Civic Intelligence

Fetherston Foundation

990PF • Fiscal year 2021 • EIN 23-1899347

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 07, 2022

245 Front StreetNorthumberland, PA 17857

(570) 473-3531

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

8th percentile

-54%

Higher net margin than 8% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$11,079

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

19th percentile

-3.8%

Faster asset growth than 19% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

76%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$935,621

Down $37,048 (-3.8%) from 2020

Net Assets

Down

$935,621

Down $37,048 (-3.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$67,705

Up $29,139 (+76%) from 2020

Expenses

Up

$104,409

Up $30,819 (+42%) from 2020

Net Income

Down

-$36,704

Down $1,680 (-4.8%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $930,508Liabilities 2011: $19,340Net Assets 2011: $911,1682011Assets 2012: $924,165Liabilities 2012: $0Net Assets 2012: $924,1652012Assets 2013: $905,093Liabilities 2013: $0Net Assets 2013: $905,0932013Assets 2014: $879,240Liabilities 2014: $0Net Assets 2014: $879,2402014Assets 2015: $935,848Liabilities 2015: $0Net Assets 2015: $935,8482015Assets 2016: $929,464Liabilities 2016: $0Net Assets 2016: $929,4642016Assets 2017: $949,414Liabilities 2017: $0Net Assets 2017: $949,4142017Assets 2018: $971,778Liabilities 2018: $0Net Assets 2018: $971,7782018Assets 2019: $1,008,035Liabilities 2019: $0Net Assets 2019: $1,008,0352019Assets 2020: $972,669Liabilities 2020: $0Net Assets 2020: $972,6692020Assets 2021: $935,621Liabilities 2021: $0Net Assets 2021: $935,6212021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$935,621
Liabilities$0
Net Assets$935,621

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $165,8602011Expenses 2012: $103,5002012Revenue 2013: $51,396Expenses 2013: $70,468Net Income 2013: -$19,0722013Revenue 2014: $65,705Expenses 2014: $93,646Net Income 2014: -$27,9412014Revenue 2015: $158,587Expenses 2015: $68,242Net Income 2015: $90,3452015Revenue 2016: $75,630Expenses 2016: $81,708Net Income 2016: -$6,0782016Revenue 2017: $90,946Expenses 2017: $70,613Net Income 2017: $20,3332017Revenue 2018: $93,200Expenses 2018: $68,406Net Income 2018: $24,7942018Revenue 2019: $110,813Expenses 2019: $74,165Net Income 2019: $36,6482019Revenue 2020: $38,566Expenses 2020: $73,590Net Income 2020: -$35,0242020Revenue 2021: $67,705Expenses 2021: $104,409Net Income 2021: -$36,7042021Revenue 2022: $86,998Expenses 2022: $112,882Net Income 2022: -$25,8842022

Highlighted filing

2021

Revenue$67,705
Expenses$104,409
Net Income-$36,704
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 7, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$11,079-$11,079
JAMES CLARKTrustee-$0--
VIRGINIA A KESSLERTrustee-$0--
SUZANNE HORNBERGERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPACKWOOD HOUSE MUSEUMPROVIDE FOR MUSEUM OPERATIONS-LEWISBURG, PA, US$57,000
Filing and Contact Details

Filer

Filer Name
Fetherston Foundation
EIN
23-1899347
Phone
5704733531
Address
245 FRONT STREET, NORTHUMBERLAND, PA 17857

Signing Officer

Name
The Northumberland National Bank
Title
Trustee
Phone
5704733531
Signed
2022-06-07

Preparer

Firm
Herring Roll & Solomon Pc
Address
41 SOUTH 5TH STREET, SUNBURY, PA 17801
Preparer
Courtney M Solomon CPA
Phone
5702865895
Raw XML Appendix364 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0THE NORTHUMBERLAND NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0THE NORTHUMBERLAND NATIONAL BANK
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IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt026050
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt077324
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0245120
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt060212
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt057348
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt050236
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt077324
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0245120
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt060212
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt057348
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt050236
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt05846499
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt02005279
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt01999273
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt01841947
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt02435549
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year1Amt0812505
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year2Amt0812705
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt0810339
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt067958
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0177917
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt036392
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt037048
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt036519
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0245 FRONT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTHUMBERLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017857
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JULIE RODKEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05704733531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.PACKWOODHOUSEMUSEUM.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OPERATION AND MAINTENANCE OF THE PACKWOOD HOUSE MUSEUM, A PUBLIC MUSEUM ESTABLISHED BY THE WILLS OF JOHN AND EDITH FETHERSTON FOR THE BENEFIT OF THE GENERAL PUBLIC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt057000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE FOR MUSEUM OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PACKWOOD HOUSE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0BENEFICIARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015 N WATER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LEWISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017837
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057000
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/QualifyingDistributionsAmt077324
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt077324
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt077324
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt010000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02050
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11281
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt21
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUSEUM EQUIPMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CASH PACKWOOD MUSEUM SHOP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2COLLECTION OF E ETHERSTON
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02050
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11281
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02050
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11281
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt21
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0344
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BCO FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0APPRAISAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03600
TaxesSchedule/TaxesDetail/Amt0185
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0185
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHUMBERLAND NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05704733531
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FETHERSTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FETH
ReturnHeader/Filer/EIN0231899347
ReturnHeader/Filer/PhoneNum05704733531
ReturnHeader/Filer/USAddress/AddressLine1Txt0245 FRONT STREET
ReturnHeader/Filer/USAddress/CityNm0NORTHUMBERLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017857
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232297880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERRING ROLL & SOLOMON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 SOUTH 5TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017801
ReturnHeader/PreparerPersonGrp/PhoneNum05702865895
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COURTNEY M SOLOMON CPA
ReturnHeader/ReturnTs02022-06-14T13:08:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RODKEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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