Civic Intelligence

Phyllis M Briel Educational Trust

990PF • Fiscal year 2023 • EIN 20-4568543

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 25, 2024

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

60th percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

59th percentile

3.8%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

91st percentile

129%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$350,307

Up $12,910 (+3.8%) from 2022

Net Assets

Up

$350,307

Up $12,910 (+3.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin85th percentile

Revenue

Up

$34,591

Up $19,474 (+129%) from 2022

Expenses

Down

$21,619

Down $20 (-0.1%) from 2022

Net Income

Up

$12,972

Up $19,494 (+299%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2023

Assets$350,307
Liabilities$0
Net Assets$350,307
Open 2023 Filing

Operations Trend

Revenue Growth91st 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

2023

Revenue$34,591
Expenses$21,619
Net Income$12,972
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 25, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
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
Thomas Greenabaum
Title
Trustee
Phone
5703202468
Signed
2024-04-25
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 Appendix299 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0104156
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1144000
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/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt076
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016542
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016542
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017005
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0463
IRS990PF/DistributableAmountGrp/TotalTaxAmt0463
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/FMVAssetsEOYAmt0367947
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0345278
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01490
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020143
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03601
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013425
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09824
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt076
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 MUTUAL FD INCOME POSTED IN 2024
OtherIncomeSchedule2/OtherIncomeDetail/Desc0JACKSON NATIONAL LIFE INSURANCE COMPANY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EQUITABLE LIFE & CASUALTY (SILAC) ANNUIT
OtherIncomeSchedule2/OtherIncomeDetail/Desc2EQUITRUST LIFE INSURANCE COMPANY ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt010000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt116000
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt28000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt116000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt28000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt014
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 MUTUAL FD INCOME POSTED IN 2023
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt040
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0360
TaxesSchedule/TaxesDetail/Amt0193
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/PersonNm0THOMAS GREENABAUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703202468
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-25
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/PreparationDt02024-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02024-05-02T18:01:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREENABAUM
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
$350,307
Liabilities
$0
Net assets
$350,307
Revenue
$34,591
Expenses
$21,619
Net income
$12,972
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
2023Detailed filing. Detailed filing data is available for this year.$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