Civic Intelligence

Derry Township School District Trust

990 • Fiscal year 2019 • EIN 23-6242722

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileN/A
PO Box 3215Lancaster, PA 17604-3215

(717) 672-2026

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

3rd percentile

0.00x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

17th percentile

$127,789

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$39,882,090

Up $14,293,943 (+56%) from 2011

Net Assets

Up

$39,882,090

Up $14,293,943 (+56%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin84th percentile

Revenue

$2,759,995

No earlier filing loaded for comparison.

Expenses

Down

$1,934,619

Down $12,141 (-0.6%) from 2011

Net Income

$825,376

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2010: $23,919,935Liabilities 2010: $0Net Assets 2010: $23,919,9352010Assets 2011: $25,588,147Liabilities 2011: $0Net Assets 2011: $25,588,1472011Assets 2019: $39,882,090Liabilities 2019: $0Net Assets 2019: $39,882,0902019Assets 2020: $40,412,278Liabilities 2020: $0Net Assets 2020: $40,412,2782020Assets 2021: $43,613,327Liabilities 2021: $0Net Assets 2021: $43,613,3272021Assets 2022: $43,456,953Liabilities 2022: $0Net Assets 2022: $43,456,9532022Assets 2023: $43,593,465Liabilities 2023: $0Net Assets 2023: $43,593,4652023Assets 2024: $44,213,383Liabilities 2024: $0Net Assets 2024: $44,213,3832024

Highlighted filing

2019

Assets$39,882,090
Liabilities$0
Net Assets$39,882,090
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,009,2702010Expenses 2011: $1,946,7602011Revenue 2019: $2,759,995Expenses 2019: $1,934,619Net Income 2019: $825,3762019Revenue 2020: $2,338,831Expenses 2020: $1,848,739Net Income 2020: $490,0922020Revenue 2021: $5,835,040Expenses 2021: $2,563,229Net Income 2021: $3,271,8112021Revenue 2022: $2,708,798Expenses 2022: $2,863,783Net Income 2022: -$154,9852022Revenue 2023: $2,294,110Expenses 2023: $2,247,684Net Income 2023: $46,4262023Revenue 2024: $2,694,481Expenses 2024: $2,098,677Net Income 2024: $595,8042024

Highlighted filing

2019

Revenue$2,759,995
Expenses$1,934,619
Net Income$825,376
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.0
Gross Receipts
$21,197,178
Mission and Program Overview

Mission

Assisting derry township school district in the upkeep and maintenance of the school district's public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$39,296,260$39,882,090▲ $585,830
Investments in Publicly Traded Securities$37,906,844$38,686,370▲ $779,526
Savings and Temporary Cash Investments$1,389,416$1,195,720▼ $193,696
Total Assets$39,296,260$39,882,090▲ $585,830
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$39,296,260$39,882,090▲ $585,830
Total Liabilities and Net Assets / Fund Balance$39,296,260$39,882,090▲ $585,830
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$127,789$127,789
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,759,995
Other Revenue
$0
Change in Net Assets
$825,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,759,024
Salaries, Compensation, and Employee Benefits$127,789
Other Expenses$47,806
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,759,024--$1,759,024
Current Officers, Directors, Trustees, and Key Employees-$127,789-$127,789
Fees for Service Investment Mgmnt Fees-$29,987-$29,987
All Other Expenses-$17,819-$17,819
Total Functional Expenses$1,759,024$175,595$0$1,934,619
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Derry Township School DistrictHershey, PA501(c)(3)Education Assistance$1,759,024
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Irs form 990 is reviewed by a tax officer of the institutional trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The trustee, fulton bank, n.a., regularly and consistently monitors and enforces compliance with its conflict of interest policy through training and reporting initiatives in accordance with federal and state laws applicable to banking institutions.”

FORM 990, PAGE 6, PART VI, LINE 15A

“The trustee, fulton bank, n.a., provides investment management, administrative, and tax preperation services to the organization and is compensated in accordance with its published fee schedule. Fees for these services are competitive in the marketplace.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are not generally available to the public unless required due to inclusion with a form that is required to be publicly available, in which case, those documents can be obtained upon request.”

Filing and Contact Details

Filer

Filer Name
Derry Township School District Trust
EIN
23-6242722
Phone
7176722026
Address
PO BOX 3215, LANCASTER, PA 17604-3215
Doing Business As
M S Hershey Tw Dtsd

Signing Officer

Name
Fulton Bank N a by Wesley S Lewis
Title
Vice President
Phone
7176722026
Signed
2020-11-09

Organization Details

Formed
1946
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Money market, mutual fund, and corporate stock income and expense items properly recognized in the current tax year and posted to the balance sheet subseqent to year end.....-$3,424; accrued bond interest expense recognized in the current tax year or to be recognized in the subsequent tax year and posted to the balance sheet in the prior tax year or current tax year respectively.....-$1,009; capital gains and losses recognized in the prior tax year and posted to the balance sheet in the current year.....-$234,227; cost basis adjustments due to return of capital, spin offs, stock dividends, and mergers.....-$886.”

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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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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01759024
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DERRY TOWNSHIP SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0236003648
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt030 EAST GRANADA AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HERSHEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd017033
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS ITS GRANTS TO ENSURE THAT THE FUNDS ARE BEING USED FOR THE PROPER PURPOSES THROUGH REGULAR COMMUNICAITON,BI -ANNUAL MEETINGS, AND PERIODIC CORRESPONDENCE WITH THE GRANTEE ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IRS FORM 990 IS REVIEWED BY A TAX OFFICER OF THE INSTITUTIONAL TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE, FULTON BANK, N.A., REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH TRAINING AND REPORTING INITIATIVES IN ACCORDANCE WITH FEDERAL AND STATE LAWS APPLICABLE TO BANKING INSTITUTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE, FULTON BANK, N.A., PROVIDES INVESTMENT MANAGEMENT, ADMINISTRATIVE, AND TAX PREPERATION SERVICES TO THE ORGANIZATION AND IS COMPENSATED IN ACCORDANCE WITH ITS PUBLISHED FEE SCHEDULE. FEES FOR THESE SERVICES ARE COMPETITIVE IN THE MARKETPLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC UNLESS REQUIRED DUE TO INCLUSION WITH A FORM THAT IS REQUIRED TO BE PUBLICLY AVAILABLE, IN WHICH CASE, THOSE DOCUMENTS CAN BE OBTAINED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MONEY MARKET, MUTUAL FUND, AND CORPORATE STOCK INCOME AND EXPENSE ITEMS PROPERLY RECOGNIZED IN THE CURRENT TAX YEAR AND POSTED TO THE BALANCE SHEET SUBSEQENT TO YEAR END.....-$3,424; ACCRUED BOND INTEREST EXPENSE RECOGNIZED IN THE CURRENT TAX YEAR OR TO BE RECOGNIZED IN THE SUBSEQUENT TAX YEAR AND POSTED TO THE BALANCE SHEET IN THE PRIOR TAX YEAR OR CURRENT TAX YEAR RESPECTIVELY.....-$1,009; CAPITAL GAINS AND LOSSES RECOGNIZED IN THE PRIOR TAX YEAR AND POSTED TO THE BALANCE SHEET IN THE CURRENT YEAR.....-$234,227; COST BASIS ADJUSTMENTS DUE TO RETURN OF CAPITAL, SPIN OFFS, STOCK DIVIDENDS, AND MERGERS.....-$886.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0236003648
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt030 EAST GRANADA AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HERSHEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01759024
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0DERRY TOWNSHIP SCHOOL DISTRICT
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt039296260
IRS990/TotalAssetsEOYAmt039882090
IRS990/TotalAssetsGrp/BOYAmt039296260
IRS990/TotalAssetsGrp/EOYAmt039882090
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0175595
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01759024
IRS990/TotalFunctionalExpensesGrp/TotalAmt01934619
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt039296260
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039882090
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01759024
IRS990/TotalReportableCompFromOrgAmt0127789
IRS990/TotalRevenueGrp/ExclusionAmt02759995
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02759995
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt039296260
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt039882090
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ONE PENN SQUARE
IRS990/USAddress/CityNm0LANCASTER
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd017602
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FULTON BANK N A BY WESLEY S LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07176722026
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DERRY TOWNSHIP SCHOOL DISTRICT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DERR
ReturnHeader/Filer/EIN0236242722
ReturnHeader/Filer/PhoneNum07176722026
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3215
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0176043215
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId065C468EA62C71F6E34A6407ED3DF352BB6ADE706
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId065C468EA62C71F6E34A6407ED3DF352BB6ADE706
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.201.91.11
ReturnHeader/ReturnTs02020-11-09T19:00:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,882,090
Liabilities
$0
Net assets
$39,882,090
Revenue
$2,759,995
Expenses
$1,934,619
Net income
$825,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.2$0.00$44.2$2.69$2.10$0.60
2023Detailed filing. Detailed filing data is available for this year.$43.6$0.00$43.6$2.29$2.25$0.05
2022Detailed filing. Detailed filing data is available for this year.$43.5$0.00$43.5$2.71$2.86$0.15
2021Detailed filing. Detailed filing data is available for this year.$43.6$0.00$43.6$5.84$2.56$3.27
2020Detailed filing. Detailed filing data is available for this year.$40.4$0.00$40.4$2.34$1.85$0.49
2019Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$2.76$1.93$0.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$0.00$25.6$1.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$0.00$23.9$2.01