Civic Intelligence

The Gordon J & Ruth M Macdonald Foundation

990PF • Fiscal year 2018 • EIN 80-0545262

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
C/O Bryn Mawr Tr 1 E Chocolate AveHershey, PA 17033

(717) 520-0802

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

19th percentile

-19%

Higher net margin than 19% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$177,973

Up $88,627 (+99%) from 2015

Net Assets

Up

$177,973

Up $88,627 (+99%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin19th percentile

Revenue

Down

$6,555

Down $2,715 (-29%) from 2015

Expenses

Up

$7,780

Up $1,259 (+19%) from 2015

Net Income

Down

-$1,225

Down $3,974 (-145%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2018

Assets$177,973
Liabilities$0
Net Assets$177,973
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

2018

Revenue$6,555
Expenses$7,780
Net Income-$1,225
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
C/O BRYN MAWR TR 1 E CHOCOLATE AVE, HERSHEY, PA 17033

Signing Officer

Name
Gordon J Macdonald
Title
President
Phone
7175200802
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
The Bryn Mawr Trust Company
Address
1 E CHOCOLATE AVE STE 200, HERSHEY, PA 17033
Preparer
Tyrell Spradley
Phone
7175205663
Raw XML Appendix355 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GORDON J MACDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RUTH M MACDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAIGE MACDONALD-MATTHES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE-PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1840 VERDEN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2315 DEAVAN ROAD
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 E CHOCOLATE AVE STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HERSHEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017033
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRYN MAWR TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum07175200802
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DEPT OF NEURO-SCIENCE & CELL BIOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ROY O. GREEP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FOUNDATION FOR HEALTHCARE ADVANCEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARVARD SCHOOL OF DENTAL MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0120 ALBANY STREET SUITE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1188 LONGWOOD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
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/AppliedToCurrentYearAmt06300
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01153
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0275
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0275
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0275
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03938
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01164
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01164
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1116
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON J MACDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175200802
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-02
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/AddressLine1Txt0C/O BRYN MAWR TR 1 E CHOCOLATE AVE
ReturnHeader/Filer/USAddress/CityNm0HERSHEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017033
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08142B0CA569E5752E4FF68CE7C8AE65AC3D0B1AB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08142B0CA569E5752E4FF68CE7C8AE65AC3D0B1AB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.77.171.7
ReturnHeader/FilingSecurityInformation/IPDt02019-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:17:28
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0230441580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE BRYN MAWR TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 E CHOCOLATE AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HERSHEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017033
ReturnHeader/PreparerPersonGrp/PhoneNum07175205663
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYRELL SPRADLEY
ReturnHeader/ReturnTs02019-05-10T06:18:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$177,973
Liabilities
$0
Net assets
$177,973
Revenue
$6,555
Expenses
$7,780
Net income
-$1,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.64$0.00$0.12$0.20$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.03$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.18$0.12$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.02$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12$0.12$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.08$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.09$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.11$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.35$0.09$0.27
2012Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.00