Civic Intelligence

Doris W Ulmer and Conway a Ulmer Educational Foundation

990PF • Fiscal year 2021 • EIN 27-7042232

Oct 01, 2020 to Sep 30, 2021 • Filed on May 16, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-193%

Higher net margin than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$583

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-5.0%

Faster asset growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-5.3%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$152,606

Down $8,021 (-5.0%) from 2020

Net Assets

Down

$152,606

Down $8,021 (-5.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$5,073

Down $283 (-5.3%) from 2020

Expenses

Down

$14,875

Down $360 (-2.4%) from 2020

Net Income

Up

-$9,802

Up $77 (+0.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2021

Assets$152,606
Liabilities$0
Net Assets$152,606
Open 2021 Filing

Operations Trend

Revenue Growth41st 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

2021

Revenue$5,073
Expenses$14,875
Net Income-$9,802
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED J BOOTETrustee-$583-$583
JAMES C BOHORADTrustee-$583-$583
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
James C Bohorad
Title
Trustee
Phone
5705441709
Signed
2022-05-16
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
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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/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/Amt011027
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/TotalGrantOrContriPdDurYrAmt011027
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/AppliedToYear1Amt011027
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012181
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011027
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012181
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011027
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01757
OtherIncreasesSchedule/OtherIncreasesDetail/Amt124
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF SECURITIES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ADJUSTING ENTRY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02571
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY BANK
TaxesSchedule/TaxesDetail/Amt0111
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES C BOHORAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05705441709
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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/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/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J CAMPION JR
ReturnHeader/ReturnTs02022-05-17T13:41:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOHORAD
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,606
Liabilities
$0
Net assets
$152,606
Revenue
$5,073
Expenses
$14,875
Net income
-$9,802
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