Civic Intelligence

Monroe County Historical Assn Endowment

EIN 23-7666937 • 501(c)3 • Stroudsburg, PA

Profile

Endowment fund established to provide funds to the monroe county historical society located in stroudsburg, pa.

Essa Asset Mgmt Tr 744 Main StStroudsburg, PA 18360

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$13,689

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

147%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,227,135

Up $12,278 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,227,135

Up $12,278 (+1.0%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin67th percentile

Revenue

Up

$84,051

Up $49,997 (+147%) from 2023

Expenses

Down

$71,531

Down $186 (-0.3%) from 2023

Net Income

Up

$12,520

Up $50,183 (+133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2013: $614,852Liabilities 2013: $0Net Assets 2013: $614,8522013Assets 2016: $1,228,574Liabilities 2016: $0Net Assets 2016: $1,228,5742016Assets 2017: $1,253,801Liabilities 2017: $0Net Assets 2017: $1,253,8012017Assets 2019: $1,244,265Liabilities 2019: $0Net Assets 2019: $1,244,2652019Assets 2020: $1,194,977Liabilities 2020: $0Net Assets 2020: $1,194,9772020Assets 2021: $1,274,971Liabilities 2021: $0Net Assets 2021: $1,274,9712021Assets 2022: $1,253,296Liabilities 2022: $0Net Assets 2022: $1,253,2962022Assets 2023: $1,214,857Liabilities 2023: $0Net Assets 2023: $1,214,8572023Assets 2024: $1,227,135Liabilities 2024: $0Net Assets 2024: $1,227,1352024

Highlighted filing

2024

Assets$1,227,135
Liabilities$0
Net Assets$1,227,135
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $37,221Expenses 2013: $32,021Net Income 2013: $5,2002013Revenue 2016: $7,918Expenses 2016: $49,807Net Income 2016: -$41,8892016Revenue 2017: $84,571Expenses 2017: $58,154Net Income 2017: $26,4172017Revenue 2019: $63,498Expenses 2019: $66,708Net Income 2019: -$3,2102019Revenue 2020: $22,445Expenses 2020: $68,263Net Income 2020: -$45,8182020Revenue 2021: $149,167Expenses 2021: $70,835Net Income 2021: $78,3322021Revenue 2022: $53,465Expenses 2022: $74,319Net Income 2022: -$20,8542022Revenue 2023: $34,054Expenses 2023: $71,717Net Income 2023: -$37,6632023Revenue 2024: $84,051Expenses 2024: $71,531Net Income 2024: $12,5202024

Highlighted filing

2024

Revenue$84,051
Expenses$71,531
Net Income$12,520
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,227,135
Liabilities
$0
Net assets
$1,227,135
Revenue
$84,051
Expenses
$71,531
Net income
$12,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.08$0.07$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.03$0.07$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.05$0.07$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.15$0.07$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.02$0.07$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.06$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.08$0.06$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.01$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.04$0.03$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Gross Receipts
$559,310
Mission and Program Overview

Mission

Endowment fund established to provide funds to the monroe county historical association located in stroudsburg, pa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,270,262$1,228,574▼ $41,688
Investments in Publicly Traded Securities$1,176,983$1,207,049▲ $30,066
Savings and Temporary Cash Investments$93,211$20,959▼ $72,252
Cash and Non-Interest-Bearing Accounts$68$566▲ $498
Total Assets$1,270,262$1,228,574▼ $41,688
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,270,262$1,228,574▼ $41,688
Total Liabilities and Net Assets / Fund Balance$1,270,262$1,228,574▼ $41,688
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
-Co Trustee$12,242$12,242

Board Members and Trustees

NameTitle
Jeffrey L WrightCo Trustee
Patricia J SaylorCo Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$4,850
Program Service Revenue
$0
Investment Income
$3,068
Other Revenue
$0
All Other Contributions
$4,850
Change in Net Assets
$-41,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,725
Salaries, Compensation, and Employee Benefits$12,242
Other Expenses$3,840
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,725--$33,725
Current Officers, Directors, Trustees, and Key Employees$12,242--$12,242
Fees for Services Legal-$2,290-$2,290
Fees for Services Accounting$890--$890
Fees for Services Other$660--$660
Total Functional Expenses$47,517$2,290$0$49,807
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
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
No
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 1A

“The governing body consists solely of the corporate trustee, essa bank & trust located in stroudsburg pennsyslvania.”

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

“No changes made to organizing document.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“PER 1a ABOVE, THE CORPRATE TRUSTEE DOESN'T CONDUCT SEPERATE MEETINGS FOR THIS TRUST ENDOWMENT FUND. HOWEVER MAY COMMUNICATE WITH GRANTOR TO DETERMINE IF NEEDS ARE BEING MET.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“No committees exist currently.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The corporate trustee received a copy of this form 990 prior to filing with the authorities.”

FORM 990, PAGE 6, PART VI, LINE 15A

“Compensation of the corporate trustee is agreed upon by essa bank & trust's current fee schedule, which can be obtained from essa bank & trust by request.”

Form 990, Page 6, Part VI, Line 18

“COPIES OF FORMS 1023 AND 990 CAN BE OBTAINED BY REQUEST FROM THE CORPORATE TRUSTEE DISCLOSED ON LINE 20. FORM 990 CAN ALSO BE OBTAINED VIA THE INTERNET AT ://www.guidestar.org OR://www.eri -nonprofit-salaries.com/”

Form 990, Page 6, Part VI, Line 19

“Essa bank & trust as corporate trustee does not maintain a separate conflict of interest policy for each separate trust.”

Filing and Contact Details

Filer

Filer Name
Monroe County Historical Assn Endowment Trust
EIN
23-7666937
Phone
5704763900
Address
ESSA ASSET MGMT TR 744 MAIN ST, STROUDSBURG, PA 18360

Signing Officer

Name
William Evans
Title
Manager
Phone
5704763900
Signed
2017-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Evans
Formed
2005
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund adjustment: $201.00”

Raw XML Appendix381 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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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ENDOWMENT FUND ESTABLISHED TO PROVIDE FUNDS TO THE MONROE COUNTY HISTORICAL ASSOCIATION LOCATED IN STROUDSBURG, PA.
IRS990/AllOtherContributionsAmt04850
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ESSA ASSET MANAGEMENT & TRUST
IRS990/BooksInCareOfDetail/PhoneNum05704763900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0744 MAIN ST 3RD FLR
IRS990/BooksInCareOfDetail/USAddress/CityNm0STROUDSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018360
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt068
IRS990/CashNonInterestBearingGrp/EOYAmt0566
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt012242
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012242
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04850
IRS990/CYGrantsAndSimilarPaidAmt033725
IRS990/CYInvestmentIncomeAmt03068
IRS990/CYOtherExpensesAmt03840
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-41889
IRS990/CYSalariesCompEmpBnftPaidAmt012242
IRS990/CYTotalExpensesAmt049807
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07918
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE OPERATING FUNDS FOR PAYMENT OF PROFESSIONAL STAFF AND FOR CAPITAL IMPROVEMENTS OF THE MONROE COUNTY HISTORICAL ASSOCIATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt049807
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0890
IRS990/FeesForServicesAccountingGrp/TotalAmt0890
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02290
IRS990/FeesForServicesLegalGrp/TotalAmt02290
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0660
IRS990/FeesForServicesOtherGrp/TotalAmt0660
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form720FiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0ESSA BANK & TRUST
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY L WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICIA J SAYLOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt212242
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-27127
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt033725
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt033725
IRS990/GrantsToDomesticOrgsGrp/TotalAmt033725
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0524265
IRS990/GrossReceiptsAmt0559310
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt030195
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030195
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01176983
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01207049
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0551392
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0ENDOWMENT FUND ESTABLISHED TO PROVIDE FUNDS TO THE MONROE COUNTY HISTORICAL ASSOCIATION LOCATED IN STROUDSBURG, PA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01270262
IRS990/NetAssetsOrFundBalancesEOYAmt01228574
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-27127
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-27127
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0201
IRS990/OtherExpensesGrp/Desc0TAX PREPARATION FEES
IRS990/OtherExpensesGrp/Desc1EXCISE TAXES PAID
IRS990/OtherExpensesGrp/Desc2PA FORM BCO-10 FILING FEE
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM EVANS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0602345
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025984
IRS990/PYInvestmentIncomeAmt069957
IRS990/PYOtherExpensesAmt01160
IRS990/PYRevenuesLessExpensesAmt0635490
IRS990/PYSalariesCompEmpBnftPaidAmt09668
IRS990/PYTotalExpensesAmt036812
IRS990/PYTotalRevenueAmt0672302
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-41889
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01270262
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01228574
IRS990/SavingsAndTempCashInvstGrp/BOYAmt093211
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020959
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt030195
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt025506
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt03370
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt030195
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt022136
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt013132
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt010489
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt017063
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt015017
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt015017
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt036588
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt036588
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt012764
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt036588
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt033088
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt036588
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt03500
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt033726
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0638
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt03500
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0638
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0638
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt03500
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt036588
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt033726
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt033726
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY CONSISTS SOLELY OF THE CORPORATE TRUSTEE, ESSA BANK & TRUST LOCATED IN STROUDSBURG PENNSYSLVANIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO CHANGES MADE TO ORGANIZING DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PER 1a ABOVE, THE CORPRATE TRUSTEE DOESN'T CONDUCT SEPERATE MEETINGS FOR THIS TRUST ENDOWMENT FUND. HOWEVER MAY COMMUNICATE WITH GRANTOR TO DETERMINE IF NEEDS ARE BEING MET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES EXIST CURRENTLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CORPORATE TRUSTEE RECEIVED A COPY OF THIS FORM 990 PRIOR TO FILING WITH THE AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION OF THE CORPORATE TRUSTEE IS AGREED UPON BY ESSA BANK & TRUST'S CURRENT FEE SCHEDULE, WHICH CAN BE OBTAINED FROM ESSA BANK & TRUST BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COPIES OF FORMS 1023 AND 990 CAN BE OBTAINED BY REQUEST FROM THE CORPORATE TRUSTEE DISCLOSED ON LINE 20. FORM 990 CAN ALSO BE OBTAINED VIA THE INTERNET AT ://www.guidestar.org OR://www.eri -nonprofit-salaries.com/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ESSA BANK & TRUST AS CORPORATE TRUSTEE DOES NOT MAINTAIN A SEPARATE CONFLICT OF INTEREST POLICY FOR EACH SEPARATE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Mutual fund adjustment: $201.00
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ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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