Civic Intelligence

Horace B Packer Trust

990PF • Fiscal year 2023 • EIN 05-6134800

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

Organization Profile
101 W Third StreetWilliamsport, PA 17701

(570) 327-2164

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-46%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

61st percentile

$56,301

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 26.9% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

32nd percentile

-2.2%

Faster asset growth than 32% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-37%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,365,886

Down $97,230 (-2.2%) from 2022

Net Assets

Down

$4,365,886

Down $97,230 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$209,479

Down $124,930 (-37%) from 2022

Expenses

Down

$306,709

Down $26,225 (-7.9%) from 2022

Net Income

Down

-$97,230

Down $98,705 (-6692%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,163,429Liabilities 2011: $02011Assets 2012: $4,039,943Liabilities 2012: $02012Assets 2013: $4,157,564Liabilities 2013: $02013Assets 2014: $4,441,551Liabilities 2014: $02014Assets 2015: $4,353,499Liabilities 2015: $02015Assets 2019: $4,136,709Liabilities 2019: $02019Assets 2020: $4,262,648Liabilities 2020: $0Net Assets 2020: $4,262,6482020Assets 2021: $4,461,641Liabilities 2021: $0Net Assets 2021: $4,461,6412021Assets 2022: $4,463,116Liabilities 2022: $0Net Assets 2022: $4,463,1162022Assets 2023: $4,365,886Liabilities 2023: $0Net Assets 2023: $4,365,8862023Assets 2024: $4,490,440Liabilities 2024: $0Net Assets 2024: $4,490,4402024

Highlighted filing

2023

Assets$4,365,886
Liabilities$0
Net Assets$4,365,886
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $363,425Expenses 2011: $169,289Net Income 2011: $194,1362011Revenue 2012: $281,784Expenses 2012: $405,270Net Income 2012: -$123,4862012Revenue 2013: $336,460Expenses 2013: $218,839Net Income 2013: $117,6212013Revenue 2014: $530,985Expenses 2014: $246,998Net Income 2014: $283,9872014Revenue 2015: $223,695Expenses 2015: $311,747Net Income 2015: -$88,0522015Revenue 2019: $348,681Expenses 2019: $273,932Net Income 2019: $74,7492019Revenue 2020: $404,681Expenses 2020: $278,742Net Income 2020: $125,9392020Revenue 2021: $484,604Expenses 2021: $285,611Net Income 2021: $198,9932021Revenue 2022: $334,409Expenses 2022: $332,934Net Income 2022: $1,4752022Revenue 2023: $209,479Expenses 2023: $306,709Net Income 2023: -$97,2302023Revenue 2024: $416,027Expenses 2024: $291,473Net Income 2024: $124,5542024

Highlighted filing

2023

Revenue$209,479
Expenses$306,709
Net Income-$97,230
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILMINGTON TRUSTNATrusteePT$56,301-$56,301
Filing and Contact Details

Filer

Filer Name
Horace B Packer Trust
EIN
05-6134800
Phone
5703272164
Address
101 W THIRD STREET, WILLIAMSPORT, PA 17701

Signing Officer

Name
Renee a Buchner
Title
Vice President
Phone
5703272164
Signed
2024-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Mckonly & Asbury Llp
Address
415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
Preparer
Gary J Dubas
Phone
7177617910
Raw XML Appendix312 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 732
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WELLSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd016901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0245285
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0HORACE B PACKER FOUNDATION INC
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0PRIVATE FOUNDATION
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0THE HORACE B. PACKER FOUNDATION, INC. IS THE RECIPIENT OF ANNUAL DISTRIBUTIONS FROM HORACE B. PACKER TRUST.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0210668
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037285
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0229660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0247953
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018992
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037285
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0619
TaxesSchedule/TaxesDetail/Amt01540
TaxesSchedule/TaxesDetail/CategoryTxt02023 EXCISE TAX ESTIMATED PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RENEE A BUCHNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05703272164
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORACE B PACKER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HORA
ReturnHeader/Filer/EIN0056134800
ReturnHeader/Filer/PhoneNum05703272164
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 W THIRD STREET
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231909723
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKONLY & ASBURY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 FALLOWFIELD ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017011
ReturnHeader/PreparerPersonGrp/PhoneNum07177617910
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY J DUBAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-01T13:53:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RENEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUCHNER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,365,886
Liabilities
$0
Net assets
$4,365,886
Revenue
$209,479
Expenses
$306,709
Net income
-$97,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.42$0.29$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.21$0.31$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.33$0.33$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.48$0.29$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.40$0.28$0.13
2019Summary only. Only limited summary data is available for this year.$4.14$0.00$0.35$0.27$0.07
2015Summary only. Only limited summary data is available for this year.$4.35$0.00$0.22$0.31$0.09
2014Summary only. Only limited summary data is available for this year.$4.44$0.00$0.53$0.25$0.28
2013Summary only. Only limited summary data is available for this year.$4.16$0.00$0.34$0.22$0.12
2012Summary only. Only limited summary data is available for this year.$4.04$0.00$0.28$0.41$0.12
2011Summary only. Only limited summary data is available for this year.$4.16$0.00$0.36$0.17$0.19