Civic Intelligence

Trust for the Diocese of Penna

EIN 23-6409728 • Paoli, PA

1500 E Lancaster Ave No 202Paoli, PA 19301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-2866%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-37%

Faster revenue growth than 23% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $1,021,776 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $1,021,776 (-100%) from 2019

Revenue

Down

$35,654

Down $20,944 (-37%) from 2019

Expenses

Up

$1,057,430

Up $983,746 (+1335%) from 2019

Net Income

Down

-$1,021,776

Down $1,004,690 (-5880%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,007,044Liabilities 2011: $0Net Assets 2011: $1,007,0442011Assets 2012: $1,096,035Liabilities 2012: $0Net Assets 2012: $1,096,0352012Assets 2013: $1,160,619Liabilities 2013: $0Net Assets 2013: $1,160,6192013Assets 2014: $1,233,385Liabilities 2014: $0Net Assets 2014: $1,233,3852014Assets 2015: $1,205,436Liabilities 2015: $0Net Assets 2015: $1,205,4362015Assets 2016: $1,178,658Liabilities 2016: $0Net Assets 2016: $1,178,6582016Assets 2017: $1,119,285Liabilities 2017: $0Net Assets 2017: $1,119,2852017Assets 2018: $1,038,862Liabilities 2018: $0Net Assets 2018: $1,038,8622018Assets 2019: $1,021,776Liabilities 2019: $0Net Assets 2019: $1,021,7762019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $64,6172011Expenses 2012: $63,2672012Revenue 2013: $153,937Expenses 2013: $89,353Net Income 2013: $64,5842013Revenue 2014: $153,837Expenses 2014: $81,071Net Income 2014: $72,7662014Revenue 2015: $76,060Expenses 2015: $104,009Net Income 2015: -$27,9492015Revenue 2016: $73,859Expenses 2016: $100,637Net Income 2016: -$26,7782016Revenue 2017: $70,973Expenses 2017: $130,346Net Income 2017: -$59,3732017Revenue 2018: $13,189Expenses 2018: $93,612Net Income 2018: -$80,4232018Revenue 2019: $56,598Expenses 2019: $73,684Net Income 2019: -$17,0862019Revenue 2020: $35,654Expenses 2020: $1,057,430Net Income 2020: -$1,021,7762020

Highlighted filing

2020

Revenue$35,654
Expenses$1,057,430
Net Income-$1,021,776

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 29, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCY B NEWLIN SELLERSTrustee-$0--
WILLIAM VERPLANK NEWLINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust for the Diocese of Penna
EIN
23-6409728
Phone
6102964200
Address
1500 E LANCASTER AVE NO 202, PAOLI, PA 19301

Signing Officer

Name
William Newlin
Title
Trustee
Phone
6102964200
Signed
2021-06-29
Discuss with paid preparer
Yes

Preparer

Firm
SIANA CARR O'CONNOR & LYNAM LLP
Address
1500 E LANCASTER AVENUE SUITE 202, PAOLI, PA 19301
Preparer
WILLIAM L O'CONNOR
Phone
6102964200
Raw XML Appendix313 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01033347
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt050213
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013741
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0986246
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0986246
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01050200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0986246
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0986246
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013741
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05365
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05365
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0SEE STATEMENT A
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PARTNERSHIP LOSS FROM K-1 OF ENERGY TRANSFER PARTNERS LP/ENERGY TRANSFER LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PARTNERSHIP LOSS FROM K-1 OF ENERGY TRANSFER PARTNERS LP/ENERGY TRANSFER LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07053
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11761
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25469
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07053
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11761
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25469
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM NEWLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06102964200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST FOR THE DIOCESE OF PENNA
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0236409728
ReturnHeader/Filer/PhoneNum06102964200
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 E LANCASTER AVE NO 202
ReturnHeader/Filer/USAddress/CityNm0PAOLI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231420296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIANA CARR O'CONNOR & LYNAM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 E LANCASTER AVENUE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAOLI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019301
ReturnHeader/PreparerPersonGrp/PhoneNum06102964200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L O'CONNOR
ReturnHeader/ReturnTs02021-08-10T09:20:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEWLIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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