Civic Intelligence

Mildred and Virginia Eberharter Memorial Fund

990PF • Fiscal year 2023 • EIN 47-7387633

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
1504 Route 61 SouthPottsville, PA 17901

(570) 516-8325

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$19,407

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 35.4% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

29th percentile

-2.7%

Faster asset growth than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,019,941

Down $55,538 (-2.7%) from 2022

Net Assets

Down

$2,019,941

Down $55,538 (-2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Up

$54,803

Up $7,515 (+16%) from 2022

Expenses

Down

$125,191

Down $17,697 (-12%) from 2022

Net Income

Up

-$70,388

Up $25,212 (+26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,145,836Liabilities 2020: $0Net Assets 2020: $2,145,8362020Assets 2021: $2,148,896Liabilities 2021: $0Net Assets 2021: $2,148,8962021Assets 2022: $2,075,479Liabilities 2022: $0Net Assets 2022: $2,075,4792022Assets 2023: $2,019,941Liabilities 2023: $0Net Assets 2023: $2,019,9412023Assets 2024: $1,956,586Liabilities 2024: $0Net Assets 2024: $1,956,5862024

Highlighted filing

2023

Assets$2,019,941
Liabilities$0
Net Assets$2,019,941
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $2,296,514Expenses 2020: $134,836Net Income 2020: $2,161,6782020Revenue 2021: $55,301Expenses 2021: $77,510Net Income 2021: -$22,2092021Revenue 2022: $47,288Expenses 2022: $142,888Net Income 2022: -$95,6002022Revenue 2023: $54,803Expenses 2023: $125,191Net Income 2023: -$70,3882023Revenue 2024: $73,659Expenses 2024: $128,909Net Income 2024: -$55,2502024

Highlighted filing

2023

Revenue$54,803
Expenses$125,191
Net Income-$70,388
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$19,407-$19,407
Filing and Contact Details

Filer

Filer Name
Mildred and Virginia Eberharter
EIN
47-7387633
Phone
5705168325
Address
1504 ROUTE 61 SOUTH, POTTSVILLE, PA 17901

Signing Officer

Name
Mid Penn Bank
Title
Trustee
Phone
5705168325
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Marshall Bohorad Thornburg Price&campion
Address
1940 W NORWEGIAN ST PO BOX 1280, POTTSVILLE, PA 17901-7280
Preparer
Thomas J Campion Jr
Phone
5706221811
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COMCAST CORPORATION CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CONESTOGA SMALL CAP INSTITUTIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DOMIN ION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EMBECTA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FEDERATED HERMES STRATEGIC VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FEDERATED INVESTMENT INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28FIDELITY NATL INFORMATION SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HARBOR CAPITAL APPRECIATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INSURED MUNICIPAL INC TR SER 478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33INSURED MUNICIPAL INC TR SER 456M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34INSURED MUNICIPAL INC TR SER 542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INSURED MUNICIPAL INC TR SER 646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36INSURED MUNICIPAL INC TR UNIT 606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37INSURED MUNICIPAL INC TR UNIT 613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38INSURED MUNICIPAL INC TR UNIT 459M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39INSURED MUNICIPAL INC TR UNIT 642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INSURED MUNICIPAL INC TR UNIT 644M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INSURED MUNICIPAL INC TR UNIT 645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42INSURED MUNICIPAL INC TR UNIT 638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43INSURED MUNICIPAL INC TR UNIT 640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44INSURED MUNICIPAL INC TR UNIT 687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45INSURED MUNICIPALS INC TR UNIT 472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46INSURED MUNICIPALS INC TR UNIT 562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47INSURED MUNICIPALS INC TR UNIT 647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INSURED MUNICIPALS INC TR UNIT 690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INSURED MUNICIPALS INC TR UNIT 648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50INSURED MUNICIPALS INC TR UNIT 649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INSURED MUNICIPALS INC TR UNIT 650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INSURED MUNICIPALS INC TR UNIT 651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INSURED MUNICIPALS INC TR UNIT 652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54INSURED MUNICIPALS INC TR UNIT 653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55INSURED MUNICIPALS INC TR UNIT 656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56INSURED MUNICIPALS INC TR UNIT 658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57INSURED MUNICIPALS INC TR UNIT 659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INSURED MUNICIPALS INC TR UNIT 660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59INSURED MUNICIPALS INC TR UNIT 661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INSURED MUNICIPALS INC TR UNIT 663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61INSURED MUNICIPALS INC TR UNIT 664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62INSURED MUNICIPALS INC TR UNIT 665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63INSURED MUNICIPALS INC TR UNIT 666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64INSURED MUNICIPALS INC TR UNIT 668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65INSURED MUNICIPALS INC TR UNIT 670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66INSURED MUNICIPALS INC TR UNIT 672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67INSURED MUNICIPALS INC TR UNIT 673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68INSURED MUNICIPALS INC TR UNIT 674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69INSURED MUNICIPALS INC TR UNIT 677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70INSURED MUNICIPALS INC TR UNIT 566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71INSURED MUNICIPALS INC TR UNIT 570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73INTERNATIONAL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74INTERNATIONAL PAPER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75INVESCO QUALITY MUN INC TRUST 20+
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76INVESCO INV GRADE MUN TRUST UNIT 139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77INVESTMENT GRADE MUN TR 20+ YEAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78INVESTMENT GRADE MUNI TRUST UNIT 139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79INVESTMENT GRADE MUNICIPAL TR UN 139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80ISHARES RUSSELL 1000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81ISHARES RUSSELL 2000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ISHARES RUSSELL 2000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ISHARES RUSSELL MIDCAP VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84ISHARES RUSSELL TOP 200 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85JPMORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86KLA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90MFS INTL DIVERSIFICATION I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92NEWMONTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PARAMOUNT GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PNC FINANCIAL SERVICES GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97PPL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99PUTNAM EQUITY INCOME A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SPDR FINANCIAL SELECT SECTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SPDR S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SPDR SERIES TRUST S&P 500 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104T ROWE PRICE BLUE CHIP GROWTH I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105T ROWE PRICE DIVIDEND GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107TRUIST FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108UNITED PARCEL SERVICE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111VANGUARD 500 INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112VANGUARD HIGH DIVIDEND YIELD INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114VERALTO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117WARNER BROS DISCOVERY INC SER A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118YUM BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt345000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt510000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARBOR REALTY TRUST INC PFD E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FEDERAL AGRICULTURAL MORT PFD G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FEDERATED HERMES FLOATING RATE STRAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FEDERATED HERMES TOTAL RETURN BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FEDERATED HERMES ULTRASHORT BOND FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD SHORT-TERM CORP BD IDX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WELLS FARGO & CO PREFERRED DD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08825
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt339267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt57112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt039502
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06980
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,019,941
Liabilities
$0
Net assets
$2,019,941
Revenue
$54,803
Expenses
$125,191
Net income
-$70,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.07$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.05$0.13$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.05$0.14$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$2.30$0.13$2.16