Civic Intelligence

Gertrude & Clarence Mellinger Scholarship Fund

990PF • Fiscal year 2015 • EIN 23-2833247

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

47 E Main St Pob 457Ephrata, PA 17522-0457

(717) 733-6576

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$6,858

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

44th percentile

-0.9%

Faster asset growth than 44% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-32%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$832,240

Down $7,372 (-0.9%) from 2014

Net Assets

$832,240

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$43,326

Down $20,276 (-32%) from 2014

Expenses

Down

$50,698

Down $4,045 (-7.4%) from 2014

Net Income

Down

-$7,372

Down $16,231 (-183%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $828,453Liabilities 2011: $02011Assets 2012: $820,660Liabilities 2012: $02012Assets 2013: $830,753Liabilities 2013: $02013Assets 2014: $839,612Liabilities 2014: $02014Assets 2015: $832,240Liabilities 2015: $0Net Assets 2015: $832,2402015Assets 2016: $827,155Liabilities 2016: $0Net Assets 2016: $827,1552016Assets 2017: $845,044Liabilities 2017: $0Net Assets 2017: $845,0442017Assets 2018: $850,264Liabilities 2018: $0Net Assets 2018: $850,2642018Assets 2019: $882,149Liabilities 2019: $0Net Assets 2019: $882,1492019Assets 2020: $861,635Liabilities 2020: $0Net Assets 2020: $861,6352020Assets 2021: $888,221Liabilities 2021: $0Net Assets 2021: $888,2212021Assets 2022: $868,578Liabilities 2022: $0Net Assets 2022: $868,5782022Assets 2023: $876,821Liabilities 2023: $0Net Assets 2023: $876,8212023Assets 2024: $901,079Liabilities 2024: $0Net Assets 2024: $901,0792024

Highlighted filing

2015

Assets$832,240
Liabilities$0
Net Assets$832,240

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $53,677Expenses 2011: $53,396Net Income 2011: $2812011Revenue 2012: $47,776Expenses 2012: $55,569Net Income 2012: -$7,7932012Revenue 2013: $60,014Expenses 2013: $49,921Net Income 2013: $10,0932013Revenue 2014: $63,602Expenses 2014: $54,743Net Income 2014: $8,8592014Revenue 2015: $43,326Expenses 2015: $50,698Net Income 2015: -$7,3722015Revenue 2016: $47,701Expenses 2016: $53,411Net Income 2016: -$5,7102016Revenue 2017: $70,758Expenses 2017: $53,494Net Income 2017: $17,2642017Revenue 2018: $61,923Expenses 2018: $57,328Net Income 2018: $4,5952018Revenue 2019: $87,835Expenses 2019: $55,950Net Income 2019: $31,8852019Revenue 2020: $34,282Expenses 2020: $54,796Net Income 2020: -$20,5142020Revenue 2021: $76,583Expenses 2021: $51,247Net Income 2021: $25,3362021Revenue 2022: $46,286Expenses 2022: $65,929Net Income 2022: -$19,6432022Revenue 2023: $67,829Expenses 2023: $59,586Net Income 2023: $8,2432023Revenue 2024: $83,356Expenses 2024: $59,098Net Income 2024: $24,2582024

Highlighted filing

2015

Revenue$43,326
Expenses$50,698
Net Income-$7,372
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE EPHRATA NATIONAL BANKTrustee-$6,858-$6,858
Filing and Contact Details

Filer

Filer Name
Mellinger Scholarship Fund
EIN
23-2833247
Phone
7177336576
Address
47 E MAIN ST POB 457, EPHRATA, PA 17522-0457

Signing Officer

Name
The Ephrata National Bank
Title
Trustee
Phone
7177336576
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Simon Lever Llp
Address
444 MURRY HILL CIRCLE, LANCASTER, PA 17601
Preparer
Cherie L Cryer
Phone
7175697081
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BROWN CAPITAL MGMT SMALL CO INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42VANGUARD STRATEGIC EQUITY FND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43AMERICAN FUNDS EURO PACIFIC GROWTH F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44OAKMARK INTL FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt037124
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt042175
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01479
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05379
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06858
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01151
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037124
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037124
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7372
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0122909
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06759
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt036763
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0234
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0236
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-1728
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-1728
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01208
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt044109
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt042175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt043326
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02859
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0116150
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0121596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06759
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7372
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0832240
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0839612
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0832240
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt047353
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt047353
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt047353
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt048088
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0735
IRS990PF/DistributableAmountGrp/TotalTaxAmt0735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0735
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FMVAssetsEOYAmt0955818
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0598770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0579028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0591709
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0217583
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0239616
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0350513
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0839612
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0832240
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt014376
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013580
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013580
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0839612
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0832240
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0955818
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0839612
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0832240
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0839612
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0832240
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt08867
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0976401
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020215
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0956186
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014646
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048088
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0961755
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0976401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06858
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE EPHRATA NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt047 E MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EPHRATA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd017522
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt052536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt052904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt049802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt045714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt050976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt049636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt052988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048253
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.061473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0961755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0973621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0947384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0911535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0881279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0861965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt044109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.273123
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt044109
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt044109
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt044109
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.83$0.59$0.24
2023Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.68$0.60$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.46$0.66$0.20
2021Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.77$0.51$0.25
2020Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.34$0.55$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.88$0.56$0.32
2018Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.62$0.57$0.05
2017Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.71$0.53$0.17
2016Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.48$0.53$0.06
2015Detailed filing. Detailed filing data is available for this year.$8.32$0.00$8.32$0.43$0.51$0.07
2014Summary only. Only limited summary data is available for this year.$8.40$0.00$0.64$0.55$0.09
2013Summary only. Only limited summary data is available for this year.$8.31$0.00$0.60$0.50$0.10
2012Summary only. Only limited summary data is available for this year.$8.21$0.00$0.48$0.56$0.08
2011Summary only. Only limited summary data is available for this year.$8.28$0.00$0.54$0.53$0.00