Civic Intelligence

Harvey W Kline Charitable Tr FBO St. Marys United Church of Christ

990PF • Fiscal year 2013 • EIN 25-6912261

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

C/O Bryn Mawr Tr CO 1 E ChocolateAve No 20017033

(717) 534-3225

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

8th percentile

-80%

Higher net margin than 8% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$4,896

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

36th percentile

-3.9%

Faster asset growth than 36% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$380,924

Down $15,578 (-3.9%) from 2012

Net Assets

Down

$380,924

Down $15,578 (-3.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$19,531

No earlier filing loaded for comparison.

Expenses

Down

$35,109

Down $5,609 (-14%) from 2012

Net Income

-$15,578

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $394,543Liabilities 2010: $0Net Assets 2010: $394,5432010Assets 2011: $414,572Liabilities 2011: $0Net Assets 2011: $414,5722011Assets 2012: $396,502Liabilities 2012: $0Net Assets 2012: $396,5022012Assets 2013: $380,924Liabilities 2013: $0Net Assets 2013: $380,9242013Assets 2014: $395,791Liabilities 2014: $0Net Assets 2014: $395,7912014Assets 2015: $392,368Liabilities 2015: $0Net Assets 2015: $392,3682015Assets 2016: $388,719Liabilities 2016: $0Net Assets 2016: $388,7192016Assets 2017: $513,973Liabilities 2017: $0Net Assets 2017: $513,9732017Assets 2018: $500,899Liabilities 2018: $0Net Assets 2018: $500,8992018Assets 2019: $495,667Liabilities 2019: $0Net Assets 2019: $495,6672019Assets 2020: $584,752Liabilities 2020: $0Net Assets 2020: $584,7522020Assets 2021: $599,098Liabilities 2021: $0Net Assets 2021: $599,0982021Assets 2022: $572,650Liabilities 2022: $0Net Assets 2022: $572,6502022Assets 2023: $570,051Liabilities 2023: $0Net Assets 2023: $570,0512023Assets 2024: $583,877Liabilities 2024: $0Net Assets 2024: $583,8772024

Highlighted filing

2013

Assets$380,924
Liabilities$0
Net Assets$380,924

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $19,2732010Expenses 2011: $27,5212011Expenses 2012: $40,7182012Revenue 2013: $19,531Expenses 2013: $35,109Net Income 2013: -$15,5782013Revenue 2014: $45,599Expenses 2014: $30,732Net Income 2014: $14,8672014Revenue 2015: $29,394Expenses 2015: $33,815Net Income 2015: -$4,4212015Revenue 2016: $29,954Expenses 2016: $32,605Net Income 2016: -$2,6512016Revenue 2017: $154,470Expenses 2017: $29,216Net Income 2017: $125,2542017Revenue 2018: $20,164Expenses 2018: $33,238Net Income 2018: -$13,0742018Revenue 2019: $23,035Expenses 2019: $28,267Net Income 2019: -$5,2322019Revenue 2020: $121,465Expenses 2020: $32,380Net Income 2020: $89,0852020Revenue 2021: $49,192Expenses 2021: $34,846Net Income 2021: $14,3462021Revenue 2022: $13,961Expenses 2022: $40,409Net Income 2022: -$26,4482022Revenue 2023: $37,529Expenses 2023: $40,128Net Income 2023: -$2,5992023Revenue 2024: $47,744Expenses 2024: $33,918Net Income 2024: $13,8262024

Highlighted filing

2013

Revenue$19,531
Expenses$35,109
Net Income-$15,578
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYN MAWR TRUST COMPANYTrustee-$4,896-$4,896
Filing and Contact Details

Filer

EIN
25-6912261
Phone
7175343225

Signing Officer

Name
Jennifer L Miller
Title
Avp & Sr Tax Officer
Phone
7175343225
Signed
2014-05-09
Raw XML Appendix308 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt046474
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07175343225
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10ST MARY'S UCC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101441 E MAYBERRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0WESTMINSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode021158
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027408
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/AppliedToCurrentYearAmt024004
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03301
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03482
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03482
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030787
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03482
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03482
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03301
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DIVIDEND FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/Amt1192
TaxesSchedule/TaxesDetail/Amt2200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHOLDING
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX ESTIMATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER L MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AVP & SR TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07175343225
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10HARVEY W KLINE TRUST FBO ST MARY'S UCC CHURCH
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0256912261
ReturnHeader/Filer/PhoneNum07175343225
ReturnHeader/Filer/USAddress/AddressLine10C/O BRYN MAWR TR CO 1 E CHOCOLATE
ReturnHeader/Filer/USAddress/AddressLine20AVE NO 200
ReturnHeader/Filer/USAddress/City0HERSHEY
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017033
ReturnHeader/ReturnTs02014-05-09T18:02:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.48$0.34$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.38$0.40$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.14$0.40$0.26
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.49$0.35$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$1.21$0.32$0.89
2019Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.23$0.28$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.20$0.33$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$1.54$0.29$1.25
2016Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.30$0.33$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.29$0.34$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.46$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.20$0.35$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.41
2011Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.28
2010Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.19