Civic Intelligence

The Zachary Barker Chittick Foundation

990PF • Fiscal year 2013 • EIN 23-2805616

Sep 01, 2012 to Aug 31, 2013 • Filed on Jan 02, 2014

2160 Overhill Road18103
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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

42nd percentile

-1.8%

Faster asset growth than 42% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$468,172

Down $8,548 (-1.8%) from 2012

Net Assets

Down

$468,172

Down $8,548 (-1.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$24,856

Up $1,656 (+7.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $490,639Liabilities 2010: $10,900Net Assets 2010: $479,7392010Assets 2011: $501,351Liabilities 2011: $39,166Net Assets 2011: $462,1852011Assets 2012: $476,720Liabilities 2012: $0Net Assets 2012: $476,7202012Assets 2013: $468,172Liabilities 2013: $0Net Assets 2013: $468,1722013Assets 2014: $467,792Liabilities 2014: $0Net Assets 2014: $467,7922014Assets 2015: $474,379Liabilities 2015: $12015Assets 2016: $468,784Liabilities 2016: $0Net Assets 2016: $468,7842016Assets 2018: $465,283Liabilities 2018: $0Net Assets 2018: $465,2832018Assets 2020: $415,604Liabilities 2020: $2,935Net Assets 2020: $412,6692020Assets 2021: $458,214Liabilities 2021: $9,1182021Assets 2022: $499,925Liabilities 2022: $9,320Net Assets 2022: $490,6052022Assets 2023: $551,303Liabilities 2023: $7,8202023

Highlighted filing

2013

Assets$468,172
Liabilities$0
Net Assets$468,172

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $35,8872010Expenses 2011: $56,3412011Expenses 2012: $23,2002012Expenses 2013: $24,8562013Revenue 2014: $31,514Expenses 2014: $31,894Net Income 2014: -$3802014Revenue 2015: $40,711Expenses 2015: $34,124Net Income 2015: $6,5872015Revenue 2016: $34,528Expenses 2016: $40,123Net Income 2016: -$5,5952016Revenue 2018: $55,335Expenses 2018: $40,105Net Income 2018: $15,2302018Revenue 2020: $25,119Expenses 2020: $48,217Net Income 2020: -$23,0982020Revenue 2021: $81,043Expenses 2021: $44,616Net Income 2021: $36,4272021Revenue 2022: $74,197Expenses 2022: $37,368Net Income 2022: $36,8292022Revenue 2023: $101,852Expenses 2023: $47,880Net Income 2023: $53,9722023

Highlighted filing

2013

Revenue-
Expenses$24,856
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jan 2, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBRA BARKERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-YOUTH PROGRAM & HABITAT FOR HUMANITY-BETHLEHEM, PA, US$7,000
Paid Grant-SCHOLARSHIP IN THE FIELD OF ENGINEERING-SAN LUIS OBISPO, CA, US$5,000
Paid Grant-SERVICES FOR TROUBLED TEENS-ALLENTOWN, PA, US$4,500
Paid Grant-ANNUAL GIVING-ALLENTOWN, PA, US$1,125
Paid Grant-ANNUAL GIVING-ALLENTOWN, PA, US$1,000
Paid Grant-PROGRAM FOR LEARNING SHAKESPEARE-CENTER VALLEY, PA, US$960
Paid Grant-EDUCATIONAL WORKSHOPS-SEDONA, AZ, US$500
Paid Grant-EDUCATE & SUPPORT HISTORIC SITES-BETHLEHEM, PA, US$250
Paid Grant-RESCUE, REHABILITATION & RESTORATION FOR HOMELESS MEN-ALLENTOWN, PA, US$200
Paid Grant-PROGRAM FOR CHILDREN WITH BEHAVIOR PROBLEMS-BETHLEHEM, PA, US$200
Paid Grant-PROMOTE THE ARTS WITHIN LEHIGH VALLEY-ALLENTOWN, PA, US$100
Filing and Contact Details

Filer

EIN
23-2805616
Raw XML AppendixShowing 400 of 405 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
ExplnOfNonFilingWithAGStmt/Statement0SINCE THE FOUNDATION RECEIVED LESS THAN $25,000 IN CONTRIBUTIONS DURING ITS MOST RECENTLY COMPLETED FISCAL YEAR, THE FOUNDATION IS EXEMPT FROM FILING AN IRS 990-PF TAX RETURN WITH THE COMMONWEALTH OF PENNSYLVANIA.
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock03M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2WALMART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3VANGUARD SCOTTSDALE FDS INTERMEDIATE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7TEVA PHARMACEUTICAL INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10SPDR GOLD TR GOLD SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11ROYAL DUTCH SHELL ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14NOVO-NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JOHNSON & JOHNSON
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20ISHARES MSCI EMERGING MARKETS ETF
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23ECOLAB INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29ACCENTURE PLC
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount44500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5960
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81125
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount107000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROMOTE THE ARTS WITHIN LEHIGH VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1RESCUE, REHABILITATION & RESTORATION FOR HOMELESS MEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL WORKSHOPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3EDUCATE & SUPPORT HISTORIC SITES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SERVICES FOR TROUBLED TEENS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5PROGRAM FOR LEARNING SHAKESPEARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6PROGRAM FOR CHILDREN WITH BEHAVIOR PROBLEMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7SCHOLARSHIP IN THE FIELD OF ENGINEERING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8ANNUAL GIVING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9ANNUAL GIVING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10YOUTH PROGRAM & HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0LEHIGH VALLEY ARTS COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1ALLENTOWN RESCUE MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2SEDONA INTERNATIONAL FILM FESTIVAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3HISTORIC BETHLEHEM PARTNERSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4VALLEY YOUTH HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5PENNSYLVANIA SHAKESPEARE FESTIVAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6CHILD CARE INFORMATION SERVICES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7CALIFORNIA POLYTECHNICAL INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8ALLENTOWN ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9LEHIGH VALLEY CENTER FOR INDEPENDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10FIRST PRESBYTERIAN CHURCH OF BETHLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10840 HAMILTON STREET SUITE 201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11355 W HAMILTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122030 W STATE ROUTE 89A SUITE A-3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13505 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14829 LINDEN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152755 STATION AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine162200 W BROAD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171 GRAND AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine185TH AND COURT STREETS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19435 ALLENTOWN DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1102344 CENTER STREET
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ALLENTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SEDONA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BETHLEHEM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ALLENTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5CENTER VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6BETHLEHEM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7SAN LUIS OBISPO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8ALLENTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9ALLENTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10BETHLEHEM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode018101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode118105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode286336
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode318018
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode418101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode518034
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode618018
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode793407
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode818105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode918109
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1018017
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear020835
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome03670
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03670
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03670
TaxesSchedule/Taxes/AdjustedNetIncome0231
TaxesSchedule/Taxes/Amount0231
TaxesSchedule/Taxes/Amount1120
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome0231
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0232805616
ReturnHeader/Filer/Name/BusinessNameLine10GRANT M BROWN MEMORIAL FOUNDATION
ReturnHeader/Filer/NameControl0GRAN
ReturnHeader/Filer/Phone06103956766
ReturnHeader/Filer/USAddress/AddressLine102160 OVERHILL ROAD
ReturnHeader/Filer/USAddress/City0ALLENTOWN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018103
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-02
ReturnHeader/Officer/Name0BARBRA BARKER
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KAUNITZ & COMPANY CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101038 TREXLERTOWN RD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BREINIGSVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0180311665
ReturnHeader/Preparer/Name0STEVEN KAUNITZ
ReturnHeader/Preparer/Phone06103956766
ReturnHeader/Preparer/SelfEmployed0X

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