Civic Intelligence

Lenape Valley Trust

990 • Fiscal year 2014 • EIN 26-1391900

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 17, 2015

Organization Profile
500 North West Street18901

(267) 893-5286

Siviq Scores

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

Liabilities / Assets

36th percentile

0.04x

Higher debt load relative to assets than 36% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.48x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$1,315,825

Up $151,963 (+13%) from 2013

Net Assets

Up

$1,265,285

Up $101,423 (+8.7%) from 2013

Liabilities

Up

$50,540

Up $50,540 from 2013

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin91st percentile

Revenue

$105,253

No earlier filing loaded for comparison.

Expenses

Up

$53,007

Up $41,556 (+363%) from 2013

Net Income

$52,246

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $920,433Liabilities 2010: $740Net Assets 2010: $919,6932010Assets 2011: $990,621Liabilities 2011: $0Net Assets 2011: $990,6212011Assets 2012: $1,074,045Liabilities 2012: $22,681Net Assets 2012: $1,051,3642012Assets 2013: $1,163,862Liabilities 2013: $0Net Assets 2013: $1,163,8622013Assets 2014: $1,315,825Liabilities 2014: $50,540Net Assets 2014: $1,265,2852014Assets 2015: $1,344,971Liabilities 2015: $0Net Assets 2015: $1,344,9712015Assets 2016: $1,433,485Liabilities 2016: $0Net Assets 2016: $1,433,4852016Assets 2017: $1,526,380Liabilities 2017: $14,786Net Assets 2017: $1,511,5942017Assets 2018: $1,583,106Liabilities 2018: $30,875Net Assets 2018: $1,552,2312018Assets 2019: $2,142,032Liabilities 2019: $30,096Net Assets 2019: $2,111,9362019Assets 2020: $2,188,131Liabilities 2020: $8,934Net Assets 2020: $2,179,1972020Assets 2021: $1,857,477Liabilities 2021: $22,882Net Assets 2021: $1,834,5952021Assets 2022: $1,640,187Liabilities 2022: $5,450Net Assets 2022: $1,634,7372022Assets 2023: $1,912,426Liabilities 2023: $34,279Net Assets 2023: $1,878,1472023Assets 2024: $1,860,484Liabilities 2024: $20,028Net Assets 2024: $1,840,4562024

Highlighted filing

2014

Assets$1,315,825
Liabilities$50,540
Net Assets$1,265,285
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2010: $97,403Expenses 2010: $4,207Net Income 2010: $93,1962010Expenses 2011: $6,3112011Expenses 2012: $8,3292012Expenses 2013: $11,4512013Revenue 2014: $105,253Expenses 2014: $53,007Net Income 2014: $52,2462014Revenue 2015: $194,460Expenses 2015: $53,566Net Income 2015: $140,8942015Revenue 2016: $114,585Expenses 2016: $55,242Net Income 2016: $59,3432016Revenue 2017: $91,217Expenses 2017: $61,611Net Income 2017: $29,6062017Revenue 2018: $101,629Expenses 2018: $73,450Net Income 2018: $28,1792018Revenue 2019: $716,281Expenses 2019: $174,651Net Income 2019: $541,6302019Revenue 2020: $179,630Expenses 2020: $96,535Net Income 2020: $83,0952020Revenue 2021: $50,810Expenses 2021: $130,047Net Income 2021: -$79,2372021Revenue 2022: $11,468Expenses 2022: $51,778Net Income 2022: -$40,3102022Revenue 2023: $241,402Expenses 2023: $44,893Net Income 2023: $196,5092023Revenue 2024: -$27,377Expenses 2024: $63,479Net Income 2024: -$90,8562024

Highlighted filing

2014

Revenue$105,253
Expenses$53,007
Net Income$52,246
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 17, 2015
Return Version
2013v4.0
Gross Receipts
$140,222
Mission and Program Overview

Mission

Charitable fundraising activities to benefit various nonprofit charities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,061,295$1,238,035▲ $176,740
Cash and Non-Interest-Bearing Accounts$96,068$77,790▼ $18,278
Accounts Receivable$6,499--
Total Assets$1,163,862$1,315,825▲ $151,963
Liabilities
Accounts Payable and Accrued Expenses-$50,540-
Total Liabilities$0$50,540▲ $50,540
Net Assets / Fund Balance
Unrestricted Net Assets$1,163,862$1,265,285▲ $101,423
Total Net Assets Fund Balance$1,163,862$1,265,285▲ $101,423
Total Liabilities and Net Assets / Fund Balance$1,163,862$1,315,825▲ $151,963
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Geryl D McmullinPresident
Alan J HartlDirector
Enid CorkranDirector
Jay D BrodishDirector
Jeff GartonDirector
Christopher MazulloSecretary
Walter Wolaniuk JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,648
Program Service Revenue
$0
Investment Income
$40,729
Other Revenue
$-18,124
All Other Contributions
$20,698
Change in Net Assets
$52,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,735
Other Expenses$12,272
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,735--$40,735
Fees for Service Investment Mgmnt Fees-$8,167-$8,167
Fees for Services Accounting-$2,845-$2,845
Insurance-$1,085-$1,085
Other Expenses-$175-$175
Total Functional Expenses$40,735$12,272$0$53,007
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-1914438-501c3Capital Campaign$40,735
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,969
Fundraising Gross Income$16,845
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$78,795$16,845$3,253$13,592
Total Events$78,795$16,845$34,969$-18,124
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-CEODonationNo$40,735
-CFODonationNo$40,735
-Board MemberDonationNo$40,735
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“In june 2014, the organization made an ammendment to article 4, paragraph 4 of its bylaws as follows: term of office - unless otherwise specified by the board of directors, each class b director and class c director shall be elected for a term of three years, and no class b director or class c director shall serve more than three successive full three year terms of office. An initial appointment or election to the board for a term of less than three years will not count toward the term limit. Following the initial term of office, service of any part of a term shall be regarded as a full term for purposes of this section. Unless otherwise specified by the board of directors, the terms of each class b director and class c director shall be deemed to have commenced on november 1 of the year in which the service of the class b director or the class c director began,”

Form 990, Page 6, Part VI, Line 11B

“Tresurer and the board members reviewed and approved the 990 before it was filed.”

Form 990, Page 6, Part VI, Line 12C

“On an annual basis each board member completes a conflict of interest form which is then reviewed by the board members at a meeting.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, financial statements and 990 are made available on upon request.”

Filing and Contact Details

Filer

EIN
26-1391900
Phone
2678935286

Signing Officer

Name
Walter Wolaniuk
Title
Treasurer
Phone
2678935286
Signed
2015-02-17

Organization Details

Principal Officer
Geryl D Mcmullin - President
Formed
2007
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
25

Preparer

Preparer
Bruce W Thomas
Phone
2157238901
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization follows the accounting guidance for uncertainity in income taxes using fasb asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the position will be sustained upon examination by the taxing authorities. The organization's open tax audit periods are for the proceeding three years from june 30, 2014.”

Raw XML Appendix351 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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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN JUNE 2014, THE ORGANIZATION MADE AN AMMENDMENT TO ARTICLE 4, PARAGRAPH 4 OF ITS BYLAWS AS FOLLOWS: TERM OF OFFICE - UNLESS OTHERWISE SPECIFIED BY THE BOARD OF DIRECTORS, EACH CLASS B DIRECTOR AND CLASS C DIRECTOR SHALL BE ELECTED FOR A TERM OF THREE YEARS, AND NO CLASS B DIRECTOR OR CLASS C DIRECTOR SHALL SERVE MORE THAN THREE SUCCESSIVE FULL THREE YEAR TERMS OF OFFICE. AN INITIAL APPOINTMENT OR ELECTION TO THE BOARD FOR A TERM OF LESS THAN THREE YEARS WILL NOT COUNT TOWARD THE TERM LIMIT. FOLLOWING THE INITIAL TERM OF OFFICE, SERVICE OF ANY PART OF A TERM SHALL BE REGARDED AS A FULL TERM FOR PURPOSES OF THIS SECTION. UNLESS OTHERWISE SPECIFIED BY THE BOARD OF DIRECTORS, THE TERMS OF EACH CLASS B DIRECTOR AND CLASS C DIRECTOR SHALL BE DEEMED TO HAVE COMMENCED ON NOVEMBER 1 OF THE YEAR IN WHICH THE SERVICE OF THE CLASS B DIRECTOR OR THE CLASS C DIRECTOR BEGAN,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRESURER AND THE BOARD MEMBERS REVIEWED AND APPROVED THE 990 BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUAL BASIS EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST FORM WHICH IS THEN REVIEWED BY THE BOARD MEMBERS AT A MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND 990 ARE MADE AVAILABLE ON UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxExemptBondsInd0false
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IRS990/USAddress/ZIPCode018901
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IRS990/VotingMembersIndependentCnt07
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER WOLANIUK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02678935286
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10LENAPE VALLEY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LENA
ReturnHeader/Filer/EIN0261391900
ReturnHeader/Filer/PhoneNum02678935286
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ReturnHeader/Filer/USAddress/City0DOYLESTOWN
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DETWEILER HERSHEY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 64157
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SOUDERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0189640157
ReturnHeader/PreparerPersonGrp/PhoneNum02157238901
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE W THOMAS
ReturnHeader/ReturnTs02015-02-17T18:58:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,315,825
Liabilities
$50,540
Net assets
$1,265,285
Revenue
$105,253
Expenses
$53,007
Net income
$52,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.02$1.84$0.03$0.06$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.03$1.88$0.24$0.04$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.63$0.01$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.02$1.83$0.05$0.13$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.01$2.18$0.18$0.10$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.03$2.11$0.72$0.17$0.54
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.03$1.55$0.10$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.51$0.09$0.06$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.11$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.19$0.05$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.05$1.27$0.11$0.05$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.02$1.05$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.10$0.00$0.09