Civic Intelligence

First Savings Community Foundation

990PF • Fiscal year 2014 • EIN 23-2984663

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

219 South Ninth Street PO Box 176Perkasie, PA 18944-0176

(215) 257-5035

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

13th percentile

-31%

Higher net margin than 13% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

30th percentile

-2.2%

Faster asset growth than 30% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-10%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$2,283,630

Down $50,549 (-2.2%) from 2013

Net Assets

Down

$2,283,630

Down $50,549 (-2.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$164,483

Down $19,212 (-10%) from 2013

Expenses

Up

$215,032

Up $24,732 (+13%) from 2013

Net Income

Down

-$50,549

Down $43,944 (-665%) from 2013

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $2,414,739Liabilities 2011: $02011Assets 2012: $2,340,784Liabilities 2012: $02012Assets 2013: $2,334,179Liabilities 2013: $0Net Assets 2013: $2,334,1792013Assets 2014: $2,283,630Liabilities 2014: $0Net Assets 2014: $2,283,6302014Assets 2015: $2,633,490Liabilities 2015: $0Net Assets 2015: $2,633,4902015Assets 2017: $3,330,955Liabilities 2017: $0Net Assets 2017: $3,330,9552017Assets 2018: $3,786,351Liabilities 2018: $0Net Assets 2018: $3,786,3512018Assets 2019: $4,552,799Liabilities 2019: $0Net Assets 2019: $4,552,7992019Assets 2020: $4,727,484Liabilities 2020: $0Net Assets 2020: $4,727,4842020Assets 2021: $5,460,744Liabilities 2021: $0Net Assets 2021: $5,460,7442021Assets 2022: $6,222,660Liabilities 2022: $0Net Assets 2022: $6,222,6602022Assets 2023: $7,019,753Liabilities 2023: $0Net Assets 2023: $7,019,7532023Assets 2024: $8,084,934Liabilities 2024: $0Net Assets 2024: $8,084,9342024

Highlighted filing

2014

Assets$2,283,630
Liabilities$0
Net Assets$2,283,630

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $187,847Expenses 2011: $184,579Net Income 2011: $3,2682011Revenue 2012: $98,838Expenses 2012: $172,793Net Income 2012: -$73,9552012Revenue 2013: $183,695Expenses 2013: $190,300Net Income 2013: -$6,6052013Revenue 2014: $164,483Expenses 2014: $215,032Net Income 2014: -$50,5492014Revenue 2015: $554,011Expenses 2015: $204,151Net Income 2015: $349,8602015Revenue 2017: $941,034Expenses 2017: $330,500Net Income 2017: $610,5342017Revenue 2018: $997,623Expenses 2018: $542,227Net Income 2018: $455,3962018Revenue 2019: $1,350,611Expenses 2019: $584,163Net Income 2019: $766,4482019Revenue 2020: $676,308Expenses 2020: $501,623Net Income 2020: $174,6852020Revenue 2021: $1,382,290Expenses 2021: $649,030Net Income 2021: $733,2602021Revenue 2022: $1,848,001Expenses 2022: $1,086,085Net Income 2022: $761,9162022Revenue 2023: $1,764,330Expenses 2023: $967,237Net Income 2023: $797,0932023Revenue 2024: $1,969,594Expenses 2024: $904,413Net Income 2024: $1,065,1812024

Highlighted filing

2014

Revenue$164,483
Expenses$215,032
Net Income-$50,549
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER H CRESSMANDirector-$0--
ROBERT L BYERS JRDirector-$0--
E RICHARD AICHELE IIIDirector-$0--
FREDERICK E SCHEAPresident/CEO-$0--
W THOMAS LOMAXDirector-$0--
JEFFREY A NAUGLEDirector-$0--
STEPHANIE S LARUEGeneral Counsel & Secretary-$0--
CAROLINE H DOYLECFO-$0--
KIMBERLY WEICHELAsst Secretary-$0--
CHERI FREEHDirector-$0--
THOMAS P BURNSAssistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
First Savings Community Foundation
EIN
23-2984663
In Care Of
% FOUNDATION - PERKASIE PA
Phone
2152575035
Address
219 SOUTH NINTH STREET PO BOX 176, PERKASIE, PA 18944-0176

Signing Officer

Name
Caroline Doyle
Title
CFO
Signed
2015-11-12

Preparer

Firm
Bdo USA Llp
Address
945 E PARK DR STE 103, HARRISBURG, PA 17111
Preparer
Steven J Masterson
Phone
7172338800
Raw XML AppendixShowing 400 of 941 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT FEES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0625732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11402727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt291636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TRUST PREFERRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0625462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11841675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2110413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt032279
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt084
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0164483
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08413
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt023866
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023866
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-50549
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02283630
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02334179
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02283630
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0134365
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0134365
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0134365
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0136010
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01645
IRS990PF/DistributableAmountGrp/TotalTaxAmt01645
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01070
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01070
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02715
IRS990PF/FMVAssetsEOYAmt02741085
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt016150
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014526
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02577550
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02334179
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02283630
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02761621
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0237438
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02514611
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041424
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt09572
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0136010
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALTER H CRESSMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT L BYERS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2E RICHARD AICHELE III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FREDERICK E SCHEA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4W THOMAS LOMAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JEFFREY A NAUGLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6STEPHANIE S LARUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7CAROLINE H DOYLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8KIMBERLY WEICHEL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10THOMAS P BURNS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT/CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6GENERAL COUNSEL & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10ASSISTANT TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0219 S NINTH ST PO BOX 176
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1219 S NINTH ST PO BOX 176
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2219 S NINTH ST PO BOX 176
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3219 S NINTH ST PO BOX 176
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4219 S NINTH ST PO BOX 176
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5219 S NINTH ST PO BOX 176
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