Civic Intelligence

John a Fisher Charitable Tr

EIN 38-7183381 • Souderton, PA

14 N Main Street PO Box 559Souderton, PA 18964-0197
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

17th percentile

-47%

Higher net margin than 17% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

85th percentile

$4,300

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 28.7% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

50th percentile

-2.0%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

12th percentile

-72%

Faster revenue growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$305,016

Down $6,263 (-2.0%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

$305,016

No earlier filing loaded for comparison.

Revenue

Down

$14,970

Down $37,860 (-72%) from 2024

Expenses

Up

$21,935

Up $883 (+4.2%) from 2024

Net Income

Down

-$6,965

Down $38,743 (-122%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2018: $305,053Liabilities 2018: $0Net Assets 2018: $305,0532018Assets 2019: $296,885Liabilities 2019: $1Net Assets 2019: $296,8852019Assets 2020: $294,369Liabilities 2020: $1Net Assets 2020: $294,3692020Assets 2021: $283,074Liabilities 2021: $1Net Assets 2021: $283,0742021Assets 2022: $288,117Liabilities 2022: $1Net Assets 2022: $288,1172022Assets 2023: $280,371Liabilities 2023: $12023Assets 2024: $311,279Liabilities 2024: $12024Assets 2025: $305,016Liabilities 2025: $0Net Assets 2025: $305,0162025

Highlighted filing

2025

Assets$305,016
Liabilities$0
Net Assets$305,016

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2018: $6,996Expenses 2018: $20,417Net Income 2018: -$13,4212018Revenue 2019: $15,922Expenses 2019: $23,889Net Income 2019: -$7,9672019Revenue 2020: $16,853Expenses 2020: $19,618Net Income 2020: -$2,7652020Revenue 2021: $7,114Expenses 2021: $19,116Net Income 2021: -$12,0022021Revenue 2022: $24,420Expenses 2022: $20,797Net Income 2022: $3,6232022Revenue 2023: $14,820Expenses 2023: $20,964Net Income 2023: -$6,1442023Revenue 2024: $52,830Expenses 2024: $21,052Net Income 2024: $31,7782024Revenue 2025: $14,970Expenses 2025: $21,935Net Income 2025: -$6,9652025

Highlighted filing

2025

Revenue$14,970
Expenses$21,935
Net Income-$6,965

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Feb 10, 2020
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,090-$4,090
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRockhill Mennonite CommunityTO SUPPORT OPERATIONSPCSellersville, PA, US$8,078
Paid GrantCentral Schwenkfelder ChurchTO SUPPORT OPERATIONSPCLansdale, PA, US$4,039
Paid GrantAmerican Red Cross of SE PATO SUPPORT OPERATIONSPCWashington, DC, US$4,039
Filing and Contact Details

Filer

Filer Name
John a Fisher Charitable Trust Univest Bank
EIN
38-7183381
Phone
2157212549
Address
14 N MAIN STREET PO BOX 559, SOUDERTON, PA 18964-0197

Signing Officer

Name
Darren Johnson
Title
VP and Sr. TO
Phone
2157212549
Signed
2020-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Baum Smith & Clemens Llp
Address
2060 DETWILER RD SUITE 125, Harleysville, PA 19438
Preparer
Roy Kershaw
Phone
2153685755
Raw XML Appendix353 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT OPERATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Central Schwenkfelder Church
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2American Red Cross of SE PA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O LESLIE REYBURN-SHISLER2111 VALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ATTN JUDY POTOCZNY3250 STATE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2431 18TH ST NW
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07476
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08958
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07476
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016156
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01482
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08958
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07476
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03143
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0100
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1140
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ESTIMATED TAX PAYMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12017 TAX PAYMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt039
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISC ADJ
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARREN JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP and Sr. TO
ReturnHeader/BusinessOfficerGrp/PhoneNum02157212549
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN A FISHER CHARITABLE TRUST UNIVEST BANK
ReturnHeader/Filer/BusinessNameControlTxt0FISH
ReturnHeader/Filer/EIN0387183381
ReturnHeader/Filer/PhoneNum02157212549
ReturnHeader/Filer/USAddress/AddressLine1Txt014 N MAIN STREET PO BOX 559
ReturnHeader/Filer/USAddress/CityNm0SOUDERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0189640197
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232315910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUM SMITH & CLEMENS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02060 DETWILER RD SUITE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Harleysville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019438
ReturnHeader/PreparerPersonGrp/PhoneNum02153685755
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY KERSHAW
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-02-12T11:00:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

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