Civic Intelligence

Wolf Foundation for Education Trust Ephrata National Bank

990PF • Fiscal year 2017 • EIN 23-6750958

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization Profile
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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-92%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$4,442

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 32.4% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

38th percentile

-3.1%

Faster asset growth than 38% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$390,845

Down $12,620 (-3.1%) from 2016

Net Assets

Down

$390,845

Down $12,620 (-3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Down

$13,720

Down $31,532 (-70%) from 2016

Expenses

Up

$26,340

Up $996 (+3.9%) from 2016

Net Income

Down

-$12,620

Down $32,528 (-163%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2017

Assets$390,845
Liabilities$0
Net Assets$390,845
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

2017

Revenue$13,720
Expenses$26,340
Net Income-$12,620
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE EPHRATA NATIONAL BANKTrustee-$4,442-$4,442
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
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Simon Lever Llp
Address
147 W AIRPORT RD, LITITZ, PA 17543
Preparer
Cherie L Cryer
Phone
7175697081
Raw XML Appendix357 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/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.246390
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt022833
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt022939
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0106
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt022939
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; APPLICATION MAY ALSO BE COMPLETED ONLINE
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/SubmissionDeadlinesTxt0ON OR BEFORE NOON ON THE LAST SCHOOL DAY OF MARCH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019000
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/TotalGrantOrContriPdDurYrAmt019000
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/AppliedToCurrentYearAmt020320
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03784
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01165
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022939
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02619
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03784
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01165
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AWARD CERTIFICATES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ONLINE APPLICATION & UPDATES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11363
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11363
TaxesSchedule/TaxesDetail/Amt0292
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THE EPHRATA NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07177334181
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
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/AtSubmissionCreationDeviceId0871279D13D3E79CE8A586CE3409B00899B85AFEC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DE74D1792B7611557FECE67ECCE372A28F277755
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:02:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231692578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMON LEVER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0147 W AIRPORT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITITZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017543
ReturnHeader/PreparerPersonGrp/PhoneNum07175697081
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERIE L CRYER
ReturnHeader/ReturnTs02018-05-03T11:02:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,845
Liabilities
$0
Net assets
$390,845
Revenue
$13,720
Expenses
$26,340
Net income
-$12,620
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.84$0.25$0.58
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.16$0.29$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.00$0.30$0.30
2021Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.15$0.24$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.17$0.22$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.21$0.21$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.14$0.24$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.14$0.26$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.45$0.25$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.32$0.22$0.10