Civic Intelligence

Matilda P Herbst Trust UW Dtd 1-7-80

990PF • Fiscal year 2011 • EIN 23-6694431

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 14, 2012

One M T Plaza 8th Floor14203
Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2011 filings • NTEE T • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

94th percentile

$3,126

Higher top officer pay than 94% of similar nonprofits.

2011 filings • NTEE T • <$500k nonprofits • Source year 2011

Asset Growth

41st percentile

-4.8%

Faster asset growth than 41% of similar nonprofits.

2011 filings • NTEE T • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$203,557

Down $10,292 (-4.8%) from 2010

Net Assets

Down

$203,557

Down $10,292 (-4.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$14,234

Up $1,289 (+10.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $213,849Liabilities 2010: $0Net Assets 2010: $213,8492010Assets 2011: $203,557Liabilities 2011: $0Net Assets 2011: $203,5572011Assets 2013: $207,097Liabilities 2013: $0Net Assets 2013: $207,0972013Assets 2014: $209,555Liabilities 2014: $0Net Assets 2014: $209,5552014Assets 2015: $211,103Liabilities 2015: $0Net Assets 2015: $211,1032015Assets 2016: $198,509Liabilities 2016: $0Net Assets 2016: $198,5092016Assets 2017: $203,915Liabilities 2017: $0Net Assets 2017: $203,9152017Assets 2019: $197,074Liabilities 2019: $0Net Assets 2019: $197,0742019Assets 2020: $190,244Liabilities 2020: $0Net Assets 2020: $190,2442020Assets 2021: $193,284Liabilities 2021: $0Net Assets 2021: $193,2842021Assets 2022: $185,743Liabilities 2022: $0Net Assets 2022: $185,7432022

Highlighted filing

2011

Assets$203,557
Liabilities$0
Net Assets$203,557

Operations Trend

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $12,9452010Expenses 2011: $14,2342011Revenue 2013: $23,771Expenses 2013: $14,431Net Income 2013: $9,3402013Revenue 2014: $18,567Expenses 2014: $16,107Net Income 2014: $2,4602014Revenue 2015: $17,366Expenses 2015: $15,817Net Income 2015: $1,5492015Revenue 2016: $2,507Expenses 2016: $15,098Net Income 2016: -$12,5912016Revenue 2017: $20,036Expenses 2017: $14,626Net Income 2017: $5,4102017Revenue 2019: $10,556Expenses 2019: $14,088Net Income 2019: -$3,5322019Revenue 2020: $8,481Expenses 2020: $15,353Net Income 2020: -$6,8722020Revenue 2021: $19,672Expenses 2021: $16,584Net Income 2021: $3,0882021Revenue 2022: $10,954Expenses 2022: $18,474Net Income 2022: -$7,5202022

Highlighted filing

2011

Revenue-
Expenses$14,234
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M AND T BANKTrustee-$3,126-$3,126
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST PAUL'S CATHOLIC CHURCHPUBLIC SUPPORTN/AREADING, PA, US$5,446
Paid GrantGETHSEMANE CEMETERYPUBLIC SUPPORTN/ALAURELDALE, PA, US$2,723
Paid GrantST PETER'S CATH CHURCH CEM FDPUBLIC SUPPORTN/AREADING, PA, US$2,723
Filing and Contact Details

Filer

EIN
23-6694431
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0128.086 LSV VALUE EQUITY FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset417.189 T. ROWE PRICE INST LGE-CAP GROWTH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset55.618 MTB SM CAP GRWTH-INST I-FD #555
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset617.662 MTB MID CAP GRWTH-INST I-FD #401
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset717.419 MTB LGE CAP VAL-INST I #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset871.987 MTB LGE CAP GRWTH-INST I #299
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9152.528 MTB INTL EQ-INST I-FD #270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset101.644 MAINSTAY EPOCH GLOBAL EQ YLD FD-I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset118.155 MASTERS SELECT INTERNATIONAL FD #306

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