Civic Intelligence

Hershey Rev Charitable Trust

990 • Fiscal year 2018 • EIN 84-0765754

Jun 01, 2017 to May 31, 2018 • Filed on Sep 22, 2018

Organization ProfileN/A
C/O E Gilley - 7170 S Tamarac CTCentennial, CO 80112

(303) 796-8292

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

59th percentile

4.8%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$581,900

Up $26,640 (+4.8%) from 2017

Net Assets

Up

$581,900

Up $26,875 (+4.8%) from 2017

Liabilities

Down

$0

Down $235 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin94th percentile

Revenue

Up

$17,969

Up $5,577 (+45%) from 2017

Expenses

Down

$6,712

Down $25,218 (-79%) from 2017

Net Income

Up

$11,257

Up $30,795 (+158%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0Assets 2012: $475,278Liabilities 2012: $1,0002012Assets 2013: $496,400Net Assets 2013: $496,4002013Assets 2015: $521,102Liabilities 2015: $0Net Assets 2015: $521,1022015Assets 2016: $528,172Liabilities 2016: $0Net Assets 2016: $528,1722016Assets 2017: $555,260Liabilities 2017: $235Net Assets 2017: $555,0252017Assets 2018: $581,900Liabilities 2018: $0Net Assets 2018: $581,9002018Assets 2019: $589,375Liabilities 2019: $0Net Assets 2019: $589,3752019Assets 2020: $563,155Liabilities 2020: $0Net Assets 2020: $563,1552020Assets 2021: $641,353Liabilities 2021: $0Net Assets 2021: $641,3532021Assets 2022: $612,778Liabilities 2022: $0Net Assets 2022: $612,7782022Assets 2023: $621,236Liabilities 2023: $27Net Assets 2023: $621,2092023Assets 2024: $691,525Liabilities 2024: $82Net Assets 2024: $691,4432024Assets 2025: $694,792Liabilities 2025: $49Net Assets 2025: $694,7432025

Highlighted filing

2018

Assets$581,900
Liabilities$0
Net Assets$581,900
Open 2018 Filing

Operations Trend

Revenue Growth85th percentile

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

$100K$50K$0-$50KRevenue 2012: $33,406Expenses 2012: $4,947Net Income 2012: $28,4592012Revenue 2013: $27,337Expenses 2013: $5,215Net Income 2013: $22,1222013Revenue 2015: $37,951Expenses 2015: $7,593Net Income 2015: $30,3582015Revenue 2016: $18,021Expenses 2016: $10,451Net Income 2016: $7,5702016Revenue 2017: $12,392Expenses 2017: $31,930Net Income 2017: -$19,5382017Revenue 2018: $17,969Expenses 2018: $6,712Net Income 2018: $11,2572018Revenue 2019: $18,906Expenses 2019: $6,039Net Income 2019: $12,8672019Revenue 2020: $23,663Expenses 2020: $4,849Net Income 2020: $18,8142020Revenue 2021: $18,386Expenses 2021: $4,199Net Income 2021: $14,1872021Revenue 2022: $15,641Expenses 2022: $5,441Net Income 2022: $10,2002022Revenue 2023: $19,846Expenses 2023: $5,605Net Income 2023: $14,2412023Revenue 2024: $36,923Expenses 2024: $8,544Net Income 2024: $28,3792024Revenue 2025: $53,332Expenses 2025: $63,222Net Income 2025: -$9,8902025

Highlighted filing

2018

Revenue$17,969
Expenses$6,712
Net Income$11,257
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Sep 22, 2018
Return Version
2017v2.2
Gross Receipts
$261,253
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide financial assistance to elderly, ill and needy persons who have been members of zonta club of denver,zonta club area 3,or a colorado zonta club for more than 10 years other applicants may include current members of zonta club of denver or zonta clubs of colorado who have been members for more than 5 years. If no applicants fit these criteria, income from the trust will be accumulated and disbursed to metropolitan state college for scholarships every three years.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$539,771$425,433▼ $114,338
Cash and Non-Interest-Bearing Accounts$15,489$156,467▲ $140,978
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$555,260$581,900▲ $26,640
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$235--
Total Liabilities$235$0▼ $235
Net Assets / Fund Balance
Unrestricted Net Assets$548,834$566,532▲ $17,698
Temporarily Rstr Net Assets$6,191$15,368▲ $9,177
Total Net Assets Fund Balance$555,025$581,900▲ $26,875
Total Liabilities and Net Assets / Fund Balance$555,260$581,900▲ $26,640
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Julie BradleyPresident
Liz CameronTrustee 16-19
Pam DumonceauTrustee 17-20
Judy McNernytrustee 18-21
Nikki HeadleeTrustee 18-21
Marian LeePres. Elect
Gwen ForniaSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,969
Other Revenue
$0
Change in Net Assets
$11,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,712
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$5,681-$5,681
Fees for Services Accounting-$1,031-$1,031
Total Functional Expenses$0$6,712$0$6,712
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“Form 990 is available for review by Directors, trustees and finance committee of the organization.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Hershey Charitable Trust
EIN
84-0765754
Phone
3037968292
Address
C/O E GILLEY - 7170 S TAMARAC CT, CENTENNIAL, CO 80112

Signing Officer

Name
Julie Bradley
Title
President
Signed
2018-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Bradley
Formed
1977
Legal Domicile
Co
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
A Elaine Gilley CPA
Address
7170 S Tamarac Ct, Centennial, CO 80112
Preparer
A Elaine Gilley
Phone
3037968292
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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/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0840559160
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Metro State University
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is available for review by Directors, trustees and finance committee of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt015368
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0555260
IRS990/TotalAssetsGrp/EOYAmt0581900
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06712
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IRS990/USAddress/CityNm0Erie
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080516
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Bradley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERSHEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERS
ReturnHeader/Filer/EIN0840765754
ReturnHeader/Filer/PhoneNum03037968292
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O E GILLEY - 7170 S TAMARAC CT
ReturnHeader/Filer/USAddress/CityNm0CENTENNIAL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A Elaine Gilley CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07170 S Tamarac Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centennial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080112
ReturnHeader/PreparerPersonGrp/PhoneNum03037968292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0A ELAINE GILLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-22T16:41:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$581,900
Liabilities
$0
Net assets
$581,900
Revenue
$17,969
Expenses
$6,712
Net income
$11,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.95$0.00$6.95$0.53$0.63$0.10
2024Summary only. Only limited summary data is available for this year.$6.92$0.00$6.91$0.37$0.09$0.28
2023Summary only. Only limited summary data is available for this year.$6.21$0.00$6.21$0.20$0.06$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$0.16$0.05$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$0.00$6.41$0.18$0.04$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.00$5.63$0.24$0.05$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.89$0.00$5.89$0.19$0.06$0.13
2018Detailed filing. Detailed filing data is available for this year.$5.82$0.00$5.82$0.18$0.07$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.12$0.32$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.18$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.38$0.08$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$4.96$0.27$0.05$0.22
2012Summary only. Only limited summary data is available for this year.$4.75$0.01$0.33$0.05$0.28