Civic Intelligence

Margaret M Lichty Charitable Trust 1519159178

EIN 23-7831175 • 501(c)3 • Pottsville, PA

Pub. 78 Eligible

Profile

To provide for the cemetery's care and upkeep.

PO Box 660Pottsville, PA 17901

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$9,202

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

50th percentile

3.0%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

107%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$717,862

Up $20,951 (+3.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$717,862

Up $20,951 (+3.0%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin78th percentile

Revenue

Up

$80,389

Up $41,550 (+107%) from 2024

Expenses

Up

$59,743

Up $312 (+0.5%) from 2024

Net Income

Up

$20,646

Up $41,238 (+200%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$800K$600K$400K$200K$0Assets 2016: $787,801Liabilities 2016: $0Net Assets 2016: $787,8012016Assets 2017: $747,699Liabilities 2017: $0Net Assets 2017: $747,6992017Assets 2018: $727,809Liabilities 2018: $0Net Assets 2018: $727,8092018Assets 2019: $698,272Liabilities 2019: $0Net Assets 2019: $698,2722019Assets 2020: $691,372Liabilities 2020: $0Net Assets 2020: $691,3722020Assets 2021: $696,163Liabilities 2021: $0Net Assets 2021: $696,1632021Assets 2022: $702,287Liabilities 2022: $0Net Assets 2022: $702,2872022Assets 2023: $716,548Liabilities 2023: $0Net Assets 2023: $716,5482023Assets 2024: $696,911Liabilities 2024: $0Net Assets 2024: $696,9112024Assets 2025: $717,862Liabilities 2025: $0Net Assets 2025: $717,8622025

Highlighted filing

2025

Assets$717,862
Liabilities$0
Net Assets$717,862
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2016: $69,721Expenses 2016: $67,906Net Income 2016: $1,8152016Revenue 2017: $18,885Expenses 2017: $58,987Net Income 2017: -$40,1022017Revenue 2018: $44,829Expenses 2018: $64,719Net Income 2018: -$19,8902018Revenue 2019: $33,844Expenses 2019: $63,381Net Income 2019: -$29,5372019Revenue 2020: $47,651Expenses 2020: $54,551Net Income 2020: -$6,9002020Revenue 2021: $58,162Expenses 2021: $53,371Net Income 2021: $4,7912021Revenue 2022: $61,350Expenses 2022: $55,226Net Income 2022: $6,1242022Revenue 2023: $42,341Expenses 2023: $41,379Net Income 2023: $9622023Revenue 2024: $38,839Expenses 2024: $59,431Net Income 2024: -$20,5922024Revenue 2025: $80,389Expenses 2025: $59,743Net Income 2025: $20,6462025

Highlighted filing

2025

Revenue$80,389
Expenses$59,743
Net Income$20,646
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$717,862
Liabilities
$0
Net assets
$717,862
Revenue
$80,389
Expenses
$59,743
Net income
$20,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.80$0.60$0.21
2024Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.39$0.59$0.21
2023Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.42$0.41$0.01
2022Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.61$0.55$0.06
2021Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.58$0.53$0.05
2020Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.48$0.55$0.07
2019Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.34$0.63$0.30
2018Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.45$0.65$0.20
2017Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.19$0.59$0.40
2016Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.70$0.68$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
May 3, 2025
Return Version
2024v5.0
Gross Receipts
$80,389
Mission and Program Overview

Mission

To provide for the cemetery's care and upkeep.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$530,976$435,329▼ $95,647
Savings and Temporary Cash Investments$165,935$282,533▲ $116,598
Total Assets$696,911$717,862▲ $20,951
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$696,911$717,862▲ $20,951
Total Net Assets Fund Balance$696,911$717,862▲ $20,951
Total Liabilities and Net Assets / Fund Balance$696,911$717,862▲ $20,951
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$9,202$9,202
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,389
Other Revenue
$0
Change in Net Assets
$20,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,016
Salaries, Compensation, and Employee Benefits$9,202
Other Expenses$525
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,016--$50,016
Current Officers, Directors, Trustees, and Key Employees$4,601$4,601-$9,202
Fees for Services Accounting$525--$525
Total Functional Expenses$55,142$4,601$0$59,743
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Family CemeteryNew Philadelphia, PA501c(3Cemetery Upkeep$50,016
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Trustee receives and reviews the form 990”

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

“Trustee mid penn bank trust dept has a code of ethics policy which includes provisions relating to a conflict of interest. Each employee of mid penn bank trust dept is required to review the policy annually and to comply with its provisions.”

Form 990, Page 6, Part VI, Line 19

“No documents are made available to the public”

Filing and Contact Details

Filer

Filer Name
Margaret Mcginley Lichty Char Tr
EIN
23-7831175
Phone
5705168325
Address
PO BOX 660, POTTSVILLE, PA 17901

Signing Officer

Name
Mid Penn Bank Trust Dept
Title
Trustee
Phone
5705168325
Signed
2025-05-03

Organization Details

Formed
1995
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Marshall Bohorad Thornburg Price&campion
Address
1940 W NORWEGIAN ST PO BOX 1280, POTTSVILLE, PA 17901-7280
Preparer
Thomas J Campion Jr
Phone
5706221811
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ADJUSTMENT 305”

Raw XML Appendix240 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
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IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MID PENN BANK TRUST DEPT
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0MID PENN BANK TRUST DEPT
IRS990/BooksInCareOfDetail/PhoneNum05705168325
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 660
IRS990/BooksInCareOfDetail/USAddress/CityNm0POTTSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017901
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IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04601
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt04601
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt09202
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt050016
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IRS990/CYOtherExpensesAmt0525
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt020646
IRS990/CYSalariesCompEmpBnftPaidAmt09202
IRS990/CYTotalExpensesAmt059743
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt080389
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVISION OF CEMETERY'S CARE AND UPKEEP.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt055142
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0525
IRS990/FeesForServicesAccountingGrp/TotalAmt0525
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt09202
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt054673
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt050016
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050016
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt054673
IRS990/GrossReceiptsAmt080389
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt025716
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025716
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0530976
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0435329
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FOR THE CEMETERY'S CARE AND UPKEEP.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0696911
IRS990/NetAssetsOrFundBalancesEOYAmt0717862
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt054673
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054673
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0696911
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0717862
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0305
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0MID PENN BANK TRUST DEPT
IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0MID PENN BANK TRUST DEPT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050472
IRS990/PYInvestmentIncomeAmt031455
IRS990/PYOtherExpensesAmt0525
IRS990/PYOtherRevenueAmt07384
IRS990/PYRevenuesLessExpensesAmt0-20592
IRS990/PYSalariesCompEmpBnftPaidAmt08434
IRS990/PYTotalExpensesAmt059431
IRS990/PYTotalRevenueAmt038839
IRS990/ReconcilationRevenueExpnssAmt020646
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0165935
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0282533
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt050016
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C(3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CEMETERY UPKEEP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HOLY FAMILY CEMETERY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt099 VALLEY STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd017959
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE RECEIVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE MID PENN BANK TRUST DEPT HAS A CODE OF ETHICS POLICY WHICH INCLUDES PROVISIONS RELATING TO A CONFLICT OF INTEREST. EACH EMPLOYEE OF MID PENN BANK TRUST DEPT IS REQUIRED TO REVIEW THE POLICY ANNUALLY AND TO COMPLY WITH ITS PROVISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJUSTMENT 305
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0696911
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05705168325
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-03
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ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0237831175
ReturnHeader/Filer/PhoneNum05705168325
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ReturnHeader/Filer/USAddress/CityNm0POTTSVILLE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 W NORWEGIAN ST PO BOX 1280
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ReturnHeader/PreparerPersonGrp/PhoneNum05706221811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J CAMPION JR
ReturnHeader/ReturnTs02025-05-07T08:27:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

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