Civic Intelligence

Stephen G Calvert Memorial Merit

990PF • Fiscal year 2017 • EIN 23-2816413

Nov 01, 2016 to Oct 31, 2017 • Filed on Jan 16, 2018

905 Airport Road Suite 400West Chester, PA 19380

(610) 949-7642

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-5.5%

Higher net margin than 31% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

43%

Faster asset growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-54%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$20,522

Up $6,125 (+43%) from 2016

Net Assets

Up

$20,522

Up $6,125 (+43%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$60,000

Down $70,000 (-54%) from 2016

Expenses

Down

$63,271

Down $68,207 (-52%) from 2016

Net Income

Down

-$3,271

Down $1,793 (-121%) from 2016

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $22,332Liabilities 2011: $02011Assets 2012: $11,241Liabilities 2012: $0Net Assets 2012: $11,2412012Assets 2013: $16,327Liabilities 2013: $02013Assets 2014: $5,530Liabilities 2014: $12014Assets 2015: $14,605Liabilities 2015: $12015Assets 2016: $14,397Liabilities 2016: $0Net Assets 2016: $14,3972016Assets 2017: $20,522Liabilities 2017: $0Net Assets 2017: $20,5222017

Highlighted filing

2017

Assets$20,522
Liabilities$0
Net Assets$20,522

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $224,812Expenses 2011: $218,852Net Income 2011: $5,9602011Expenses 2012: $211,0912012Revenue 2013: $203,186Expenses 2013: $198,100Net Income 2013: $5,0862013Revenue 2014: $180,000Expenses 2014: $190,797Net Income 2014: -$10,7972014Revenue 2015: $185,000Expenses 2015: $179,093Net Income 2015: $5,9072015Revenue 2016: $130,000Expenses 2016: $131,478Net Income 2016: -$1,4782016Revenue 2017: $60,000Expenses 2017: $63,271Net Income 2017: -$3,2712017

Highlighted filing

2017

Revenue$60,000
Expenses$63,271
Net Income-$3,271
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jan 16, 2018
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN M MOONEYPresident-$0--
FRANK PELONETreasurer-$0--
DONNA CURTISSecretary-$0--
DAN BRAEMAssistant Tr-$0--
Filing and Contact Details

Filer

Filer Name
Stephen G Calvert Memorial Merit
EIN
23-2816413
Phone
6109497642
Address
905 AIRPORT ROAD SUITE 400, WEST CHESTER, PA 19380

Signing Officer

Name
Frank Pelone
Title
Treasurer
Phone
6106676700
Signed
2018-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Ginader Jones & Co Llp
Address
1 HIGHLANDS BOULEVARD SUITE 201, ARCHBALD, PA 18403-1506
Preparer
Michael a Lawrence
Phone
5703473377
Raw XML Appendix336 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4101 HUMBER PLACE ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 51
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7460 MANLEY FARM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt810576 TR 114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9110 KOLSONS COURT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SOMERSET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KING OF PRUSSIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GEORGETOWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7REIDSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8VAN BUREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9SOMERSET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd439854
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd642759
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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/AppliedToCurrentYearAmt010452
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010452
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0127430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0168026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0182019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0175396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0193060
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0193060
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0703937
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt051066
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0127430
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0168026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0182019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0175396
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061518
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt051066
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0896997
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0845931
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0KEYSTONE FOODS LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0905 AIRPORT ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WEST CHESTER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0PA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd019380
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt060000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0153
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09396
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0RETURN OF UNUSED SCHOLARSHIPS
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK PELONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06106676700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHEN G CALVERT MEMORIAL MERIT
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0232816413
ReturnHeader/Filer/PhoneNum06109497642
ReturnHeader/Filer/USAddress/AddressLine1Txt0905 AIRPORT ROAD SUITE 400
ReturnHeader/Filer/USAddress/CityNm0WEST CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019380
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B153D2D1722AABC50A481D276B3148EEC27C085
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B153D2D1722AABC50A481D276B3148EEC27C085
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231925864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GINADER JONES & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 HIGHLANDS BOULEVARD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCHBALD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0184031506
ReturnHeader/PreparerPersonGrp/PhoneNum05703473377
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A LAWRENCE
ReturnHeader/ReturnTs02018-01-29T10:58:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

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