Civic Intelligence

Roland J Wotring Scholarship Fund 16223300

EIN 22-2992988 • 501(c)3 • Souderton, PA

Profile

Provides Funds for Scholarships

Univest 14 N Main St PO Box 64197Souderton, PA 18964-0197

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

44th percentile

2.7%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,123,505

Up $268,360 (+2.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$10,123,505

Up $268,360 (+2.7%) from 2024

Operations
Liabilities / Revenue7th percentileNet Margin74th percentile

Revenue

Up

$798,920

Up $192,945 (+32%) from 2024

Expenses

Up

$639,420

Up $1,106 (+0.2%) from 2024

Net Income

Up

$159,500

Up $191,839 (+593%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2012: $8,475,768Liabilities 2012: $0Net Assets 2012: $8,475,7682012Assets 2013: $8,591,367Liabilities 2013: $0Net Assets 2013: $8,591,3672013Assets 2014: $8,927,750Liabilities 2014: $0Net Assets 2014: $8,927,7502014Assets 2016: $9,308,167Liabilities 2016: $0Net Assets 2016: $9,308,1672016Assets 2017: $9,200,018Liabilities 2017: $0Net Assets 2017: $9,200,0182017Assets 2019: $9,871,387Liabilities 2019: $0Net Assets 2019: $9,871,3872019Assets 2020: $1Liabilities 2020: $0Net Assets 2020: $02020Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $9,810,179Liabilities 2023: $0Net Assets 2023: $9,810,1792023Assets 2024: $9,855,145Liabilities 2024: $0Net Assets 2024: $9,855,1452024Assets 2025: $10,123,505Liabilities 2025: $0Net Assets 2025: $10,123,5052025

Highlighted filing

2025

Assets$10,123,505
Liabilities$0
Net Assets$10,123,505
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2012: $295,585Expenses 2012: $299,403Net Income 2012: -$3,8182012Revenue 2013: $312,715Expenses 2013: $268,031Net Income 2013: $44,6842013Revenue 2014: $619,464Expenses 2014: $277,062Net Income 2014: $342,4022014Revenue 2016: $406,610Expenses 2016: $266,919Net Income 2016: $139,6912016Revenue 2017: $510,072Expenses 2017: $272,236Net Income 2017: $237,8362017Revenue 2019: $499,463Expenses 2019: $681,120Net Income 2019: -$181,6572019Revenue 2020: $106,431Expenses 2020: $0Net Income 2020: $106,4312020Revenue 2022: $1,304,168Expenses 2022: $0Net Income 2022: $1,304,1682022Revenue 2023: $109,307Expenses 2023: $645,319Net Income 2023: -$536,0122023Revenue 2024: $605,975Expenses 2024: $638,314Net Income 2024: -$32,3392024Revenue 2025: $798,920Expenses 2025: $639,420Net Income 2025: $159,5002025

Highlighted filing

2025

Revenue$798,920
Expenses$639,420
Net Income$159,500
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,123,505
Liabilities
$0
Net assets
$10,123,505
Revenue
$798,920
Expenses
$639,420
Net income
$159,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.80$0.64$0.16
2024Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$0.61$0.64$0.03
2023Detailed filing. Detailed filing data is available for this year.$9.81$0.00$9.81$0.11$0.65$0.54
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.30$0.00$1.30
2020Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.11$0.00$0.11
2019Detailed filing. Detailed filing data is available for this year.$9.87$0.00$9.87$0.50$0.68$0.18
2017Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$0.51$0.27$0.24
2016Summary only. Only limited summary data is available for this year.$9.31$0.00$9.31$0.41$0.27$0.14
2014Summary only. Only limited summary data is available for this year.$8.93$0.00$8.93$0.62$0.28$0.34
2013Summary only. Only limited summary data is available for this year.$8.59$0.00$8.59$0.31$0.27$0.04
2012Summary only. Only limited summary data is available for this year.$8.48$0.00$8.48$0.30$0.30$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
May 28, 2025
Return Version
2024v5.1
Gross Receipts
$3,476,858
Mission and Program Overview

Mission

Provides Funds for Scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,819,960$5,113,762▲ $293,802
Investments in Publicly Traded Securities$4,751,046$4,458,221▼ $292,825
Savings and Temporary Cash Investments$284,139$551,522▲ $267,383
Total Assets$9,855,145$10,123,505▲ $268,360
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,855,145$10,123,505▲ $268,360
Total Net Assets Fund Balance$9,855,145$10,123,505▲ $268,360
Total Liabilities and Net Assets / Fund Balance$9,855,145$10,123,505▲ $268,360
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$798,920
Other Revenue
$0
Change in Net Assets
$159,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$558,731
Salaries, Compensation, and Employee Benefits$80,689
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$558,731--$558,731
Current Officers, Directors, Trustees, and Key Employees-$80,689-$80,689
Total Functional Expenses$558,731$80,689$0$639,420
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“The Scholarship Committee determines scholarship recipients.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Trustee has documentation for transactional data and communication with the scholarship committee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The scholarship committee has documentation for each scholarship decision”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The Trustee reviews the 990 prior to filing”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The Trustee has internal policies that require compliance.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Roland J Wotring Scholarship Fund Xxxxxxxx
EIN
22-2992988
Phone
2157212400
Address
UNIVEST 14 N MAIN ST PO BOX 64197, SOUDERTON, PA 18964-0197

Signing Officer

Name
Darren Johnson
Title
SVP & Stso
Phone
2157212400
Signed
2025-05-28

Organization Details

Formed
1988
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Differences between book value and tax cost”

Raw XML Appendix326 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.

Path#Value
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IRS990/GainOrLossGrp/SecuritiesAmt0593738
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IRS990/GoverningBodyVotingMembersCnt00
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03271676
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt04751046
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IRS990/IRPDocumentCnt00
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IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02677938
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt09855145
IRS990/NetAssetsOrFundBalancesEOYAmt010123505
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0593738
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09855145
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010123505
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0108860
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYGrantsAndSimilarPaidAmt0565583
IRS990/PYInvestmentIncomeAmt0605975
IRS990/PYRevenuesLessExpensesAmt0-32339
IRS990/PYSalariesCompEmpBnftPaidAmt072731
IRS990/PYTotalExpensesAmt0638314
IRS990/PYTotalRevenueAmt0605975
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0159500
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0798842
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0284139
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Scholarship Committee determines scholarship recipients.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustee has documentation for transactional data and communication with the scholarship committee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The scholarship committee has documentation for each scholarship decision
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Trustee reviews the 990 prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Trustee has internal policies that require compliance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents, conflict of interest policy, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Differences between book value and tax cost
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09855145
IRS990/TotalAssetsEOYAmt010123505
IRS990/TotalAssetsGrp/BOYAmt09855145
IRS990/TotalAssetsGrp/EOYAmt010123505
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080689
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0558731
IRS990/TotalFunctionalExpensesGrp/TotalAmt0639420
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09855145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010123505
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0641661
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt080
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0798840
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0798920
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09855145
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010123505
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DARREN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP & STSO
ReturnHeader/BusinessOfficerGrp/PhoneNum02157212400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
ReturnHeader/Filer/BusinessNameControlTxt0WOTR
ReturnHeader/Filer/EIN0222992988
ReturnHeader/Filer/PhoneNum02157212400
ReturnHeader/Filer/USAddress/AddressLine1Txt0UNIVEST 14 N MAIN ST PO BOX 64197
ReturnHeader/Filer/USAddress/CityNm0SOUDERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0189640197
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-05-28T15:01:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

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