Civic Intelligence

Ruth K James Trust Under Will Dated 81783

990PF • Fiscal year 2016 • EIN 23-6829196

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2018

Organization Profile
14 N Main St PO Box 559Souderton, PA 18964

(215) 799-2959

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

47th percentile

$14,838

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

$1,098,304

No earlier filing loaded for comparison.

Net Assets

$1,098,304

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin78th percentile

Revenue

$184,559

No earlier filing loaded for comparison.

Expenses

$146,812

No earlier filing loaded for comparison.

Net Income

$37,747

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2016: $1,098,304Liabilities 2016: $0Net Assets 2016: $1,098,3042016Assets 2017: $1,048,404Liabilities 2017: $0Net Assets 2017: $1,048,4042017Assets 2018: $1,107,894Liabilities 2018: $0Net Assets 2018: $1,107,8942018Assets 2019: $1,081,318Liabilities 2019: $0Net Assets 2019: $1,081,3182019Assets 2021: $1,113,864Liabilities 2021: $0Net Assets 2021: $1,113,8642021Assets 2022: $1,139,277Liabilities 2022: $0Net Assets 2022: $1,139,2772022Assets 2023: $1,099,697Liabilities 2023: $0Net Assets 2023: $1,099,6972023Assets 2024: $1,103,645Liabilities 2024: $0Net Assets 2024: $1,103,6452024

Highlighted filing

2016

Assets$1,098,304
Liabilities$0
Net Assets$1,098,304
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2016: $184,559Expenses 2016: $146,812Net Income 2016: $37,7472016Revenue 2017: $42,131Expenses 2017: $99,309Net Income 2017: -$57,1782017Revenue 2018: $138,087Expenses 2018: $81,539Net Income 2018: $56,5482018Revenue 2019: $47,540Expenses 2019: $76,621Net Income 2019: -$29,0812019Revenue 2021: $125,462Expenses 2021: $82,276Net Income 2021: $43,1862021Revenue 2022: $117,874Expenses 2022: $89,638Net Income 2022: $28,2362022Revenue 2023: $37,011Expenses 2023: $88,634Net Income 2023: -$51,6232023Revenue 2024: $75,766Expenses 2024: $83,893Net Income 2024: -$8,1272024

Highlighted filing

2016

Revenue$184,559
Expenses$146,812
Net Income$37,747
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Univest Bank Trust Co TrTrustee-$14,838-$14,838
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-MedicalPCSellersville, PA, US$49,000
Paid Grant-General TownshipGOVSellersville, PA, US$49,000
Filing and Contact Details

Filer

Filer Name
Trust UW Ruth K James
EIN
23-6829196
Phone
2157992959
Address
14 N Main St PO Box 559, Souderton, PA 18964

Signing Officer

Name
John C Kazary
Title
Vice President
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Antheilmaslow & Macminn Llp
Address
131 West State Street, Doylestown, PA 18901
Preparer
Michael W Mills Esq
Phone
2152307500
Raw XML Appendix286 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.

Path#Value
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0On Page 3, Part V of Form 990-PF, the question is "Was the foundation liable for the IRC Section 4942 tax on the distributable amount of any year in the base period" The answer of "No" has been provided based on the Taxpayer's request for an abatement of such tax under IRC Section 4962, based on good faith and reasonable cause. The Taxpayer awaits a determination of that abatement request.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01098304
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0279
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt040456
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt057265
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064097
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt040456
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt063818
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt057265
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt012634
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt17469
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt212956
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Antheil Maslow & MacMinn, LLP
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Brinker -Landis
LegalFeesSchedule/LegalFeesGrp/CategoryTxt2Grim Biehn
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt20
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012634
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt17469
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt212956
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt012634
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt17469
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt212956
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0850
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Treasury Exempt Application 1023 fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0850
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt023
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt142
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/Amt142
TaxesSchedule/TaxesDetail/CategoryTxt0Australia Taxes Withheld #16248900
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes PD #31219000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt023
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt142
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John C Kazary
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trust UW Ruth K James
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Univest Bank & Trust Co Trustee
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0236829196
ReturnHeader/Filer/PhoneNum02157992959
ReturnHeader/Filer/USAddress/AddressLine1Txt014 N Main St PO Box 559
ReturnHeader/Filer/USAddress/CityNm0Souderton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018964
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANTHEILMASLOW & MACMINN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0131 West State Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Doylestown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018901
ReturnHeader/PreparerPersonGrp/PhoneNum02152307500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael W Mills Esq
ReturnHeader/ReturnTs02018-05-09T06:35:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,098,304
Liabilities
$0
Net assets
$1,098,304
Revenue
$184,559
Expenses
$146,812
Net income
$37,747
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.12$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.13$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.14$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.18$0.15$0.04