Civic Intelligence

Susquehanna University and Ortenzio Charitable Trust

990 • Fiscal year 2017 • EIN 80-6155309

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

Organization Profile
4732 Gettysburg Road Suite 401Mechanicsburg, PA 17055

(717) 972-1300

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$358,134

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 498.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

7.6%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,163,426

Up $44,479 (+4.0%) from 2016

Net Assets

Up

$1,163,426

Up $44,479 (+4.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin94th percentile

Revenue

Up

$71,902

Up $5,089 (+7.6%) from 2016

Expenses

Down

$27,423

Down $33,941 (-55%) from 2016

Net Income

Up

$44,479

Up $39,030 (+716%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $410,617Liabilities 2011: $0Net Assets 2011: $410,6172011Assets 2012: $621,383Liabilities 2012: $0Net Assets 2012: $621,3832012Assets 2013: $858,961Liabilities 2013: $0Net Assets 2013: $858,9612013Assets 2014: $1,073,207Liabilities 2014: $0Net Assets 2014: $1,073,2072014Assets 2015: $1,113,498Liabilities 2015: $0Net Assets 2015: $1,113,4982015Assets 2016: $1,118,947Liabilities 2016: $0Net Assets 2016: $1,118,9472016Assets 2017: $1,163,426Liabilities 2017: $0Net Assets 2017: $1,163,4262017Assets 2018: $1,156,669Liabilities 2018: $0Net Assets 2018: $1,156,6692018Assets 2019: $1,157,661Liabilities 2019: $0Net Assets 2019: $1,157,6612019Assets 2020: $1,208,628Liabilities 2020: $0Net Assets 2020: $1,208,6282020Assets 2021: $1,185,179Liabilities 2021: $0Net Assets 2021: $1,185,1792021Assets 2022: $1,199,331Liabilities 2022: $0Net Assets 2022: $1,199,3312022Assets 2023: $1,164,773Liabilities 2023: $0Net Assets 2023: $1,164,7732023Assets 2024: $1,160,372Liabilities 2024: $0Net Assets 2024: $1,160,3722024Assets 2025: $1,142,909Liabilities 2025: $0Net Assets 2025: $1,142,9092025

Highlighted filing

2017

Assets$1,163,426
Liabilities$0
Net Assets$1,163,426
Open 2017 Filing

Operations Trend

Revenue Growth57th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $210,356Expenses 2011: $233Net Income 2011: $210,1232011Revenue 2012: $212,195Expenses 2012: $588Net Income 2012: $211,6072012Revenue 2013: $259,705Expenses 2013: $22,127Net Income 2013: $237,5782013Revenue 2014: $265,939Expenses 2014: $51,693Net Income 2014: $214,2462014Revenue 2015: $95,619Expenses 2015: $55,328Net Income 2015: $40,2912015Revenue 2016: $66,813Expenses 2016: $61,364Net Income 2016: $5,4492016Revenue 2017: $71,902Expenses 2017: $27,423Net Income 2017: $44,4792017Revenue 2018: $70,725Expenses 2018: $77,482Net Income 2018: -$6,7572018Revenue 2019: $53,474Expenses 2019: $52,482Net Income 2019: $9922019Revenue 2020: $53,483Expenses 2020: $2,516Net Income 2020: $50,9672020Revenue 2021: $54,106Expenses 2021: $77,555Net Income 2021: -$23,4492021Revenue 2022: $66,739Expenses 2022: $52,587Net Income 2022: $14,1522022Revenue 2023: $18,064Expenses 2023: $52,622Net Income 2023: -$34,5582023Revenue 2024: $48,302Expenses 2024: $52,703Net Income 2024: -$4,4012024Revenue 2025: $60,368Expenses 2025: $77,831Net Income 2025: -$17,4632025

Highlighted filing

2017

Revenue$71,902
Expenses$27,423
Net Income$44,479
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$512,550
Mission and Program Overview

Mission

Susquehanna university and ortenzio charitable trust supports the charitable and educational purposes of susquehanna university, specifically for the sigmund weis school of business at susquehanna university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,056,146$1,124,900▲ $68,754
Cash and Non-Interest-Bearing Accounts$62,801$38,526▼ $24,275
Total Assets$1,118,947$1,163,426▲ $44,479
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,118,947$1,163,426▲ $44,479
Total Net Assets Fund Balance$1,118,947$1,163,426▲ $44,479
Total Liabilities and Net Assets / Fund Balance$1,118,947$1,163,426▲ $44,479
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Martin J OrtenzioTrustee
Michael CoyneTrustee
Ronald a CohenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,750
Program Service Revenue
$0
Investment Income
$70,152
Other Revenue
$0
All Other Contributions
$1,750
Change in Net Assets
$44,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$2,423
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Other Expenses-$673-$673
Total Functional Expenses$25,000$2,423$0$27,423
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Susquehanna UniversitySelinsgrove, PA501c3School of Business$25,000
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
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 8B

“NOT APPLICABLE”

Form 990, Page 6, Part VI, Line 11B

“The trustees review the form 990 with the cpa firm. The trustees bring up any questions or discrepancies to the cpa firm. Once all outstanding issues have been addressed the trustees give approval to file the return.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Susquehanna University and
EIN
80-6155309
Phone
7179721300
Address
4732 GETTYSBURG ROAD SUITE 401, MECHANICSBURG, PA 17055

Signing Officer

Name
Martin J Ortenzio
Title
Trustee
Phone
7179721305
Signed
2017-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martin J Ortenzio
Formed
2010
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Martin M Sacks & Associates
Address
4775 LINGLESTOWN RD STE 100, HARRISBURG, PA 17112
Preparer
Richard a Bluis CPA
Phone
7176571300
Raw XML Appendix347 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES REVIEW THE FORM 990 WITH THE CPA FIRM. THE TRUSTEES BRING UP ANY QUESTIONS OR DISCREPANCIES TO THE CPA FIRM. ONCE ALL OUTSTANDING ISSUES HAVE BEEN ADDRESSED THE TRUSTEES GIVE APPROVAL TO FILE THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01118947
IRS990/TotalAssetsEOYAmt01163426
IRS990/TotalAssetsGrp/BOYAmt01118947
IRS990/TotalAssetsGrp/EOYAmt01163426
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt01750
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02423
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025000
IRS990/TotalFunctionalExpensesGrp/TotalAmt027423
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01118947
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01163426
IRS990/TotalOtherCompensationAmt075367
IRS990/TotalProgramServiceExpensesAmt025000
IRS990/TotalRevenueGrp/ExclusionAmt055764
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014388
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt071902
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01118947
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01163426
IRS990/TotReportableCompRltdOrgAmt0508649
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01118947
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01163426
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012314 CLEGHORN ROAD
IRS990/USAddress/CityNm0COCKEYSVILLE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021030
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTIN J ORTENZIO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07179721305
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSQUEHANNA UNIVERSITY AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ORTENZIO CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SUSQ
ReturnHeader/Filer/EIN0806155309
ReturnHeader/Filer/PhoneNum07179721300
ReturnHeader/Filer/USAddress/AddressLine1Txt04732 GETTYSBURG ROAD SUITE 401
ReturnHeader/Filer/USAddress/CityNm0MECHANICSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017055
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BAC4B3FD99F46BAF0F40052772CD1D75EEEAD12F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId017DFF095F06A52AC98116512A54F0E73A26874AA
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231979781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARTIN M SACKS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04775 LINGLESTOWN RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017112
ReturnHeader/PreparerPersonGrp/PhoneNum07176571300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A BLUIS CPA
ReturnHeader/ReturnTs02017-11-10T14:11:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,163,426
Liabilities
$0
Net assets
$1,163,426
Revenue
$71,902
Expenses
$27,423
Net income
$44,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.06$0.08$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.05$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.05$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.00$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.10$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.27$0.05$0.21
2013Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.26$0.02$0.24
2012Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.21$0.00$0.21
2011Summary only. Only limited summary data is available for this year.$0.41$0.00$0.41$0.21$0.00$0.21