Civic Intelligence

The David & Charlotte Steinbach Memorial Fund

EIN 38-3722951 • 501(c)3 • Doylestown, PA

Profile

To raise funds to allow the ability to make annual financial contributions for the sole purpose of the ideas and principal purpose of Big Brothers and Big Sisters of America.

148 Ash WayDoylestown, PA 18901
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Down

$0

Down $1,291 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $1,291 (-100%) from 2020

Revenue

Flat

$0

Flat from 2020

Expenses

Up

$1,291

Up $1,267 (+5279%) from 2020

Net Income

Down

-$1,291

Down $1,267 (-5279%) from 2020

Trend Graphs

Balance Sheet Trend

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $7,597Liabilities 2011: $0Net Assets 2011: $7,5972011Assets 2012: $4,097Liabilities 2012: $0Net Assets 2012: $4,0972012Assets 2013: $1,756Liabilities 2013: $0Net Assets 2013: $1,7562013Assets 2014: $2,893Liabilities 2014: $0Net Assets 2014: $2,8932014Assets 2015: $173Liabilities 2015: $0Net Assets 2015: $1732015Assets 2016: $1,122Liabilities 2016: $0Net Assets 2016: $1,1222016Assets 2017: $2,821Liabilities 2017: $0Net Assets 2017: $2,8212017Assets 2018: $1,321Liabilities 2018: $0Net Assets 2018: $1,3212018Assets 2019: $1,315Liabilities 2019: $0Net Assets 2019: $1,3152019Assets 2020: $1,291Liabilities 2020: $0Net Assets 2020: $1,2912020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $49,625Expenses 2011: $47,035Net Income 2011: $2,5902011Revenue 2012: $51,606Expenses 2012: $55,106Net Income 2012: -$3,5002012Revenue 2013: $53,150Expenses 2013: $55,491Net Income 2013: -$2,3412013Revenue 2014: $54,146Expenses 2014: $51,876Net Income 2014: $2,2702014Revenue 2015: $44,171Expenses 2015: $46,890Net Income 2015: -$2,7192015Revenue 2016: $44,891Expenses 2016: $43,942Net Income 2016: $9492016Revenue 2017: $42,656Expenses 2017: $40,957Net Income 2017: $1,6992017Revenue 2018: $10,000Expenses 2018: $11,500Net Income 2018: -$1,5002018Revenue 2019: $0Expenses 2019: $6Net Income 2019: -$62019Revenue 2020: $0Expenses 2020: $24Net Income 2020: -$242020Revenue 2021: $0Expenses 2021: $1,291Net Income 2021: -$1,2912021

Highlighted filing

2021

Revenue$0
Expenses$1,291
Net Income-$1,291

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 12, 2022
Return Version
2021v4.2
Gross Receipts
$0
Mission and Program Overview

Mission

To raise funds to allow the ability to make annual financial contributions for the sole purpose of the ideas and principal purpose of Big Brothers and Big Sisters of America.

Contribution to Big Brother and Big Sister of America.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,291--
Total Assets$1,291$0▼ $1,291
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,291--
Total Net Assets Fund Balance$1,291$0▼ $1,291
Total Liabilities and Net Assets / Fund Balance$1,291$0▼ $1,291
Compensation and Service Providers

Board Members and Trustees

NameTitle
-President
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,263
Other Expenses$28
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,263--$1,263
Other Expenses---$28
Total Functional Expenses$1,263$0$0$1,291
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The David & Charlotte Steinbach Memorial Fund
EIN
38-3722951
Phone
2158526294
Address
148 ASH WAY, Doylestown, PA 18901

Signing Officer

Name
David Steinbach
Title
President
Phone
2158526294
Signed
2022-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Steinbach
Formed
2005
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
TSM Tax and Finance Inc
Address
107 N Broad Street Ste 213, Doylestown, PA 18901
Preparer
Michael LoStracco
Phone
2153451607
Supplemental Narrative

Additional Explanations

Form 990, Part I, Section 1, Line 1

No activity in 2021 other than final contributionn to Big Brother Big Sister. This memorial fund has been closed and all remaining funds have been contributed as of 12/31/2021.

Raw XML Appendix257 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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IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
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IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0001.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt01263
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01263
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01263
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0To raise funds to allow the ability to make annual financial contributions for the sole purpose of the ideas and principal purpose of Big Brothers and Big Sisters of America.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01291
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01291
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Bank Service Charges
IRS990/OtherExpensesGrp/TotalAmt028
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0David Steinbach
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt024
IRS990/PYRevenuesLessExpensesAmt0-24
IRS990/PYTotalExpensesAmt024
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1291
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt042656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt052656
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99980
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt042656
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt052656
IRS990ScheduleA/TotalSupportAmt052656
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraiserActivityInfoGrp/PersonNm0NA
IRS990ScheduleG/LicensedStatesCd0PA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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IRS990/SchoolOperatingInd0false
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0David Steinbach
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02158526294
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID & CHARLOTTE STEINBACH MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0383722951
ReturnHeader/Filer/PhoneNum02158526294
ReturnHeader/Filer/USAddress/AddressLine1Txt0148 ASH WAY
ReturnHeader/Filer/USAddress/CityNm0Doylestown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460720116
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0107 N Broad Street Ste 213
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Doylestown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018901
ReturnHeader/PreparerPersonGrp/PhoneNum02153451607
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael LoStracco
ReturnHeader/ReturnTs02022-09-12T02:29:57-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Steinbach
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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