$7,742
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSQUEHANNA TRUST AND INVESTMENT COTrustee / Part-Time-$2,781-$2,781
Filing and Contact Details

Filer

Filer Name
Catherine S Connolly Trust
EIN
20-6092884
Address
C/O SUSQ TR 1570 MANHEIM PIKE PO, LANCASTER, PA 17604-3300

Signing Officer

Name
Wendy L Basehoar
Title
Senior V.p.
Signed
2015-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, Iselin, NJ 08830
Preparer
Louis J Derose
Phone
7327679100
Raw XML Appendix341 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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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OPERATIONS OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT OPERATIONS OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OPERATIONS OF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEGATIVE POPULATION GROWTH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WORLD WILD LIFE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0GREATER PA CHAPTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTN LEGACY GIFTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02861 DUKE ST STE 36
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13544 N PROGRESS AVE STE 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21250 24TH ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2200371193
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011325
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04795
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06530
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011325
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06420
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06530
OtherDecreasesSchedule/OtherDecreasesDetail/Amt018
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND FACTOR ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0REFUND OF 990-PF 12/31/2013 EXCISE TAX
TaxesSchedule/TaxesDetail/Amt059
TaxesSchedule/TaxesDetail/Amt134
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt134
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY L BASEHOAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR V.P.
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHERINE S CONNOLLY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CONN
ReturnHeader/Filer/EIN0206092884
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SUSQ TR 1570 MANHEIM PIKE PO
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0176043300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Iselin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS J DEROSE
ReturnHeader/ReturnTs02015-05-13T15:00:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,969
Liabilities
$0
Net assets
$167,969
Revenue
$21,941
Expenses
$14,199
Net income
$7,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.10$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.02$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.06$2.19$0.27$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.16$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.10$0.11$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.38$0.13$0.26
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.26$0.13$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.13$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.22$0.14$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.11$0.13$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.12