Civic Intelligence

Margaret Lienemann Perpetual Charitable Trust

990PF • Fiscal year 2021 • EIN 20-6609415

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 24, 2022

77 East King StreetShippensburg, PA 17257

(717) 530-2614

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

82nd percentile

50%

Higher net margin than 82% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

48th percentile

7.1%

Faster asset growth than 48% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

54%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,289,471

Up $352,617 (+7.1%) from 2020

Net Assets

Up

$5,289,471

Up $352,617 (+7.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$708,817

Up $247,292 (+54%) from 2020

Expenses

Up

$356,200

Up $24,783 (+7.5%) from 2020

Net Income

Up

$352,617

Up $222,509 (+171%) from 2020

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,182,884Liabilities 2011: $0Net Assets 2011: $4,182,8842011Assets 2012: $4,174,643Liabilities 2012: $0Net Assets 2012: $4,174,6432012Assets 2013: $4,247,165Liabilities 2013: $0Net Assets 2013: $4,247,1652013Assets 2014: $4,582,886Liabilities 2014: $0Net Assets 2014: $4,582,8862014Assets 2015: $4,518,476Liabilities 2015: $0Net Assets 2015: $4,518,4762015Assets 2016: $4,787,138Liabilities 2016: $0Net Assets 2016: $4,787,1382016Assets 2017: $4,739,076Liabilities 2017: $0Net Assets 2017: $4,739,0762017Assets 2018: $4,756,784Liabilities 2018: $0Net Assets 2018: $4,756,7842018Assets 2019: $4,806,746Liabilities 2019: $0Net Assets 2019: $4,806,7462019Assets 2020: $4,936,854Liabilities 2020: $0Net Assets 2020: $4,936,8542020Assets 2021: $5,289,471Liabilities 2021: $0Net Assets 2021: $5,289,4712021Assets 2022: $5,320,993Liabilities 2022: $0Net Assets 2022: $5,320,9932022Assets 2023: $5,130,370Liabilities 2023: $0Net Assets 2023: $5,130,3702023Assets 2024: $5,126,601Liabilities 2024: $0Net Assets 2024: $5,126,6012024

Highlighted filing

2021

Assets$5,289,471
Liabilities$0
Net Assets$5,289,471

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $213,2042011Expenses 2012: $218,3272012Revenue 2013: $296,575Expenses 2013: $224,053Net Income 2013: $72,5222013Revenue 2014: $571,561Expenses 2014: $235,840Net Income 2014: $335,7212014Revenue 2015: $195,160Expenses 2015: $259,570Net Income 2015: -$64,4102015Revenue 2016: $620,181Expenses 2016: $351,519Net Income 2016: $268,6622016Revenue 2017: $263,776Expenses 2017: $311,838Net Income 2017: -$48,0622017Revenue 2018: $343,282Expenses 2018: $325,574Net Income 2018: $17,7082018Revenue 2019: $375,551Expenses 2019: $325,589Net Income 2019: $49,9622019Revenue 2020: $461,525Expenses 2020: $331,417Net Income 2020: $130,1082020Revenue 2021: $708,817Expenses 2021: $356,200Net Income 2021: $352,6172021Revenue 2022: $416,852Expenses 2022: $385,330Net Income 2022: $31,5222022Revenue 2023: $166,405Expenses 2023: $357,028Net Income 2023: -$190,6232023Revenue 2024: $350,487Expenses 2024: $348,921Net Income 2024: $1,5662024

Highlighted filing

2021

Revenue$708,817
Expenses$356,200
Net Income$352,617
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 24, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ORRSTOWN BANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Margaret Lienemann Perpetual
EIN
20-6609415
Phone
7175302614
Address
77 EAST KING STREET, SHIPPENSBURG, PA 17257

Signing Officer

Name
Orrstown Bank
Title
Trustee
Signed
2022-02-24
Discuss with paid preparer
Yes

Preparer

Firm
SKC Accounting LLC
Address
PO Box 3539, Camp Hill, PA 17011-3539
Preparer
Sarah K Coy CPA
Phone
7177618072
Raw XML Appendix255 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05289471
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0305292
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08783
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08887
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06377164
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06377164
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt095657
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0314075
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHIPPENSBURG
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME USED TO FURTHER THE EXEMPT ORGANIZATIONS' PURPOSES
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013061
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt068068
TaxesSchedule/TaxesDetail/Amt08856
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08856
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ORRSTOWN BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET LIENEMANN PERPETUAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0206609415
ReturnHeader/Filer/PhoneNum07175302614
ReturnHeader/Filer/USAddress/AddressLine1Txt077 EAST KING STREET
ReturnHeader/Filer/USAddress/CityNm0SHIPPENSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017257
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824095278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKC Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3539
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Camp Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170113539
ReturnHeader/PreparerPersonGrp/PhoneNum07177618072
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sarah K Coy CPA
ReturnHeader/ReturnTs02022-02-24T10:15:22-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ORRSTOWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.35$0.35$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.17$0.36$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.42$0.39$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.71$0.36$0.35
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.46$0.33$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.38$0.33$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.34$0.33$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.26$0.31$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.62$0.35$0.27
2015Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.20$0.26$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.57$0.24$0.34
2013Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.30$0.22$0.07
2012Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.22
2011Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.21