Civic Intelligence

David J Wilbert Memorial Foundation

990EZ • Fiscal year 2023 • EIN 88-2309326

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 14, 2024

Organization ProfileNA
1825 Light AveMiddletown, PA 17057

(717) 514-6665

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2023 filings • NTEE M • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

2023 filings • NTEE M • <$500k nonprofits • Source year 2023

Net Margin

30th percentile

-4.2%

Higher net margin than 30% of similar nonprofits.

2023 filings • NTEE M • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

2023 filings • NTEE M • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-2.8%

Faster asset growth than 36% of similar nonprofits.

2023 filings • NTEE M • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • NTEE M • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$2,445

Down $71 (-2.8%) from 2022

Net Assets

Down

$2,445

Down $71 (-2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin30th percentile

Revenue

Down

$1,682

Down $1,428 (-46%) from 2022

Expenses

Up

$1,753

Up $1,159 (+195%) from 2022

Net Income

Down

-$71

Down $2,587 (-103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0K$2.0K$1.0K$0Assets 2022: $2,516Liabilities 2022: $0Net Assets 2022: $2,5162022Assets 2023: $2,445Liabilities 2023: $0Net Assets 2023: $2,4452023

Highlighted filing

2023

Assets$2,445
Liabilities$0
Net Assets$2,445
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$4.0K$3.0K$2.0K$1.0K$0-$1.0KRevenue 2022: $3,110Expenses 2022: $594Net Income 2022: $2,5162022Revenue 2023: $1,682Expenses 2023: $1,753Net Income 2023: -$712023

Highlighted filing

2023

Revenue$1,682
Expenses$1,753
Net Income-$71
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 14, 2024
Return Version
2023v5.1
Gross Receipts
$21,318
Mission and Program Overview

Mission

Increase awareness of the importance of early intervention in cardiac arrest situations, provide bystander cpr and aed training to encourage more people to engage in immediate response and improve access to aed devices in our communities.

Program Services

DescriptionGrantsExpenses
PROVIDE TRAINING AND TRAINING EQUIPMENT FOR CPR/AED TRAINING SESSIONS.$0$1,316
PROVIDE AED AND OTHER EQUIPMENT TO COMMUNITY ORGANIZATIONS.$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNIE MATINCHECKPresident-$0--
ALLEN MILLERTreasurer-$0--
CATHLEEN SHEAFFERSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$15,283$15,283$15,992$-709
Total Events$15,283$15,283$19,636$-4,353
Filing and Contact Details

Filer

Filer Name
David J Wilbert Memorial Foundation
EIN
88-2309326
Phone
7175146665
Address
1825 LIGHT AVE, MIDDLETOWN, PA 17057

Signing Officer

Name
Annie Matincheck
Title
President
Phone
7175146665
Signed
2024-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Achenbach & Curry Pc
Address
1044 E MAIN ST, PALMYRA, PA 17078
Preparer
Michelle Curry
Phone
7175332004
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 1.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program service expense. Amount: 1,316.”

Raw XML Appendix162 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/PhoneNum07175146665
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01825 LIGHT AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MIDDLETOWN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNIE MATINCHECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALLEN MILLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01316
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0INCREASE AWARENESS OF THE IMPORTANCE OF EARLY INTERVENTION IN CARDIAC ARREST SITUATIONS, PROVIDE BYSTANDER CPR AND AED TRAINING TO ENCOURAGE MORE PEOPLE TO ENGAGE IN IMMEDIATE RESPONSE AND IMPROVE ACCESS TO AED DEVICES IN OUR COMMUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE TRAINING AND TRAINING EQUIPMENT FOR CPR/AED TRAINING SESSIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE AED AND OTHER EQUIPMENT TO COMMUNITY ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01316
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt019636
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4353
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01753
IRS990EZ/TotalProgramServiceExpensesAmt01316
IRS990EZ/TotalRevenueAmt01682
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014034
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0-6106
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0-4891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0-10997
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02
IRS990ScheduleA/InvestmentIncomeCYPct00.00070
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
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IRS990ScheduleA/PublicSupportTotal509Amt03037
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0-72
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03109
IRS990ScheduleA/Total509Grp/TotalAmt03037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0-71
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03110
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03039
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03644
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNIE MATINCHECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175146665
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID J WILBERT MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0882309326
ReturnHeader/Filer/PhoneNum07175146665
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ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017078
ReturnHeader/PreparerPersonGrp/PhoneNum07175332004
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE CURRY
ReturnHeader/ReturnTs02024-10-15T14:34:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,445
Liabilities
$0
Net assets
$2,445
Revenue
$1,682
Expenses
$1,753
Net income
-$71
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2,445$0$2,445$1,682$1,753$71
2022Detailed filing. Detailed filing data is available for this year.$2,516$0$2,516$3,110$594$2,516