Civic Intelligence

Commonwealth Charitable Management Inc.

990 • Fiscal year 2013 • EIN 30-0011355

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 12, 2014

270 Lake Avenue18801

(570) 278-3800

Siviq Scores

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

Liabilities / Assets

38th percentile

0.10x

Higher debt load relative to assets than 38% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.42x

Higher debt load relative to revenue than 66% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

8th percentile

-35%

Higher net margin than 8% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

35th percentile

-0.7%

Faster asset growth than 35% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$8,895,216

Down $58,954 (-0.7%) from 2012

Net Assets

Down

$7,964,908

Down $190,018 (-2.3%) from 2012

Liabilities

Up

$930,308

Up $131,064 (+16%) from 2012

Revenue

$2,195,500

No earlier filing loaded for comparison.

Expenses

Up

$2,970,001

Up $1,247,275 (+72%) from 2012

Net Income

-$774,501

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $5,912,140Liabilities 2010: $1,200,908Net Assets 2010: $4,711,2322010Assets 2011: $6,177,954Liabilities 2011: $1,002,079Net Assets 2011: $5,175,8752011Assets 2012: $8,954,170Liabilities 2012: $799,244Net Assets 2012: $8,154,9262012Assets 2013: $8,895,216Liabilities 2013: $930,308Net Assets 2013: $7,964,9082013Assets 2018: $14,528,353Liabilities 2018: $403,823Net Assets 2018: $14,124,5302018Assets 2019: $19,251,777Liabilities 2019: $429,277Net Assets 2019: $18,822,5002019Assets 2020: $23,387,891Liabilities 2020: $550,245Net Assets 2020: $22,837,6462020Assets 2021: $27,658,427Liabilities 2021: $604,211Net Assets 2021: $27,054,2162021Assets 2022: $25,010,751Liabilities 2022: $624,166Net Assets 2022: $24,386,5852022Assets 2024: $34,872,526Liabilities 2024: $707,642Net Assets 2024: $34,164,8842024

Highlighted filing

2013

Assets$8,895,216
Liabilities$930,308
Net Assets$7,964,908

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $430,2672010Expenses 2011: $610,9992011Expenses 2012: $1,722,7262012Revenue 2013: $2,195,500Expenses 2013: $2,970,001Net Income 2013: -$774,5012013Revenue 2018: $4,142,165Expenses 2018: $2,320,436Net Income 2018: $1,821,7292018Revenue 2019: $5,766,833Expenses 2019: $2,868,825Net Income 2019: $2,898,0082019Revenue 2020: $6,488,540Expenses 2020: $4,349,733Net Income 2020: $2,138,8072020Revenue 2021: $8,442,994Expenses 2021: $4,962,939Net Income 2021: $3,480,0552021Revenue 2022: $8,581,803Expenses 2022: $5,382,016Net Income 2022: $3,199,7872022Revenue 2024: $12,309,841Expenses 2024: $8,867,528Net Income 2024: $3,442,3132024

Highlighted filing

2013

Revenue$2,195,500
Expenses$2,970,001
Net Income-$774,501
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 12, 2014
Return Version
2013v3.1
Gross Receipts
$2,465,509
Mission and Program Overview

Mission

Grant awards to charitable programs and organizations in the endless mountains area.

Grant awards to charitable programs and organizations in susquehanna & wyoming county and surrounding areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,021,997$5,962,201▲ $1,940,204
Land, Buildings, and Equipment, Net$2,461,810$2,561,476▲ $99,666
Cash and Non-Interest-Bearing Accounts$2,469,463$370,159▼ $2,099,304
Accounts Receivable$900$1,380▲ $480
Total Assets$8,954,170$8,895,216▼ $58,954
Liabilities
Mortgage Notes Payable Secured by Investment Property$498,293$477,671▼ $20,622
Unsecured Notes Loans Payable$300,000$450,000▲ $150,000
Accounts Payable and Accrued Expenses$951$2,637▲ $1,686
Total Liabilities$799,244$930,308▲ $131,064
Net Assets / Fund Balance
Temporarily Rstr Net Assets$6,443,760$6,275,397▼ $168,363
Unrestricted Net Assets$1,711,166$1,689,511▼ $21,655
Total Net Assets Fund Balance$8,154,926$7,964,908▼ $190,018
Total Liabilities and Net Assets / Fund Balance$8,954,170$8,895,216▼ $58,954

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,479,793$217,046$2,696,839
Land$56,000-$56,000
Equipment$25,683$27,909$53,592
Compensation and Service Providers

Board Members and Trustees

NameTitle
Earl WoottonChairman
Peter QuiggPresident
William LewisVice Chairma
George StarkDirector
Jason LeggDirector
Karl Kail IvDirector
Marian MiskellDirector
Matthew SordoniDirector
Richard LochenDirector
Robert BrownDirector
Robert McnamaraDirector
Sandra BoyleDirector
Sandra MajorDirector
Thomas ChamberlainDirector
James MayHonorary Mem
Maggie CartrightSecretary
Dr Arthur W SherwoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,845,256
Program Service Revenue
$146,252
Investment Income
$188,578
Other Revenue
$15,414
All Other Contributions
$1,845,256
Change in Net Assets
$-774,501

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,195,500
Revenue Not Reported on Form 990
$584,483
Total Revenue per Audited Statements
$2,779,983
Total Revenue per Form 990
$2,195,500
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,717,490
Other Expenses$209,984
Salaries, Compensation, and Employee Benefits$42,527
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,717,490--$2,717,490
Depreciation Depletion$72,048$4,599-$76,647
Fees for Services Management$32,000$8,493-$40,493
Other Salaries and Wages$36,609$2,337-$38,946
Occupancy$28,447$1,816-$30,263
Interest$16,109$9,656-$25,765
Advertising$15,872--$15,872
Office Expenses$7,940--$7,940
Fees for Services Accounting-$4,000-$4,000
Insurance-$3,939-$3,939
Payroll Taxes$3,366$215-$3,581
Information Technology-$2,818-$2,818
Other Expenses$350$642-$350
Travel$45--$45
Total Functional Expenses$2,931,486$38,515$0$2,970,001

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,970,001
Total Expenses per Audited Statements$2,970,001
Total Expenses per Form 990$2,970,001
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,228
Fundraising Direct Expenses$1,814
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$17,228$17,228$1,814$15,414
Total Events$17,228$17,228$1,814$15,414
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Board approves everything

Form 990, Page 6, Part VI, Line 6

BOARD MEMBERS

Form 990, Page 6, Part VI, Line 7A

VOTING AT MEETINGS

Form 990, Page 6, Part VI, Line 7B

VOTED ON AT MEETINGS

Form 990, Page 6, Part VI, Line 11B

990 prepared by independent accountant who obtains a verbal approval from board members before filing.

Form 990, Page 6, Part VI, Line 15A

Voted on by board members

Form 990, Page 6, Part VI, Line 15B

Voted on by board members

Form 990, Page 6, Part VI, Line 19

B

Filing and Contact Details

Filer

EIN
30-0011355
Phone
5702783800

Signing Officer

Name
Earl Wootton
Title
Chairman
Phone
5702783800
Signed
2014-06-12

Organization Details

Principal Officer
Earle Wootton
Formed
2003
Legal Domicile
Pa
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
2

Preparer

Preparer
Gordon W Chase CPA
Phone
5708363868
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IRS990/OtherExpensesGrp/ProgramServicesAmt1512
IRS990/OtherExpensesGrp/ProgramServicesAmt2350
IRS990/OtherExpensesGrp/TotalAmt0698
IRS990/OtherExpensesGrp/TotalAmt1642
IRS990/OtherExpensesGrp/TotalAmt2512
IRS990/OtherExpensesGrp/TotalAmt3350
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02337
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt036609
IRS990/OtherSalariesAndWagesGrp/TotalAmt038946
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0215
IRS990/PayrollTaxesGrp/ProgramServicesAmt03366
IRS990/PayrollTaxesGrp/TotalAmt03581
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0EARLE WOOTTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt082967
IRS990/ProgramServiceRevenueGrp/ExclusionAmt163285
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt082967
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt163285
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04178114
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01496634
IRS990/PYInvestmentIncomeAmt0140415
IRS990/PYOtherExpensesAmt0203722
IRS990/PYOtherRevenueAmt08918
IRS990/PYProgramServiceRevenueAmt047273
IRS990/PYRevenuesLessExpensesAmt02651994
IRS990/PYSalariesCompEmpBnftPaidAmt022370
IRS990/PYTotalExpensesAmt01722726
IRS990/PYTotalRevenueAmt04374720
IRS990/ReconcilationRevenueExpnssAmt0-774501
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0OTHER INCOME 312,721
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01845256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04178114
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01007270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01783185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0581800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09395625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt097465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt088224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt079487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt067985
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt080946
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0414107
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0163480
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt057838
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt051815
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt039588
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0312721
IRS990ScheduleA/PublicSupportCY170Pct00.92820
IRS990ScheduleA/PublicSupportPY170Pct00.89490
IRS990ScheduleA/PublicSupportTotal170Amt09395625
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01845256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04178114
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01007270
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01783185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0581800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09395625
IRS990ScheduleA/TotalSupportAmt010122453
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02479793
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0217046
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02696839
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0128759
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt067990
IRS990ScheduleD/DonorAdvisedFundsHeldCnt040
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0895215
IRS990ScheduleD/EquipmentGrp/BookValueAmt025683
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027909
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt053592
IRS990ScheduleD/ExpensesSubtotalAmt02970001
IRS990ScheduleD/FundsAndOtherAccountsContriAmt01716497
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt02649500
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt0118
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt05066986
IRS990ScheduleD/LandGrp/BookValueAmt056000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt056000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0584483
IRS990ScheduleD/RevenueNotReportedAmt0584483
IRS990ScheduleD/RevenueSubtotalAmt02195500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02561476
IRS990ScheduleD/TotalExpensesPerForm990Amt02970001
IRS990ScheduleD/TotalRevenuePerForm990Amt02195500
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02779983
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02970001
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01814
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017228
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0SPECIAL FUNDRAI
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015414
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01814
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01814
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02717490
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VARIOUS SCHOLARSHIPS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0INVESTMENT FUNDS ARE SET UP SO THEY CAN GIVE A GRANT EACH YEAR OF NO MORE THAN 5% OF THE ENDING BALANCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD APPROVES EVERYTHING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VOTING AT MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3VOTED ON AT MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4990 PREPARED BY INDEPENDENT ACCOUNTANT WHO OBTAINS A VERBAL APPROVAL FROM BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VOTED ON BY BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6VOTED ON BY BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false

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