Civic Intelligence

Main Line Kiwanis Trust Fund

990EZ • Fiscal year 2019 • EIN 23-6392738

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 29, 2020

Organization ProfileWWW.PAKIWANIS.ORG
539 Timber LaneDevon, PA 19333

(610) 687-8748

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

47%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$244,088

Up $7,631 (+3.2%) from 2018

Net Assets

Up

$244,088

Up $7,631 (+3.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin100th percentile

Revenue

Up

$8,608

Up $2,765 (+47%) from 2018

Expenses

Flat

$0

Flat from 2018

Net Income

Up

$8,608

Up $2,765 (+47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$400K$300K$200K$100K$0Assets 2010: $156,165Liabilities 2010: $0Net Assets 2010: $156,1652010Assets 2011: $150,955Liabilities 2011: $0Net Assets 2011: $150,9552011Assets 2012: $169,673Liabilities 2012: $0Net Assets 2012: $169,6732012Assets 2013: $176,539Liabilities 2013: $0Net Assets 2013: $176,5392013Assets 2014: $182,857Liabilities 2014: $0Net Assets 2014: $182,8572014Assets 2015: $180,476Liabilities 2015: $0Net Assets 2015: $180,4762015Assets 2016: $195,970Liabilities 2016: $0Net Assets 2016: $195,9702016Assets 2017: $219,532Liabilities 2017: $0Net Assets 2017: $219,5322017Assets 2018: $236,457Liabilities 2018: $0Net Assets 2018: $236,4572018Assets 2019: $244,088Liabilities 2019: $0Net Assets 2019: $244,0882019Assets 2020: $267,240Liabilities 2020: $0Net Assets 2020: $267,2402020Assets 2021: $304,239Liabilities 2021: $0Net Assets 2021: $304,2392021Assets 2022: $254,352Liabilities 2022: $0Net Assets 2022: $254,3522022Assets 2023: $279,230Liabilities 2023: $0Net Assets 2023: $279,2302023Assets 2024: $339,942Liabilities 2024: $0Net Assets 2024: $339,9422024Assets 2025: $375,931Liabilities 2025: $0Net Assets 2025: $375,9312025

Highlighted filing

2019

Assets$244,088
Liabilities$0
Net Assets$244,088
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2010: $3,379Expenses 2010: $1,000Net Income 2010: $2,3792010Revenue 2011: $7,207Expenses 2011: $0Net Income 2011: $7,2072011Revenue 2012: $3,462Expenses 2012: $0Net Income 2012: $3,4622012Revenue 2013: $3,086Expenses 2013: $10,000Net Income 2013: -$6,9142013Revenue 2014: $3,960Expenses 2014: $10,000Net Income 2014: -$6,0402014Revenue 2015: $4,115Expenses 2015: $0Net Income 2015: $4,1152015Revenue 2016: $4,384Expenses 2016: $0Net Income 2016: $4,3842016Revenue 2017: $3,558Expenses 2017: $0Net Income 2017: $3,5582017Revenue 2018: $5,843Expenses 2018: $0Net Income 2018: $5,8432018Revenue 2019: $8,608Expenses 2019: $0Net Income 2019: $8,6082019Revenue 2020: $5,227Expenses 2020: $0Net Income 2020: $5,2272020Revenue 2021: $3,962Expenses 2021: $18,718Net Income 2021: -$14,7562021Revenue 2022: $22,405Expenses 2022: $1,493Net Income 2022: $20,9122022Revenue 2023: $12,890Expenses 2023: $11,374Net Income 2023: $1,5162023Revenue 2024: $8,984Expenses 2024: $11,544Net Income 2024: -$2,5602024Revenue 2025: $24,909Expenses 2025: $9,714Net Income 2025: $15,1952025

Highlighted filing

2019

Revenue$8,608
Expenses$0
Net Income$8,608
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 29, 2020
Return Version
2018v3.1
Gross Receipts
$8,608
Mission and Program Overview

Mission

To aid underprivileged children and such other worthy charitable and/or educational causes as approved by the board of trustees

Program Services

DescriptionGrantsExpenses
CONTRIBUTION TO KIWANIS CLUB OF THE MAIN LINE GENERAL FUND FOR AWARDS AND CONTRIBUTIONS TO LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS FOR THE BETTERMENT OF THE COMMUNITY$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS J BIRDTrustee-$0--
JAMES R HANNATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Main Line Kiwanis Trust Fund
EIN
23-6392738
Phone
6106878748
Address
539 TIMBER LANE, DEVON, PA 19333

Signing Officer

Name
James R Hanna CPA
Title
Trustee
Phone
6106878748
Signed
2020-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Stephano Slack LLC
Address
125 STRAFFORD AVE STE 200, WAYNE, PA 19087
Preparer
Jolie Karp
Phone
6106871600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 3,940.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain (loss) on investments. Amount: -977.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from related party. Beg. Of year amount: 1,110. End of year amount: 15,460.”

Raw XML Appendix149 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES R HANNA CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum06106878748
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0539 TIMBER LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DEVON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019333
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0235347
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0228628
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt08608
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0236457
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0244088
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04668
IRS990EZ/GrossReceiptsAmt08608
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03940
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0236457
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0244088
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0236457
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0244088
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS J BIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES R HANNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01110
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015460
IRS990EZ/OtherChangesInNetAssetsAmt0-977
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO AID UNDERPRIVILEGED CHILDREN AND SUCH OTHER WORTHY CHARITABLE AND/OR EDUCATIONAL CAUSES AS APPROVED BY THE BOARD OF TRUSTEES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTRIBUTION TO KIWANIS CLUB OF THE MAIN LINE GENERAL FUND FOR AWARDS AND CONTRIBUTIONS TO LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS FOR THE BETTERMENT OF THE COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt04668
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08608
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.PAKIWANIS.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0236296869
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KIWANIS CLUB OF THE MAIN LINE GENERAL FUND
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 3,940.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNREALIZED GAIN (LOSS) ON INVESTMENTS. AMOUNT: -977.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE FROM RELATED PARTY. BEG. OF YEAR AMOUNT: 1,110. END OF YEAR AMOUNT: 15,460.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R HANNA CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06106878748
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAIN LINE KIWANIS TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0MAIN
ReturnHeader/Filer/EIN0236392738
ReturnHeader/Filer/PhoneNum06106878748
ReturnHeader/Filer/USAddress/AddressLine1Txt0539 TIMBER LANE
ReturnHeader/Filer/USAddress/CityNm0DEVON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019333
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C0CA0C65F3EB3A9B70ECC9B8242EC0C702C48890
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09F2873EF8E09C8E2B83981CCE4ED60A6E7F5A9B9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.173.249.90
ReturnHeader/FilingSecurityInformation/IPDt02020-01-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:13:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161710665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHANO SLACK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 STRAFFORD AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06106871600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOLIE KARP
ReturnHeader/ReturnTs02020-02-03T17:59:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$244,088
Liabilities
$0
Net assets
$244,088
Revenue
$8,608
Expenses
$0
Net income
$8,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.25$0.10$0.15
2024Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.09$0.12$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.13$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.22$0.01$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.04$0.19$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.05$0.00$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.09$0.00$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.06$0.00$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.04$0.00$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.04$0.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04$0.00$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.04$0.10$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.03$0.10$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$0.03$0.00$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.00$1.51$0.07$0.00$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$0.03$0.01$0.02