Civic Intelligence

Phyllis M Briel Educational Trust

990PF • Fiscal year 2022 • EIN 20-4568543

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 26, 2023

Organization Profile
2450 E Third StreetWilliamsport, PA 17701

(570) 320-2468

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

14th percentile

-43%

Higher net margin than 14% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

41st percentile

-3.6%

Faster asset growth than 41% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$337,397

Down $12,534 (-3.6%) from 2021

Net Assets

Down

$337,397

Down $12,534 (-3.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Down

$15,117

Down $3,884 (-20%) from 2021

Expenses

Down

$21,639

Down $166 (-0.8%) from 2021

Net Income

Down

-$6,522

Down $3,718 (-133%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2022

Assets$337,397
Liabilities$0
Net Assets$337,397
Open 2022 Filing

Operations Trend

Revenue Growth25th percentile

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

2022

Revenue$15,117
Expenses$21,639
Net Income-$6,522
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARA BENNETTTrustee-$0--
THOMAS W GREENABAUMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Phyllis M Briel Education Trust
EIN
20-4568543
Phone
5703202468
Address
2450 E THIRD STREET, WILLIAMSPORT, PA 17701

Signing Officer

Name
Clara Bennett
Title
Trustee
Phone
5703202468
Signed
2023-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Raw XML Appendix303 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt285000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JACKSON NATL LIFE INSUR CO ANN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUITABLE LIFE & CASUAL TY (SI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EQUITRUST LIFE INSUR CO ANNUIT
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0751
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0751
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09824
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02241
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01166
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020139
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02552
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010575
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08023
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09944
OtherDecreasesSchedule/OtherDecreasesDetail/Amt114
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN BASIS OF ANNUITIES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NET MUTUAL FUND ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JACKSON NATIONAL LIFE INSURANCE COMPANY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EQUITRUST LIFE INSURANCE COMPANY ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt011000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt14054
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14054
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03946
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONTAXBLE PORTION OF ANNUITY RECEIPTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0315
TaxesSchedule/TaxesDetail/Amt0247
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLARA BENNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703202468
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS M BRIEL EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0204568543
ReturnHeader/Filer/PhoneNum05703202468
ReturnHeader/Filer/USAddress/AddressLine1Txt02450 E THIRD STREET
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02023-05-08T19:00:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BENNETT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,397
Liabilities
$0
Net assets
$337,397
Revenue
$15,117
Expenses
$21,639
Net income
-$6,522
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
2022Detailed filing. Detailed filing data is available for this year.$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