Civic Intelligence

Haney Memorial Fund Td

990PF • Fiscal year 2012 • EIN 23-6220412

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 12, 2013

Organization Profile
1 West 4th Street D4000-04127101
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

90th percentile

$66,958

Higher top officer pay than 90% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

36th percentile

-1.4%

Faster asset growth than 36% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$6,901,974

Down $98,001 (-1.4%) from 2011

Net Assets

Down

$6,901,974

Down $98,001 (-1.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$437,580

Up $63,153 (+17%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$10M$5.0M$0Assets 2010: $7,127,893Liabilities 2010: $0Net Assets 2010: $7,127,8932010Assets 2011: $6,999,975Liabilities 2011: $0Net Assets 2011: $6,999,9752011Assets 2012: $6,901,974Liabilities 2012: $0Net Assets 2012: $6,901,9742012Assets 2018: $6,769,589Liabilities 2018: $0Net Assets 2018: $6,769,5892018Assets 2019: $7,064,926Liabilities 2019: $0Net Assets 2019: $7,064,9262019Assets 2020: $6,906,673Liabilities 2020: $0Net Assets 2020: $6,906,6732020Assets 2021: $9,218,235Liabilities 2021: $0Net Assets 2021: $9,218,2352021Assets 2022: $8,823,255Liabilities 2022: $0Net Assets 2022: $8,823,2552022Assets 2023: $8,393,234Liabilities 2023: $0Net Assets 2023: $8,393,2342023Assets 2024: $8,050,036Liabilities 2024: $0Net Assets 2024: $8,050,0362024

Highlighted filing

2012

Assets$6,901,974
Liabilities$0
Net Assets$6,901,974
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $462,3882010Expenses 2011: $374,4272011Expenses 2012: $437,5802012Revenue 2018: $419,013Expenses 2018: $472,920Net Income 2018: -$53,9072018Revenue 2019: $804,818Expenses 2019: $503,588Net Income 2019: $301,2302019Revenue 2020: $346,669Expenses 2020: $507,410Net Income 2020: -$160,7412020Revenue 2021: $2,804,702Expenses 2021: $515,694Net Income 2021: $2,289,0082021Revenue 2022: $146,828Expenses 2022: $543,661Net Income 2022: -$396,8332022Revenue 2023: $76,633Expenses 2023: $504,612Net Income 2023: -$427,9792023Revenue 2024: $168,107Expenses 2024: $510,189Net Income 2024: -$342,0822024

Highlighted filing

2012

Revenue-
Expenses$437,580
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 12, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$66,958-$66,958
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUniversity of PennsylvaniaGENERAL SUPPORTEXEMPTPHILADELPHIA, PA, US$353,333
Paid GrantNORTHERN HOME FOR CHILDRENGENERALEXEMPTPHILADELPHIA, PA, US$500
Paid GrantTHE AMERICAN ACADEMY OFGENERALEXEMPTPHILADELPHIA, PA, US$250
Paid GrantTHE MUSICAL FUND SOCIETY of PAGENERALEXEMPTPHILADELPHIA, PA, US$250
Paid GrantTHE ACADEMY OF NATURAL SCIENCESGENERAL SUPPORTEXEMPTPHILADELPHIA, PA, US$250
Paid GrantMOORE COLLEGE OF ARTGENERALEXEMPTPHILADELPHIA, PA, US$250
Paid GrantTHE HISTORICAL SOCIETY OF PAGENERALEXEMPTPHILADELPHIA, PA, US$250
Paid GrantThe Franklin InstituteGENERALEXEMPTPHILADELPHIA, PA, US$250
Paid GrantLANKENAU HOSPITALGENERAL SUPPORTEXEMPTBRYN MAWR, PA, US$250
Filing and Contact Details

Filer

EIN
23-6220412
Raw XML AppendixShowing 400 of 499 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/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation066958
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 WEST WT HARRIS BLVD D1114-044
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode028288
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0377522
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0377522
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0377522
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367478186
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101W 4TH ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINSTON SALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode027107
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NECTFilingInLieuOFForm10410X
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102006
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5353333
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount7500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount8250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE AMERICAN ACADEMY OF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE MUSICAL FUND SOCIETY of PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE ACADEMY OF NATURAL SCIENCES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MOORE COLLEGE OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE HISTORICAL SOCIETY OF PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15University of Pennsylvania
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16The Franklin Institute
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17NORTHERN HOME FOR CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18LANKENAU HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20Annenberg Public Policy Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21ATTN M HEER TREAS OFFI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22MAANI WALDOR ASST DIR P
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine23ATTENTION LORI KUBICKY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine24ATTN A SAVELLONI CONTRO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10202 S 36TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11POST OFFICE BOX 22464
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121900 BENJAMIN FRANKLIN PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1320TH STREET THE PARKWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141300 LOCUST STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153451 WALNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16222 NORTH 20TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine175301 RIDGE AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18130 SOUTH BRYN MAWR AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8BRYN MAWR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode019104

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,901,974
Liabilities
$0
Net assets
$6,901,974
Revenue
-
Expenses
$437,580
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.17$0.51$0.34
2023Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.08$0.50$0.43
2022Detailed filing. Detailed filing data is available for this year.$8.82$0.00$8.82$0.15$0.54$0.40
2021Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$2.80$0.52$2.29
2020Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.35$0.51$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.80$0.50$0.30
2018Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.42$0.47$0.05
2012Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.44
2011Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.37
2010Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$0.46