Civic Intelligence

Houser Trust Fro Lydia E Clark

990PF • Fiscal year 2021 • EIN 22-6632402

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 20, 2022

Organization Profile
PO Box 1532Pennington, NJ 08534

(212) 852-3049

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

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

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

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

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Net Margin

78th percentile

56%

Higher net margin than 78% of similar nonprofits.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

98th percentile

$19,038

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Source year 2021

Asset Growth

73rd percentile

9.7%

Faster asset growth than 73% of similar nonprofits.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

44%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • NTEE T22 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$827,162

Up $73,128 (+9.7%) from 2020

Net Assets

Up

$827,162

Up $73,128 (+9.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin78th percentile

Revenue

Up

$130,575

Up $40,092 (+44%) from 2020

Expenses

Up

$57,283

Up $6,474 (+13%) from 2020

Net Income

Up

$73,292

Up $33,618 (+85%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2011: $602,102Liabilities 2011: $02011Assets 2012: $605,132Liabilities 2012: $02012Assets 2013: $632,910Liabilities 2013: $02013Assets 2014: $663,192Liabilities 2014: $02014Assets 2015: $662,788Liabilities 2015: $02015Assets 2018: $717,518Liabilities 2018: $0Net Assets 2018: $717,5182018Assets 2019: $713,551Liabilities 2019: $12019Assets 2020: $754,034Liabilities 2020: $0Net Assets 2020: $754,0342020Assets 2021: $827,162Liabilities 2021: $0Net Assets 2021: $827,1622021Assets 2022: $849,302Liabilities 2022: $0Net Assets 2022: $849,3022022Assets 2023: $857,744Liabilities 2023: $12023Assets 2024: $903,812Liabilities 2024: $0Net Assets 2024: $903,8122024

Highlighted filing

2021

Assets$827,162
Liabilities$0
Net Assets$827,162
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $55,427Expenses 2011: $36,925Net Income 2011: $18,5022011Revenue 2012: $42,735Expenses 2012: $38,222Net Income 2012: $4,5132012Revenue 2013: $67,304Expenses 2013: $39,122Net Income 2013: $28,1822013Revenue 2014: $73,867Expenses 2014: $42,305Net Income 2014: $31,5622014Revenue 2015: $45,124Expenses 2015: $44,561Net Income 2015: $5632015Revenue 2018: $74,482Expenses 2018: $48,575Net Income 2018: $25,9072018Revenue 2019: $46,242Expenses 2019: $49,747Net Income 2019: -$3,5052019Revenue 2020: $90,483Expenses 2020: $50,809Net Income 2020: $39,6742020Revenue 2021: $130,575Expenses 2021: $57,283Net Income 2021: $73,2922021Revenue 2022: $83,975Expenses 2022: $61,989Net Income 2022: $21,9862022Revenue 2023: $63,845Expenses 2023: $55,354Net Income 2023: $8,4912023Revenue 2024: $104,869Expenses 2024: $58,517Net Income 2024: $46,3522024

Highlighted filing

2021

Revenue$130,575
Expenses$57,283
Net Income$73,292
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$19,038-$19,038
Filing and Contact Details

Filer

Filer Name
Houser Trust for Lydia E Clark
EIN
22-6632402
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2022-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27247361702 DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2902209S103 ALTRIA GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31256677105 DOLLAR GENERAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7468902V107 OTIS WORLDWIDE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8026884L109 EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81922475108 VEEVA SYS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8305352A100 AVANTOR INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015606
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07615
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt019038
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036022
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036022
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015430
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015430
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt073292
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0382788
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0115145
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0122641
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0254
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02158
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt047445
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt057283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0130575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0130575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011423
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07934
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021261
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212017-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502020-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512020-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552016-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562016-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572020-06-15

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$827,162
Liabilities
$0
Net assets
$827,162
Revenue
$130,575
Expenses
$57,283
Net income
$73,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$1.05$0.59$0.46
2023Summary only. Only limited summary data is available for this year.$8.58$0.00$0.64$0.55$0.08
2022Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$0.84$0.62$0.22
2021Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$1.31$0.57$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.54$0.00$7.54$0.90$0.51$0.40
2019Summary only. Only limited summary data is available for this year.$7.14$0.00$0.46$0.50$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.18$0.00$7.18$0.74$0.49$0.26
2015Summary only. Only limited summary data is available for this year.$6.63$0.00$0.45$0.45$0.01
2014Summary only. Only limited summary data is available for this year.$6.63$0.00$0.74$0.42$0.32
2013Summary only. Only limited summary data is available for this year.$6.33$0.00$0.67$0.39$0.28
2012Summary only. Only limited summary data is available for this year.$6.05$0.00$0.43$0.38$0.05
2011Summary only. Only limited summary data is available for this year.$6.02$0.00$0.55$0.37$0.19