Civic Intelligence

Catherine D Sharpe Charitable Trust

990 • Fiscal year 2011 • EIN 23-2057737

Mar 01, 2010 to Feb 28, 2011 • Filed on Oct 27, 2011

Organization ProfileN/A
C/O Ab Cook 3000 Two Logan Sq19103-2799
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets4th percentile

Assets

$24,878,316

No earlier filing loaded for comparison.

Net Assets

$24,878,316

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$834,091

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2011: $24,878,316Liabilities 2011: $0Net Assets 2011: $24,878,3162011Assets 2012: $28,270,373Liabilities 2012: $0Net Assets 2012: $28,270,3732012Assets 2013: $29,082,208Liabilities 2013: $0Net Assets 2013: $29,082,2082013Assets 2014: $30,395,223Liabilities 2014: $0Net Assets 2014: $30,395,2232014Assets 2015: $30,124,668Liabilities 2015: $0Net Assets 2015: $30,124,6682015Assets 2016: $30,238,135Liabilities 2016: $0Net Assets 2016: $30,238,1352016Assets 2017: $30,516,670Liabilities 2017: $0Net Assets 2017: $30,516,6702017Assets 2018: $30,827,178Liabilities 2018: $0Net Assets 2018: $30,827,1782018Assets 2019: $32,194,925Liabilities 2019: $0Net Assets 2019: $32,194,9252019Assets 2020: $30,983,903Liabilities 2020: $0Net Assets 2020: $30,983,9032020Assets 2021: $31,363,435Liabilities 2021: $0Net Assets 2021: $31,363,4352021Assets 2022: $30,758,111Liabilities 2022: $0Net Assets 2022: $30,758,1112022Assets 2023: $32,974,322Liabilities 2023: $0Net Assets 2023: $32,974,3222023Assets 2024: $32,040,351Liabilities 2024: $0Net Assets 2024: $32,040,3512024

Highlighted filing

2011

Assets$24,878,316
Liabilities$0
Net Assets$24,878,316
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $834,0912011Revenue 2012: $4,345,251Expenses 2012: $953,194Net Income 2012: $3,392,0572012Revenue 2013: $1,932,580Expenses 2013: $773,052Net Income 2013: $1,159,5282013Revenue 2014: $2,793,974Expenses 2014: $1,480,959Net Income 2014: $1,313,0152014Revenue 2015: $1,528,393Expenses 2015: $1,798,948Net Income 2015: -$270,5552015Revenue 2016: $1,840,603Expenses 2016: $1,727,136Net Income 2016: $113,4672016Revenue 2017: $2,468,408Expenses 2017: $1,691,766Net Income 2017: $776,6422017Revenue 2018: $3,166,397Expenses 2018: $2,899,872Net Income 2018: $266,5252018Revenue 2019: $2,896,018Expenses 2019: $1,528,909Net Income 2019: $1,367,1092019Revenue 2020: $991,409Expenses 2020: $2,202,913Net Income 2020: -$1,211,5042020Revenue 2021: $2,321,401Expenses 2021: $1,476,246Net Income 2021: $845,1552021Revenue 2022: $1,043,475Expenses 2022: $1,648,799Net Income 2022: -$605,3242022Revenue 2023: $2,317,613Expenses 2023: $1,730,705Net Income 2023: $586,9082023Revenue 2024: $1,666,448Expenses 2024: $1,721,627Net Income 2024: -$55,1792024

Highlighted filing

2011

Revenue-
Expenses$834,091
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2010 to Feb 28, 2011
Signed
Oct 27, 2011
Return Version
2010v3.4
Gross Receipts
$14,535,368
Mission and Program Overview

Mission

Supporting organization of designated 501(c)(3) organizations

Major Activities

Activity 2
The wharton school of the university of pennsylvania - for scholarship aid
Activity 3
Princeton university - for scholarship aid to candidates from southeastern pennsylvania.
Filing and Contact Details

Filer

EIN
23-2057737
Raw XML AppendixShowing 400 of 498 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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IRS990ScheduleI/RecipientTable/EINOfRecipient6311538725
IRS990ScheduleI/RecipientTable/EINOfRecipient7210634501
IRS990ScheduleI/RecipientTable/EINOfRecipient8231352685
IRS990ScheduleI/RecipientTable/EINOfRecipient9311538725
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection9501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0FOR GENERAL SUPPORT OF THE DIXON HOUSE BRANCH
IRS990ScheduleI/RecipientTable/PurposeOfGrant1FOR GENERAL SUPPORT OF THE PENNSYLVANIA DIVISION
IRS990ScheduleI/RecipientTable/PurposeOfGrant2FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant3SUGGESTED FOR USE, 1/2 TO PURCHASE X-RAY & RELATED EQUIPMENT & 1/2 TO MAINTAIN THE HOSPITAL BUILDINGS HOUSING THE LABORATORY, X-RAY & OUT-PATIENT DEPTS; OTHERWISE, FOR THE GENERAL SUPPORT OF THE HOSPITAL
IRS990ScheduleI/RecipientTable/PurposeOfGrant4SUGGESTED FOR USE BY MUSEUM EDUCATION DEPT FOR GROUP VISITATIONS AND INSTRUCTION FOR CHILDREN TO ENCOURAGE INTEREST IN ENGINEERING AND SCIENCE
IRS990ScheduleI/RecipientTable/PurposeOfGrant5FOR THE MAINTENANCE AND EXPANSION OF ITS REFERENCE LIBRARY AND FOR THE EXTENSION OF ITS TEACHING PROGRAM AND RESEARCH FACILITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrant6FOR THE DEPARTMENT OF MENTAL AND NERVOUS DISEASES - THE TRUST SUGGESTS THAT, TO THE EXTENT THE NEED EXISTS FROM YEAR TO YEAR TO PROVIDE PART OR ALL OF THE COST OF CARE FOR PATIENTS WHO OTHERWISE WOULD BE UNABLE TO AFFORD SUCH CARE, THE FUNDS BE USED FOR SUCH SPECIALIZED CARE. ANY INCOME NOT SO EXPENDED MAY BE APPLIED TO THE GENERAL NEEDS OF THE DEPARTMENT.
IRS990ScheduleI/RecipientTable/PurposeOfGrant7FOR SCHOLARSHIP AID TO CANDIDATES FROM SOUTHEASTERN PENNSYLVANIA
IRS990ScheduleI/RecipientTable/PurposeOfGrant8FOR SCHOLARSHIP AID
IRS990ScheduleI/RecipientTable/PurposeOfGrant9FOR GENERAL RESEARCH
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10DIVERSIFIED COMMUNITY SERVICES
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11THE SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine12THE SEEING EYE INC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine13BRYN MAWR HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine14THE FRANKLIN INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine15THE ACADEMY OF NATURAL SCIENCES
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine16PENNSYLVANIA HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine17PRINCETON UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine18WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine19PENNSYLVANIA HOSPITAL-NEUROSURGICAL RESEARCH LAB
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction0154260
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0SEE SCH O - MR KWIECINSKI IS A 51% OWNER OF BISHOP & ASSOCIATES WHICH PROVIDES INVESTMENT COUNSEL TO THE TRUST. BISHOP & ASSOCIATES WAS PAID $154,260.10 FOR ITS SERVICES IN THE FISCAL YEAR ENDING 2/28/11.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0HENRY KWIECINSKI
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0TRUSTEE
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleO/GeneralExplanation/Explanation0THE TWO TRUSTEES CARRY OUT THE TERMS OF THE TRUST BY MAKING DISTRIBUTIONS TO DESIGNATED BENEFICIARIES OR SUCCESSORS (PURSUANT TO THE EXERCISE OF LIMITED DISCRETION AS SET FORTH IN THE TRUST DOCUMENT), IN THE PERCENTAGES SPECIFIED IN THE TRUST, AND BY MAINTAINING A RECORD OF TRUST DISTRIBUTIONS. TRUSTEES ARE IN FREQUENT AND CONTINUAL CONTACT WITH THE GRANTEES CONCERNING THE TRUST'S INVESTMENT RESULTS AND INVESTMENT POLICIES. WITH RESPECT TO CERTAIN GRANTEES TO WHOM GRANTS ARE DESIGNATED FOR SPECIFIC PURPOSES THE TRUSTEES RECEIVE AND REVIEW INFORMATION CONCERNING THE GRANTEES' USE OF THE GRANTED FUNDS TO VERIFY THAT THE USES ARE CONSISTENT WITH THE PURPOSES ESTABLISHED IN THE GOVERNING INSTRUMENT AND IN THAT REGARD FROM TIME TO TIME HAVE EXERCISED THEIR DISCRETION TO VARY GRANTEES AND OTHERWISE WORK WITH THE GRANTEES TO ENSURE APPROPRIATE USE OF THE FUNDS.

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$24,878,316
Liabilities
$0
Net assets
$24,878,316
Revenue
-
Expenses
$834,091
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.0$0.00$32.0$1.67$1.72$0.06
2023Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$2.32$1.73$0.59
2022Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$1.04$1.65$0.61
2021Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$2.32$1.48$0.85
2020Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$0.99$2.20$1.21
2019Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$2.90$1.53$1.37
2018Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$3.17$2.90$0.27
2017Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$2.47$1.69$0.78
2016Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$1.84$1.73$0.11
2015Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$1.53$1.80$0.27
2014Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$2.79$1.48$1.31
2013Summary only. Only limited summary data is available for this year.$29.1$0.00$29.1$1.93$0.77$1.16
2012Summary only. Only limited summary data is available for this year.$28.3$0.00$28.3$4.35$0.95$3.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$0.00$24.9$0.83