Civic Intelligence

Charlotte Shuey Scholarship Fund

EIN 25-6857875 • Hershey, PA

C/O Bryn Mawr Tr 1 E Chocolate AveHershey, PA 17033
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2016

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

<$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$2,396

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

<$500k nonprofits • Source year 2016

Asset Growth

61st percentile

2.2%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-56%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$236,731

Up $5,175 (+2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$236,731

Up $5,175 (+2.2%) from 2015

Operations
Liabilities / Revenue66th percentileNet Margin91st percentile

Revenue

Down

$8,966

Down $11,580 (-56%) from 2015

Expenses

Down

$3,830

Down $136 (-3.4%) from 2015

Net Income

Down

$5,136

Down $11,444 (-69%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $176,798Liabilities 2010: $0Net Assets 2010: $176,7982010Assets 2011: $175,065Liabilities 2011: $0Net Assets 2011: $175,0652011Assets 2012: $187,333Liabilities 2012: $0Net Assets 2012: $187,3332012Assets 2013: $203,916Liabilities 2013: $0Net Assets 2013: $203,9162013Assets 2014: $214,976Liabilities 2014: $0Net Assets 2014: $214,9762014Assets 2015: $231,556Liabilities 2015: $0Net Assets 2015: $231,5562015Assets 2016: $236,731Liabilities 2016: $0Net Assets 2016: $236,7312016

Highlighted filing

2016

Assets$236,731
Liabilities$0
Net Assets$236,731
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0Expenses 2010: $12,4622010Expenses 2011: $11,2002011Expenses 2012: $12,1352012Revenue 2013: $21,787Expenses 2013: $5,204Net Income 2013: $16,5832013Revenue 2014: $38,533Expenses 2014: $27,473Net Income 2014: $11,0602014Revenue 2015: $20,546Expenses 2015: $3,966Net Income 2015: $16,5802015Revenue 2016: $8,966Expenses 2016: $3,830Net Income 2016: $5,1362016

Highlighted filing

2016

Revenue$8,966
Expenses$3,830
Net Income$5,136
Open 2016 Filing

Filings

Most recent year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$236,731
Liabilities
$0
Net assets
$236,731
Revenue
$8,966
Expenses
$3,830
Net income
$5,136
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.09$0.04$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.21$0.04$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.39$0.27$0.11
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.22$0.05$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYN MAWR TRUST COTrustee-$2,396-$2,396
Filing and Contact Details

Filer

Filer Name
Charlotte Shuey Scholarship Fund
EIN
25-6857875
Phone
7175343225
Address
C/O BRYN MAWR TR 1 E CHOCOLATE AVE, HERSHEY, PA 17033

Signing Officer

Name
Jennifer Marshall
Title
Senior Vice President
Phone
7175343225
Signed
2017-05-12
Raw XML Appendix285 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01679
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01679
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt04053
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011231
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05732
OtherIncreasesSchedule/OtherIncreasesDetail/Amt039
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK VALUE ADJUSTMENT FOR WASH SALE
TaxesSchedule/TaxesDetail/Amt0234
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175343225
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE SHUEY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0256857875
ReturnHeader/Filer/PhoneNum07175343225
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BRYN MAWR TR 1 E CHOCOLATE AVE
ReturnHeader/Filer/USAddress/CityNm0HERSHEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041A620DD68EAEAF8EADFF1E8DF8A6AC1664A3F17
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041A620DD68EAEAF8EADFF1E8DF8A6AC1664A3F17
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.77.171.7
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:07:05
ReturnHeader/ReturnTs02017-05-12T09:13:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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