Civic Intelligence

The Joseph E Ibberson Endowment Fund

990PF • Fiscal year 2020 • EIN 30-6141917

Apr 28, 2020 to Dec 31, 2020 • Filed on Oct 30, 2021

Organization Profile
1504 Route 61 SouthPottsville, PA 17901

(570) 516-8325

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$4,290

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$1,004,062

No earlier filing loaded for comparison.

Net Assets

$1,004,062

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$984,078

No earlier filing loaded for comparison.

Expenses

$7,684

No earlier filing loaded for comparison.

Net Income

$976,394

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$1,004,062
Liabilities$0
Net Assets$1,004,062
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$984,078
Expenses$7,684
Net Income$976,394
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 28, 2020 to Dec 31, 2020
Signed
Oct 30, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,290-$4,290
Filing and Contact Details

Filer

Filer Name
The Joseph E Ibberson Endowment
EIN
30-6141917
Phone
5705168325
Address
1504 ROUTE 61 SOUTH, POTTSVILLE, PA 17901

Signing Officer

Name
Mid Penn Bank Trust Department
Title
Trustee
Phone
5705168325
Signed
2021-10-30
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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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF 411 SHS SPROTT GOLD EQUITY INVEST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1GAIN ON SALE OF 650.872 SHS VANGUARD SMALL CAP GRW
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2GAIN ON SALE OF ISHARES SILVER TRUST
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOSEPH E IBBERSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O MID PENN BANK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt01504 ROUTE 61 SOUTH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0POTTSVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0PA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd017901
TaxesSchedule/TaxesDetail/Amt0181
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD FROM DIVI
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MID PENN BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05705168325
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEPH E IBBERSON ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0306141917
ReturnHeader/Filer/PhoneNum05705168325
ReturnHeader/Filer/USAddress/AddressLine1Txt01504 ROUTE 61 SOUTH
ReturnHeader/Filer/USAddress/CityNm0POTTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017901
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/PreparationDt02021-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J CAMPION JR
ReturnHeader/ReturnTs02021-11-02T13:33:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KENDERDINE
ReturnHeader/TaxPeriodBeginDt02020-04-28
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,004,062
Liabilities
$0
Net assets
$1,004,062
Revenue
$984,078
Expenses
$7,684
Net income
$976,394
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