Civic Intelligence

Clearfield Educational Foundation Endowment Fund

990PF • Fiscal year 2012 • EIN 25-1815185

Jul 01, 2011 to Jun 30, 2012 • Filed on Sep 13, 2012

PO Box 51016830
Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$184,247

No earlier filing loaded for comparison.

Net Assets

$180,655

No earlier filing loaded for comparison.

Liabilities

$3,592

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$6,878

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $184,247Liabilities 2012: $3,592Net Assets 2012: $180,6552012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2012

Assets$184,247
Liabilities$3,592
Net Assets$180,655

Operations Trend

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

$200K$150K$100K$50K$0Expenses 2012: $6,8782012Expenses 2013: $187,4582013

Highlighted filing

2012

Revenue-
Expenses$6,878
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Sep 13, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MCCONNELLTrustee-$0--
WILLIAM WOODTrustee-$0--
PETER SMITHTrustee-$0--
JAMES P MOORETrustee-$0--
C ERIC JOHNSONTrustee-$0--
CARL A BELIN JRTrustee-$0--
CHARLES JOHNSTONTreasurer-$0--
VICKI MYERSSecretary-$0--
TOM STOJEKVice Chairman-$0--
MAUREEN GATHAGANChairman-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPS FOR STUDENTS OF LOCK HAVEN UNIVERSITY CLEARFIELD CAMPUSN/ALOCK HAVEN, PA, US$4,690
Filing and Contact Details

Filer

EIN
25-1815185
Raw XML Appendix333 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue230560
InvestmentsOtherSchedule2/InvestmentsOther/BookValue355441
InvestmentsOtherSchedule2/InvestmentsOther/BookValue446523
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0VANGUARD SHORT TERM CORP FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1VANGUARD TOTAL BD MKT INDEX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2VANGUARD 500 INDEX
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3T. ROWE PRICE BLUE CHIP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4DREYFUS APPRECIATION FUND
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IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV0184247
IRS990PF/BalanceSheets/TotalLiabilitiesBOY03520
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0141
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0141
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases07335
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj08849
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IRS990PF/DistributableAmount/MinimumInvestmentReturn08909
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome060
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0177713
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn08909
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation90
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVID MCCONNELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WILLIAM WOOD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PETER SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JAMES P MOORE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4C ERIC JOHNSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5CARL A BELIN JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6CHARLES JOHNSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7VICKI MYERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8TOM STOJEK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName9MAUREEN GATHAGAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title8Vice Chairman
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 510
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CLEARFIELD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2PA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4PA
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0CLFD EDUCATIONAL FOUNDATION ENDOWME
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0CLEARFIELD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode016830
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0STUDENTS ATTENDING LOCK HAVEN UNIVERSITY CLEARFIELD CAMPUS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04690
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS FOR STUDENTS OF LOCK HAVEN UNIVERSITY CLEARFIELD CAMPUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0LOCK HAVEN UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOCK HAVEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017745
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04690
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04690
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted08849
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear208002
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear304191
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear403490
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear502111
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus04159
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY04159
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear013635
IRS990PF/UndistributedIncome/ExcessFromYear208002
IRS990PF/UndistributedIncome/ExcessFromYear304191
IRS990PF/UndistributedIncome/ExcessFromYear401442
IRS990PF/UndistributedIncome/QualifyingDistributions04690
IRS990PF/UndistributedIncome/TotalCorpus013635
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover017794
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0LICENSE
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherIncreasesSchedule/OtherIncreases/Amount07335
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01441
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/Amount057
TaxesSchedule/Taxes/Category0EXCISE TAX
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0251815185
ReturnHeader/Filer/Name/BusinessNameLine10CLEARFIELD EDUCATIONAL FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20ENDOWMENT FUND
ReturnHeader/Filer/NameControl0CLEA
ReturnHeader/Filer/Phone08147657560
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 510
ReturnHeader/Filer/USAddress/City0CLEARFIELD
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode016830
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-09-13
ReturnHeader/Officer/Name0MAUREEN GATHAGAN
ReturnHeader/Officer/Title0Chairman
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Walter Hopkins & Company LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101107 Linden Street / PO Box 910-A
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Clearfield
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0168300910
ReturnHeader/Preparer/Name0KATHERINE B ECKLEY CPA
ReturnHeader/Preparer/Phone08147657876
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-13T06:27:07-07:00

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