Civic Intelligence

Doris W Ulmer and Conway a Ulmer Educational Foundation

990PF • Fiscal year 2019 • EIN 27-7042232

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 10, 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

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

5th percentile

-178%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

78th percentile

$526

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

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

Asset Growth

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

51st percentile

1.3%

Faster revenue growth than 51% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$169,825

Down $8,762 (-4.9%) from 2018

Net Assets

Down

$169,825

Down $8,762 (-4.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$5,486

Up $68 (+1.3%) from 2018

Expenses

Up

$15,229

Up $195 (+1.3%) from 2018

Net Income

Down

-$9,743

Down $127 (-1.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$200K$150K$100K$50K$0Assets 2018: $178,587Liabilities 2018: $0Net Assets 2018: $178,5872018Assets 2019: $169,825Liabilities 2019: $0Net Assets 2019: $169,8252019Assets 2020: $160,627Liabilities 2020: $0Net Assets 2020: $160,6272020Assets 2021: $152,606Liabilities 2021: $0Net Assets 2021: $152,6062021Assets 2022: $122,149Liabilities 2022: $0Net Assets 2022: $122,1492022Assets 2023: $112,748Liabilities 2023: $0Net Assets 2023: $112,7482023Assets 2024: $104,020Liabilities 2024: $0Net Assets 2024: $104,0202024

Highlighted filing

2019

Assets$169,825
Liabilities$0
Net Assets$169,825
Open 2019 Filing

Operations Trend

Revenue Growth51st percentile

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

$20K$10K$0-$10K-$20KRevenue 2018: $5,418Expenses 2018: $15,034Net Income 2018: -$9,6162018Revenue 2019: $5,486Expenses 2019: $15,229Net Income 2019: -$9,7432019Revenue 2020: $5,356Expenses 2020: $15,235Net Income 2020: -$9,8792020Revenue 2021: $5,073Expenses 2021: $14,875Net Income 2021: -$9,8022021Revenue 2022: $5,882Expenses 2022: $17,984Net Income 2022: -$12,1022022Revenue 2023: $6,181Expenses 2023: $14,534Net Income 2023: -$8,3532023Revenue 2024: $6,019Expenses 2024: $15,012Net Income 2024: -$8,9932024

Highlighted filing

2019

Revenue$5,486
Expenses$15,229
Net Income-$9,743
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED J BOOTETrustee-$526-$526
JAMES C BOHORADTrustee-$525-$525
Filing and Contact Details

Filer

Filer Name
Doris W Ulmer & Conway a Ulmer
EIN
27-7042232
Phone
5705441709
Address
260 SUNBURY STREET, MINERSVILLE, PA 17954

Signing Officer

Name
Fred J Boote
Title
Trustee
Phone
5705441709
Signed
2019-02-10
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/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/Amt011181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PINE GROVE HIGH AREA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PINE GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PINE GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017963
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011181
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/AppliedToYear1Amt011181
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010816
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011181
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010816
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011181
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01072
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0981
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01871
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY BANK
TaxesSchedule/TaxesDetail/Amt054
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED J BOOTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05705441709
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DORIS W ULMER & CONWAY A ULMER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DORI
ReturnHeader/Filer/EIN0277042232
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/PreparationDt02020-02-07
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

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Filings

Displayed year

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

Open filing
Assets
$169,825
Liabilities
$0
Net assets
$169,825
Revenue
$5,486
Expenses
$15,229
Net income
-$9,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.15$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.06$0.18$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.05$0.15$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.05$0.15$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.05$0.15$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.05$0.15$0.10