Civic Intelligence

Marie E Heyburn Trust Under Deed C/O Bank of Malvern

990PF • Fiscal year 2019 • EIN 23-7776386

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 15, 2020

Organization Profile
2 West King StreetMalvern, PA 19355-2410

(610) 647-0100

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-46%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$2,997

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.5%

Faster asset growth than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$231,833

Down $5,856 (-2.5%) from 2018

Net Assets

Down

$231,833

Down $5,856 (-2.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$12,609

Down $8,892 (-41%) from 2018

Expenses

Down

$18,465

Down $680 (-3.6%) from 2018

Net Income

Down

-$5,856

Down $8,212 (-349%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2010: $252,462Liabilities 2010: $0Net Assets 2010: $252,4622010Assets 2011: $250,708Liabilities 2011: $0Net Assets 2011: $250,7082011Assets 2012: $257,155Liabilities 2012: $0Net Assets 2012: $257,1552012Assets 2013: $250,986Liabilities 2013: $0Net Assets 2013: $250,9862013Assets 2014: $246,881Liabilities 2014: $0Net Assets 2014: $246,8812014Assets 2015: $243,128Liabilities 2015: $0Net Assets 2015: $243,1282015Assets 2016: $236,237Liabilities 2016: $0Net Assets 2016: $236,2372016Assets 2017: $235,333Liabilities 2017: $0Net Assets 2017: $235,3332017Assets 2018: $237,689Liabilities 2018: $0Net Assets 2018: $237,6892018Assets 2019: $231,833Liabilities 2019: $0Net Assets 2019: $231,8332019Assets 2020: $223,750Liabilities 2020: $0Net Assets 2020: $223,7502020Assets 2021: $223,386Liabilities 2021: $0Net Assets 2021: $223,3862021Assets 2022: $213,548Liabilities 2022: $0Net Assets 2022: $213,5482022Assets 2023: $206,954Liabilities 2023: $0Net Assets 2023: $206,9542023Assets 2024: $219,609Liabilities 2024: $0Net Assets 2024: $219,6092024

Highlighted filing

2019

Assets$231,833
Liabilities$0
Net Assets$231,833
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

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

$40K$20K$0-$20KExpenses 2010: $17,8642010Expenses 2011: $6,7862011Expenses 2012: $11,6842012Revenue 2013: $10,449Expenses 2013: $16,618Net Income 2013: -$6,1692013Revenue 2014: $12,575Expenses 2014: $16,680Net Income 2014: -$4,1052014Revenue 2015: $13,304Expenses 2015: $17,057Net Income 2015: -$3,7532015Revenue 2016: $12,003Expenses 2016: $18,894Net Income 2016: -$6,8912016Revenue 2017: $17,981Expenses 2017: $18,885Net Income 2017: -$9042017Revenue 2018: $21,501Expenses 2018: $19,145Net Income 2018: $2,3562018Revenue 2019: $12,609Expenses 2019: $18,465Net Income 2019: -$5,8562019Revenue 2020: $9,744Expenses 2020: $17,827Net Income 2020: -$8,0832020Revenue 2021: $21,023Expenses 2021: $21,387Net Income 2021: -$3642021Revenue 2022: $15,656Expenses 2022: $25,494Net Income 2022: -$9,8382022Revenue 2023: $13,681Expenses 2023: $20,275Net Income 2023: -$6,5942023Revenue 2024: $31,975Expenses 2024: $19,320Net Income 2024: $12,6552024

Highlighted filing

2019

Revenue$12,609
Expenses$18,465
Net Income-$5,856
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE NATIONAL BANK OF MALVERNTrustee-$2,997-$2,997
Filing and Contact Details

Filer

Filer Name
Marie E Heyburn Trust Under Deed
EIN
23-7776386
Phone
6106470100
Address
2 WEST KING STREET, MALVERN, PA 19355-2410

Signing Officer

Name
The National Bank of Malvern
Title
Trustee
Phone
6106470100
Signed
2020-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Prociak & Associates LLC
Address
1086 HIGHWAY 315, WILKESBARRE, PA 18702
Preparer
Patricia a Prociak
Phone
5708231600
Raw XML Appendix342 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE NATIONAL BANK OF MALVERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COLLEGE SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JOSHUA WONG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2KYLE MCCULLOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PAIGE CALDWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DANIEL SMITH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020 MITCHELL CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt138 JOHN BEAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21027 KIRK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32 PRINCESS ANNE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43844 ROTHERFIELD LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GLEN MILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GARNET VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GARNET VALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GARNET VALLEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd419317
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014999
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0405
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0684
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0398
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0298
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014999
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0696
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01487
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0794
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SWAN ASSET MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0794
TaxesSchedule/TaxesDetail/Amt0179
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0179
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NATIONAL BANK OF MALVERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06106470100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARIE E HEYBURN TRUST UNDER DEED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BANK OF MALVERN
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0237776386
ReturnHeader/Filer/PhoneNum06106470100
ReturnHeader/Filer/USAddress/AddressLine1Txt02 WEST KING STREET
ReturnHeader/Filer/USAddress/CityNm0MALVERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0193552410
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId085259E45B1218FCC1BF33EFE800189DEFE5DCC6F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E7680D41EBDD143DA8126CA6FB01EB74F8B4BD6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.251.85.193
ReturnHeader/FilingSecurityInformation/IPDt02020-04-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:10:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232935132
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PROCIAK & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01086 HIGHWAY 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILKESBARRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018702
ReturnHeader/PreparerPersonGrp/PhoneNum05708231600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A PROCIAK
ReturnHeader/ReturnTs02020-04-15T10:12:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$231,833
Liabilities
$0
Net assets
$231,833
Revenue
$12,609
Expenses
$18,465
Net income
-$5,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.32$0.19$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.14$0.20$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.16$0.25$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.21$0.21$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.10$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.13$0.18$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.22$0.19$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.18$0.19$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.12$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.13$0.17$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.13$0.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.10$0.17$0.06
2012Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.07
2010Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.18