Civic Intelligence

The John and Melinda Ortenzio

EIN 27-1229009 • Mechanicsburg, PA

4732 Gettysburg Road - Ste 401Mechanicsburg, PA 17055
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

2.5%

Faster asset growth than 51% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

85%

Faster revenue growth than 86% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$701,966

Up $17,423 (+2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$701,966

Up $17,423 (+2.5%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin89th percentile

Revenue

Up

$33,694

Up $15,493 (+85%) from 2023

Expenses

Up

$16,271

Up $7,353 (+82%) from 2023

Net Income

Up

$17,423

Up $8,140 (+88%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$1.0M$500K$0Assets 2010: $313,336Liabilities 2010: $0Net Assets 2010: $313,3362010Assets 2011: $313,288Liabilities 2011: $0Net Assets 2011: $313,2882011Assets 2012: $315,877Liabilities 2012: $0Net Assets 2012: $315,8772012Assets 2013: $313,372Liabilities 2013: $453Net Assets 2013: $312,9192013Assets 2014: $710,180Liabilities 2014: $118Net Assets 2014: $710,0622014Assets 2015: $840,250Liabilities 2015: $0Net Assets 2015: $840,2502015Assets 2016: $819,785Liabilities 2016: $0Net Assets 2016: $819,7852016Assets 2017: $813,873Liabilities 2017: $0Net Assets 2017: $813,8732017Assets 2018: $804,294Liabilities 2018: $0Net Assets 2018: $804,2942018Assets 2019: $783,638Liabilities 2019: $0Net Assets 2019: $783,6382019Assets 2020: $726,081Liabilities 2020: $0Net Assets 2020: $726,0812020Assets 2021: $694,828Liabilities 2021: $0Net Assets 2021: $694,8282021Assets 2022: $675,260Liabilities 2022: $0Net Assets 2022: $675,2602022Assets 2023: $684,543Liabilities 2023: $0Net Assets 2023: $684,5432023Assets 2024: $701,966Liabilities 2024: $0Net Assets 2024: $701,9662024

Highlighted filing

2024

Assets$701,966
Liabilities$0
Net Assets$701,966
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $21,8392010Expenses 2011: $12,2652011Expenses 2012: $11,8912012Revenue 2013: $16,614Expenses 2013: $19,572Net Income 2013: -$2,9582013Revenue 2014: $526,121Expenses 2014: $17,397Net Income 2014: $508,7242014Revenue 2015: $151,630Expenses 2015: $21,442Net Income 2015: $130,1882015Revenue 2016: $30,820Expenses 2016: $51,285Net Income 2016: -$20,4652016Revenue 2017: $35,540Expenses 2017: $41,452Net Income 2017: -$5,9122017Revenue 2018: $33,773Expenses 2018: $43,352Net Income 2018: -$9,5792018Revenue 2019: $46,764Expenses 2019: $67,420Net Income 2019: -$20,6562019Revenue 2020: $27,296Expenses 2020: $84,853Net Income 2020: -$57,5572020Revenue 2021: $33,141Expenses 2021: $64,394Net Income 2021: -$31,2532021Revenue 2022: $10,902Expenses 2022: $30,470Net Income 2022: -$19,5682022Revenue 2023: $18,201Expenses 2023: $8,918Net Income 2023: $9,2832023Revenue 2024: $33,694Expenses 2024: $16,271Net Income 2024: $17,4232024

Highlighted filing

2024

Revenue$33,694
Expenses$16,271
Net Income$17,423
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$701,966
Liabilities
$0
Net assets
$701,966
Revenue
$33,694
Expenses
$16,271
Net income
$17,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.34$0.16$0.17
2023Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.18$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.11$0.30$0.20
2021Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.33$0.64$0.31
2020Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.27$0.85$0.58
2019Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.47$0.67$0.21
2018Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.34$0.43$0.10
2017Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.36$0.41$0.06
2016Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.31$0.51$0.20
2015Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$1.52$0.21$1.30
2014Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$5.26$0.17$5.09
2013Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.17$0.20$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.12
2011Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.12
2010Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN M ORTENZIOTrustee-$0--
MELINDA A ORTENZIOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The John and Melinda Ortenzio
EIN
27-1229009
Phone
7179721300
Address
4732 GETTYSBURG ROAD - STE 401, MECHANICSBURG, PA 17055

Signing Officer

Name
John M Ortenzio
Title
Trustee
Phone
7179721300
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Martin M Sacks & Associates
Address
4775 LINGLESTOWN RD STE 100, HARRISBURG, PA 17112
Preparer
Richard a Bluis CPA
Phone
7176571300
Raw XML AppendixShowing 400 of 401 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/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010316
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021576
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01122
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0434
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0434
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06086
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015947
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015948
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0684543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0701966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0717136
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0684543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0701966
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0684543
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0701966
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0715756
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03910
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0711846
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010736
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt035251
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0705020
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0715756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN M ORTENZIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MELINDA A ORTENZIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0510 ORCHARD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1510 ORCHARD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LEMOYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LEMOYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd017043
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd117043
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt013495
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt013495
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0ROBERT L NAUSE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04732 GETTYSBURG ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0SUITE 401
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MECHANICSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017055
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07179721300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER STATING REQUEST FOR FUNDS AND EXPLANATION OF NEED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN M ORTENZIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07179721300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04732 GETTYSBURG ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SUITE 401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MECHANICSBURG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd017055
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE PRIMARILY TO CHARITABLE ORGANIZATIONS THAT CARRY ON COMMUNITY-ORIENTED, EDUCATIONAL OR SPECIAL PURPOSE CHARITABLE ENDEAVORS. THE FOUNDATION EXPECTS TO FUND OTHER CHARITABLE ORGANIZATIONS ENGAGING IN CHARITABLE ACTIVITIES. THE FOUNDATION IS NOT AUTHORIZED UNDER TERMS OF THE TRUST TO MAKE GRANTS TO INDIVIDUALS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE ACCEPTED AT ANY TIME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ORGANIZATIONS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ORGANIZATIONS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ORGANIZATIONS EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOGOS ACADEMY HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE PEYTON WALKER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE JOSHUA GROUP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0251 VERBEKE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12929 GETTYSBURG ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21442 MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CAMP HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217103
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt013495
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024014
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021320
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02694
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013495
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02694
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024014
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01122
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST PAID
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1UNAMORTIZED BOND PREMIUM
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INCOME IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0256
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1121
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt257
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0256
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1121
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt257
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ASSET MGMT & CUSTODY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01609
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01609
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
TaxesSchedule/TaxesDetail/Amt0427
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF EXCISE TAX PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN M ORTENZIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07179721300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN AND MELINDA ORTENZIO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0271229009
ReturnHeader/Filer/PhoneNum07179721300
ReturnHeader/Filer/USAddress/AddressLine1Txt04732 GETTYSBURG ROAD - STE 401
ReturnHeader/Filer/USAddress/CityNm0MECHANICSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017055
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231979781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN M SACKS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04775 LINGLESTOWN RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017112
ReturnHeader/PreparerPersonGrp/PhoneNum07176571300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A BLUIS CPA
ReturnHeader/ReturnTs02025-05-13T13:47:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31

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