Civic Intelligence

Doris W Ulmer and Conway a Ulmer Charitable Trust

990PF • Fiscal year 2019 • EIN 27-4659772

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 07, 2019

Organization Profile
260 Sunbury StreetMinersville, PA 17954

(570) 544-1709

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-159%

Higher net margin than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$1,325

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.1%

Faster asset growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

1.8%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$414,617

Down $22,204 (-5.1%) from 2018

Net Assets

Down

$411,559

Down $22,204 (-5.1%) from 2018

Liabilities

Flat

$3,058

Flat from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin5th percentile

Revenue

Up

$13,936

Up $248 (+1.8%) from 2018

Expenses

Up

$36,140

Up $3,983 (+12%) from 2018

Net Income

Down

-$22,204

Down $3,735 (-20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$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

2019

Assets$414,617
Liabilities$3,058
Net Assets$411,559
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$13,936
Expenses$36,140
Net Income-$22,204
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 7, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED J BOOTETrustee-$1,325-$1,325
JAMES C BOHORADTrustee-$1,325-$1,325
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
Fred J Boote
Title
Trustee
Phone
5705441709
Signed
2019-02-07
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
Fred J Boote CPA
Phone
5706221811
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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/NetVlNoncharitableAssetsYr2Amt0566108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0537840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0537586
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0532258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt027427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242424
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt027288
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt027427
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0139
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt027427
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/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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0260 SUNBURY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINERSVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017954
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIDELITY BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05705441709
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021939
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12744
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22744
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/TotalGrantOrContriPdDurYrAmt027427
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/AppliedToYear1Amt027427
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027270
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027427
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027270
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027427
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01072
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04717
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
TaxesSchedule/TaxesDetail/Amt0274
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX FYE 9/30/17
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED J BOOTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05705441709
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A7464DB7FB3A74499EFD70456955D688ED63F73E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A7464DB7FB3A74499EFD70456955D688ED63F73E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.76.127.241
ReturnHeader/FilingSecurityInformation/IPDt02020-02-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:38:53
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/PreparationDt02020-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRED J BOOTE CPA
ReturnHeader/ReturnTs02020-02-13T11:38:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,617
Liabilities
$3,058
Net assets
$411,559
Revenue
$13,936
Expenses
$36,140
Net income
-$22,204
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
2019Detailed filing. Detailed filing data is available for this year.$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