Civic Intelligence

Lloyd J Schumacker Fund

990PF • Fiscal year 2011 • EIN 23-6251929

Jan 01, 2011 to Dec 31, 2011 • Filed on May 04, 2012

Organization Profile
567 S Waterloo Road19333
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

56th percentile

1.4%

Faster asset growth than 56% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$755,979

Up $10,758 (+1.4%) from 2010

Net Assets

Up

$755,979

Up $10,758 (+1.4%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$39,026

Down $8,854 (-18%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$800K$600K$400K$200K$0Assets 2010: $745,221Liabilities 2010: $0Net Assets 2010: $745,2212010Assets 2011: $755,979Liabilities 2011: $0Net Assets 2011: $755,9792011Assets 2012: $722,495Liabilities 2012: $0Net Assets 2012: $722,4952012Assets 2013: $648,403Liabilities 2013: $0Net Assets 2013: $648,4032013Assets 2014: $639,510Liabilities 2014: $0Net Assets 2014: $639,5102014Assets 2015: $634,661Liabilities 2015: $0Net Assets 2015: $634,6612015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2011

Assets$755,979
Liabilities$0
Net Assets$755,979
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $47,8802010Expenses 2011: $39,0262011Expenses 2012: $75,8062012Revenue 2013: $36,104Expenses 2013: $110,196Net Income 2013: -$74,0922013Revenue 2014: $45,290Expenses 2014: $54,183Net Income 2014: -$8,8932014Revenue 2015: $49,606Expenses 2015: $54,455Net Income 2015: -$4,8492015Revenue 2016: $53,177Expenses 2016: $1,376,947Net Income 2016: -$1,323,7702016

Highlighted filing

2011

Revenue-
Expenses$39,026
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 4, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT F SCHUMACKERTrustee-$0--
BETSY SCHUMACKERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPENN HOSA FOUNDATION INCGENERALPUBLIC CHARITYHARRISBURG, PA, US$20,000
Paid GrantTHE METROPOLITAN OPERAGENERALPUBLIC CHARITYNEW YORK, NY, US$15,000
Filing and Contact Details

Filer

EIN
23-6251929
Raw XML Appendix320 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0WELLS FARGO ADVANTAGE TOTAL RETURN BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0152251
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0399330
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted056739
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0949
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03465
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable017570
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 1026
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OtherExpensesSchedule/OtherExpenses/Description0WACHOVIA CUSTODY FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK FEES AND OTHER
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02142
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02142
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1200
TaxesSchedule/Taxes/Amount0934
TaxesSchedule/Taxes/Category0FEDERAL ESTIMATED TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0236251929
ReturnHeader/Filer/Name/BusinessNameLine10LLOYD J SCHUMACKER FUND
ReturnHeader/Filer/NameControl0LLOY
ReturnHeader/Filer/Phone06102133289
ReturnHeader/Filer/USAddress/AddressLine10567 S WATERLOO ROAD
ReturnHeader/Filer/USAddress/City0DEVON
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019333
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-04
ReturnHeader/Officer/Name0BETSY SCHUMACKER
ReturnHeader/Officer/Phone06102133289
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0232896692
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BBD LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101835 MARKET STREET 26TH FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0PHILADELPHIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode019103
ReturnHeader/Preparer/Name0NICOLE ROSSO
ReturnHeader/Preparer/Phone02155677770
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-15T09:37:32-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$755,979
Liabilities
$0
Net assets
$755,979
Revenue
-
Expenses
$39,026
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.05$1.38$1.32
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.05$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.04$0.11$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.05