Civic Intelligence

The Carmen Danella Foundation Sharon Danella

990PF • Fiscal year 2018 • EIN 25-1858500

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 26, 2019

Organization Profile
1105 Green Lane RoadMalvern, PA 19355-8626

(215) 564-8400

Siviq Scores

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

Liabilities / Assets

79th percentile

0.37x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

3.45x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

48th percentile

0.3%

Faster asset growth than 48% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$3,499,151

Up $11,756 (+0.3%) from 2017

Net Assets

Up

$2,216,191

Up $224,883 (+11%) from 2017

Liabilities

Down

$1,282,960

Down $213,127 (-14%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin92nd percentile

Revenue

Down

$372,185

Down $264,701 (-42%) from 2017

Expenses

Down

$147,302

Down $2,833,783 (-95%) from 2017

Net Income

Up

$224,883

Up $2,569,082 (+110%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,052,522Liabilities 2011: $0Net Assets 2011: $3,052,5222011Assets 2012: $2,723,152Liabilities 2012: $0Net Assets 2012: $2,723,1522012Assets 2013: $2,525,263Liabilities 2013: $0Net Assets 2013: $2,525,2632013Assets 2014: $2,297,749Liabilities 2014: $0Net Assets 2014: $2,297,7492014Assets 2015: $2,001,710Liabilities 2015: $0Net Assets 2015: $2,001,7102015Assets 2016: $4,335,507Liabilities 2016: $0Net Assets 2016: $4,335,5072016Assets 2017: $3,487,395Liabilities 2017: $1,496,087Net Assets 2017: $1,991,3082017Assets 2018: $3,499,151Liabilities 2018: $1,282,960Net Assets 2018: $2,216,1912018Assets 2019: $2,544,161Liabilities 2019: $0Net Assets 2019: $2,544,1612019Assets 2020: $2,409,206Liabilities 2020: $0Net Assets 2020: $2,409,2062020Assets 2021: $2,223,328Liabilities 2021: $0Net Assets 2021: $2,223,3282021Assets 2022: $1,655,745Liabilities 2022: $0Net Assets 2022: $1,655,7452022Assets 2023: $1,637,335Liabilities 2023: $0Net Assets 2023: $1,637,3352023Assets 2024: $1,552,695Liabilities 2024: $0Net Assets 2024: $1,552,6952024Assets 2025: $1,361,101Liabilities 2025: $0Net Assets 2025: $1,621,1012025

Highlighted filing

2018

Assets$3,499,151
Liabilities$1,282,960
Net Assets$2,216,191
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $127,5982011Expenses 2012: $360,6582012Revenue 2013: $94,392Expenses 2013: $292,281Net Income 2013: -$197,8892013Revenue 2014: $127,595Expenses 2014: $355,109Net Income 2014: -$227,5142014Revenue 2015: $91,933Expenses 2015: $387,972Net Income 2015: -$296,0392015Revenue 2016: $3,657,071Expenses 2016: $981,828Net Income 2016: $2,675,2432016Revenue 2017: $636,886Expenses 2017: $2,981,085Net Income 2017: -$2,344,1992017Revenue 2018: $372,185Expenses 2018: $147,302Net Income 2018: $224,8832018Revenue 2019: $475,644Expenses 2019: $147,674Net Income 2019: $327,9702019Revenue 2020: $222,926Expenses 2020: $438,178Net Income 2020: -$215,2522020Revenue 2021: $58,531Expenses 2021: $244,409Net Income 2021: -$185,8782021Revenue 2022: -$69,497Expenses 2022: $498,086Net Income 2022: -$567,5832022Revenue 2023: $149,876Expenses 2023: $168,286Net Income 2023: -$18,4102023Revenue 2024: $251,561Expenses 2024: $336,201Net Income 2024: -$84,6402024Revenue 2025: $179,746Expenses 2025: $111,340Net Income 2025: $68,4062025

Highlighted filing

2018

Revenue$372,185
Expenses$147,302
Net Income$224,883
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 26, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON DANELLATrustee-$0--
RICHARD HEVNERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTEMPLE UNIVERSITYCHARITABLE-PHILADELPHIA, PA, US$25,000
Paid GrantELMWOOD PARK ZOOCHARITABLE-NORRISTOWN, PA, US$10,000
Paid GrantSAINT HELENA SCHOOLCHARITABLE-BLUE BELL, PA, US$5,000
Paid GrantGUIDING EYES FOR THE BLINDCHARITABLE-YORKTOWN HEIGHTS, NY, US$500
Paid GrantWORLD WILDLIFE FUNDCHARITABLE-WASHINGTON, DC, US$500
Filing and Contact Details

Filer

Filer Name
The Carmen Danella Foundation
EIN
25-1858500
Phone
2155648400
Address
1105 GREEN LANE ROAD, MALVERN, PA 19355-8626

Signing Officer

Name
Richard Hevner
Title
Trustee
Phone
2155648400
Signed
2019-03-26

Preparer

Firm
Cypress Tax Advisors LLC
Address
3477 SE WILLOUGHBY BLVD STE 101, STUART, FL 34994-5061
Preparer
David C Smith CPA
Phone
7727816455
Raw XML AppendixShowing 400 of 496 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GABELLI EQUITY SER FD SM CAP GR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MIRANT GLOBAL SR 9.125%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22137.214 ABERDEEN FDS US SM CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BRIGHTHOUSE FINL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GABELLI EQUITY SER FD SM CAP GR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FRONTIER COMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ISHARES SEL DIVD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CENTURYLINK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FIRST EAGLE FDS SOGEN OVERSEAS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CIGNA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ISHARES SEL DIVD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BARCLAYS BK 8.125% PFD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12AMERICAN FDS EUROPAC GR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13EXPRESS SCRIPTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14TRP REAL EST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15TRP BLUE CHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16UNION PACIFIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17UNITEDHEALTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18VIRTUS FDS EMG MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19VICTORY PORT MUNDER MID CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20VICTORY PORT MUNDER MID CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21YUM CHINA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0333146
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-218
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0224883
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02216191
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01991308
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02216191
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0223915
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0223915
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0223915
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0230470
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06555
IRS990PF/DistributableAmountGrp/TotalTaxAmt06555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06555
IRS990PF/FMVAssetsEOYAmt04426454
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01991308
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01991308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt048750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03365038
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02804230
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03731533
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01496087
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01282960
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0224883
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt073607
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt094921
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt094921
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03487395
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03499151
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04426454
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01496087
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01282960
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03487395
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03499151
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01991308
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02216191
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04679595
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt084264
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04595331
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt070194
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0230470
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04609401
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04679595
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHARON DANELLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD HEVNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11105 GREEN LANE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WORCESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MALVERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd019490
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119355
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01036802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01040080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02923663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0934097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0364294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0330871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0262846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.224932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.560815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.186784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.155340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.129646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.092075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04609401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05213243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05000956
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02345142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02552109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02854688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0102873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.124660
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0102873
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0102873
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0102873
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RICHARD HEVNER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01105 GREEN LANE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MALVERN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019355
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02155648400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ELMWOOD PARK ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEMPLE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SAINT HELENA SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GUIDING EYES FOR THE BLIND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WORLD WILDLIFE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01661 HARDING BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11801 N BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21499 DEKALB PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3611 GRANITE SPRINGS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41250 24TH ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORRISTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BLUE BELL

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,499,151
Liabilities
$1,282,960
Net assets
$2,216,191
Revenue
$372,185
Expenses
$147,302
Net income
$224,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.62$0.18$0.11$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.25$0.34$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.15$0.17$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.07$0.50$0.57
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.06$0.24$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.22$0.44$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.48$0.15$0.33
2018Detailed filing. Detailed filing data is available for this year.$3.50$1.28$2.22$0.37$0.15$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.49$1.50$1.99$0.64$2.98$2.34
2016Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$3.66$0.98$2.68
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.39$0.30
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.13$0.36$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.09$0.29$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.36
2011Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.13