Civic Intelligence

The Gordon J & Ruth M Macdonald Foundation

990PF • Fiscal year 2011 • EIN 80-0545262

Jan 01, 2011 to Dec 31, 2011 • Filed on May 01, 2012

840 Verden Drive17036
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$50,677

No earlier filing loaded for comparison.

Net Assets

$50,677

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$73

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$50,677
Liabilities$0
Net Assets$50,677

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$73
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 1, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON J MACDONALDPresident-$0--
RUTH M MACDONALDTreas & Sec-$0--
PAIGE MACDONALD-MATTHESVice Pres & Trustee-$0--
Filing and Contact Details

Filer

EIN
80-0545262
Raw XML Appendix219 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue110000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue27984
InvestmentsOtherSchedule2/InvestmentsOther/BookValue35074
InvestmentsOtherSchedule2/InvestmentsOther/BookValue410087
InvestmentsOtherSchedule2/InvestmentsOther/BookValue55000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue61923
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Allianz NFJ Small Cap Value Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1T Rowe Price Growth Stock Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2Royce Value Trust Inc
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3Templeton Inst Foreign Equity Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4Touchstone Intermediate Fixed Income Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5Vanguard Short Term Investment Grade Fd
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6Vanguard Emerging Markets ETF
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV04990
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV19977
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV28110
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV34787
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV49967
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InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV61911
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IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0750
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0750
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses050677
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0677
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsEOY0279
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY05468
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV05468
IRS990PF/BalanceSheets/TotalAssetsEOY050677
IRS990PF/BalanceSheets/TotalAssetsEOYFMV050182
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY050677
IRS990PF/BalanceSheets/TotalNetAssetsEOY050677
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses050677
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal050677
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY050677
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02452
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02452
IRS990PF/DistributableAmount/DistributableAmountBeforeDed02452
IRS990PF/DistributableAmount/MinimumInvestmentReturn02466
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome014
IRS990PF/DistributableAmount/TotalTax014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DateOfRulingLetter02011-04-06
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue014
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY050182
IRS990PF/InitialReturn0X
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets050071
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances021848
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities028223
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0751
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn02466
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets049320
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets050071
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0GORDON J MACDONALD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RUTH M MACDONALD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PAIGE MACDONALD-MATTHES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Treas & Sec
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Vice Pres & Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10840 VERDEN DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11840 VERDEN DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12315 DEAVEN ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HUMMELSTOWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1HUMMELSTOWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2HARRISBURG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2PA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode017036
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode117036
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode217111
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10BRYN MAWR TRUST COMPANY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07175205667
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 W CHOCOLATE AVE STE 200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0HERSHEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode017033
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0GORDON J RUTH M MACDONALD
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02452
IRS990PF/UndistributedIncome/UndistributedIncomeCY02452
IRS990ScheduleB/ContributorInfo/AggregateContributions050000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10840 VERDEN DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0HUMMELSTOWN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0PA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode017036
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0GORDON J RUTH M MACDONALD
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount073
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Bryn Mawr Tr Co Investment Mgmt
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome073
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0800545262
ReturnHeader/Filer/Name/BusinessNameLine10THE GORDON J & RUTH M MACDONALD FOUNDATION
ReturnHeader/Filer/NameControl0GORD
ReturnHeader/Filer/Phone07175200802
ReturnHeader/Filer/USAddress/AddressLine10840 VERDEN DRIVE
ReturnHeader/Filer/USAddress/City0HUMMELSTOWN
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017036
ReturnHeader/Officer/DateSigned02012-05-01
ReturnHeader/Officer/Name0GORDON J MACDONALD
ReturnHeader/Officer/Phone07175200802
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-05-01
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRYN MAWR TRUST COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101 W CHOCOLATE AVE STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HERSHEY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode017033
ReturnHeader/Preparer/Name0BRYAN S BREIDIGAM
ReturnHeader/Preparer/Phone07175205667
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-14T09:14:55-07:00

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