Civic Intelligence

Juniata Valley Educational Trust

990 • Fiscal year 2016 • EIN 25-1588819

Jan 01, 2016 to Dec 31, 2016 • Filed on May 26, 2017

Organization ProfileN/A
PO Box 318Alexandria, PA 16611

(814) 669-9150

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-237%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-96%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-65%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$8,563

Down $202,972 (-96%) from 2015

Net Assets

Down

$8,563

Down $202,972 (-96%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Down

$12,657

Down $23,425 (-65%) from 2015

Expenses

Up

$42,625

Up $31,520 (+284%) from 2015

Net Income

Down

-$29,968

Down $54,945 (-220%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$300K$200K$100K$0Assets 2010: $187,760Liabilities 2010: $0Net Assets 2010: $187,7602010Assets 2011: $195,121Liabilities 2011: $0Net Assets 2011: $195,1212011Assets 2012: $179,539Liabilities 2012: $0Net Assets 2012: $179,5392012Assets 2013: $180,557Liabilities 2013: $0Net Assets 2013: $180,5572013Assets 2014: $186,508Liabilities 2014: $0Net Assets 2014: $186,5082014Assets 2015: $211,535Liabilities 2015: $0Net Assets 2015: $211,5352015Assets 2016: $8,563Liabilities 2016: $0Net Assets 2016: $8,5632016Assets 2017: $18,754Liabilities 2017: $0Net Assets 2017: $18,7542017Assets 2018: $22,371Liabilities 2018: $0Net Assets 2018: $22,3712018Assets 2019: $19,561Liabilities 2019: $0Net Assets 2019: $19,5612019Assets 2020: $21,607Liabilities 2020: $0Net Assets 2020: $21,6072020Assets 2021: $29,925Liabilities 2021: $0Net Assets 2021: $29,9252021Assets 2022: $34,995Liabilities 2022: $0Net Assets 2022: $34,9952022Assets 2023: $27,811Liabilities 2023: $0Net Assets 2023: $27,8112023Assets 2024: $32,813Liabilities 2024: $0Net Assets 2024: $32,8132024

Highlighted filing

2016

Assets$8,563
Liabilities$0
Net Assets$8,563
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

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

$100K$50K$0-$50KRevenue 2010: $34,080Expenses 2010: $60,620Net Income 2010: -$26,5402010Revenue 2011: $43,210Expenses 2011: $35,028Net Income 2011: $8,1822011Revenue 2012: $43,435Expenses 2012: $60,545Net Income 2012: -$17,1102012Revenue 2013: $23,377Expenses 2013: $11,750Net Income 2013: $11,6272013Revenue 2014: $12,708Expenses 2014: $5,800Net Income 2014: $6,9082014Revenue 2015: $36,082Expenses 2015: $11,105Net Income 2015: $24,9772015Revenue 2016: $12,657Expenses 2016: $42,625Net Income 2016: -$29,9682016Revenue 2017: $22,526Expenses 2017: $12,335Net Income 2017: $10,1912017Revenue 2018: $17,248Expenses 2018: $13,631Net Income 2018: $3,6172018Revenue 2019: $25,796Expenses 2019: $28,606Net Income 2019: -$2,8102019Revenue 2020: $10,536Expenses 2020: $8,490Net Income 2020: $2,0462020Revenue 2021: $30,622Expenses 2021: $22,304Net Income 2021: $8,3182021Revenue 2022: $18,654Expenses 2022: $13,584Net Income 2022: $5,0702022Revenue 2023: $18,318Expenses 2023: $25,501Net Income 2023: -$7,1832023Revenue 2024: $41,095Expenses 2024: $36,093Net Income 2024: $5,0022024

Highlighted filing

2016

Revenue$12,657
Expenses$42,625
Net Income-$29,968
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 26, 2017
Return Version
2016v3.0
Gross Receipts
$300,223
Mission and Program Overview

Mission

Operation of a trust exclusively for charitable and educational purposes within the meaning of these terms as used in section 501(c)(3) of the internal revenue code but only such purpose as also constiutes public charitable purposes under the law of trusts of the commonwealth of pa

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$211,535$8,563▼ $202,972
Total Assets$211,535$8,563▼ $202,972
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$187,247$7,328▼ $179,919
Unrestricted Net Assets$24,288$1,235▼ $23,053
Total Net Assets Fund Balance$211,535$8,563▼ $202,972
Total Liabilities and Net Assets / Fund Balance$211,535$8,563▼ $202,972
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
James DillingCo-chair
Nancy SheddCo-chair
Carol WennerDirector
Jerry RuckerDirector
Jessica QuinterDirector
Joel PheasantDirector
Kathy OrmsbyDirector
Krista ReihartDirector
Meredith MobergDirector
Michael ZinobileDirector
Mike EstepDirector
Nicholas NewfieldDirector
Raylene RussellDirector
Jeanne PetersonSec., Treas.
Revenue and Support

Revenue Composition

Contributions and Grants
$7,278
Program Service Revenue
$0
Investment Income
$5,379
Other Revenue
$0
All Other Contributions
$7,278
Change in Net Assets
$-29,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,810
Other Expenses$1,815
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,760--$35,760
Grants to Domestic Individuals$5,050--$5,050
Advertising-$500-$500
Fees for Services Accounting-$235-$235
Other Expenses-$15-$15
Total Functional Expenses$40,810$1,815$0$42,625
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Purchased Computers for Benefit of Juniata Valley School District--Purchase One-to-one Technology for Instruction in Math, Science,english and History$30,585
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Trustees are elected for three year terms on a staggered basis. After a term has expired possible new trustees are discussed, the individual agreed upon is then asked to serve and the board officially votes on appointing the new trustee.”

Form 990, Part VI, Section B, Line 11B

“A trustee reviews and signs the 990”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are kept at the organization's office and available upon request to the public”

Filing and Contact Details

Filer

Filer Name
Juniata Valley Educational Trust
EIN
25-1588819
Phone
8146699150
Address
PO BOX 318, ALEXANDRIA, PA 16611

Signing Officer

Name
Jeanne Peterson
Title
Secretary / Treasurer
Phone
8146699150
Signed
2017-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanne Peterson
Formed
1988
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
David Scott CPA
Phone
8149446191
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Contribution to the huntingdon county foundation a 501 c 3 to establish juniata valley educational endowment (ein 80-0325304) -180,027.”

Form 990. Part XII, Line 2C

“This process has not changed from prior year”

Raw XML Appendix392 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.

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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04972
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016399
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86910
IRS990ScheduleA/PublicSupportPY170Pct00.86790
IRS990ScheduleA/PublicSupportTotal170Amt0108902
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt042980
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08949
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031720
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0108902
IRS990ScheduleA/TotalSupportAmt0125301
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/RecipientTable/CashGrantAmt030585
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PURCHASE ONE-TO-ONE TECHNOLOGY FOR INSTRUCTION IN MATH, SCIENCE,ENGLISH AND HISTORY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PURCHASED COMPUTERS FOR BENEFIT OF JUNIATA VALLEY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0236003850
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0RECIPIENTS ARE CHOSEN BASED ON CRITERIA ESTABLISHED BY THE SCHOLARSHIP SPONSORS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES ARE ELECTED FOR THREE YEAR TERMS ON A STAGGERED BASIS. AFTER A TERM HAS EXPIRED POSSIBLE NEW TRUSTEES ARE DISCUSSED, THE INDIVIDUAL AGREED UPON IS THEN ASKED TO SERVE AND THE BOARD OFFICIALLY VOTES ON APPOINTING THE NEW TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A TRUSTEE REVIEWS AND SIGNS THE 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE KEPT AT THE ORGANIZATION'S OFFICE AND AVAILABLE UPON REQUEST TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTRIBUTION TO THE HUNTINGDON COUNTY FOUNDATION A 501 C 3 TO ESTABLISH JUNIATA VALLEY EDUCATIONAL ENDOWMENT (EIN 80-0325304) -180,027.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990. PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0187247
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt07328
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0211535
IRS990/TotalAssetsEOYAmt08563
IRS990/TotalAssetsGrp/BOYAmt0211535
IRS990/TotalAssetsGrp/EOYAmt08563
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt07278
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01815
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040810
IRS990/TotalFunctionalExpensesGrp/TotalAmt042625
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0211535
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08563
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt040810
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02292
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03087
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012657
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0211535
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08563
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt024288
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01235
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0RD 1 PO BOX 318
IRS990/USAddress/CityNm0ALEXANDRIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd016611
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANNE PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY / TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08146699150
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUNIATA VALLEY EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JUNI
ReturnHeader/Filer/EIN0251588819
ReturnHeader/Filer/PhoneNum08146699150
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 318
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016611
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.255.27.90
ReturnHeader/FilingSecurityInformation/IPDt02017-05-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:36:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251589048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNG OAKES BROWN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01210 THIRTEENTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALTOONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016601
ReturnHeader/PreparerPersonGrp/PhoneNum08149446191
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SCOTT CPA
ReturnHeader/ReturnTs02017-06-07T14:49:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,563
Liabilities
$0
Net assets
$8,563
Revenue
$12,657
Expenses
$42,625
Net income
-$29,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.41$0.36$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.18$0.26$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.19$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.31$0.22$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.11$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.26$0.29$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.17$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.23$0.12$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.13$0.43$0.30
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.36$0.11$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.13$0.06$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.23$0.12$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$0.43$0.61$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.43$0.35$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$0.34$0.61$0.27