Civic Intelligence

The Rocco and Nancy Ortenzio Family Foundation

990PF • Fiscal year 2014 • EIN 23-6805409

Jan 01, 2014 to Dec 31, 2014 • Filed on May 28, 2015

Organization Profile
4718 Gettysburg RoadRoom/Suite 405Mechanicsburg, PA 17055

(717) 972-1300

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

5th percentile

-85%

Higher net margin than 5% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

8th percentile

-10%

Faster asset growth than 8% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-53%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$8,890,370

Down $988,796 (-10%) from 2013

Net Assets

Down

$8,890,370

Down $988,796 (-10%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin5th percentile

Revenue

Down

$1,159,423

Down $1,325,348 (-53%) from 2013

Expenses

Down

$2,148,219

Down $85,854 (-3.8%) from 2013

Net Income

Down

-$988,796

Down $1,239,494 (-494%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$15M$10M$5.0M$0Assets 2011: $8,470,895Liabilities 2011: $0Net Assets 2011: $8,470,8952011Assets 2012: $10,247,312Liabilities 2012: $0Net Assets 2012: $10,247,3122012Assets 2013: $9,879,166Liabilities 2013: $0Net Assets 2013: $9,879,1662013Assets 2014: $8,890,370Liabilities 2014: $0Net Assets 2014: $8,890,3702014Assets 2015: $9,055,481Liabilities 2015: $0Net Assets 2015: $9,055,4812015Assets 2016: $9,572,238Liabilities 2016: $0Net Assets 2016: $9,572,2382016Assets 2017: $8,571,013Liabilities 2017: $0Net Assets 2017: $8,571,0132017Assets 2018: $8,666,601Liabilities 2018: $0Net Assets 2018: $8,666,6012018Assets 2019: $8,063,973Liabilities 2019: $0Net Assets 2019: $8,063,9732019Assets 2020: $7,812,804Liabilities 2020: $0Net Assets 2020: $7,812,8042020Assets 2021: $14,523,781Liabilities 2021: $0Net Assets 2021: $14,523,7812021Assets 2022: $13,360,948Liabilities 2022: $0Net Assets 2022: $13,360,9482022Assets 2023: $11,886,741Liabilities 2023: $0Net Assets 2023: $11,886,7412023Assets 2024: $10,755,097Liabilities 2024: $0Net Assets 2024: $10,755,0972024

Highlighted filing

2014

Assets$8,890,370
Liabilities$0
Net Assets$8,890,370
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,367,4252011Expenses 2012: $1,449,2142012Revenue 2013: $2,484,771Expenses 2013: $2,234,073Net Income 2013: $250,6982013Revenue 2014: $1,159,423Expenses 2014: $2,148,219Net Income 2014: -$988,7962014Revenue 2015: $2,559,896Expenses 2015: $2,394,785Net Income 2015: $165,1112015Revenue 2016: $2,347,907Expenses 2016: $1,582,567Net Income 2016: $765,3402016Revenue 2017: $673,993Expenses 2017: $1,675,218Net Income 2017: -$1,001,2252017Revenue 2018: $332,763Expenses 2018: $237,175Net Income 2018: $95,5882018Revenue 2019: $152,952Expenses 2019: $755,580Net Income 2019: -$602,6282019Revenue 2020: $326,408Expenses 2020: $577,577Net Income 2020: -$251,1692020Revenue 2021: $8,472,082Expenses 2021: $945,044Net Income 2021: $7,527,0382021Revenue 2022: $593,165Expenses 2022: $1,755,998Net Income 2022: -$1,162,8332022Revenue 2023: $605,275Expenses 2023: $2,079,482Net Income 2023: -$1,474,2072023Revenue 2024: $1,736,771Expenses 2024: $2,692,920Net Income 2024: -$956,1492024

Highlighted filing

2014

Revenue$1,159,423
Expenses$2,148,219
Net Income-$988,796
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROCCO A ORTENZIOTrusteePT$0--
JOHN M ORTENZIOTrusteePT$0--
ROBERT A ORTENZIOTrusteePT$0--
MARTIN J ORTENZIOTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBISHOP MCDEVITT HSCONSTRUCT EDUCATIONAL FACILITYPUBLICHARRISBURG, PA, US$1,000,000
Paid GrantPENN STATE HERSHEY COLLEGE OF MEDICINEEDUCATIONAL ENDOWMENTPUBLICHERSHEY, PA, US$500,000
Paid GrantPINNACLE HEALTHCONSTRUCT BUILDINGPUBLICHARRISBURG, PA, US$300,000
Paid GrantKESSLER FOUNDATIONCONSTRUCT BUILDINGPUBLICWEST ORANGE, NJ, US$200,000
Paid GrantHOLY SPIRIT HEALTH SYSTEMORGANIZATIONS EXEMPT PURPOSEPUBLICCAMP HILL, PA, US$35,000
Paid GrantUNIVERSITY OF NOTRE DAMEORGANIZATIONS EXEMPT PURPOSEPUBLICNOTRE DAME, IN, US$25,000
Paid GrantHOLY SPIRIT HOSPITAL AUXILIARYORGANIZATIONS EXEMPT PURPOSEPUBLICCAMP HILL, PA, US$13,970
Paid GrantHAMILTON HEALTH CENTERORGANIZATIONS EXEMPT PURPOSEPUBLICHARRISBURG, PA, US$10,000
Paid GrantJEFFERSON FOUNDATION THOMAS JEFFERSON UNIVERSITY & HOSPITALSORGANIZATIONS EXEMPT PURPOSEPUBLICPHILADELPHIA, PA, US$5,000
Paid GrantDIOCESE OF HARRISBURG CATHOLIC WITNESSORGANIZATIONS EXEMPT PURPOSEPUBLICHARRISBURG, PA, US$2,000
Filing and Contact Details

Filer

Filer Name
The Rocco and Nancy Ortenzio
EIN
23-6805409
Phone
7179721300
Address
4718 GETTYSBURG ROAD, ROOM/SUITE 405, MECHANICSBURG, PA 17055

Signing Officer

Name
Rocco a Ortenzio
Title
Trustee
Phone
7179721300
Signed
2015-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Martin M Sacks & Associates
Address
4775 LINGLESTOWN RD STE 100, HARRISBURG, PA 17112
Preparer
Richard a Bluis CPA
Phone
7176571300
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2144734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt499758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5313508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-36412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-15828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2144734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt499758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5313508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-36412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-15828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12608288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2193630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31210694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41283695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5909411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61771955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7302076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NET GAIN FROM PASS THRU ENTITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NET GAIN FROM PASS THRU ENTITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED JP MORGAN STMT 06186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SEE ATTACHED JP MORGAN STMT 06186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SEE ATTACHED JP MORGAN STMT 06186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SEE ATTACHED JP MORGAN STMT 06186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SEE ATTACHED JP MORGAN STMT 93126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SEE ATTACHED JP MORGAN STMT 93126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SEE ATTACHED JP MORGAN STMT 93126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0545208
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0108849
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-988796
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08890370
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09879166
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08890370
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0839595
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0839595
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0839595
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0850645
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011050
IRS990PF/DistributableAmountGrp/TotalTaxAmt011050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt09000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014200
IRS990PF/FMVAssetsEOYAmt016339969
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09879166
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08890370
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt030842
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015450
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt05293882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04984713
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04879222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03187169
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02192200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09751846
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt024878
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt024878
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt064148
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt065666
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt052959
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0505894
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0727310
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0727310
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09879166
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08890370
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016339969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09879166
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08890370
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09879166
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08890370
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0797231
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0880153
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0888304
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017271987
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0391192
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016880795
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0259080
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0850645
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017012907
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017271987
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROCCO A ORTENZIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN M ORTENZIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBERT A ORTENZIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARTIN J ORTENZIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07 WESTWIND DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1510 ORCHARD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21716 OLMSTEAD WAY E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt312314 CLEGHORN RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LEMOYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LEMOYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CAMP HILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3COCKEYSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd017043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd117043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd217011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd321030
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01681947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01692997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02160563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01388743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01319761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0910199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0880173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.098863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.149870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.106139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.100358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.066566
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.071383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017012907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014416286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt013084173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt013150577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt013673695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012330302
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02094102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.494316
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02083052
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02094102
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt011050
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02094102
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011B
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0FEDERAL EXCISE TAX REFUND
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,890,370
Liabilities
$0
Net assets
$8,890,370
Revenue
$1,159,423
Expenses
$2,148,219
Net income
-$988,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.74$2.69$0.96
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.61$2.08$1.47
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.59$1.76$1.16
2021Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$8.47$0.95$7.53
2020Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.33$0.58$0.25
2019Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.15$0.76$0.60
2018Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.33$0.24$0.10
2017Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.67$1.68$1.00
2016Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$2.35$1.58$0.77
2015Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$2.56$2.39$0.17
2014Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$1.16$2.15$0.99
2013Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$2.48$2.23$0.25
2012Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.45
2011Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$1.37