Civic Intelligence

Richard a Graff Tr FBO Holy Name of Jesus School

990PF • Fiscal year 2011 • EIN 25-6817020

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 19, 2012

Organization Profile
C/O Bryn Mawr Tr CO 1 W Chocolate A17033
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

88th percentile

$2,088

Higher top officer pay than 88% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

46th percentile

-1.8%

Faster asset growth than 46% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$278,787

Down $5,156 (-1.8%) from 2010

Net Assets

Down

$278,787

Down $5,156 (-1.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$18,216

Up $2,399 (+15%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2010: $283,943Liabilities 2010: $0Net Assets 2010: $283,9432010Assets 2011: $278,787Liabilities 2011: $0Net Assets 2011: $278,7872011Assets 2012: $283,382Liabilities 2012: $0Net Assets 2012: $283,3822012Assets 2013: $282,055Liabilities 2013: $0Net Assets 2013: $282,0552013Assets 2014: $396,574Liabilities 2014: $0Net Assets 2014: $396,5742014Assets 2015: $380,917Liabilities 2015: $0Net Assets 2015: $380,9172015Assets 2016: $391,941Liabilities 2016: $0Net Assets 2016: $391,9412016Assets 2017: $397,411Liabilities 2017: $0Net Assets 2017: $397,4112017Assets 2018: $393,043Liabilities 2018: $0Net Assets 2018: $393,0432018Assets 2019: $390,218Liabilities 2019: $0Net Assets 2019: $390,2182019Assets 2020: $381,708Liabilities 2020: $0Net Assets 2020: $381,7082020Assets 2021: $392,620Liabilities 2021: $0Net Assets 2021: $392,6202021Assets 2022: $387,875Liabilities 2022: $0Net Assets 2022: $387,8752022Assets 2023: $397,886Liabilities 2023: $0Net Assets 2023: $397,8862023Assets 2024: $412,745Liabilities 2024: $0Net Assets 2024: $412,7452024

Highlighted filing

2011

Assets$278,787
Liabilities$0
Net Assets$278,787
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $15,8172010Expenses 2011: $18,2162011Expenses 2012: $20,2552012Revenue 2013: $20,520Expenses 2013: $21,847Net Income 2013: -$1,3272013Revenue 2014: $143,884Expenses 2014: $29,365Net Income 2014: $114,5192014Revenue 2015: $16,151Expenses 2015: $31,810Net Income 2015: -$15,6592015Revenue 2016: $32,189Expenses 2016: $21,165Net Income 2016: $11,0242016Revenue 2017: $25,357Expenses 2017: $19,887Net Income 2017: $5,4702017Revenue 2018: $15,494Expenses 2018: $19,862Net Income 2018: -$4,3682018Revenue 2019: $15,525Expenses 2019: $18,350Net Income 2019: -$2,8252019Revenue 2020: $12,765Expenses 2020: $21,275Net Income 2020: -$8,5102020Revenue 2021: $33,760Expenses 2021: $22,848Net Income 2021: $10,9122021Revenue 2022: $20,328Expenses 2022: $25,073Net Income 2022: -$4,7452022Revenue 2023: $34,555Expenses 2023: $24,544Net Income 2023: $10,0112023Revenue 2024: $44,177Expenses 2024: $29,318Net Income 2024: $14,8592024

Highlighted filing

2011

Revenue-
Expenses$18,216
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 19, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,088-$2,088
-Trustee-$1,540-$1,540
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOLY NAME OF JESUS SCHOOLEducationalPublicHARRISBURG, PA, US$13,373
Filing and Contact Details

Filer

EIN
25-6817020
Raw XML Appendix380 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/GainLossSaleOtherAsset/Name5278.086 Touchstone Intermediate Fixed Income Fd
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV09232
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EuroPacific Growth Fund
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue188822
InvestmentsOtherSchedule2/InvestmentsOther/BookValue27095
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3110221
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Ave Maria Growth Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1Ave Maria Rising Dividend Fund
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2Templeton Inst Foreign Equity Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3Touchstone Intermediate Fixed Income Fd
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10HERSHEY TRUST COMPANY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine11BRYN MAWR TRUST CO
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101 W CHOCOLATE AVE STE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111 W CHOCOLATE AVE STE 200
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HERSHEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1HERSHEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode017033
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode117033
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct019965
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets019876
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.057355
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.034088
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.089462
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.048514
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0346535
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10323868
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20154804
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30343777
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome089
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions014099
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1011040
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2013849
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3016678
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.172064
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions014099
IRS990PF/QualifyingDistributions/ExpensesAndContributions014099
IRS990PF/QualifyingDistributions/QualifyingDistributions014099
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BRYN MAWR TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07175343225
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 W CHOCOLATE AVE STE 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HERSHEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode017033
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount013373
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Educational
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HOLY NAME OF JESUS SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine106150 ALLENTOWN BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HARRISBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017112
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear013373
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/AppliedToCurrentYear014099
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017148
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear201031
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus01031
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY01031
IRS990PF/UndistributedIncome/QualifyingDistributions014099
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01031
IRS990PF/UndistributedIncome/UndistributedIncomeCY02018
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Description0Adjustment due to rounding
TaxesSchedule/Taxes/Amount015
TaxesSchedule/Taxes/Category0Form 990PF Excise Tax
TaxesSchedule/Taxes/NetInvestmentIncome015
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0256817020
ReturnHeader/Filer/Name/BusinessNameLine10RICHARD A GRAFF TRUST UNDER WILL
ReturnHeader/Filer/NameControl0RICH
ReturnHeader/Filer/Phone07175343225
ReturnHeader/Filer/USAddress/AddressLine10C/O BRYN MAWR TR CO 1 W CHOCOLATE A
ReturnHeader/Filer/USAddress/City0HERSHEY
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017033
ReturnHeader/Officer/DateSigned02012-04-19
ReturnHeader/Officer/Name0BRYAN S BREIDIGAM
ReturnHeader/Officer/Phone07175343225
ReturnHeader/Officer/Title0TRUST TAX MGR
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRYN MAWR TRUST COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101 W CHOCOLATE AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HERSHEY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode017033
ReturnHeader/Preparer/Name0BRYAN S BREIDIGAM
ReturnHeader/Preparer/Phone07175205667
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-19T11:00:57-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,787
Liabilities
$0
Net assets
$278,787
Revenue
-
Expenses
$18,216
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.44$0.29$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.35$0.25$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.20$0.25$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.34$0.23$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.13$0.21$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.16$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.15$0.20$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.25$0.20$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.32$0.21$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.16$0.32$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$1.44$0.29$1.15
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.21$0.22$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.16