Civic Intelligence

The Gordon J & Ruth M Macdonald Foundation

EIN 80-0545262 • Hershey, PA

CO Bryn Mawr Tr 1 E Chocolate AveHershey, PA 17033
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

94th percentile

72%

Higher net margin than 94% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

67th percentile

6.7%

Faster asset growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

27%

Faster revenue growth than 75% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$163,697

Down $8,450 (-4.9%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$12,048

Up $9,106 (+310%) from 2022

Expenses

Up

$20,198

Up $15,894 (+369%) from 2022

Net Income

Down

-$8,150

Down $6,788 (-498%) from 2022

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $50,677Liabilities 2011: $0Net Assets 2011: $50,6772011Assets 2012: $57,344Liabilities 2012: $0Net Assets 2012: $57,3442012Assets 2013: $83,878Liabilities 2013: $0Net Assets 2013: $83,8782013Assets 2014: $86,597Liabilities 2014: $0Net Assets 2014: $86,5972014Assets 2015: $89,346Liabilities 2015: $0Net Assets 2015: $89,3462015Assets 2018: $177,973Liabilities 2018: $0Net Assets 2018: $177,9732018Assets 2019: $178,391Liabilities 2019: $0Net Assets 2019: $178,3912019Assets 2020: $169,572Liabilities 2020: $0Net Assets 2020: $169,5722020Assets 2021: $175,209Liabilities 2021: $0Net Assets 2021: $175,2092021Assets 2022: $172,147Liabilities 2022: $0Net Assets 2022: $172,1472022Assets 2023: $163,697Liabilities 2023: $12023

Highlighted filing

2023

Assets$163,697
Liabilities$1
Net Assets-

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $732011Expenses 2012: $7,1582012Revenue 2013: $35,189Expenses 2013: $8,655Net Income 2013: $26,5342013Revenue 2014: $10,855Expenses 2014: $8,136Net Income 2014: $2,7192014Revenue 2015: $9,270Expenses 2015: $6,521Net Income 2015: $2,7492015Revenue 2018: $6,555Expenses 2018: $7,780Net Income 2018: -$1,2252018Revenue 2019: $12,253Expenses 2019: $11,835Net Income 2019: $4182019Revenue 2020: $2,179Expenses 2020: $10,998Net Income 2020: -$8,8192020Revenue 2021: $17,786Expenses 2021: $12,162Net Income 2021: $5,6242021Revenue 2022: $2,942Expenses 2022: $4,304Net Income 2022: -$1,3622022Revenue 2023: $12,048Expenses 2023: $20,198Net Income 2023: -$8,1502023

Highlighted filing

2023

Revenue$12,048
Expenses$20,198
Net Income-$8,150

Filings

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON J MACDONALDPresident-$0--
RUTH M MACDONALDTreasurer & Secretary-$0--
PAIGE MACDONALD-MATTHESVice-President-$0--
Filing and Contact Details

Filer

Filer Name
The Gordon J & Ruth M Macdonald
EIN
80-0545262
Phone
7175200802
Address
CO BRYN MAWR TR 1 E CHOCOLATE AVE, HERSHEY, PA 17033

Signing Officer

Name
Gordon J Macdonald
Title
President
Phone
7175200802
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Bryn Mawr Trust
Address
1 E CHOCOLATE AVE STE 200, HERSHEY, PA 17033
Preparer
Jane Frymark
Phone
6105814938
Raw XML Appendix321 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/RecipientBusinessName/BusinessNameLine1Txt0HARVARD SCHOOL OF DENTAL MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0188 LONGWOOD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02660
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt090
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08815
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt090
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01700
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0AMENDMENTS AFTER PERIOD END
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL PAPER STATEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01376
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
TaxesSchedule/TaxesDetail/Amt0148
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON J MACDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175200802
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GORDON J & RUTH M MACDONALD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GORD
ReturnHeader/Filer/EIN0800545262
ReturnHeader/Filer/PhoneNum07175200802
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO BRYN MAWR TR 1 E CHOCOLATE AVE
ReturnHeader/Filer/USAddress/CityNm0HERSHEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017033
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510054940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRYN MAWR TRUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 E CHOCOLATE AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HERSHEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017033
ReturnHeader/PreparerPersonGrp/PhoneNum06105814938
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANE FRYMARK
ReturnHeader/ReturnTs02023-05-11T13:25:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GORDON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACDONALD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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