Civic Intelligence

Mary Walker Tw 657 C-Ch 009182

990 • Fiscal year 2013 • EIN 23-6832208

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

Organization ProfileN/A
34 South State Street18940

(215) 968-4872

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

$6,003,591

No earlier filing loaded for comparison.

Net Assets

$6,003,591

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin98th percentile

Revenue

$378,646

No earlier filing loaded for comparison.

Expenses

$33,924

No earlier filing loaded for comparison.

Net Income

$344,722

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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $6,003,591Liabilities 2013: $0Net Assets 2013: $6,003,5912013Assets 2014: $6,101,320Liabilities 2014: $0Net Assets 2014: $6,101,3202014Assets 2015: $6,028,223Liabilities 2015: $0Net Assets 2015: $6,028,2232015Assets 2019: $5,645,459Liabilities 2019: $0Net Assets 2019: $5,645,4592019Assets 2020: $5,388,956Liabilities 2020: $0Net Assets 2020: $5,388,9562020Assets 2021: $5,355,969Liabilities 2021: $0Net Assets 2021: $5,355,9692021Assets 2022: $5,128,277Liabilities 2022: $0Net Assets 2022: $5,128,2772022Assets 2023: $6,819,825Liabilities 2023: $0Net Assets 2023: $6,819,8252023Assets 2024: $7,656,709Liabilities 2024: $0Net Assets 2024: $7,656,7092024

Highlighted filing

2013

Assets$6,003,591
Liabilities$0
Net Assets$6,003,591
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $378,646Expenses 2013: $33,924Net Income 2013: $344,7222013Revenue 2014: $557,437Expenses 2014: $459,708Net Income 2014: $97,7292014Revenue 2015: $386,673Expenses 2015: $459,771Net Income 2015: -$73,0982015Revenue 2019: $221,911Expenses 2019: $567,655Net Income 2019: -$345,7442019Revenue 2020: $310,967Expenses 2020: $567,470Net Income 2020: -$256,5032020Revenue 2021: $525,967Expenses 2021: $558,954Net Income 2021: -$32,9872021Revenue 2022: $344,625Expenses 2022: $572,317Net Income 2022: -$227,6922022Revenue 2023: $2,272,555Expenses 2023: $581,007Net Income 2023: $1,691,5482023Revenue 2024: $1,420,864Expenses 2024: $583,980Net Income 2024: $836,8842024

Highlighted filing

2013

Revenue$378,646
Expenses$33,924
Net Income$344,722
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.1
Gross Receipts
$1,224,984
Mission and Program Overview

Mission

Supporting organization for Friends Boarding Home of Newtown

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,927,025$5,791,851▼ $135,174
Savings and Temporary Cash Investments$137,827$207,904▲ $70,077
Cash and Non-Interest-Bearing Accounts$19,189$3,836▼ $15,353
Total Assets$6,084,041$6,003,591▼ $80,450
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,084,041$6,003,591▼ $80,450
Total Net Assets Fund Balance$6,084,041$6,003,591▼ $80,450
Total Liabilities and Net Assets / Fund Balance$6,084,041$6,003,591▼ $80,450
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Thomas MullinTrust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$378,646
Other Revenue
$0
Change in Net Assets
$344,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,924
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$33,193--$33,193
Fees for Services Legal$731--$731
Total Functional Expenses$33,924$0$0$33,924
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Explanation for Form 990, Page 6, Part VI, Line 4

“We had filed form 990PF and paid excise taxes.IRS determined we were a supprting organization.Therefore, we are filing our first 990 return.”

Filing and Contact Details

Filer

EIN
23-6832208
Phone
2159684872

Signing Officer

Name
Thomas Mullin
Title
Trust Officer
Phone
2159684872
Signed
2014-05-07

Organization Details

Principal Officer
Thomas Mullin Trust officer
Formed
1962
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Estimate of Average Hours Per Week Devoted to Related Organizations

“First national bank -trustee thomas mullin trust officer trustee fee- $31,952.”

Raw XML Appendix235 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Supporting organization for Friends Boarding Home of Newtown
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10FIRST NATIONAL BANK & TRUST
IRS990/BooksInCareOfDetail/PhoneNum02159684872
IRS990/BooksInCareOfDetail/USAddress/AddressLine1034 SOUTH STATE STREET
IRS990/BooksInCareOfDetail/USAddress/City0NEWTOWN
IRS990/BooksInCareOfDetail/USAddress/State0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0189401953
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt019189
IRS990/CashNonInterestBearingGrp/EOYAmt03836
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0378646
IRS990/CYOtherExpensesAmt033924
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0344722
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt033924
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0378646
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTIONS (EXPENSES)AND REVENUE FOR 2012 FOR FRIENDS BOARDING HOME
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0731
IRS990/FeesForServicesLegalGrp/TotalAmt0731
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt033193
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt033193
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0true
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0true
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.0
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Thomas Mullin
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trust Officer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt087281
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0933619
IRS990/GrossReceiptsAmt01224984
IRS990/GroupExemptionNum00009
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0291365
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0291365
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05927025
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05791851
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0846338
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Supporting organization for Friends Boarding Home of Newtown
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06084041
IRS990/NetAssetsOrFundBalancesEOYAmt06003591
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt087281
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt087281
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-425172
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Thomas Mullin Trust officer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0425171
IRS990/PYInvestmentIncomeAmt0240007
IRS990/PYOtherExpensesAmt033256
IRS990/PYRevenuesLessExpensesAmt0-218420
IRS990/PYTotalExpensesAmt0458427
IRS990/PYTotalRevenueAmt0240007
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0344722
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0137827
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0207904
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231365330
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(c)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0425173
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10FRIENDS BOARDING HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0425173
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We had filed form 990PF and paid excise taxes.IRS determined we were a supprting organization.Therefore, we are filing our first 990 return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIRST NATIONAL BANK -TRUSTEE THOMAS MULLIN TRUST OFFICER TRUSTEE FEE- $31,952.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06084041
IRS990/TotalAssetsEOYAmt06003591
IRS990/TotalAssetsGrp/BOYAmt06084041
IRS990/TotalAssetsGrp/EOYAmt06003591
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033924
IRS990/TotalFunctionalExpensesGrp/TotalAmt033924
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06084041
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0378646
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0378646
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06084041
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06003591
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06084041
IRS990/UnrestrictedNetAssetsGrp/EOYAmt06003591
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1034 South State Street
IRS990/USAddress/City0Newtown
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode018940
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS MULLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02159684872
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10WALKERMARY TW #657 (C-CH) 009182
ReturnHeader/Filer/BusinessNameControlTxt0WALK
ReturnHeader/Filer/EIN0236832208
ReturnHeader/Filer/PhoneNum02159684872
ReturnHeader/Filer/USAddress/AddressLine1034 SOUTH STATE STREET
ReturnHeader/Filer/USAddress/City0NEWTOWN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode018940
ReturnHeader/ReturnTs02014-05-07T15:14:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,003,591
Liabilities
$0
Net assets
$6,003,591
Revenue
$378,646
Expenses
$33,924
Net income
$344,722
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$1.42$0.58$0.84
2023Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$2.27$0.58$1.69
2022Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.34$0.57$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.53$0.56$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.31$0.57$0.26
2019Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.22$0.57$0.35
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.39$0.46$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.56$0.46$0.10
2013Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.38$0.03$0.34