Civic Intelligence

Wolf Foundation for Education Trust Ephrata National Bank

990PF • Fiscal year 2016 • EIN 23-6750958

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 24, 2017

47 E Main St Pob 457Ephrata, PA 17522-0457

(717) 733-6576

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

80th percentile

$4,357

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

5.2%

Faster asset growth than 60% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

40%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$403,465

Up $19,908 (+5.2%) from 2015

Net Assets

Up

$403,465

Up $19,908 (+5.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$45,252

Up $13,037 (+40%) from 2015

Expenses

Up

$25,344

Up $3,336 (+15%) from 2015

Net Income

Up

$19,908

Up $9,701 (+95%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $383,557Liabilities 2015: $0Net Assets 2015: $383,5572015Assets 2016: $403,465Liabilities 2016: $0Net Assets 2016: $403,4652016Assets 2017: $390,845Liabilities 2017: $0Net Assets 2017: $390,8452017Assets 2018: $380,744Liabilities 2018: $0Net Assets 2018: $380,7442018Assets 2019: $380,525Liabilities 2019: $0Net Assets 2019: $380,5252019Assets 2020: $376,147Liabilities 2020: $0Net Assets 2020: $376,1472020Assets 2021: $367,187Liabilities 2021: $0Net Assets 2021: $367,1872021Assets 2022: $336,957Liabilities 2022: $0Net Assets 2022: $336,9572022Assets 2023: $323,781Liabilities 2023: $0Net Assets 2023: $323,7812023Assets 2024: $382,217Liabilities 2024: $0Net Assets 2024: $382,2172024

Highlighted filing

2016

Assets$403,465
Liabilities$0
Net Assets$403,465

Operations Trend

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

$100K$50K$0-$50KRevenue 2015: $32,215Expenses 2015: $22,008Net Income 2015: $10,2072015Revenue 2016: $45,252Expenses 2016: $25,344Net Income 2016: $19,9082016Revenue 2017: $13,720Expenses 2017: $26,340Net Income 2017: -$12,6202017Revenue 2018: $13,529Expenses 2018: $23,630Net Income 2018: -$10,1012018Revenue 2019: $21,217Expenses 2019: $21,436Net Income 2019: -$2192019Revenue 2020: $17,271Expenses 2020: $21,649Net Income 2020: -$4,3782020Revenue 2021: $15,256Expenses 2021: $24,216Net Income 2021: -$8,9602021Revenue 2022: -$303Expenses 2022: $29,927Net Income 2022: -$30,2302022Revenue 2023: $15,964Expenses 2023: $29,140Net Income 2023: -$13,1762023Revenue 2024: $83,927Expenses 2024: $25,491Net Income 2024: $58,4362024

Highlighted filing

2016

Revenue$45,252
Expenses$25,344
Net Income$19,908
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 24, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE EPHRATA NATIONAL BANKTrustee-$4,357-$4,357
Filing and Contact Details

Filer

Filer Name
Wolf Foundation for Education Trust
EIN
23-6750958
Phone
7177336576
Address
47 E MAIN ST POB 457, EPHRATA, PA 17522-0457

Signing Officer

Name
The Ephrata National Bank
Title
Trustee
Phone
7177334181
Signed
2017-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Simon Lever Llp
Address
444 MURRY HILL CIRCLE, LANCASTER, PA 17601
Preparer
Cherie L Cryer
Phone
7175697081
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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/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt020667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt019114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt020623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt020536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0408275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0410016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0419346
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0406748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0393877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0392324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt021165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247928
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020743
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021165
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0422
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021165
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE EPHRATA NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt047 E MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EPHRATA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017522
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07177336576
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0EPHRATA NATIONAL BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07177336576
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt047 E MAIN ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EPHRATA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd017522
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017522
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019992
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019992
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01165
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01165
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021165
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01165
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01165
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PRINTING COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0179
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MUTUAL FUND REBATE FEES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt058
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt058
TaxesSchedule/TaxesDetail/Amt01120
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THE EPHRATA NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07177334181
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOLF FOUNDATION FOR EDUCATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EPHRATA NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0WOLF
ReturnHeader/Filer/EIN0236750958
ReturnHeader/Filer/PhoneNum07177336576
ReturnHeader/Filer/USAddress/AddressLine1Txt047 E MAIN ST POB 457
ReturnHeader/Filer/USAddress/CityNm0EPHRATA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0175220457
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03ED364B827F39AA814DBA53D2E657A7B72563527
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F78B90C24E871EAEF357EDA003575DF6B2A63486
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231692578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMON LEVER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 MURRY HILL CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07175697081
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERIE L CRYER
ReturnHeader/ReturnTs02017-04-27T13:11:00-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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