Civic Intelligence

Phyllis M Briel Education Trust

EIN 20-4568543 • Williamsport, PA

2450 E Third StreetWilliamsport, PA 17701
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

51st percentile

1.5%

Higher net margin than 51% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$630

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

57th percentile

0.1%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-34%

Faster revenue growth than 24% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$350,485

Up $178 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$350,485

Up $178 (+0.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin51st percentile

Revenue

Down

$22,666

Down $11,925 (-34%) from 2023

Expenses

Up

$22,329

Up $710 (+3.3%) from 2023

Net Income

Down

$337

Down $12,635 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$350,485
Liabilities$0
Net Assets$350,485
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$22,666
Expenses$22,329
Net Income$337
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$350,485
Liabilities
$0
Net assets
$350,485
Revenue
$22,666
Expenses
$22,329
Net income
$337
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$630-$630
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
Woodlands Bank
Title
VP Tr Officer
Phone
5703202468
Signed
2025-04-28
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 Appendix351 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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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0Trustee Fees
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt014988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0104156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt416500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt532836
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt645315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt732608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt816309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt911434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JACKSON NATL LIFE INSUR CO ANN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUITABLE LIFE & CASUAL TY (SI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2EQUITRUST LIFE INSUR CO ANNUIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FEDERATED HERMES #328 TOTAL RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BANK OF AMERICA CD 4.6% DUE 2/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5NORTHEAST BK LEWISTON ME CD 4.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MFS INTERNATIONAL DIVERSIFICAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7HARBOR CAPITAL APPRECIATION FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD EQUITY INCOME FUND AD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD 500 INDEX FUND ADM #5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10JPMORGAN MID CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11AMERICAN BEACON SMALL CAP VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt090672
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08807
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07677
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0360
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MONTOURSVILLE AREA HIGH SCHOOL
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015140
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02241
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02375
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020442
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04371
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012259
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt0235
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02024 MUTUAL FD INCOME POSTED IN 2025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMNT MNGMNT FEES (NON-DED
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0339
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0339
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ANNUITIES FROM NONQUALIFIED PLANS (SECTI
OtherIncomeSchedule2/OtherIncomeDetail/Desc1JACKSON NATIONAL LIFE INSURANCE COMPANY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-3886
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt110068
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3886
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt110068
OtherIncreasesSchedule/OtherIncreasesDetail/Amt076
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 MUTUAL FD INCOME POSTED IN 2024
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt040
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0360
TaxesSchedule/TaxesDetail/Amt0463
TaxesSchedule/TaxesDetail/Amt1464
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt323
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt323
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WOODLANDS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP Tr Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05703202468
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
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
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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/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02025-05-05T15:01:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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