Civic Intelligence

Trumark Financial Cares Foundation

EIN 82-0761028 • 501(c)3 • For Washington, PA

Profile

Financial literacy and community development

335 Commerce DriveFor Washington, PA 19035

www.trumarkonline.org/our-story/trumark-financial-cares-foundation

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

87%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$78,683

Up $36,668 (+87%) from 2023

Liabilities

Down

$0

Down $7,500 (-100%) from 2023

Net Assets

Up

$78,683

Up $44,168 (+128%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Down

$59,773

Down $7,440 (-11%) from 2023

Expenses

Down

$15,605

Down $41,696 (-73%) from 2023

Net Income

Up

$44,168

Up $34,256 (+346%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$80K$60K$40K$20K$0Assets 2017: $20,847Liabilities 2017: $02017Assets 2018: $21,401Liabilities 2018: $02018Assets 2019: $37,564Liabilities 2019: $02019Assets 2020: $28,460Liabilities 2020: $02020Assets 2021: $23,673Liabilities 2021: $2,233Net Assets 2021: $21,4402021Assets 2022: $24,603Liabilities 2022: $0Net Assets 2022: $24,6032022Assets 2023: $42,015Liabilities 2023: $7,500Net Assets 2023: $34,5152023Assets 2024: $78,683Liabilities 2024: $0Net Assets 2024: $78,6832024

Highlighted filing

2024

Assets$78,683
Liabilities$0
Net Assets$78,683
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$150K$100K$50K$0-$50KRevenue 2017: $116,360Expenses 2017: $95,513Net Income 2017: $20,8472017Revenue 2018: $121,070Expenses 2018: $120,516Net Income 2018: $5542018Revenue 2019: $112,572Expenses 2019: $96,409Net Income 2019: $16,1632019Revenue 2020: $35,504Expenses 2020: $44,608Net Income 2020: -$9,1042020Revenue 2021: $58,088Expenses 2021: $65,108Net Income 2021: -$7,0202021Revenue 2022: $67,021Expenses 2022: $63,858Net Income 2022: $3,1632022Revenue 2023: $67,213Expenses 2023: $57,301Net Income 2023: $9,9122023Revenue 2024: $59,773Expenses 2024: $15,605Net Income 2024: $44,1682024

Highlighted filing

2024

Revenue$59,773
Expenses$15,605
Net Income$44,168
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,683
Liabilities
$0
Net assets
$78,683
Revenue
$59,773
Expenses
$15,605
Net income
$44,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.60$0.16$0.44
2023Detailed filing. Detailed filing data is available for this year.$0.42$0.08$0.35$0.67$0.57$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.67$0.64$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.21$0.58$0.65$0.07
2020Summary only. Only limited summary data is available for this year.$0.28$0.00$0.36$0.45$0.09
2019Summary only. Only limited summary data is available for this year.$0.38$0.00$1.13$0.96$0.16
2018Summary only. Only limited summary data is available for this year.$0.21$0.00$1.21$1.21$0.01
2017Summary only. Only limited summary data is available for this year.$0.21$0.00$1.16$0.96$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 5, 2025
Return Version
2024v5.0
Gross Receipts
$90,917
Mission and Program Overview

Mission

Financial literacy and community development

Program Services

DescriptionGrantsExpenses
Financial literacy grants to community schools$10,948$10,948
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christine M WoodsBoard President-$0--
Denise RomanelliBoard Vice President-$0--
Branden DunnBoard Secretary/Treasurer-$0--
John BowserBoard Member-$0--
Tara CarrollBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$84,977$28,105$340$27,765
Pickelball$5,166$735$674$61
Total Events$90,143$28,840$31,144$-2,304
Filing and Contact Details

Filer

Filer Name
Trumark Financial Cares Foundation
EIN
82-0761028
Phone
2153966358
Address
335 COMMERCE DRIVE, FOR WASHINGTON, PA 19035

Signing Officer

Name
Branden Dunn
Title
Controller
Phone
2153966358
Signed
2025-09-05
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Grants: Musicopia; Wyncote Academy; Byerschool Foundation; Abington Art Center; Murphy's Giving Market”

Form 990-EZ, Part I, Line 16

“Administrative Expenses”

Form 990-EZ, Part II, Line 24

“Prepaid Expenses”

Raw XML Appendix209 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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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0335 COMMERCE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WASHINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039965
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076633
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02080
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt042015
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IRS990EZ/FundraisingGrossIncomeAmt028840
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010948
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt090917
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034515
IRS990EZ/NetAssetsOrFundBalancesEOYAmt078683
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt078683
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Christine M Woods
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Denise Romanelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Branden Dunn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Bowser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tara Carroll
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Secretary/Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02050
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02050
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02577
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Financial literacy and community development
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Financial literacy grants to community schools
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010948
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010948
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt031144
IRS990EZ/SpecialEventsNetIncomeLossAmt0-2304
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt015605
IRS990EZ/TotalProgramServiceExpensesAmt010948
IRS990EZ/TotalRevenueAmt059773
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Domestic Non-Profit Corporation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0https://www.trumarkonline.org/our-story/trumark-financial-cares-foundation/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt085994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039826
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0331418
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0448978
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55312
IRS990ScheduleA/PublicSupportPY170Pct00.61081
IRS990ScheduleA/PublicSupportTotal170Amt0183370
IRS990ScheduleA/SubstantialContributorsTotAmt0148048
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt062053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt085994
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt064804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039826
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0331418
IRS990ScheduleA/TotalSupportAmt0331519
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt024
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt023
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0101
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01350
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0200
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01550
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt061303
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt056872
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04431
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031144
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Pickelball
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0151
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt025
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt084977
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt090143
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028105
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028840
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2304
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt03977
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0763
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04740
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01014
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0340
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0674
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt022954
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0710
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt023664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants: Musicopia; Wyncote Academy; Byerschool Foundation; Abington Art Center; Murphy's Giving Market
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administrative Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prepaid Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Branden Dunn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Controller
ReturnHeader/BusinessOfficerGrp/PhoneNum02153966358
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUMARK FINANCIAL CARES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRUM
ReturnHeader/Filer/EIN0820761028
ReturnHeader/Filer/PhoneNum02153966358
ReturnHeader/Filer/USAddress/AddressLine1Txt0335 COMMERCE DRIVE
ReturnHeader/Filer/USAddress/CityNm0FOR WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019035
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-09-05T15:38:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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