Civic Intelligence

John Schwab Foundation Tua

990PF • Fiscal year 2021 • EIN 25-6029493

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization Profile
117 South Allen StreetState College, PA 16801

(814) 272-4117

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

86th percentile

50%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

84th percentile

$7,434

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

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

Asset Growth

55th percentile

6.6%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

90th percentile

167%

Faster revenue growth than 90% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$464,485

Up $28,564 (+6.6%) from 2020

Net Assets

Up

$464,341

Up $28,512 (+6.5%) from 2020

Liabilities

Up

$144

Up $52 (+57%) from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Up

$57,027

Up $35,671 (+167%) from 2020

Expenses

Up

$28,515

Up $1,953 (+7.4%) from 2020

Net Income

Up

$28,512

Up $33,718 (+648%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0Assets 2010: $405,504Liabilities 2010: $0Net Assets 2010: $405,5042010Assets 2011: $401,409Liabilities 2011: $0Net Assets 2011: $401,4092011Assets 2012: $390,833Liabilities 2012: $0Net Assets 2012: $390,8332012Assets 2013: $386,276Liabilities 2013: $0Net Assets 2013: $386,2762013Assets 2014: $414,410Liabilities 2014: $0Net Assets 2014: $414,4102014Assets 2015: $441,556Liabilities 2015: $0Net Assets 2015: $441,5562015Assets 2016: $427,966Liabilities 2016: $0Net Assets 2016: $427,9662016Assets 2017: $425,441Liabilities 2017: $0Net Assets 2017: $425,4412017Assets 2018: $447,968Liabilities 2018: $0Net Assets 2018: $447,9682018Assets 2019: $441,035Liabilities 2019: $0Net Assets 2019: $441,0352019Assets 2020: $435,921Liabilities 2020: $92Net Assets 2020: $435,8292020Assets 2021: $464,485Liabilities 2021: $144Net Assets 2021: $464,3412021Assets 2022: $435,090Liabilities 2022: $0Net Assets 2022: $435,0902022Assets 2023: $410,650Liabilities 2023: $0Net Assets 2023: $410,6502023Assets 2024: $411,354Liabilities 2024: $0Net Assets 2024: $411,3542024

Highlighted filing

2021

Assets$464,485
Liabilities$144
Net Assets$464,341
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$100K$50K$0-$50KExpenses 2010: $32,7092010Expenses 2011: $26,7352011Expenses 2012: $27,2422012Revenue 2013: $23,875Expenses 2013: $28,432Net Income 2013: -$4,5572013Revenue 2014: $53,833Expenses 2014: $25,699Net Income 2014: $28,1342014Revenue 2015: $53,216Expenses 2015: $26,070Net Income 2015: $27,1462015Revenue 2016: $13,773Expenses 2016: $27,363Net Income 2016: -$13,5902016Revenue 2017: $26,039Expenses 2017: $28,564Net Income 2017: -$2,5252017Revenue 2018: $52,725Expenses 2018: $30,198Net Income 2018: $22,5272018Revenue 2019: $18,443Expenses 2019: $25,376Net Income 2019: -$6,9332019Revenue 2020: $21,356Expenses 2020: $26,562Net Income 2020: -$5,2062020Revenue 2021: $57,027Expenses 2021: $28,515Net Income 2021: $28,5122021Revenue 2022: $5,298Expenses 2022: $34,079Net Income 2022: -$28,7812022Revenue 2023: $8,483Expenses 2023: $32,960Net Income 2023: -$24,4772023Revenue 2024: $34,297Expenses 2024: $33,594Net Income 2024: $7032024

Highlighted filing

2021

Revenue$57,027
Expenses$28,515
Net Income$28,512
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST NATIONAL TRUST COMPANYCorporate Trustee-$7,434-$7,434
Filing and Contact Details

Filer

Filer Name
John Schwab Foundation
EIN
25-6029493
Phone
8142724117
Address
117 SOUTH ALLEN STREET, STATE COLLEGE, PA 16801

Signing Officer

Name
First National Trust
Title
Trustee
Phone
8142724117
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
Michael Maier CPA
Phone
8149446191
Raw XML Appendix335 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/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANTS MUST BE RESIDENTS OF CAMERON COUNTY, PA., AND MAINTAIN A SPECIFIED MINIMUM ACADEMIC GRADE POINT AVERAGE AND DEMONSTRATE FINANCIAL NEED.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KARLEE BRESSLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SOPHIA FRAGALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DYLAN GUISTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EMILY RICHNAFSKY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5NOAH ABRIATIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0ST BONAVENTURE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1SAINT FRANCIS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2ST BONAVENTURE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3INDIANA UNIVERSITY OF PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4INDIANA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5SLIPPERY ROCK UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0121 EAST 5TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1110 DEERPATH LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt280 RED PINE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3185 WILLOWWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4300 PINE TREE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5415 WEST 6TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EMPORIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EMPORIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EMPORIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EMPORIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4EMPORIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5EMPORIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd115834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd315834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd415834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd515834
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/AppliedToCurrentYearAmt024054
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024054
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03099
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0225
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UIT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt064
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt064
TaxesSchedule/TaxesDetail/Amt097
TaxesSchedule/TaxesDetail/Amt1246
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt097
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST NATIONAL TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08142724117
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN SCHWAB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0256029493
ReturnHeader/Filer/PhoneNum08142724117
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 SOUTH ALLEN STREET
ReturnHeader/Filer/USAddress/CityNm0STATE COLLEGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016801
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/PreparerPersonNm0MICHAEL MAIER CPA
ReturnHeader/ReturnTs02022-05-11T08:17:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FIRST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NATIONAL TRUST
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
$464,485
Liabilities
$144
Net assets
$464,341
Revenue
$57,027
Expenses
$28,515
Net income
$28,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.34$0.34$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.08$0.33$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.05$0.34$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.57$0.29$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.21$0.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.18$0.25$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.53$0.30$0.23
2017Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.26$0.29$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.14$0.27$0.14
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.53$0.26$0.27
2014Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.54$0.26$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.24$0.28$0.05
2012Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.27
2010Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.33