Civic Intelligence

The Joseph E Ibberson Endowment Fund

990PF • Fiscal year 2022 • EIN 30-6141917

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

10th percentile

-71%

Higher net margin than 10% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$5,863

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$983,502

Down $28,092 (-2.8%) from 2021

Net Assets

Down

$983,502

Down $28,092 (-2.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin10th percentile

Revenue

Down

$39,827

Down $12,917 (-24%) from 2021

Expenses

Up

$68,026

Up $22,829 (+51%) from 2021

Net Income

Down

-$28,199

Down $35,746 (-474%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2022

Assets$983,502
Liabilities$0
Net Assets$983,502
Open 2022 Filing

Operations Trend

Revenue Growth21st 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

2022

Revenue$39,827
Expenses$68,026
Net Income-$28,199
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,863-$5,863
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
2023-05-09
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/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/AddressLine1Txt01504 ROUTE 61 SOUTH
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/Amt060140
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/TotalGrantOrContriPdDurYrAmt060140
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/AppliedToYear1Amt060140
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt054008
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060140
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt054008
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt060140
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0653
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1148
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2557
OtherDecreasesSchedule/OtherDecreasesDetail/Amt3199
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LOSS ON SALE OF 5,020.080 SHS FED HERMES GOV ULTRA
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1LOSS ON SALE OF 1,107.091 SHS VANGUARD WELLINGTON
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2LOSS ON SALE OF 300 SHS ISHARES MSCI EAFE MIN VOL
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3ADJUSTING ENTRY
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0195
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11449
OtherIncreasesSchedule/OtherIncreasesDetail/Amt220
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GAIN ON SALE OF 150 SHS ISHARES MSCI EAFE MIN VOL
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1GAIN ON SALE OF 155.535 SHS VANGUARD WELLINGTON IN
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2GAIN ON SALE OF ISHARE SILVER TRUST
TaxesSchedule/TaxesDetail/Amt0748
TaxesSchedule/TaxesDetail/Amt1760
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD FROM DIVI
TaxesSchedule/TaxesDetail/CategoryTxt12021 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22022 FEDERAL EXCISE TAX
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MID PENN BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05705168325
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
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/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/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J CAMPION JR
ReturnHeader/ReturnTs02023-05-12T08:57:42-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KENDERDINE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$983,502
Liabilities
$0
Net assets
$983,502
Revenue
$39,827
Expenses
$68,026
Net income
-$28,199
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