Civic Intelligence

Walter C Beckett

990PF • Fiscal year 2017 • EIN 23-6598383

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

C/O Bmtc 1 E Chocolate Ave No 200Hershey, PA 17033

(610) 525-1700

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

57th percentile

6.8%

Higher net margin than 57% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

61st percentile

$10,019

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$669,699

Up $2,312 (+0.3%) from 2016

Net Assets

Up

$669,699

Up $2,312 (+0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$33,984

Down $195,652 (-85%) from 2016

Expenses

Down

$31,672

Down $20,274 (-39%) from 2016

Net Income

Down

$2,312

Down $175,378 (-99%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $539,332Liabilities 2010: $0Net Assets 2010: $539,3322010Assets 2012: $538,112Liabilities 2012: $0Net Assets 2012: $538,1122012Assets 2013: $528,940Liabilities 2013: $0Net Assets 2013: $528,9402013Assets 2014: $526,977Liabilities 2014: $0Net Assets 2014: $526,9772014Assets 2015: $489,697Liabilities 2015: $0Net Assets 2015: $489,6972015Assets 2016: $667,387Liabilities 2016: $0Net Assets 2016: $667,3872016Assets 2017: $669,699Liabilities 2017: $0Net Assets 2017: $669,6992017Assets 2018: $651,596Liabilities 2018: $0Net Assets 2018: $651,5962018Assets 2019: $646,908Liabilities 2019: $0Net Assets 2019: $646,9082019Assets 2020: $711,724Liabilities 2020: $0Net Assets 2020: $711,7242020Assets 2021: $730,565Liabilities 2021: $0Net Assets 2021: $730,5652021Assets 2022: $726,100Liabilities 2022: $0Net Assets 2022: $726,1002022Assets 2023: $713,601Liabilities 2023: $0Net Assets 2023: $713,6012023Assets 2024: $672,629Liabilities 2024: $0Net Assets 2024: $672,6292024

Highlighted filing

2017

Assets$669,699
Liabilities$0
Net Assets$669,699

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $21,8902010Expenses 2012: $34,5422012Revenue 2013: $41,011Expenses 2013: $50,183Net Income 2013: -$9,1722013Revenue 2014: $32,599Expenses 2014: $32,897Net Income 2014: -$2982014Revenue 2015: $18,818Expenses 2015: $56,098Net Income 2015: -$37,2802015Revenue 2016: $229,636Expenses 2016: $51,946Net Income 2016: $177,6902016Revenue 2017: $33,984Expenses 2017: $31,672Net Income 2017: $2,3122017Revenue 2018: $63,821Expenses 2018: $81,924Net Income 2018: -$18,1032018Revenue 2019: $25,957Expenses 2019: $30,645Net Income 2019: -$4,6882019Revenue 2020: $108,592Expenses 2020: $43,776Net Income 2020: $64,8162020Revenue 2021: $49,532Expenses 2021: $30,697Net Income 2021: $18,8352021Revenue 2022: $49,396Expenses 2022: $53,861Net Income 2022: -$4,4652022Revenue 2023: $37,537Expenses 2023: $50,035Net Income 2023: -$12,4982023Revenue 2024: $60,168Expenses 2024: $101,140Net Income 2024: -$40,9722024

Highlighted filing

2017

Revenue$33,984
Expenses$31,672
Net Income$2,312
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE BRYN MAWR TRUST COMPANYCo-Trustee-$10,019-$10,019
Filing and Contact Details

Filer

Filer Name
Walter C Beckett
EIN
23-6598383
Phone
6105251700
Address
C/O BMTC 1 E CHOCOLATE AVE NO 200, HERSHEY, PA 17033

Signing Officer

Name
Jennifer L Marshall Ea
Title
Senior Vice President
Phone
6105251700
Signed
2018-05-10
Raw XML Appendix319 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/AccountingFeesDetail/NetInvestmentIncomeAmt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1483199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS- FIXED
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt031672
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03204
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015480
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt060
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt039623
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039623
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt040142
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE BRYN MAWR TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017033
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE BRYN MAWR TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum07175205663
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR THE GENERAL USE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR THE GENERAL USE OF THE ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AME UNION CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MERCY-DOUGLASS CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01600 JEFFERSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14400 WEST GIRARD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016192
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/AppliedToCurrentYearAmt014729
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04667
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019396
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024894
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04667
TaxesSchedule/TaxesDetail/Amt02021
TaxesSchedule/TaxesDetail/Amt12240
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER L MARSHALL EA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06105251700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER C BECKETT
ReturnHeader/Filer/BusinessNameControlTxt0BECK
ReturnHeader/Filer/EIN0236598383
ReturnHeader/Filer/PhoneNum06105251700
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BMTC 1 E CHOCOLATE AVE NO 200
ReturnHeader/Filer/USAddress/CityNm0HERSHEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08142B0CA569E5752E4FF68CE7C8AE65AC3D0B1AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08142B0CA569E5752E4FF68CE7C8AE65AC3D0B1AB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.77.171.7
ReturnHeader/FilingSecurityInformation/IPDt02018-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:15:15
ReturnHeader/ReturnTs02018-05-10T08:32:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.60$1.01$0.41
2023Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$0.38$0.50$0.12
2022Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.49$0.54$0.04
2021Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.50$0.31$0.19
2020Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$1.09$0.44$0.65
2019Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.26$0.31$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.64$0.82$0.18
2017Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.34$0.32$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$2.30$0.52$1.78
2015Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.19$0.56$0.37
2014Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.33$0.33$0.00
2013Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.41$0.50$0.09
2012Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.39$0.00$5.39$0.22