Civic Intelligence

Anna K Hobar & George Hobar Sr Trust Ameriserv Financial Bank

990PF • Fiscal year 2023 • EIN 25-1695555

May 01, 2022 to Apr 30, 2023 • Filed on Feb 05, 2024

PO Box 520Johnstown, PA 15907-0520

(814) 533-5231

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

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

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

Top Officer Pay

81st percentile

$1,996

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 20.9% of source-year revenue.

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

Asset Growth

45th percentile

-1.6%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

14th percentile

-44%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Down

$169,634

Down $2,776 (-1.6%) from 2022

Net Assets

Down

$169,634

Down $2,776 (-1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$9,543

Down $7,570 (-44%) from 2022

Expenses

Down

$12,254

Down $173 (-1.4%) from 2022

Net Income

Down

-$2,711

Down $7,397 (-158%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $145,645Liabilities 2012: $0Net Assets 2012: $145,6452012Assets 2014: $147,044Liabilities 2014: $0Net Assets 2014: $147,0442014Assets 2015: $153,512Liabilities 2015: $0Net Assets 2015: $153,5122015Assets 2016: $157,643Liabilities 2016: $0Net Assets 2016: $157,6432016Assets 2017: $159,001Liabilities 2017: $0Net Assets 2017: $159,0012017Assets 2018: $157,171Liabilities 2018: $0Net Assets 2018: $157,1712018Assets 2019: $156,414Liabilities 2019: $0Net Assets 2019: $156,4142019Assets 2020: $155,735Liabilities 2020: $0Net Assets 2020: $155,7352020Assets 2021: $167,883Liabilities 2021: $0Net Assets 2021: $167,8832021Assets 2022: $172,410Liabilities 2022: $0Net Assets 2022: $172,4102022Assets 2023: $169,634Liabilities 2023: $0Net Assets 2023: $169,6342023Assets 2024: $172,574Liabilities 2024: $0Net Assets 2024: $172,5742024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$169,634
Liabilities$0
Net Assets$169,634

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2012: $7,9602012Revenue 2014: $8,739Expenses 2014: $5,713Net Income 2014: $3,0262014Revenue 2015: $11,098Expenses 2015: $5,424Net Income 2015: $5,6742015Revenue 2016: $10,086Expenses 2016: $5,836Net Income 2016: $4,2502016Revenue 2017: $7,732Expenses 2017: $6,281Net Income 2017: $1,4512017Revenue 2018: $16,923Expenses 2018: $17,059Net Income 2018: -$1362018Revenue 2019: $10,969Expenses 2019: $11,682Net Income 2019: -$7132019Revenue 2020: $12,467Expenses 2020: $11,711Net Income 2020: $7562020Revenue 2021: $17,668Expenses 2021: $5,426Net Income 2021: $12,2422021Revenue 2022: $17,113Expenses 2022: $12,427Net Income 2022: $4,6862022Revenue 2023: $9,543Expenses 2023: $12,254Net Income 2023: -$2,7112023Revenue 2024: $14,474Expenses 2024: $11,396Net Income 2024: $3,0782024Revenue 2025: $4,638Expenses 2025: $177,463Net Income 2025: -$172,8252025

Highlighted filing

2023

Revenue$9,543
Expenses$12,254
Net Income-$2,711
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Feb 5, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,996-$1,996
Filing and Contact Details

Filer

Filer Name
Anna K Hobar & George Hobar Sr
EIN
25-1695555
Phone
8145335231
Address
PO BOX 520, JOHNSTOWN, PA 15907-0520

Signing Officer

Name
Ameriserv Trust Financial Svc
Title
Trustee
Phone
8145335231
Signed
2024-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Saly & Company Pc
Address
637 FERNDALE AVENUE SUITE 100, JOHNSTOWN, PA 15905-3999
Preparer
Carolyn a Graham CPA
Phone
8142881544
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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/BusinessName/BusinessNameLine1Txt0AMERISERV TRUST & FINANCIAL SVC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01996
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0JOHNSTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0159070520
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt09868
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt09868
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02020
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0AMERISERV TRUST FINANCIAL SVC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 520
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JOHNSTOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0159070520
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08145335340
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMBRIA CO ASSOC FOR THE BLIND & HA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GOODWILL OF THE SOUTHERN ALLEGHENIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3EASTER SEALS SOCIETY OF WESTERN PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1440 W NYACK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2540-542 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3232 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JOHNSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST NYACK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JOHNSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JOHNSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0159022495
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1109941753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2159022674
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3159012913
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09868
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09866
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08416
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt05952
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt05952
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09868
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05952
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08414
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09866
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0126
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR FORM 990PF TAXES PD
OtherIncreasesSchedule/OtherIncreasesDetail/Amt061
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMERISERV TRUST FINANCIAL SVC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08145335231
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA K HOBAR & GEORGE HOBAR SR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0251695555
ReturnHeader/Filer/PhoneNum08145335231
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 520
ReturnHeader/Filer/USAddress/CityNm0JOHNSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0159070520
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364775872
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES SALY & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0637 FERNDALE AVENUE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOHNSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0159053999
ReturnHeader/PreparerPersonGrp/PhoneNum08142881544
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN A GRAHAM CPA
ReturnHeader/ReturnTs02024-02-26T15:33:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERTA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0REAM
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

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