Civic Intelligence

William E & Margaret North Bush Memorial Scholarship Fund

990PF • Fiscal year 2016 • EIN 25-1814240

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization Profile
Box 247Apollo, PA 15613

(724) 478-3151

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

7th percentile

-112%

Higher net margin than 7% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$400

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2014 to 2016

Revenue Growth

10th percentile

-42%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$675,101

Down $6,272 (-0.9%) from 2014

Net Assets

Down

$675,101

Down $6,272 (-0.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin7th percentile

Revenue

Down

$9,715

Down $19,196 (-66%) from 2014

Expenses

Down

$20,613

Down $1,477 (-6.7%) from 2014

Net Income

Down

-$10,898

Down $17,719 (-260%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2011: $634,601Liabilities 2011: $0Net Assets 2011: $634,6012011Assets 2012: $659,731Liabilities 2012: $0Net Assets 2012: $659,7312012Assets 2013: $674,553Liabilities 2013: $0Net Assets 2013: $674,5532013Assets 2014: $681,373Liabilities 2014: $0Net Assets 2014: $681,3732014Assets 2016: $675,101Liabilities 2016: $0Net Assets 2016: $675,1012016Assets 2017: $682,919Liabilities 2017: $0Net Assets 2017: $682,9192017Assets 2018: $683,474Liabilities 2018: $0Net Assets 2018: $683,4742018Assets 2019: $670,445Liabilities 2019: $0Net Assets 2019: $670,4452019Assets 2020: $671,679Liabilities 2020: $0Net Assets 2020: $671,6792020Assets 2021: $684,625Liabilities 2021: $0Net Assets 2021: $684,6252021Assets 2022: $653,167Liabilities 2022: $0Net Assets 2022: $653,1672022Assets 2023: $573,576Liabilities 2023: $0Net Assets 2023: $573,5762023Assets 2024: $552,746Liabilities 2024: $0Net Assets 2024: $552,7462024

Highlighted filing

2016

Assets$675,101
Liabilities$0
Net Assets$675,101
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $15,8882011Expenses 2012: $19,7722012Revenue 2013: $36,517Expenses 2013: $21,695Net Income 2013: $14,8222013Revenue 2014: $28,911Expenses 2014: $22,090Net Income 2014: $6,8212014Revenue 2016: $9,715Expenses 2016: $20,613Net Income 2016: -$10,8982016Revenue 2017: $49,694Expenses 2017: $41,876Net Income 2017: $7,8182017Revenue 2018: $43,834Expenses 2018: $43,279Net Income 2018: $5552018Revenue 2019: $27,055Expenses 2019: $40,084Net Income 2019: -$13,0292019Revenue 2020: $43,373Expenses 2020: $42,139Net Income 2020: $1,2342020Revenue 2021: $56,094Expenses 2021: $43,148Net Income 2021: $12,9462021Revenue 2022: $9,176Expenses 2022: $40,634Net Income 2022: -$31,4582022Revenue 2023: -$41,848Expenses 2023: $37,743Net Income 2023: -$79,5912023Revenue 2024: $15,655Expenses 2024: $36,485Net Income 2024: -$20,8302024

Highlighted filing

2016

Revenue$9,715
Expenses$20,613
Net Income-$10,898
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY FULTON JR ESQUIRECo-Trustee-$400-$400
LISA FERGUSONCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONAL-PITTSBURGH, PA, US$4,250
Paid Grant-EDUCATIONAL-PITTSBURGH, PA, US$4,250
Paid Grant-EDUCATIONAL-PITTSBURGH, PA, US$3,912
Filing and Contact Details

Filer

Filer Name
William E and Margaret North Bush
EIN
25-1814240
Phone
7244783151
Address
BOX 247, APOLLO, PA 15613

Signing Officer

Name
Lisa Ferguson
Title
Co-trustee
Phone
7244783151
Signed
2017-05-02

Preparer

Firm
Sharshan & Company
Address
7100 W CAMINO REAL STE 302-22, BOCA RATON, FL 33433
Preparer
Andrew Sharshan
Phone
4127885252
Raw XML Appendix320 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6-11036
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0595801
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0APOLLO TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0BOX 247
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0APOLLO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015613
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07244783151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13912
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HILARY SERBIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ISABELLE SERBIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JAMES HANCHETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07016 BLACKHAWK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17016 BLACKHAWK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27007 BLACKHAWK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd115218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215218
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012412
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016208
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt016705
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt016705
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05079
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016208
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018778
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035483
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06843
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03421
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03422
TaxesSchedule/TaxesDetail/Amt0208
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0208
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07244783151
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E AND MARGARET NORTH BUSH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0251814240
ReturnHeader/Filer/PhoneNum07244783151
ReturnHeader/Filer/USAddress/AddressLine1Txt0BOX 247
ReturnHeader/Filer/USAddress/CityNm0APOLLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015613
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId019C3764FD7E16FB4ACA36044FF05FC5449D87197
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EAEF60479818725E5025E18C1E66B65AF0C8A52B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204825122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHARSHAN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07100 W CAMINO REAL STE 302-22
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033433
ReturnHeader/PreparerPersonGrp/PhoneNum04127885252
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW SHARSHAN
ReturnHeader/ReturnTs02017-05-02T13:00:05-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$675,101
Liabilities
$0
Net assets
$675,101
Revenue
$9,715
Expenses
$20,613
Net income
-$10,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.16$0.36$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.42$0.38$0.80
2022Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.09$0.41$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.56$0.43$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.43$0.42$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.27$0.40$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.44$0.43$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.50$0.42$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.10$0.21$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.29$0.22$0.07
2013Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.37$0.22$0.15
2012Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.20
2011Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.16