Civic Intelligence

Paul J Straley and Marjorie I Straley Charitable Foundation

990PF • Fiscal year 2017 • EIN 26-0332110

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
2031 Clarks Valley RoadDauphin, PA 17018

(717) 645-4164

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

1.3%

Faster asset growth than 51% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

140%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$205,655

Up $2,733 (+1.3%) from 2016

Net Assets

Up

$205,655

Up $2,733 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin69th percentile

Revenue

Up

$20,413

Up $11,909 (+140%) from 2016

Expenses

Down

$17,680

Down $57 (-0.3%) from 2016

Net Income

Up

$2,733

Up $11,966 (+130%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2013: $214,250Liabilities 2013: $0Net Assets 2013: $214,2502013Assets 2014: $214,264Liabilities 2014: $0Net Assets 2014: $214,2642014Assets 2015: $212,155Liabilities 2015: $0Net Assets 2015: $212,1552015Assets 2016: $202,922Liabilities 2016: $0Net Assets 2016: $202,9222016Assets 2017: $205,655Liabilities 2017: $0Net Assets 2017: $205,6552017Assets 2018: $208,741Liabilities 2018: $0Net Assets 2018: $208,7412018Assets 2019: $211,414Liabilities 2019: $0Net Assets 2019: $211,4142019Assets 2020: $211,320Liabilities 2020: $0Net Assets 2020: $211,3202020Assets 2021: $220,795Liabilities 2021: $0Net Assets 2021: $220,7952021Assets 2022: $219,131Liabilities 2022: $0Net Assets 2022: $219,1312022Assets 2023: $218,514Liabilities 2023: $0Net Assets 2023: $218,5142023Assets 2024: $228,160Liabilities 2024: $0Net Assets 2024: $228,1602024

Highlighted filing

2017

Assets$205,655
Liabilities$0
Net Assets$205,655
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $14,808Expenses 2013: $18,356Net Income 2013: -$3,5482013Revenue 2014: $14,700Expenses 2014: $14,686Net Income 2014: $142014Revenue 2015: $13,620Expenses 2015: $15,729Net Income 2015: -$2,1092015Revenue 2016: $8,504Expenses 2016: $17,737Net Income 2016: -$9,2332016Revenue 2017: $20,413Expenses 2017: $17,680Net Income 2017: $2,7332017Revenue 2018: $20,523Expenses 2018: $17,437Net Income 2018: $3,0862018Revenue 2019: $18,669Expenses 2019: $15,996Net Income 2019: $2,6732019Revenue 2020: $17,990Expenses 2020: $18,084Net Income 2020: -$942020Revenue 2021: $28,186Expenses 2021: $18,711Net Income 2021: $9,4752021Revenue 2022: $15,905Expenses 2022: $17,569Net Income 2022: -$1,6642022Revenue 2023: $16,846Expenses 2023: $17,463Net Income 2023: -$6172023Revenue 2024: $25,793Expenses 2024: $16,147Net Income 2024: $9,6462024

Highlighted filing

2017

Revenue$20,413
Expenses$17,680
Net Income$2,733
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA L BRINDLETrustee-$0--
DEBRA A BUSHMANTrustee-$0--
JEREMY STRALEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Paul J Straley & Marjorie I Straley
EIN
26-0332110
Phone
7176454164
Address
2031 CLARKS VALLEY ROAD, DAUPHIN, PA 17018

Signing Officer

Name
Linda L Brindle
Title
Trustee
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Brown Schultz Sheridan & Fritz
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
James a Koontz
Phone
7177617171
Raw XML Appendix350 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0227101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt013000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240840
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012842
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0158
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LINDA L BRINDLE TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02031 CLARKS VALLEY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DAUPHIN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017018
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07176454164
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT PORT ARANSAS ANIMAL SHELTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GLOBAL HEALTHCARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANIMAL FRIENDS OF PORT ARANSAS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OPERATION MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt144 HERSHA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORT ARANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078373
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01778
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011222
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011942
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010164
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02482
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANKING & ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02482
TaxesSchedule/TaxesDetail/Amt058
TaxesSchedule/TaxesDetail/Amt140
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID ON INVESTMENT
TaxesSchedule/TaxesDetail/CategoryTxt12016 INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt058
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA L BRINDLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL J STRALEY & MARJORIE I STRALEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0260332110
ReturnHeader/Filer/PhoneNum07176454164
ReturnHeader/Filer/USAddress/AddressLine1Txt02031 CLARKS VALLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0DAUPHIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017018
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06DD098083BC06197A1FBD0F58FAB46B080F4CC8B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BC940983A86DF66F5524DCF298DF874D56167938
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.37.214.150
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:16:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251644159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN SCHULTZ SHERIDAN & FRITZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 GRANDVIEW AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170111706
ReturnHeader/PreparerPersonGrp/PhoneNum07177617171
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A KOONTZ
ReturnHeader/ReturnTs02018-05-11T08:16:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,655
Liabilities
$0
Net assets
$205,655
Revenue
$20,413
Expenses
$17,680
Net income
$2,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.26$0.16$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.17$0.17$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.16$0.18$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.28$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.18$0.18$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.19$0.16$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.21$0.17$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.20$0.18$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.09$0.18$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.14$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.15$0.18$0.04