Civic Intelligence

Pennsbury Society Endowment Trust

990 • Fiscal year 2018 • EIN 23-6997962

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 03, 2018

Organization ProfileN/A
400 Pennsbury Memorial RoadMorrisville, PA 19067

(215) 946-0400

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-113%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

19th percentile

-6.9%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,021,489

Down $76,207 (-6.9%) from 2017

Net Assets

Down

$1,019,489

Down $75,057 (-6.9%) from 2017

Liabilities

Down

$2,000

Down $1,150 (-37%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin3rd percentile

Revenue

Up

$66,128

Up $6,946 (+12%) from 2017

Expenses

Up

$141,169

Up $52,700 (+60%) from 2017

Net Income

Down

-$75,041

Down $45,754 (-156%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2018

Assets$1,021,489
Liabilities$2,000
Net Assets$1,019,489
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

2018

Revenue$66,128
Expenses$141,169
Net Income-$75,041
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 3, 2018
Return Version
2017v2.3
Gross Receipts
$166,911
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,053,981$964,466▼ $89,515
Savings and Temporary Cash Investments$43,715$57,023▲ $13,308
Total Assets$1,097,696$1,021,489▼ $76,207
Liabilities
Accounts Payable and Accrued Expenses$3,150$2,000▼ $1,150
Total Liabilities$3,150$2,000▼ $1,150
Net Assets / Fund Balance
Unrestricted Net Assets$1,094,546$1,019,489▼ $75,057
Total Net Assets Fund Balance$1,094,546$1,019,489▼ $75,057
Total Liabilities and Net Assets / Fund Balance$1,097,696$1,021,489▼ $76,207

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,094,546-▲ $66,112$138,850$1,019,489
2016$1,096,495-▲ $86,520$85,100$1,094,546
2015$1,092,253-▲ $64,761$57,250$1,096,495
2014$1,125,209-▲ $29,838$59,500$1,092,253
2013$982,514$100,000▲ $147,710$102,000$1,125,209
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Ron SchmidPresident
Andrew CorriganTrustee
Barbara M Kirk EsqTrustee
Doug MillerTrustee
Peter LachanceTrustee
Sean D Schafer EsqTrustee
Susan S CrookAssist Treas
Mike StengelSecretary
Paul WulfingTreasurer
Hugo RochaV.p. of Fina
Ron MatlackVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$66,128
Other Revenue
$0
Change in Net Assets
$-75,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,169
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
Payments to Affiliates$138,850--$138,850
Fees for Services Accounting-$2,000-$2,000
Other Expenses-$169-$169
Fees for Service Investment Mgmnt Fees-$150-$150
Total Functional Expenses$138,850$2,319$0$141,169
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
No
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Penrose hallowell marion hallowell trustee trustee spouse”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the board for approval prior to filing”

Form 990, Page 6, Part VI, Line 12C

“DISCLOSURE STATEMENT”

Form 990, Page 6, Part VI, Line 19

“PROVIDED UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Pennsbury Society Endowment Trust
EIN
23-6997962
Phone
2159460400
Address
400 PENNSBURY MEMORIAL ROAD, MORRISVILLE, PA 19067

Signing Officer

Name
Ron Schmid
Title
President
Phone
2157369169
Signed
2018-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Schmid
Formed
1989
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Hamilton Financial Group
Address
1540 KUSER ROAD SUITE A4, MERCERVILLE, NJ 08619-3828
Preparer
Lewis W Parker Iii CPA
Phone
6095810300
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“To provide financial support for the pennsbury society and pennsbury manor, and to support the related programs.”

Schedule D, Page 3, Part X

“Generally accepted accounting principles prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. It requires that computations of current and deferred income taxes only consider tax positions that are more than likely than not to be sustained if the tax authorities examine a position. The organization evaluates statutes of limitations, changes in tax law and new authoritative rulings and accrues for liabilities if applicable. The organization's analysis found no uncertain tax positions. Federal and state tax returns are subject to examination by the taxing authorities generally for a period of three years after they are filed. Any penalties and interest assessed by taxing authorities are included in operating expenses. No interest and penalties have been recorded for the years ended june 30, 2018 and 2017”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE FINANCIAL SUPPORT FOR THE PENNSBURY SOCIETY AND PENNSBURY MANOR, AND TO SUPPORT THE RELATED PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT REQUIRES THAT COMPUTATIONS OF CURRENT AND DEFERRED INCOME TAXES ONLY CONSIDER TAX POSITIONS THAT ARE MORE THAN LIKELY THAN NOT TO BE SUSTAINED IF THE TAX AUTHORITIES EXAMINE A POSITION. THE ORGANIZATION EVALUATES STATUTES OF LIMITATIONS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS AND ACCRUES FOR LIABILITIES IF APPLICABLE. THE ORGANIZATION'S ANALYSIS FOUND NO UNCERTAIN TAX POSITIONS. FEDERAL AND STATE TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY ARE FILED. ANY PENALTIES AND INTEREST ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES. NO INTEREST AND PENALTIES HAVE BEEN RECORDED FOR THE YEARS ENDED JUNE 30, 2018 AND 2017
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PENROSE HALLOWELL MARION HALLOWELL TRUSTEE TRUSTEE SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE BOARD FOR APPROVAL PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCLOSURE STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDED UPON REQUEST
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEWIS W PARKER III CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,021,489
Liabilities
$2,000
Net assets
$1,019,489
Revenue
$66,128
Expenses
$141,169
Net income
-$75,041
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
2018Detailed filing. Detailed filing data is available for this year.$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