Civic Intelligence

Pennsbury Society Endowment Trust

990 • Fiscal year 2013 • EIN 23-6997962

Jul 01, 2012 to Jun 30, 2013 • Filed on Aug 22, 2013

Organization ProfileN/A
400 Pennsbury Memorial Road19067
Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

59th percentile

5.7%

Faster asset growth than 59% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$985,014

Up $52,718 (+5.7%) from 2012

Net Assets

Up

$982,514

Up $52,718 (+5.7%) from 2012

Liabilities

Flat

$2,500

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$62,905

Up $20,150 (+47%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $932,296Liabilities 2012: $2,500Net Assets 2012: $929,7962012Assets 2013: $985,014Liabilities 2013: $2,500Net Assets 2013: $982,5142013Assets 2014: $1,127,809Liabilities 2014: $2,600Net Assets 2014: $1,125,2092014Assets 2015: $1,095,053Liabilities 2015: $2,800Net Assets 2015: $1,092,2532015Assets 2016: $1,099,495Liabilities 2016: $3,000Net Assets 2016: $1,096,4952016Assets 2017: $1,097,696Liabilities 2017: $3,150Net Assets 2017: $1,094,5462017Assets 2018: $1,021,489Liabilities 2018: $2,000Net Assets 2018: $1,019,4892018Assets 2019: $1,100,014Liabilities 2019: $0Net Assets 2019: $1,100,0142019Assets 2020: $1,177,023Liabilities 2020: $0Net Assets 2020: $1,177,0232020Assets 2021: $1,484,472Liabilities 2021: $0Net Assets 2021: $1,484,4722021Assets 2022: $1,206,057Liabilities 2022: $0Net Assets 2022: $1,206,0572022Assets 2023: $1,277,943Liabilities 2023: $0Net Assets 2023: $1,277,9432023Assets 2024: $1,312,219Liabilities 2024: $0Net Assets 2024: $1,312,2192024

Highlighted filing

2013

Assets$985,014
Liabilities$2,500
Net Assets$982,514
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2012: $42,7552012Expenses 2013: $62,9052013Revenue 2014: $132,496Expenses 2014: $105,015Net Income 2014: $27,4812014Revenue 2015: $37,843Expenses 2015: $62,794Net Income 2015: -$24,9512015Revenue 2016: $37,650Expenses 2016: $60,519Net Income 2016: -$22,8692016Revenue 2017: $59,182Expenses 2017: $88,469Net Income 2017: -$29,2872017Revenue 2018: $66,128Expenses 2018: $141,169Net Income 2018: -$75,0412018Revenue 2019: $93,958Expenses 2019: $40,277Net Income 2019: $53,6812019Revenue 2020: $64,548Expenses 2020: $20,000Net Income 2020: $44,5482020Revenue 2021: $85,149Expenses 2021: $24,100Net Income 2021: $61,0492021Revenue 2022: $92,935Expenses 2022: $27,200Net Income 2022: $65,7352022Revenue 2023: $76,423Expenses 2023: $40,000Net Income 2023: $36,4232023Revenue 2024: $26,029Expenses 2024: $100,000Net Income 2024: -$73,9712024

Highlighted filing

2013

Revenue-
Expenses$62,905
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Aug 22, 2013
Return Version
2012v2.0
Gross Receipts
$80,814
Mission and Program Overview

Mission

To provide financial support to the pennsbury society to ensure the needs, goals and preservation of pennsbury manor as a museum, historical site & educational resource for the general public.

Filing and Contact Details

Filer

EIN
23-6997962
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0To Provide financial support for The Pennsbury Society and Pennsbury Manor and to support the related programs for The Pennsbury Society and Pennsbury Manor.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1The organization adopted the provisions of FASB ASC740-10 relating to uncertainty in income taxes. The implementation included evaluating the tax positions taken on all income tax returns that remain open to examination by the respective taxing authorities. The Organization does not believe that there are any uncertain tax positions on those returns that meet the requirements of FASB ASC740-10
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2and therefore should be reflected in the financial statements. Management is not aware of any violation of its tax status as an organization exempt from income taxes, nor of any exposure to unrelated business income tax. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Organization believes it is no longer subject to income tax examination for years prior to June 30, 2010.
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IRS990ScheduleO/GeneralExplanation/Explanation1Board members Penrose and Marion Hallowell are spouses.
IRS990ScheduleO/GeneralExplanation/Explanation2Annually Board members are asked to fill out a conflict of interest
IRS990ScheduleO/GeneralExplanation/Explanation3disclosure statement to disclose any conflicts.
IRS990ScheduleO/GeneralExplanation/Explanation4Pennsbury Endowment Trust will provide upon request.
IRS990ScheduleO/GeneralExplanation/Explanation5A review of Form 990 was completed by the Board of Directors
IRS990ScheduleO/GeneralExplanation/Explanation6and approved for filing.
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IRS990/TotalLiabNetAssetsFundBalances/EOY0985014
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0929796
IRS990/TotalNetAssetsFundBalances/EOY0982514
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense060000
IRS990/TotalRevenueCurrentYear025664
IRS990/TotalRevenue/ExclusionAmount025664
IRS990/TotalRevenuePriorYear025523
IRS990/TotalRevenue/TotalRevenueColumn025664
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY0929796
IRS990/UnrestrictedNetAssets/EOY0982514
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation01989
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0236997962
ReturnHeader/Filer/Name/BusinessNameLine10PENNSBURY SOCIETY ENDOWMENT TRUST
ReturnHeader/Filer/NameControl0PENN
ReturnHeader/Filer/Phone02157369169

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$985,014
Liabilities
$2,500
Net assets
$982,514
Revenue
-
Expenses
$62,905
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.03$0.10$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.08$0.04$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.09$0.03$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.09$0.02$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.06$0.02$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.09$0.04$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.07$0.14$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.09$0.06$0.09$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.09$0.04$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.13$0.11$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.98$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.04