Civic Intelligence

Victor K Phillips and Jancie Phillips Larrick Charitable Trust

990PF • Fiscal year 2018 • EIN 45-3738532

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
237 East Pearl StreetButler, PA 16001

(724) 285-5295

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

41st percentile

0.4%

Higher net margin than 41% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

15th percentile

-8.3%

Faster asset growth than 15% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,421,018

Down $398,783 (-8.3%) from 2017

Net Assets

Down

$4,421,018

Down $398,783 (-8.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin41st percentile

Revenue

Down

$206,610

Down $320,759 (-61%) from 2017

Expenses

Down

$205,714

Down $1,052,112 (-84%) from 2017

Net Income

Up

$896

Up $731,353 (+100%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2013: $5,290,878Liabilities 2013: $02013Assets 2014: $5,420,908Liabilities 2014: $0Net Assets 2014: $5,420,9082014Assets 2015: $5,171,694Liabilities 2015: $0Net Assets 2015: $5,171,6942015Assets 2016: $5,253,070Liabilities 2016: $0Net Assets 2016: $5,253,0702016Assets 2017: $4,819,801Liabilities 2017: $0Net Assets 2017: $4,819,8012017Assets 2018: $4,421,018Liabilities 2018: $0Net Assets 2018: $4,421,0182018Assets 2019: $5,204,945Liabilities 2019: $0Net Assets 2019: $5,204,9452019Assets 2020: $5,827,748Liabilities 2020: $0Net Assets 2020: $5,827,7482020Assets 2021: $3,928,788Liabilities 2021: $0Net Assets 2021: $3,928,7882021Assets 2022: $3,966,773Liabilities 2022: $0Net Assets 2022: $3,966,7732022Assets 2023: $3,776,500Liabilities 2023: $0Net Assets 2023: $3,776,5002023Assets 2024: $3,821,239Liabilities 2024: $0Net Assets 2024: $3,821,2392024

Highlighted filing

2018

Assets$4,421,018
Liabilities$0
Net Assets$4,421,018
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2013: $507,572Expenses 2013: $258,239Net Income 2013: $249,3332013Revenue 2014: $220,331Expenses 2014: $283,825Net Income 2014: -$63,4942014Revenue 2015: $214,549Expenses 2015: $297,052Net Income 2015: -$82,5032015Revenue 2016: $117,939Expenses 2016: $288,728Net Income 2016: -$170,7892016Revenue 2017: $527,369Expenses 2017: $1,257,826Net Income 2017: -$730,4572017Revenue 2018: $206,610Expenses 2018: $205,714Net Income 2018: $8962018Revenue 2019: $128,885Expenses 2019: $166,716Net Income 2019: -$37,8312019Revenue 2020: $191,866Expenses 2020: $156,389Net Income 2020: $35,4772020Revenue 2021: $283,081Expenses 2021: $53,702Net Income 2021: $229,3792021Revenue 2022: $357,780Expenses 2022: $328,693Net Income 2022: $29,0872022Revenue 2023: $145,020Expenses 2023: $332,374Net Income 2023: -$187,3542023Revenue 2024: $369,343Expenses 2024: $324,186Net Income 2024: $45,1572024

Highlighted filing

2018

Revenue$206,610
Expenses$205,714
Net Income$896
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON C PHILLIPSTrustee-$0--
ELEANORE P DICKEYTrustee-$0--
JOHN C DAVEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Janice Phillips Larrick Family
EIN
45-3738532
Phone
7242855295
Address
237 EAST PEARL STREET, BUTLER, PA 16001

Signing Officer

Name
John C Davey
Title
Trustee
Phone
7242836445
Signed
2019-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Deluzio and Company Llp
Address
45 SOUTH 23RD STREET SUITE 102, PITTSBURGH, PA 15203
Preparer
Daniel W Wilkins CPA
Phone
4124811900
Raw XML AppendixShowing 400 of 647 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0OTHER ADJUSTMENTS TO FUND BALANCE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0INVESTMENTS ADJUSTED TO FMV FOR BOOK PURPOSES:FAIR MARKET VALUE AT 12/31/18 4,232,794ORIGINAL COST BASIS 3,557,550 _________CUMULATIVE UNREALIZED GAIN AT 12/31/18 675,244CUMULATIVE UNREALIZED GAIN AT 12/31/17 1,074,984 _________UNREALIZED GAIN FOR THE YEAR ENDED 12/31/18 (399,740) =========
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt711010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt861241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1012608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13130994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1538759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt172914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1885661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0512.424 SHS AQR EQUITY MARKET NEUTRAL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1565.161 SHS AQR EQUITY MARKET NEUTRAL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2378.527 SHS AQR EQUITY MARKET NEUTRAL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3668.361 SHS DIAMOND HILL LONG-SHORT FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc48611.871 SHS GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc597.766 SHS HARBOR FUND INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc66614.327 SHS ASG GLOBAL ALTERNATIVES FUND CL Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7954.892 SHS ASG GLOBAL ALTERNATIVES FUND CL Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8879.145 SHS PRICE T ROWE GROWTH STOCK FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc943.731 SHS T ROWE PRICE REAL ESTATE FUND FD 122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101064.881 SHS AQR EQUITY MARKET NEUTRAL-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11499.961 SHS DIAMOND HILL LONG-SHORT FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc121041.839 SHS GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132189.079 SHS HARBOR FUND INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141 JP MORGAN CHASE 46625H100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15556.399 SHS PRICE T ROWE GROWTH STOCK FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc163.084 SHS T ROWE PRICE REAL ESTATE FUND 122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17108.725 SHS T ROWE PRICE REAL ESTATE FUND 122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0108161
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0896
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0399679
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04820697
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04819801
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04421018
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0231683
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0231683
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0231683
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0235322
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03639
IRS990PF/DistributableAmountGrp/TotalTaxAmt03639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01261
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03639
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02461
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01261
IRS990PF/FMVAssetsEOYAmt04421018
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01302630
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01261131
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01261131
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03165915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02835777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02835777
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0139135
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0135886
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0135886
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04819801
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04421018
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0212121
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0188224
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0188224
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04819801
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04421018
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04421018
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04819801
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04421018
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04819801
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04421018
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04778112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0261052
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04517060
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt071672
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0235322
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04706440
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04778112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GORDON C PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELEANORE P DICKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN C DAVEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0725 CROOKED STICK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1111 GERMAINE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2237 EAST PEARL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MECHANICSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BUTLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BUTLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd017050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd116001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd216001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0396381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0398201
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01225717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0259130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0266830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0247471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0222231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.084221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.229626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050427
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04706440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05337894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05138708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05275343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05365350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05010992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0176700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.421107
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0176700
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0176700
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0176700
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,421,018
Liabilities
$0
Net assets
$4,421,018
Revenue
$206,610
Expenses
$205,714
Net income
$896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.37$0.32$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.15$0.33$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.36$0.33$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.28$0.05$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.19$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.13$0.17$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.21$0.21$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.53$1.26$0.73
2016Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.12$0.29$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.21$0.30$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.22$0.28$0.06
2013Summary only. Only limited summary data is available for this year.$5.29$0.00$0.51$0.26$0.25