Civic Intelligence

Lloyd J Schumacker Fund

990PF • Fiscal year 2012 • EIN 23-6251929

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

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.

2012 filings • $500k-$1M 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

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

26th percentile

-4.4%

Faster asset growth than 26% of similar nonprofits.

2012 filings • $500k-$1M 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 / Assets35th percentile

Assets

Down

$722,495

Down $33,484 (-4.4%) from 2011

Net Assets

Down

$722,495

Down $33,484 (-4.4%) 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

$75,806

Up $36,780 (+94%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2012

Assets$722,495
Liabilities$0
Net Assets$722,495
Open 2012 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

2012

Revenue-
Expenses$75,806
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPENN HOSA FOUNDATION INCGENERALPUBLIC CHARITYHARRISBURG, PA, US$35,000
Paid GrantSUPPORT THE MET BROADCASTS - THE METROPOLITAN OPERAGENERALPUBLIC CHARITYNEW YORK, NY, US$25,000
Paid GrantBERWYN FIRE COMPANYGENERALPUBLIC CHARITYBERWYN, PA, US$5,000
Filing and Contact Details

Filer

EIN
23-6251929
Raw XML Appendix335 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0800
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AppliedToPriorYearElection/Election0LLOYD J. SCHUMACKER FUND EIN 23-6251929567 S. WATERLOO ROADDEVON, PA 19333PURSUANT TO IRC SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HERBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/10.AMOUNT $10,849SIGNED:__BETSY SCHUMACKER,TRUSTEE________________ NAME AND TITLE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue067405
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV053050
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0WELLS FARGO ADVANTAGE TOTAL RETURN BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0152251
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0414860
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0GENUINE PARTS CO, COMMON
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0473000
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-33484
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss04716
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss075806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome049704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses042322
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03806
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02284
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss010806
IRS990PF/BalanceSheets/CapitalStockBOY0746785
IRS990PF/BalanceSheets/CapitalStockEOY0713301
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IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY067405
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IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY09194
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0722495
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-7382
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis043034
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02002-06-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-09-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset02629.6 SHS WELLS FARGO ADV TOT RT BD FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-8034
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1652
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-8034
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1652
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice035000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1652
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-33484
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0722495
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted060743
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj060743
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IRS990PF/DistributableAmount/MinimumInvestmentReturn061217
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0474
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0486
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0960
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0474
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0960
IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01242975
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances09962
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01233013
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable018645
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn061217
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0BETSY SCHUMACKER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10567 S WATERLOO ROAD
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06102133289
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DEVON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SUPPORT THE MET BROADCASTS - THE METROPOLITAN OPERA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12BERWYN FIRE COMPANY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1223 BRIDGE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HARRISBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BERWYN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017108
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode110023
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode219312
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear01218
IRS990PF/UndistributedIncome/AppliedToPriorYears010849
IRS990PF/UndistributedIncome/AppliedToYear1056739
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted060743
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions068806
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears010849
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY059525
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear056739
LegalFeesSchedule/LegalFees/Amount03006
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps03006
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/Description0WACHOVIA CUSTODY FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02284
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02284
TaxesSchedule/Taxes/Amount01461
TaxesSchedule/Taxes/Amount13255
TaxesSchedule/Taxes/Category0FEDERAL TAXES
TaxesSchedule/Taxes/Category1IRS EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-05-10
ReturnHeader/Officer/Name0BETSY SCHUMACKER
ReturnHeader/Officer/Phone06102133289
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-10
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/Name0THOMAS J FLEMING
ReturnHeader/Preparer/Phone02155677770
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T12:46:08-05:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$722,495
Liabilities
$0
Net assets
$722,495
Revenue
-
Expenses
$75,806
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