Civic Intelligence

L H Schoff Charitable Rem Unitrust T/D Nect

990PF • Fiscal year 2012 • EIN 23-6537284

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 11, 2013

Organization Profile
1 West 4th Street D4000-04127101
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M 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

92nd percentile

$30,115

Higher top officer pay than 92% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

2012 filings • $1M-$5M 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 / Assets27th percentile

Assets

Up

$1,883,785

Up $3,484 (+0.2%) from 2011

Net Assets

Up

$1,883,785

Up $3,484 (+0.2%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$139,091

Down $15,475 (-10%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,880,301Liabilities 2011: $0Net Assets 2011: $1,880,3012011Assets 2012: $1,883,785Liabilities 2012: $0Net Assets 2012: $1,883,7852012Assets 2018: $2,011,016Liabilities 2018: $0Net Assets 2018: $2,011,0162018Assets 2019: $1,917,659Liabilities 2019: $0Net Assets 2019: $1,917,6592019Assets 2020: $1,789,752Liabilities 2020: $0Net Assets 2020: $1,789,7522020Assets 2021: $1,737,609Liabilities 2021: $0Net Assets 2021: $1,737,6092021Assets 2022: $1,674,677Liabilities 2022: $0Net Assets 2022: $1,674,6772022Assets 2023: $1,597,508Liabilities 2023: $0Net Assets 2023: $1,597,5082023Assets 2024: $1,615,858Liabilities 2024: $0Net Assets 2024: $1,615,8582024

Highlighted filing

2012

Assets$1,883,785
Liabilities$0
Net Assets$1,883,785
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $154,5662011Expenses 2012: $139,0912012Revenue 2018: $220,793Expenses 2018: $194,224Net Income 2018: $26,5692018Revenue 2019: $125,430Expenses 2019: $209,463Net Income 2019: -$84,0332019Revenue 2020: $83,407Expenses 2020: $211,104Net Income 2020: -$127,6972020Revenue 2021: $156,555Expenses 2021: $217,806Net Income 2021: -$61,2512021Revenue 2022: $153,331Expenses 2022: $216,340Net Income 2022: -$63,0092022Revenue 2023: $139,668Expenses 2023: $213,921Net Income 2023: -$74,2532023Revenue 2024: $217,250Expenses 2024: $200,702Net Income 2024: $16,5482024

Highlighted filing

2012

Revenue-
Expenses$139,091
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 11, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$30,115-$30,115
MARY R AUCHINCLOSS ESQCo-TrusteeFT$9,988-$9,988
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLUMBIA UNIVERSITYEDUCATIONALPUBLIC CHARITYNEW YORK, NY, US$28,468
Paid GrantINGLIS FOUNDATIONGENERALPUBLIC CHARITYPHILADELPHIA, PA, US$21,121
Paid GrantHARVARD UNIVERSITYEDUCATIONALPUBLIC CHARITYBOSTON, MA, US$7,346
Paid GrantWOMEN'S HUMANE SOCIETYGENERALPUBLIC CHARITYBENSALEM, PA, US$7,346
Paid GrantCHAPIN MEM HOME FOR AGED & BLINDGENERALPUBLIC CHARITYWYNDMOOR, PA, US$7,346
Paid GrantSPCA OF CHESTER COUNTYGENERALPUBLIC CHARITYWEST CHESTER, PA, US$7,346
Paid GrantFRANCISVALE HM FOR SMALL ANIMALSGENERALPUBLIC CHARITYRADNOR, PA, US$7,346
Paid GrantTHE HAVERFORD SCHOOLEDUCATIONALPUBLIC CHARITYHAVERFORD, PA, US$3,673
Paid GrantFRONTIER NURSING SERVICE INCCONTRIBUTIONPUBLIC CHARITYWENDOVER, KY, US$1,837
Filing and Contact Details

Filer

EIN
23-6537284
Raw XML AppendixShowing 400 of 553 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/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition140
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation030115
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation19988
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WELLS FARGO BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARY R AUCHINCLOSS ESQ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1CO-TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101525 WEST WT HARRIS BLVD D1114-044
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11175 STRAFFORD AVENUE SUITE PMB510
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WAYNE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0282885709
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1190873396
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0131355
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0130336
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049023
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049076
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.037928
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.049573
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.058213
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.050324
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02658678
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102658725
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202487128
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302158162
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402557283
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502989161
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01019
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0105155
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10130480
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2094331
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30106987
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40148866
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50150427
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.245114
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0105155
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0105155
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0105155
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03367477186
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 W 4TH ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WINSTONSALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode027170
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount128468
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount221121
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount37346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount43673
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount57346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount67346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount77346
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount81837
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8CONTRIBUTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HARVARD UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11COLUMBIA UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12INGLIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13WOMEN'S HUMANE SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE HAVERFORD SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15CHAPIN MEM HOME FOR AGED & BLIND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16SPCA OF CHESTER COUNTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17FRANCISVALE HM FOR SMALL ANIMALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18FRONTIER NURSING SERVICE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20C/O OFFICE OF THE RECORDING SEC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21C/O LEWIS L NEILSON JR ESQUIRE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22NATHAN W LEE CFO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,883,785
Liabilities
$0
Net assets
$1,883,785
Revenue
-
Expenses
$139,091
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.22$0.20$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.14$0.21$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.15$0.22$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.16$0.22$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.08$0.21$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.13$0.21$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.22$0.19$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.14
2011Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.15