Civic Intelligence

The Joseph E Ibberson Endowment Fund

990PF • Fiscal year 2021 • EIN 30-6141917

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

51st percentile

14%

Higher net margin than 51% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$6,343

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

0.8%

Faster asset growth than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,011,594

Up $7,532 (+0.8%) from 2020

Net Assets

Up

$1,011,594

Up $7,532 (+0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin51st percentile

Revenue

Down

$52,744

Down $931,334 (-95%) from 2020

Expenses

Up

$45,197

Up $37,513 (+488%) from 2020

Net Income

Down

$7,547

Down $968,847 (-99%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2021

Assets$1,011,594
Liabilities$0
Net Assets$1,011,594
Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

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

2021

Revenue$52,744
Expenses$45,197
Net Income$7,547
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,343-$6,343
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
2022-05-11
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/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/Amt037294
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/TotalGrantOrContriPdDurYrAmt037294
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/AppliedToYear1Amt037294
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060140
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037294
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt060140
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037294
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0264
OtherDecreasesSchedule/OtherDecreasesDetail/Amt181
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LOSS ON SALE OF 1,926.586 SHS FED HERMES ADJ RATE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1LOSS ON SALE OF 580.721 SHS FED HERMES ADJ RATE FD
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PA TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010
OtherIncreasesSchedule/OtherIncreasesDetail/Amt055
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1275
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF 5,446.623 SHS FED HERMES ULTRASHOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ADJUSTING ENTRY
TaxesSchedule/TaxesDetail/Amt0214
TaxesSchedule/TaxesDetail/Amt1506
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD FROM DIVI
TaxesSchedule/TaxesDetail/CategoryTxt12020 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0214
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/SignatureDt02022-05-11
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/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J CAMPION JR
ReturnHeader/ReturnTs02022-05-12T11:04:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KENDERDINE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,011,594
Liabilities
$0
Net assets
$1,011,594
Revenue
$52,744
Expenses
$45,197
Net income
$7,547
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