Civic Intelligence

Wolf Foundation for Education Trust Ephrata National Bank

990PF • Fiscal year 2019 • EIN 23-6750958

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 20, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

40th percentile

-1.0%

Higher net margin than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$4,371

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$380,525

Down $219 (-0.1%) from 2018

Net Assets

Down

$380,525

Down $219 (-0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin40th percentile

Revenue

Up

$21,217

Up $7,688 (+57%) from 2018

Expenses

Down

$21,436

Down $2,194 (-9.3%) from 2018

Net Income

Up

-$219

Up $9,882 (+98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2019

Assets$380,525
Liabilities$0
Net Assets$380,525
Open 2019 Filing

Operations Trend

Revenue Growth88th 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

2019

Revenue$21,217
Expenses$21,436
Net Income-$219
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 20, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE EPHRATA NATIONAL BANKTrustee-$4,371-$4,371
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
2020-03-20
Discuss with paid preparer
Yes

Preparer

Firm
Simon Lever LLC
Address
147 W AIRPORT RD, LITITZ, PA 17543
Preparer
Cherie L Cryer
Phone
7175697081
Raw XML Appendix367 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07177336576
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED LIST
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015500
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/AppliedToCurrentYearAmt018376
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020037
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01661
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01661
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02412
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0289
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02123
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018376
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02412
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04073
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AWARD CERTIFICATES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2IMPROVEMENTS TO ONLINE APPLIC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1219
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1219
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0211
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0211
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THE EPHRATA NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07177334181
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-20
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/AtSubmissionCreationDeviceId0A20EF29E430700AD0F5F921F5652981F457FDFF3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId088CCA79E6C148BABFAA5037D844E8B01C1F7BA0B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02020-03-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:21:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231692578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMON LEVER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0147 W AIRPORT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITITZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017543
ReturnHeader/PreparerPersonGrp/PhoneNum07175697081
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHERIE L CRYER
ReturnHeader/ReturnTs02020-03-20T10:21:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$380,525
Liabilities
$0
Net assets
$380,525
Revenue
$21,217
Expenses
$21,436
Net income
-$219
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