Civic Intelligence

Kelton &Amp Alma White Memorial Trust

EIN 43-6236634 • 501(c)3 • Oaks, PA

Profile

The trust makes distributions to Episcopal Diocese of Missouri for religious or charitable purposes of said church in the Diocese of Missouri.

One Freedom Valley DriveOaks, PA 19456

none

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

18th percentile

$68,631

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.4%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$14,827,787

Up $755,172 (+5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$14,827,787

Up $755,172 (+5.4%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin91st percentile

Revenue

Up

$1,390,725

Up $488,439 (+54%) from 2023

Expenses

Up

$597,299

Up $73,997 (+14%) from 2023

Net Income

Up

$793,426

Up $414,442 (+109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$15M$10M$5.0M$0Assets 2011: $9,718,803Liabilities 2011: $02011Assets 2012: $10,107,358Liabilities 2012: $02012Assets 2013: $10,060,238Liabilities 2013: $02013Assets 2014: $10,921,882Liabilities 2014: $02014Assets 2019: $11,475,326Liabilities 2019: $0Net Assets 2019: $11,475,3262019Assets 2020: $11,859,598Liabilities 2020: $0Net Assets 2020: $11,859,5982020Assets 2021: $12,891,364Liabilities 2021: $0Net Assets 2021: $12,891,3642021Assets 2022: $13,649,226Liabilities 2022: $0Net Assets 2022: $13,649,2262022Assets 2023: $14,072,615Liabilities 2023: $0Net Assets 2023: $14,072,6152023Assets 2024: $14,827,787Liabilities 2024: $0Net Assets 2024: $14,827,7872024

Highlighted filing

2024

Assets$14,827,787
Liabilities$0
Net Assets$14,827,787
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,286,381Expenses 2011: $504,232Net Income 2011: $782,1492011Revenue 2012: $874,759Expenses 2012: $472,318Net Income 2012: $402,4412012Revenue 2013: $482,239Expenses 2013: $540,419Net Income 2013: -$58,1802013Revenue 2014: $1,489,802Expenses 2014: $583,627Net Income 2014: $906,1752014Revenue 2019: $635,631Expenses 2019: $381,420Net Income 2019: $254,2112019Revenue 2020: $788,800Expenses 2020: $398,780Net Income 2020: $390,0202020Revenue 2021: $1,916,903Expenses 2021: $364,794Net Income 2021: $1,552,1092021Revenue 2022: $993,283Expenses 2022: $409,621Net Income 2022: $583,6622022Revenue 2023: $902,286Expenses 2023: $523,302Net Income 2023: $378,9842023Revenue 2024: $1,390,725Expenses 2024: $597,299Net Income 2024: $793,4262024

Highlighted filing

2024

Revenue$1,390,725
Expenses$597,299
Net Income$793,426
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,827,787
Liabilities
$0
Net assets
$14,827,787
Revenue
$1,390,725
Expenses
$597,299
Net income
$793,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.00$14.8$1.39$0.60$0.79
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$0.90$0.52$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.00$13.6$0.99$0.41$0.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$12.9$1.92$0.36$1.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$0.79$0.40$0.39
2019Summary only. Only limited summary data is available for this year.$11.5$0.00$11.5$0.64$0.38$0.25
2014Summary only. Only limited summary data is available for this year.$10.9$0.00$1.49$0.58$0.91
2013Summary only. Only limited summary data is available for this year.$10.1$0.00$0.48$0.54$0.06
2012Summary only. Only limited summary data is available for this year.$10.1$0.00$0.87$0.47$0.40
2011Summary only. Only limited summary data is available for this year.$9.72$0.00$1.29$0.50$0.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$2,681,803
Mission and Program Overview

Mission

The trust makes distributions to Episcopal Diocese of Missouri for religious or charitable purposes of said church in the Diocese of Missouri.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,072,615$14,827,787▲ $755,172
Investments in Publicly Traded Securities$14,053,524$14,654,628▲ $601,104
Savings and Temporary Cash Investments$19,091$173,159▲ $154,068
Total Assets$14,072,615$14,827,787▲ $755,172
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,072,615$14,827,787▲ $755,172
Total Liabilities and Net Assets / Fund Balance$14,072,615$14,827,787▲ $755,172
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleBaseTotal
-Trustee$68,631$68,631
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,390,725
Other Revenue
$0
Change in Net Assets
$793,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$528,667
Salaries, Compensation, and Employee Benefits$68,632
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$528,667--$528,667
Current Officers, Directors, Trustees, and Key Employees-$68,632-$68,632
Total Functional Expenses$528,667$68,632$0$597,299
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Diocese of MissouriSt Louis, MO501(c)(3)Religious and Charitable purposes within churches of the Diocese of Missouri.$528,667
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

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
Backup withholding compliance
Yes
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

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The trust does not have a governing body. A representative of SEI Private Trust Company, the trustee, reviews and signs the Form 990.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trust does not have a governing body. A representative of SEI Private Trust Company, the trustee, reviews and signs the Form 990.”

Form 990, Page 6, Part VI, Line 19

“The trust is a section 501(c)(3) trust per the terms of Kelton & Alma With Memorial Trust Agreement. It does not have governing documents or a conflict of interest policy, nor does it prepare annual financial statements.”

Filing and Contact Details

Filer

Filer Name
Kelton &amp Alma White Memorial Trust
EIN
43-6236634
Phone
8006101114
Address
ONE FREEDOM VALLEY DRIVE, OAKS, PA 19456

Signing Officer

Name
Sheila Krow
Title
Trustee
Phone
8006101114
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1953
Legal Domicile
Mo
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
995 YARD STREET SUITE 280, Grandview Heights, OH 43212
Preparer
Sarah H Wallace
Phone
6142327295
Supplemental Narrative

Additional Explanations

Form 990, Schedule A, Part IV, Section E, Line 2

“All expenditures are for religious purposes, primarily for the Episcop al Diocese of Missouri, as required by the trust. Over 50% each year i s contributed to the general operating fund of the Diocese, and remain ing funds are contributed to diocesan related needs that are not cover ed by the general operating budget.”

Explanation for Form 990, Part XI, Line 9

“2025 Income Reported in 2024 tax year 18,911.31, 2024 Income Reported in 2023 tax year (16,701.44), Partnership System Basis Adjustments -40463.87, Total adjustments -38,254”

Raw XML Appendix318 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/GrantsToOrganizationsInd0true
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02019998
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IRS990/InvestmentIncomeGrp/ExclusionAmt0661805
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0661805
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt014053524
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01291078
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt014072615
IRS990/NetAssetsOrFundBalancesEOYAmt014827787
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0728920
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-38254
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYGrantsAndSimilarPaidAmt0448880
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IRS990/PYTotalRevenueAmt0902286
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0793426
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All expenditures are for religious purposes, primarily for the Episcopal Diocese of Missouri, as required by the trust. Over 50% each year is contributed to the general operating fund of the Diocese, and remaining funds are contributed to diocesan related needs that are not covered by the general operating budget. The Bishop monitors expenditures on a quarterly basis, the financial officer of the Diocese on a monthly basis and the treasurer on an annual basis.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All expenditures are for religious purposes, primarily for the Episcop al Diocese of Missouri, as required by the trust. Over 50% each year i s contributed to the general operating fund of the Diocese, and remain ing funds are contributed to diocesan related needs that are not cover ed by the general operating budget.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trust does not have a governing body. A representative of SEI Private Trust Company, the trustee, reviews and signs the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The trust does not have a governing body. A representative of SEI Private Trust Company, the trustee, reviews and signs the Form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The trust is a section 501(c)(3) trust per the terms of Kelton & Alma With Memorial Trust Agreement. It does not have governing documents or a conflict of interest policy, nor does it prepare annual financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42025 Income Reported in 2024 tax year 18,911.31, 2024 Income Reported in 2023 tax year (16,701.44), Partnership System Basis Adjustments -40463.87, Total adjustments -38,254
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PART IV, SECTION E, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KELTON &AMP ALMA WHITE MEMORIAL TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Grandview Heights
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH H WALLACE
ReturnHeader/ReturnTs02025-11-07T13:01:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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