Civic Intelligence

The Charitable Trust UW John H Burkhart

EIN 82-7092554 • 501(c)3 • Smethport, PA

Profile

"The mission for this Charitable Trust is to continue to distribute the net income to the 4 Charitable Organizations as listed in the legal document. These 4 organizations are: Perkiomen School of Pennsburg PA, Rouse Estate in Youngsville PA, Kingdom Hall of Jehovah's Witnesses-Grandview, and Hamot Heart Institute- Hamot Hospital of Erie PA."

333 West Main Street - PO Box 367Smethport, PA 16749-0367

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.23x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-5.9%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$7,076

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

0.7%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,310,199

Down $7,695 (-0.6%) from 2023

Liabilities

Down

$14,145

Down $11,687 (-45%) from 2023

Net Assets

Up

$1,296,054

Up $3,992 (+0.3%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin27th percentile

Revenue

Up

$61,476

Up $436 (+0.7%) from 2023

Expenses

Up

$65,114

Up $309 (+0.5%) from 2023

Net Income

Up

-$3,638

Up $127 (+3.4%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1,227,943Liabilities 2019: $02019Assets 2020: $1,259,589Liabilities 2020: $1Net Assets 2020: $1,259,5892020Assets 2021: $1,271,313Liabilities 2021: $0Net Assets 2021: $1,271,3132021Assets 2022: $1,295,827Liabilities 2022: $0Net Assets 2022: $1,295,8272022Assets 2023: $1,317,894Liabilities 2023: $25,832Net Assets 2023: $1,292,0622023Assets 2024: $1,310,199Liabilities 2024: $14,145Net Assets 2024: $1,296,0542024

Highlighted filing

2024

Assets$1,310,199
Liabilities$14,145
Net Assets$1,296,054
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

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

$100K$50K$0-$50KRevenue 2019: $51,648Expenses 2019: $30,857Net Income 2019: $20,7912019Revenue 2020: $98,008Expenses 2020: $34,603Net Income 2020: $63,4052020Revenue 2021: $90,242Expenses 2021: $17,176Net Income 2021: $73,0662021Revenue 2022: $77,467Expenses 2022: $50,225Net Income 2022: $27,2422022Revenue 2023: $61,040Expenses 2023: $64,805Net Income 2023: -$3,7652023Revenue 2024: $61,476Expenses 2024: $65,114Net Income 2024: -$3,6382024

Highlighted filing

2024

Revenue$61,476
Expenses$65,114
Net Income-$3,638
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,310,199
Liabilities
$14,145
Net assets
$1,296,054
Revenue
$61,476
Expenses
$65,114
Net income
-$3,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.30$0.06$0.07$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.03$1.29$0.06$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.09$0.02$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.10$0.03$0.06
2019Summary only. Only limited summary data is available for this year.$1.23$0.00$0.05$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Gross Receipts
$96,953
Mission and Program Overview

Mission

"The mission for this Charitable Trust is to continue to distribute the net income to the 4 Charitable Organizations as listed in the legal document. These 4 organizations are: Perkiomen School of Pennsburg PA, Rouse Estate in Youngsville PA, Kingdom Hall of Jehovah's Witnesses-Grandview, and Hamot Heart Institute- Hamot Hospital of Erie PA."

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,310,700$1,306,849▼ $3,851
Rtn Earn Endowment Incm Other Fnds$1,292,062$1,296,054▲ $3,992
Cash and Non-Interest-Bearing Accounts$7,194$3,350▼ $3,844
Total Assets$1,317,894$1,310,199▼ $7,695
Liabilities
Accounts Payable and Accrued Expenses$25,832$14,145▼ $11,687
Total Liabilities$25,832$14,145▼ $11,687
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,292,062$1,296,054▲ $3,992
Total Liabilities and Net Assets / Fund Balance$1,317,894$1,310,199▼ $7,695
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
-Trustee$7,076$7,076
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$61,456
Other Revenue
$20
Change in Net Assets
$-3,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,404
Salaries, Compensation, and Employee Benefits$7,076
Other Expenses$634
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$57,404--$57,404
Current Officers, Directors, Trustees, and Key Employees-$7,076-$7,076
Fees for Services Accounting-$480-$480
Fees for Services Other-$154-$154
Total Functional Expenses$57,404$7,710$0$65,114
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grandview Park Congregation of Jehovahs WhitnessesErie, PA--$14,351
Hamot Health FoundationErie, PA--$14,351
Perkiomen SchoolPennsburg, PA--$14,351
Rouse EstateYoungsville, PA--$14,351
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 35% controlled entity
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Not applicable since there are no committees in the organization.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee reviewed the tax return before it was electronically filed with the IRS.”

Form 990, Page 6, Part VI, Line 19

“Trustee runs an advertisement in their local newspaper.”

Filing and Contact Details

Filer

Filer Name
The Charitable Trust Uw John H Burkhart
EIN
82-7092554
Phone
8148875555
Address
333 WEST MAIN STREET - PO BOX 367, SMETHPORT, PA 16749-0367

Signing Officer

Name
Jeanmarie Mcclure
Title
Trustee
Phone
8148875555
Signed
2025-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanmarie Mcclure
Formed
2009
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Fiduciary Tax Consultants LLC
Address
56 COURT STREET - SUITE 4K, BROOKLYN, NY 11201
Preparer
PAUL O'DONNELL
Phone
7182549101
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Prior Period Adjustment”

Raw XML Appendix382 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1HAMOT HEALTH FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2GRANDVIEW CONGREGATION OF JEHOVAH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3ROUSE ESTATE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt014351
IRS990ScheduleI/RecipientTable/CashGrantAmt114351
IRS990ScheduleI/RecipientTable/CashGrantAmt214351
IRS990ScheduleI/RecipientTable/CashGrantAmt314351
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PERKIOMEN SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HAMOT HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GRANDVIEW PARK CONGREGATION OF JEHOVAHS WHITNESSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROUSE ESTATE
IRS990ScheduleI/RecipientTable/RecipientEIN0231352667
IRS990ScheduleI/RecipientTable/RecipientEIN1251400999
IRS990ScheduleI/RecipientTable/RecipientEIN2251757783
IRS990ScheduleI/RecipientTable/RecipientEIN3256002687
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 SEMINARY ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1120 E 2ND STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22339 W GRANDVIEW BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3701 ROUSE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PENNSBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ERIE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ERIE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3YOUNGSVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd018073
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd116507
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd216506
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd316371
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Requesting statements from Donee organizations.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Not applicable since there are no committees in the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trustee reviewed the tax return before it was electronically filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Trustee runs an advertisement in their local newspaper.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Prior Period Adjustment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01317894
IRS990/TotalAssetsEOYAmt01310199
IRS990/TotalAssetsGrp/BOYAmt01317894
IRS990/TotalAssetsGrp/EOYAmt01310199
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07710
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057404
IRS990/TotalFunctionalExpensesGrp/TotalAmt065114
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025832
IRS990/TotalLiabilitiesEOYAmt014145
IRS990/TotalLiabilitiesGrp/BOYAmt025832
IRS990/TotalLiabilitiesGrp/EOYAmt014145
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01292062
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01296054
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt058163
IRS990/TotalReportableCompFromOrgAmt07076
IRS990/TotalRevenueGrp/ExclusionAmt033887
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt061476
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01317894
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01310199
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0333 W MAIN STREET
IRS990/USAddress/CityNm0SMETHPORT
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd0167491196
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEANMARIE MCCLURE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08148875555
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARITABLE TRUST UW JOHN H BURKHART
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0827092554
ReturnHeader/Filer/PhoneNum08148875555
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 WEST MAIN STREET - PO BOX 367
ReturnHeader/Filer/USAddress/CityNm0SMETHPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0167490367
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471117820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TAX CONSULTANTS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt056 COURT STREET - SUITE 4K
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011201
ReturnHeader/PreparerPersonGrp/PhoneNum07182549101
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL O'DONNELL
ReturnHeader/ReturnTs02025-04-28T11:01:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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