Civic Intelligence

The Joseph E Ibberson Endowment

EIN 30-6141917 • Pottsville, PA

PO Box 660Pottsville, PA 17901
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

35th percentile

-3.0%

Higher net margin than 35% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$5,898

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

48th percentile

1.5%

Faster asset growth than 48% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

46%

Faster revenue growth than 78% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$972,344

Up $14,645 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$972,344

Up $14,645 (+1.5%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin35th percentile

Revenue

Up

$56,535

Up $17,859 (+46%) from 2023

Expenses

Down

$58,240

Down $2,040 (-3.4%) from 2023

Net Income

Up

-$1,705

Up $19,899 (+92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2020: $1,004,062Liabilities 2020: $0Net Assets 2020: $1,004,0622020Assets 2021: $1,011,594Liabilities 2021: $0Net Assets 2021: $1,011,5942021Assets 2022: $983,502Liabilities 2022: $0Net Assets 2022: $983,5022022Assets 2023: $957,699Liabilities 2023: $0Net Assets 2023: $957,6992023Assets 2024: $972,344Liabilities 2024: $0Net Assets 2024: $972,3442024

Highlighted filing

2024

Assets$972,344
Liabilities$0
Net Assets$972,344
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2020: $984,078Expenses 2020: $7,684Net Income 2020: $976,3942020Revenue 2021: $52,744Expenses 2021: $45,197Net Income 2021: $7,5472021Revenue 2022: $39,827Expenses 2022: $68,026Net Income 2022: -$28,1992022Revenue 2023: $38,676Expenses 2023: $60,280Net Income 2023: -$21,6042023Revenue 2024: $56,535Expenses 2024: $58,240Net Income 2024: -$1,7052024

Highlighted filing

2024

Revenue$56,535
Expenses$58,240
Net Income-$1,705
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$972,344
Liabilities
$0
Net assets
$972,344
Revenue
$56,535
Expenses
$58,240
Net income
-$1,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.06$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.04$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.98$0.01$0.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,898-$5,898
Filing and Contact Details

Filer

Filer Name
The Joseph E Ibberson Endowment
EIN
30-6141917
Phone
5705168325
Address
PO BOX 660, POTTSVILLE, PA 17901

Signing Officer

Name
Mid Penn Bank Trust Department
Title
Trustee
Phone
5705168325
Signed
2025-04-24
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/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/AddressLine1Txt0PO BOX 660
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0POTTSVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017901
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MID PENN BANK TRUST DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05705168325
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt051076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PENNSYLVANIA FORESTRY ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ATTN KEN MANNO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 NORTH SECOND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 1002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051076
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/AppliedToYear1Amt051076
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054881
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt051076
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt054881
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051076
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016
OtherIncreasesSchedule/OtherIncreasesDetail/Amt17767
OtherIncreasesSchedule/OtherIncreasesDetail/Amt28423
OtherIncreasesSchedule/OtherIncreasesDetail/Amt3144
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF 30,000 FHLB CONS BD DTD 10/4/22
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1GAIN ON SALE OF 198.341 SHS T ROWE PRICE DIV GRWTH
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2GAIN ON SALE OF 30.000 SHS VANGUARD S&P 500 ETF
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3ADJUSTING ENTRY
TaxesSchedule/TaxesDetail/Amt0206
TaxesSchedule/TaxesDetail/Amt1535
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD FROM DIVI
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX - 2024
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0206
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1535
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MID PENN BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05705168325
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEPH E IBBERSON ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0306141917
ReturnHeader/Filer/PhoneNum05705168325
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 660
ReturnHeader/Filer/USAddress/CityNm0POTTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J CAMPION JR
ReturnHeader/ReturnTs02025-04-28T14:09:22-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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