Civic Intelligence

Clan Donald Education & Charitable Trust C/O Richard Wonderly

990EZ • Fiscal year 2018 • EIN 25-6071584

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 01, 2019

324 Forrest StreetAltoona, PA 16602

(814) 931-4714

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-22%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-2.5%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$166,732

Down $46,126 (-22%) from 2017

Net Assets

Down

$166,732

Down $46,126 (-22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$122,295

Down $3,117 (-2.5%) from 2017

Expenses

Up

$137,058

Up $23,363 (+21%) from 2017

Net Income

Down

-$14,763

Down $26,480 (-226%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $148,935Liabilities 2015: $0Net Assets 2015: $148,9352015Assets 2016: $195,258Liabilities 2016: $0Net Assets 2016: $195,2582016Assets 2017: $212,858Liabilities 2017: $0Net Assets 2017: $212,8582017Assets 2018: $166,732Liabilities 2018: $0Net Assets 2018: $166,7322018Assets 2019: $188,540Liabilities 2019: $0Net Assets 2019: $188,5402019Assets 2020: $208,546Net Assets 2020: $208,5462020Assets 2021: $244,245Net Assets 2021: $244,2452021Assets 2022: $244,019Net Assets 2022: $244,0192022Assets 2024: $322,618Net Assets 2024: $322,6182024

Highlighted filing

2018

Assets$166,732
Liabilities$0
Net Assets$166,732

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $116,455Expenses 2015: $106,337Net Income 2015: $10,1182015Revenue 2016: $128,527Expenses 2016: $105,057Net Income 2016: $23,4702016Revenue 2017: $125,412Expenses 2017: $113,695Net Income 2017: $11,7172017Revenue 2018: $122,295Expenses 2018: $137,058Net Income 2018: -$14,7632018Revenue 2019: $124,132Expenses 2019: $116,720Net Income 2019: $7,4122019Revenue 2020: $13,785Expenses 2020: $14,942Net Income 2020: -$1,1572020Revenue 2021: $130,310Expenses 2021: $104,449Net Income 2021: $25,8612021Revenue 2022: $110,373Expenses 2022: $70,095Net Income 2022: $40,2782022Revenue 2024: $96,244Expenses 2024: $65,650Net Income 2024: $30,5942024

Highlighted filing

2018

Revenue$122,295
Expenses$137,058
Net Income-$14,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 1, 2019
Return Version
2018v3.1
Gross Receipts
$125,613
Mission and Program Overview

Mission

The organization was created to foster and improve the good relationship between scotland and the united states. It offers scholarships for graduate study at a scottish university to chosen recipients, who must be u.s. Citizens. Scholarship recipients are chosen without regards to gender, race or religion.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HOSTS THE HIGHLANDER GAMES EACH FALL TO PROMOTE SCOTTISH CULTURE THROUGH ATHLETIC CONTESTS, DANCES, AND OTHER SCOTTISH EVENTS.$0$127,542
THE ORGANIZATION FOSTERS AND IMPROVES THE GOOD RELATIONSHIP BETWEEN SCOTLAND AND THE UNITED STATES BY AWARDING SCHOLARSHIPS TO U.S. CITIZENS TO STUDY IN SCOTLAND.$8,000$8,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON REIDPresident-$0--
ROBERT W GALBRAITHSecretary-$0--
BOYD MURRAYTreasurer-$0--
BETH KNIGHTTrustee-$0--
GEORGE BALDERROSETrustee-$0--
FITZHUGH LEE BROWNTrustee Emeritus-$0--
JAMES D DARBYTrustee Emeritus-$0--
ALLAN MACDOUGALLTrustee-$0--
GORDON D SMITHTrustee-$0--
PAUL THOMPSONTrustee-$0--
DAVID MACDONALDTrustee-$0--
REV CANON JOHN A MACDONALDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Clan Donald Education & Charitable Trust
EIN
25-6071584
Phone
8149314714
Address
324 FORREST STREET, ALTOONA, PA 16602

Signing Officer

Name
Gordon Reid
Title
President
Phone
8149314714
Signed
2019-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Mccall Scanlon & Tice LLC
Address
5500 CORPORATE DR 240, PITTSBURGH, PA 15237
Preparer
Karen N Leonard
Phone
4126359314
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend and capital gains income. Amount: 15,200.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other income. Amount: 235.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: scholarships. Date of gift: 06/30/18. Amount given: 8,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 1,516. Description: program expenses. Amount: 127,542. Total to form 990-ez, line 16: 129,058.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain in investments. Amount: -31,363.

Raw XML Appendix239 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GORDON REID
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT W GALBRAITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BOYD MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE BALDERROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FITZHUGH LEE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMES D DARBY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALLAN MACDOUGALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8GORDON D SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PAUL THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DAVID MACDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11REV CANON JOHN A MACDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE EMERITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE EMERITUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-31363
IRS990EZ/OtherExpensesTotalAmt0129058
IRS990EZ/OtherRevenueTotalAmt0235
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION WAS CREATED TO FOSTER AND IMPROVE THE GOOD RELATIONSHIP BETWEEN SCOTLAND AND THE UNITED STATES. IT OFFERS SCHOLARSHIPS FOR GRADUATE STUDY AT A SCOTTISH UNIVERSITY TO CHOSEN RECIPIENTS, WHO MUST BE U.S. CITIZENS. SCHOLARSHIP RECIPIENTS ARE CHOSEN WITHOUT REGARDS TO GENDER, RACE OR RELIGION.
IRS990EZ/ProgramServiceRevenueAmt098187
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HOSTS THE HIGHLANDER GAMES EACH FALL TO PROMOTE SCOTTISH CULTURE THROUGH ATHLETIC CONTESTS, DANCES, AND OTHER SCOTTISH EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ORGANIZATION FOSTERS AND IMPROVES THE GOOD RELATIONSHIP BETWEEN SCOTLAND AND THE UNITED STATES BY AWARDING SCHOLARSHIPS TO U.S. CITIZENS TO STUDY IN SCOTLAND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0127542
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt07566
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0137058
IRS990EZ/TotalProgramServiceExpensesAmt0135542
IRS990EZ/TotalRevenueAmt0122295
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CLANDONALDTRUST.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06125
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015177
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt019448
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06072
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07374
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09994
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt052866
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0109309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0107278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0108941
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0115322
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0539037
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt019448
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IRS990ScheduleA/InvestmentIncomeCYPct00.08490
IRS990ScheduleA/InvestmentIncomePYPct00.07050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.92950
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0102612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0115434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0122455
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0109081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0120492
IRS990ScheduleA/Total509Grp/TotalAmt0570074
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0122060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0125412
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128527
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0116455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0130486
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0622940
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND AND CAPITAL GAINS INCOME. AMOUNT: 15,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER INCOME. AMOUNT: 235.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: SCHOLARSHIPS. DATE OF GIFT: 06/30/18. AMOUNT GIVEN: 8,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INSURANCE. AMOUNT: 1,516. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 127,542. TOTAL TO FORM 990-EZ, LINE 16: 129,058.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAIN IN INVESTMENTS. AMOUNT: -31,363.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON REID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08149314714
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAN DONALD EDUCATION & CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RICHARD WONDERLY
ReturnHeader/Filer/BusinessNameControlTxt0CLAN
ReturnHeader/Filer/EIN0256071584
ReturnHeader/Filer/PhoneNum08149314714
ReturnHeader/Filer/USAddress/AddressLine1Txt0324 FORREST STREET
ReturnHeader/Filer/USAddress/CityNm0ALTOONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EEB940834499177BF9F6D69A92AB26AD9D192566
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EEB940834499177BF9F6D69A92AB26AD9D192566
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.83.164.209
ReturnHeader/FilingSecurityInformation/IPDt02019-11-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:28:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262728289
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCALL SCANLON & TICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05500 CORPORATE DR 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015237
ReturnHeader/PreparerPersonGrp/PhoneNum04126359314
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN N LEONARD
ReturnHeader/ReturnTs02019-11-14T12:24:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits