Civic Intelligence

Phyllis M Briel Educational Trust

990PF • Fiscal year 2013 • EIN 20-4568543

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 12, 2014

249 Broad Street17754

(570) 327-1006

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

54th percentile

4.1%

Higher net margin than 54% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

49th percentile

0.2%

Faster asset growth than 49% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

43rd percentile

-2.1%

Faster revenue growth than 43% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$424,271

Up $1,026 (+0.2%) from 2012

Net Assets

$424,271

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue

Down

$22,021

Down $479 (-2.1%) from 2012

Expenses

Down

$21,109

Down $2,504 (-11%) from 2012

Net Income

Up

$912

Up $2,025 (+182%) from 2012

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $437,338Liabilities 2011: $0Net Assets 2011: $437,3382011Assets 2012: $423,245Liabilities 2012: $12012Assets 2013: $424,271Liabilities 2013: $0Net Assets 2013: $424,2712013Assets 2014: $420,379Liabilities 2014: $0Net Assets 2014: $420,3792014Assets 2015: $415,380Liabilities 2015: $02015Assets 2016: $400,549Liabilities 2016: $0Net Assets 2016: $400,5492016Assets 2017: $395,238Liabilities 2017: $0Net Assets 2017: $395,2382017Assets 2018: $386,884Liabilities 2018: $0Net Assets 2018: $386,8842018Assets 2019: $373,824Liabilities 2019: $0Net Assets 2019: $373,8242019Assets 2020: $359,385Liabilities 2020: $0Net Assets 2020: $359,3852020Assets 2021: $349,931Liabilities 2021: $0Net Assets 2021: $349,9312021Assets 2022: $337,397Liabilities 2022: $0Net Assets 2022: $337,3972022Assets 2023: $350,307Liabilities 2023: $0Net Assets 2023: $350,3072023Assets 2024: $350,485Liabilities 2024: $0Net Assets 2024: $350,4852024

Highlighted filing

2013

Assets$424,271
Liabilities$0
Net Assets$424,271

Operations Trend

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

$40K$20K$0-$20KExpenses 2011: $26,1682011Revenue 2012: $22,500Expenses 2012: $23,613Net Income 2012: -$1,1132012Revenue 2013: $22,021Expenses 2013: $21,109Net Income 2013: $9122013Revenue 2014: $21,001Expenses 2014: $21,465Net Income 2014: -$4642014Revenue 2015: $22,001Expenses 2015: $21,717Net Income 2015: $2842015Revenue 2016: $21,001Expenses 2016: $21,722Net Income 2016: -$7212016Revenue 2017: $21,505Expenses 2017: $21,652Net Income 2017: -$1472017Revenue 2018: $21,508Expenses 2018: $21,488Net Income 2018: $202018Revenue 2019: $21,508Expenses 2019: $21,527Net Income 2019: -$192019Revenue 2020: $34,265Expenses 2020: $21,413Net Income 2020: $12,8522020Revenue 2021: $19,001Expenses 2021: $21,805Net Income 2021: -$2,8042021Revenue 2022: $15,117Expenses 2022: $21,639Net Income 2022: -$6,5222022Revenue 2023: $34,591Expenses 2023: $21,619Net Income 2023: $12,9722023Revenue 2024: $22,666Expenses 2024: $22,329Net Income 2024: $3372024

Highlighted filing

2013

Revenue$22,021
Expenses$21,109
Net Income$912
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 12, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clara BennettTrustee-$0--
Thomas W GreenabaumTrustee-$0--
Filing and Contact Details

Filer

EIN
20-4568543
Phone
5703271006

Signing Officer

Name
Clara Bennett
Title
Trustee
Signed
2014-04-12
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas Burkholder
Phone
5703202468
Raw XML Appendix244 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt082096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1125639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2120972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt394331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Allianz Life Annuity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Great American Insurance Annuity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Jackson National Life Annuity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3North American Life Annuity
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt082096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1125639
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2120972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt394331
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt022021
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt022021
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022021
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0912
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt08108
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt022021
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01105
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01109
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0912
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0114
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0424271
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0423245
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0424271
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020656
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020656
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020656
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020796
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0140
IRS990PF/DistributableAmountGrp/TotalTaxAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0140
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0140
IRS990PF/FMVAssetsEOYAmt0424271
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0423245
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0424271
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0422924
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0423038
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0423038
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0321
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01233
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0423245
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0424271
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0424271
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0423245
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0424271
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0423245
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0424271
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0422244
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02905
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06334
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0419339
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020796
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0415910
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0422244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Clara Bennett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas W Greenabaum
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10280 Hollow Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11146 Mayes Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Muncy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Williamsport
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode017756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode117701
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt023551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt023621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt022500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt024986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt024929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt024775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt024917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.056626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.054044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.058287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.057192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.056870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.056738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0415910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0416325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0428674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0435886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0435640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0439158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.283131
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine102450 E Third Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Williamsport
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode017754
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Woodlands Bank
IRS990PF/StatementsRegardingActyGrp/PhoneNum05703202468
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship Awards
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Montoursville Area High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10Arch Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Montoursville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode017754
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0656
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03277
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03443
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03125
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0656
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02469
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011988
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01688
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03580
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03277
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03443
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014457
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015113
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Annuity Distribution-gross distribution and taxable amount
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08108
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022021
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0114
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Increase in value of annuities
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Woodlands Bank
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01105
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Clara Bennett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10PHYLLIS M BRIEL EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0204568543
ReturnHeader/Filer/PhoneNum05703271006
ReturnHeader/Filer/USAddress/AddressLine10249 BROAD STREET
ReturnHeader/Filer/USAddress/City0MONTOURSVILLE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Woodlands Bank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102450 E Third Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Williamsport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode017701
ReturnHeader/PreparerPersonGrp/PhoneNum05703202468
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Burkholder
ReturnHeader/ReturnTs02014-04-12T09:41:05-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.23$0.22$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.35$0.22$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.15$0.22$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.19$0.22$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.34$0.21$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.22$0.22$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.22$0.21$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.22$0.22$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.21$0.22$0.01
2015Summary only. Only limited summary data is available for this year.$4.15$0.00$0.22$0.22$0.00
2014Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.21$0.21$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.22$0.21$0.01
2012Summary only. Only limited summary data is available for this year.$4.23$0.00$0.23$0.24$0.01
2011Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.26