Civic Intelligence

Clarence Schock Scholarship and Fellowship Charitable Trust II

990 • Fiscal year 2021 • EIN 47-1845036

Nov 01, 2020 to Oct 31, 2021 • Filed on Jan 25, 2022

Organization ProfileN/A
77 East King StreetShippensburg, PA 17257

(610) 458-3121

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

27th percentile

$53,671

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

33rd percentile

3.2%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

3.9%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$6,978,012

Up $213,301 (+3.2%) from 2020

Net Assets

Up

$6,978,012

Up $213,301 (+3.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin85th percentile

Revenue

Up

$580,547

Up $21,981 (+3.9%) from 2020

Expenses

Down

$305,130

Down $53,293 (-15%) from 2020

Net Income

Up

$275,417

Up $75,274 (+38%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $4,998,422Liabilities 2015: $0Net Assets 2015: $4,998,4222015Assets 2016: $5,667,960Liabilities 2016: $0Net Assets 2016: $5,667,9602016Assets 2017: $6,030,507Liabilities 2017: $0Net Assets 2017: $6,030,5062017Assets 2018: $6,334,929Liabilities 2018: $0Net Assets 2018: $6,334,9292018Assets 2019: $6,564,568Liabilities 2019: $0Net Assets 2019: $6,564,5682019Assets 2020: $6,764,711Liabilities 2020: $0Net Assets 2020: $6,764,7112020Assets 2021: $6,978,012Liabilities 2021: $0Net Assets 2021: $6,978,0122021Assets 2022: $7,497,833Liabilities 2022: $0Net Assets 2022: $7,497,8332022Assets 2023: $7,335,969Liabilities 2023: $0Net Assets 2023: $7,335,9692023

Highlighted filing

2021

Assets$6,978,012
Liabilities$0
Net Assets$6,978,012
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $5,305,800Expenses 2015: $307,334Net Income 2015: $4,998,4662015Revenue 2016: $956,335Expenses 2016: $286,500Net Income 2016: $669,8352016Revenue 2017: $625,257Expenses 2017: $257,301Net Income 2017: $367,9562017Revenue 2018: $617,022Expenses 2018: $311,315Net Income 2018: $305,7072018Revenue 2019: $575,948Expenses 2019: $343,838Net Income 2019: $232,1102019Revenue 2020: $558,566Expenses 2020: $358,423Net Income 2020: $200,1432020Revenue 2021: $580,547Expenses 2021: $305,130Net Income 2021: $275,4172021Revenue 2022: $916,847Expenses 2022: $397,026Net Income 2022: $519,8212022Revenue 2023: $124,598Expenses 2023: $382,007Net Income 2023: -$257,4092023

Highlighted filing

2021

Revenue$580,547
Expenses$305,130
Net Income$275,417
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Jan 25, 2022
Return Version
2020v4.1
Gross Receipts
$1,746,700
Mission and Program Overview

Mission

The foundation's mission is to help develop the intellectual, personal and social capabilities students need to achieve their highest potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,764,711$6,978,013▲ $213,302
Investments in Publicly Traded Securities$6,574,991$6,808,342▲ $233,351
Savings and Temporary Cash Investments$189,720$169,670▼ $20,050
Rtn Earn Endowment Incm Other Fnds-$-1-
Total Assets$6,764,711$6,978,012▲ $213,301
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,764,711$6,978,012▲ $213,301
Total Liabilities and Net Assets / Fund Balance$6,764,711$6,978,012▲ $213,301
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleBaseTotal
-Trustee$53,671$53,671
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$580,547
Other Revenue
$0
Change in Net Assets
$275,417
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$233,569
Salaries, Compensation, and Employee Benefits$53,671
Other Expenses$17,890
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$233,569--$233,569
Current Officers, Directors, Trustees, and Key Employees-$53,671-$53,671
Fees for Service Investment Mgmnt Fees-$17,890-$17,890
Total Functional Expenses$233,569$71,561$0$305,130
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Millersville UniversityMillersville, PA501(c)(3)Unrestricted Gift$109,393
Shippensburg UniversityShippensburg, PA501(c)(3)Unrestricted Gift$79,827
Kutztown UniversityKutztown, PA501(c)(3)Unrestricted Gift$44,349
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

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

“The 990 is sent to the administrative office for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Orrstown bank the trustee complies with federal and state conflict of interest laws. The trustee must comply with internal policies governing conflicts of interest.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Clarence Schock Scholarship & Fellowship
EIN
47-1845036
Phone
6104583121
Address
77 EAST KING STREET, SHIPPENSBURG, PA 17257

Signing Officer

Name
Jeffrey W Dentler
Title
Tax Officer
Phone
6104583121
Signed
2022-01-25
Discuss with paid preparer
Yes

Organization Details

Formed
2014
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903
Preparer
Bradley N Sprong
Phone
4014216600
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Return of capital ($27.21), 2021 grants reversed in 2022 ($62,087.95)”

Raw XML Appendix400 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ORRSTOWN BANK, AS TRUSTEE WILL MEET REGULARLY WITH THE DIRECTORS OF TH E SUPPORTED ORGANIZATION, AND THE CHIEF INVESTMENT OFFICER TO DISCUSS THE INVESTMENT POLICY OF THE TRUST, ADMIN ISSUES, PROGRAMMATIC ISSUES, DISTRIBUTION DECISIONS, SHORT AND LONG TERM PLANNING. BASED UPON THIS RELATIONSHIP, THE SUPPORTED ORGANIZATIONS WILL HAVE A SIGNIFICANT VOI CE IN THE TRUST INVESTMENT POLICY.
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt07564784
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0260796
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IRS990ScheduleA/SupportedOrganizationsTotalCnt04
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt179827
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2109393
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt344349
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WEST CHESTER UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SHIPPENSBURG UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2MILLERSVILLE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3KUTZTOWN UNIVERSITY
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0233569
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IRS990ScheduleI/RecipientTable/CashGrantAmt179827
IRS990ScheduleI/RecipientTable/CashGrantAmt244349
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UNRESTRICTED GIFT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2UNRESTRICTED GIFT
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SHIPPENSBURG UNIVERSITY
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11871 OLD MAIN DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt215200 KUTZTOWN ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MILLERSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SHIPPENSBURG
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd219530
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SENDS OUT A REQUEST ASKING WHAT THE GRANT WAS USED FOR. IF THE RECIPIENT DOES NOT USE THE MONEY FOR THE REASON STATED IN THEIR GRANT REQUEST THEY ARE ASKED TO RETURN THE MONEY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS SENT TO THE ADMINISTRATIVE OFFICE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORRSTOWN BANK THE TRUSTEE COMPLIES WITH FEDERAL AND STATE CONFLICT OF INTEREST LAWS. THE TRUSTEE MUST COMPLY WITH INTERNAL POLICIES GOVERNING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETURN OF CAPITAL ($27.21), 2021 GRANTS REVERSED IN 2022 ($62,087.95)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0233569
IRS990/TotalFunctionalExpensesGrp/TotalAmt0305130
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0580547
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IRS990/USAddress/ZIPCd017257
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY W DENTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06104583121
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARENCE SCHOCK SCHOLARSHIP & FELLOWSHIP
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0471845036
ReturnHeader/Filer/PhoneNum06104583121
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ReturnHeader/Filer/USAddress/CityNm0SHIPPENSBURG
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ReturnHeader/Filer/USAddress/ZIPCd017257
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014216600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY N SPRONG
ReturnHeader/ReturnTs02022-01-31T09:00:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,978,012
Liabilities
$0
Net assets
$6,978,012
Revenue
$580,547
Expenses
$305,130
Net income
$275,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.34$0.00$7.34$0.12$0.38$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.50$0.00$7.50$0.92$0.40$0.52
2021Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.58$0.31$0.28
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$0.00$6.76$0.56$0.36$0.20
2019Summary only. Only limited summary data is available for this year.$6.56$0.00$6.56$0.58$0.34$0.23
2018Summary only. Only limited summary data is available for this year.$6.33$0.00$6.33$0.62$0.31$0.31
2017Summary only. Only limited summary data is available for this year.$6.03$0.00$6.03$0.63$0.26$0.37
2016Summary only. Only limited summary data is available for this year.$5.67$0.00$5.67$0.96$0.29$0.67
2015Summary only. Only limited summary data is available for this year.$5.00$0.00$5.00$5.31$0.31$5.00