Civic Intelligence

Clara Forcey Trust #1

990PF • Fiscal year 2022 • EIN 25-6019042

Jan 01, 2022 to Dec 31, 2022 • Filed on May 03, 2023

Organization Profile
PO Box 171Clearfield, PA 16830

(814) 762-8836

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$1,185

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

53rd percentile

1.0%

Faster asset growth than 53% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-71%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$759,148

Up $7,621 (+1.0%) from 2021

Net Assets

Up

$759,148

Up $7,621 (+1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin71st percentile

Revenue

Down

$35,975

Down $87,005 (-71%) from 2021

Expenses

Up

$28,354

Up $9,796 (+53%) from 2021

Net Income

Down

$7,621

Down $96,801 (-93%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.0M$500K$0Assets 2020: $647,105Liabilities 2020: $0Net Assets 2020: $647,1052020Assets 2021: $751,527Liabilities 2021: $0Net Assets 2021: $751,5272021Assets 2022: $759,148Liabilities 2022: $0Net Assets 2022: $759,1482022Assets 2023: $797,961Liabilities 2023: $0Net Assets 2023: $797,9612023Assets 2024: $810,407Liabilities 2024: $0Net Assets 2024: $810,4072024

Highlighted filing

2022

Assets$759,148
Liabilities$0
Net Assets$759,148
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $73,040Expenses 2020: $73,495Net Income 2020: -$4552020Revenue 2021: $122,980Expenses 2021: $18,558Net Income 2021: $104,4222021Revenue 2022: $35,975Expenses 2022: $28,354Net Income 2022: $7,6212022Revenue 2023: $34,408Expenses 2023: $59,659Net Income 2023: -$25,2512023Revenue 2024: $62,539Expenses 2024: $50,093Net Income 2024: $12,4462024

Highlighted filing

2022

Revenue$35,975
Expenses$28,354
Net Income$7,621
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MID PENN BANKCorporate Trustee-$1,185-$1,185
Filing and Contact Details

Filer

Filer Name
CLARA FORCEY TRUST #1
EIN
25-6019042
Phone
8147628836
Address
PO BOX 171, CLEARFIELD, PA 16830

Signing Officer

Name
Mid Penn Bank
Title
Trustee
Phone
8147628836
Signed
2023-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Young Oakes Brown & Company Pc
Address
1210 THIRTEENTH STREET, ALTOONA, PA 16601
Preparer
Michael Maier CPA
Phone
8149446191
Raw XML Appendix268 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME AND PRINCIPAL OF TRUST TO BE USED FOR BENEFIT OF 501(C)(3) ORGS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INCOME AND PRINCIPAL OF TRUST TO BE USED FOR BENEFIT OF 501(C)(3) ORGS
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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TaxesSchedule/TaxesDetail/Amt03443
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MID PENN BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08147628836
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA FORCEY TRUST #1
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0256019042
ReturnHeader/Filer/PhoneNum08147628836
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 171
ReturnHeader/Filer/USAddress/CityNm0CLEARFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251589048
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUNG OAKES BROWN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01210 THIRTEENTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALTOONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016601
ReturnHeader/PreparerPersonGrp/PhoneNum08149446191
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MAIER CPA
ReturnHeader/ReturnTs02023-05-10T12:53:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENN BANK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$759,148
Liabilities
$0
Net assets
$759,148
Revenue
$35,975
Expenses
$28,354
Net income
$7,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.63$0.50$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.34$0.60$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.36$0.28$0.08
2021Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$1.23$0.19$1.04
2020Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.73$0.73$0.00