Civic Intelligence

Doris W Ulmer & Conway a Ulmer Charitable Trust

EIN 27-4659772 • Minersville, PA

260 Sunbury StreetMinersville, PA 17954
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-143%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$2,702

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-6.8%

Faster asset growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

49th percentile

-1.2%

Faster revenue growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$281,407

Down $42,720 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$281,407

Down $42,720 (-13%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin9th percentile

Revenue

Down

$14,826

Down $363 (-2.4%) from 2022

Expenses

Down

$36,057

Down $5,467 (-13%) from 2022

Net Income

Up

-$21,231

Up $5,104 (+19%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$600K$400K$200K$0Assets 2018: $436,821Liabilities 2018: $3,058Net Assets 2018: $433,7632018Assets 2019: $414,617Liabilities 2019: $3,058Net Assets 2019: $411,5592019Assets 2020: $391,203Liabilities 2020: $3,058Net Assets 2020: $388,1452020Assets 2021: $369,930Liabilities 2021: $0Net Assets 2021: $369,9302021Assets 2022: $324,127Liabilities 2022: $0Net Assets 2022: $324,1272022Assets 2024: $281,407Liabilities 2024: $0Net Assets 2024: $281,4072024

Highlighted filing

2024

Assets$281,407
Liabilities$0
Net Assets$281,407
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2018: $13,688Expenses 2018: $32,157Net Income 2018: -$18,4692018Revenue 2019: $13,936Expenses 2019: $36,140Net Income 2019: -$22,2042019Revenue 2020: $13,242Expenses 2020: $36,656Net Income 2020: -$23,4142020Revenue 2021: $13,808Expenses 2021: $37,048Net Income 2021: -$23,2402021Revenue 2022: $15,189Expenses 2022: $41,524Net Income 2022: -$26,3352022Revenue 2024: $14,826Expenses 2024: $36,057Net Income 2024: -$21,2312024

Highlighted filing

2024

Revenue$14,826
Expenses$36,057
Net Income-$21,231
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$281,407
Liabilities
$0
Net assets
$281,407
Revenue
$14,826
Expenses
$36,057
Net income
-$21,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.15$0.36$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.15$0.42$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$0.14$0.37$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.03$3.88$0.13$0.37$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$0.03$4.12$0.14$0.36$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.03$4.34$0.14$0.32$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES C BOHORADTrustee-$2,702-$2,702
Filing and Contact Details

Filer

Filer Name
Doris W Ulmer & Conway a Ulmer
EIN
27-4659772
Phone
5705441709
Address
260 SUNBURY STREET, MINERSVILLE, PA 17954

Signing Officer

Name
James C Bohorad
Title
Trustee
Phone
5705441709
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Marshall Bohorad Thornburg Price&campion
Address
1940 W NORWEGIAN ST PO BOX 1280, POTTSVILLE, PA 17901-7280
Preparer
Thomas J Campion Jr
Phone
5706221811
Raw XML Appendix319 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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020760
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22583
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RELIGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MASONIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHUYLKILL UNITED WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02 S SECOND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19 N CENTRE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2214 MAHANTONGO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0POTTSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1POTTSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2POTTSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025926
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/AppliedToCurrentYearAmt0100
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt025826
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026504
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025926
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026404
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025826
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0813
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PARAGON OFFSHORE PLC SHARE SURRENDER
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01404
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06431
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
TaxesSchedule/TaxesDetail/Amt0223
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX FYE 9/30/23
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES C BOHORAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05705441709
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DORIS W ULMER & CONWAY A ULMER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DORI
ReturnHeader/Filer/EIN0274659772
ReturnHeader/Filer/PhoneNum05705441709
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 SUNBURY STREET
ReturnHeader/Filer/USAddress/CityNm0MINERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017954
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232039016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARSHALL BOHORAD THORNBURG PRICE&CAMPION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 W NORWEGIAN ST PO BOX 1280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POTTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0179017280
ReturnHeader/PreparerPersonGrp/PhoneNum05706221811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J CAMPION JR
ReturnHeader/ReturnTs02025-08-14T15:30:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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