Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Concordia Trust
EIN 30-0050901 • 501(c)3 • Huntingdon Valley, PA
Profile
To encourage and support scholarships and programs related to german language and culture.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
60th percentile
Faster asset growth than 60% of similar nonprofits.
Revenue Growth
97th percentile
Faster revenue growth than 97% of similar nonprofits.
Balance Sheet
Assets
Up$38,330
Up $1,138 (+3.1%) from 2024
Liabilities
Flat$0
Flat from 2024
Net Assets
Up$38,330
Up $1,138 (+3.1%) from 2024
Revenue
Up$32,014
Up $24,092 (+304%) from 2024
Expenses
Up$10,351
Up $2,209 (+27%) from 2024
Net Income
Up$21,663
Up $21,883 (+9947%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $38,330
- Liabilities
- $0
- Net assets
- $38,330
- Revenue
- $32,014
- Expenses
- $10,351
- Net income
- $21,663
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2024 to Sep 30, 2025
- Signed
- Oct 22, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $79,931
Mission and Program Overview
Mission
To encourage and support scholarships and programs related to german language and culture.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROMOTE GERMAN CULTURAL AWARENESS AND GERMAN LANGUAGE THROUGH SUPPORT AND FUNDING OF AREA STUDENTS AND EDUCATIONAL PROGRAMS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARLENE HK STOCKS | President | PT | $0 | - | - |
| DR DON HEINRICH TOLZMANN | Director | - | $0 | - | - |
| GLENN WHITE | Director | - | $0 | - | - |
| ROSALIE E MATICO | Secretary | - | $0 | - | - |
| SUSAN M HARTMANN | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Concordia Trust
- EIN
- 30-0050901
- Phone
- 2159475490
- Address
- 3408 HILLSIDE DRIVE, HUNTINGDON VALLEY, PA 19006
Signing Officer
- Name
- Marlene H K Stocks
- Title
- President
- Phone
- 2159475490
- Signed
- 2025-10-22
- Discuss with paid preparer
- Yes
Preparer
- Firm
- deGROUCHYSIFER & COMPANY
- Address
- 981 SECOND STREET PIKE, RICHBORO, PA 18954-3951
- Preparer
- William J Sifer CPA
- Phone
- 2153224055
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 8 - Other Revenue
“Description: CHARLES SCHWAB. Amount: 500. Description: CHARLES SCHWAB. Amount: 1. Total to Form 990-EZ, line 8: 501.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: AWARDS AND SCHOLARSHIPS. Amount: 6150. Description: TAXES AND LICENSES. Amount: 15. Description: CHARITABLE CONTRIBUTIONS. Amount: 1500. Description: ADVERTISING. Amount: 300. Description: BANK CHARGES. Amount: 35. Total to Form 990-EZ, line 16: 8000.”
Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
“Description: UNREALIZED GAIN INVESTMENTS. Amount: -20525.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: INVESTMENTS. Beg. of Year Amount: 33127. End of Year Amount: 37333.”
Raw XML Appendix184 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | HUNTINGDON VALLEY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | PA |
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| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 997 |
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| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1855 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
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| IRS990EZ/ForeignOfficeInd | 0 | 0 |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 38330 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 22113 |
| IRS990EZ/GrossReceiptsAmt | 0 | 79931 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
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| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
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| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
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| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 38330 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARLENE HK STOCKS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DR DON HEINRICH TOLZMANN |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | SUSAN M HARTMANN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 33127 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 37333 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -20525 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8000 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 501 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ENCOURAGE AND SUPPORT SCHOLARSHIPS AND PROGRAMS RELATED TO GERMAN LANGUAGE AND CULTURE. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 496 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROMOTE GERMAN CULTURAL AWARENESS AND GERMAN LANGUAGE THROUGH SUPPORT AND FUNDING OF AREA STUDENTS AND EDUCATIONAL PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 70030 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | PA |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 1 | NJ |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 2 | NC |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 3 | FL |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 10351 |
| IRS990EZ/TotalRevenueAmt | 0 | 32014 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CONCORDIATRUST.ORG |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt | 0 | 500 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt | 0 | 825 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt | 0 | 600 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt | 0 | 500 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 2425 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 9400 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2450 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4050 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 3715 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3100 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 22715 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.89320 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.84180 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 20290 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 500 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 825 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 600 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt | 0 | 500 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 2425 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 9400 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2450 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4050 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3100 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 22715 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 9400 |
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| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3100 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 22715 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: CHARLES SCHWAB. Amount: 500. Description: CHARLES SCHWAB. Amount: 1. Total to Form 990-EZ, line 8: 501. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: AWARDS AND SCHOLARSHIPS. Amount: 6150. Description: TAXES AND LICENSES. Amount: 15. Description: CHARITABLE CONTRIBUTIONS. Amount: 1500. Description: ADVERTISING. Amount: 300. Description: BANK CHARGES. Amount: 35. Total to Form 990-EZ, line 16: 8000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: UNREALIZED GAIN INVESTMENTS. Amount: -20525. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: INVESTMENTS. Beg. of Year Amount: 33127. End of Year Amount: 37333. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 - Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 24 - Other Assets |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MARLENE H K STOCKS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2159475490 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CONCORDIA TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CONC |
| ReturnHeader/Filer/EIN | 0 | 300050901 |
| ReturnHeader/Filer/PhoneNum | 0 | 2159475490 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3408 HILLSIDE DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HUNTINGDON VALLEY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 19006 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 232225885 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | deGROUCHYSIFER & COMPANY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 981 SECOND STREET PIKE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | RICHBORO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 189543951 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2153224055 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM J SIFER CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-07T09:47:12-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-09-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.