Civic Intelligence

Beatrice L Compton Memorial Trust Fund

990PF • Fiscal year 2021 • EIN 25-1676211

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile
21 St Andrews DriveBeaver Falls, PA 15010

(724) 843-4961

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

14th percentile

-40%

Higher net margin than 14% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

30th percentile

-5.6%

Faster asset growth than 30% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

94%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$308,452

Down $18,218 (-5.6%) from 2020

Net Assets

Down

$308,452

Down $18,218 (-5.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin14th percentile

Revenue

Up

$45,379

Up $21,957 (+94%) from 2020

Expenses

Up

$63,597

Up $39,647 (+166%) from 2020

Net Income

Down

-$18,218

Down $17,690 (-3350%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$400K$300K$200K$100K$0Assets 2010: $297,803Liabilities 2010: $0Net Assets 2010: $297,8032010Assets 2011: $300,089Liabilities 2011: $0Net Assets 2011: $300,0892011Assets 2012: $295,491Liabilities 2012: $0Net Assets 2012: $295,4912012Assets 2013: $309,760Liabilities 2013: $0Net Assets 2013: $301,9602013Assets 2014: $295,628Liabilities 2014: $629Net Assets 2014: $294,9992014Assets 2016: $305,660Liabilities 2016: $6,629Net Assets 2016: $299,0312016Assets 2017: $311,911Liabilities 2017: $6,629Net Assets 2017: $305,2822017Assets 2018: $324,710Liabilities 2018: $6,629Net Assets 2018: $318,0812018Assets 2019: $333,827Liabilities 2019: $6,629Net Assets 2019: $327,1982019Assets 2020: $326,670Liabilities 2020: $0Net Assets 2020: $326,6702020Assets 2021: $308,452Liabilities 2021: $0Net Assets 2021: $308,4522021Assets 2022: $27,424Liabilities 2022: $0Net Assets 2022: $27,4242022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$308,452
Liabilities$0
Net Assets$308,452
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $16,3402010Expenses 2011: $17,4992011Expenses 2012: $16,6602012Revenue 2013: $26,988Expenses 2013: $21,238Net Income 2013: $5,7502013Revenue 2014: $2,482Expenses 2014: $14,478Net Income 2014: -$11,9962014Revenue 2016: $13,805Expenses 2016: $17,783Net Income 2016: -$3,9782016Revenue 2017: $28,098Expenses 2017: $21,847Net Income 2017: $6,2512017Revenue 2018: $23,932Expenses 2018: $11,133Net Income 2018: $12,7992018Revenue 2019: $21,211Expenses 2019: $12,094Net Income 2019: $9,1172019Revenue 2020: $23,422Expenses 2020: $23,950Net Income 2020: -$5282020Revenue 2021: $45,379Expenses 2021: $63,597Net Income 2021: -$18,2182021Revenue 2022: $76,683Expenses 2022: $640,414Net Income 2022: -$563,7312022Revenue 2023: $279Expenses 2023: $27,703Net Income 2023: -$27,4242023

Highlighted filing

2021

Revenue$45,379
Expenses$63,597
Net Income-$18,218
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard RoceretoPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Beatrice L Compton Memorial Trust Fund
EIN
25-1676211
Phone
7248434961
Address
21 St Andrews Drive, Beaver Falls, PA 15010

Signing Officer

Name
Richard Rocereto
Title
Accountant
Phone
7248434961
Signed
2022-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Hileman and Associates PC
Address
1910 Cochran Road Suite 990, Pittsburgh, PA 15220
Preparer
Thomas R Hileman CPA
Phone
4125319092
Raw XML Appendix318 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0St Monica Angel Fund of Beaver County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1541
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Beaver Falls
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035127
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035127
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt088499
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035127
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt088499
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt088499
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040139
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035127
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01975
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Prepaid Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01975
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01975
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Accounting
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01094
TaxesSchedule/TaxesDetail/Amt027376
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Rocereto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Accountant
ReturnHeader/BusinessOfficerGrp/PhoneNum07248434961
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Beatrice L Compton Memorial Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0BEAT
ReturnHeader/Filer/EIN0251676211
ReturnHeader/Filer/PhoneNum07248434961
ReturnHeader/Filer/USAddress/AddressLine1Txt021 St Andrews Drive
ReturnHeader/Filer/USAddress/CityNm0Beaver Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015010
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251696471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hileman and Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01910 Cochran Road Suite 990
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsburgh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015220
ReturnHeader/PreparerPersonGrp/PhoneNum04125319092
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas R Hileman CPA
ReturnHeader/ReturnTs02022-11-11T12:52:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Rocereto
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$308,452
Liabilities
$0
Net assets
$308,452
Revenue
$45,379
Expenses
$63,597
Net income
-$18,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.28$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.77$6.40$5.64
2021Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.45$0.64$0.18
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.23$0.24$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.07$3.27$0.21$0.12$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.07$3.18$0.24$0.11$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.12$0.07$3.05$0.28$0.22$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.07$2.99$0.14$0.18$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.01$2.95$0.02$0.14$0.12
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.02$0.27$0.21$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.17
2011Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.16