Civic Intelligence

Clara Forcey Trust #1

990PF • Fiscal year 2023 • EIN 25-6019042

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
11 N 2nd StreetClearfield, 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.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

10th percentile

-73%

Higher net margin than 10% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$1,136

Higher top officer pay than 58% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

59th percentile

5.1%

Faster asset growth than 59% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-4.4%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$797,961

Up $38,813 (+5.1%) from 2022

Net Assets

Up

$797,961

Up $38,813 (+5.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin10th percentile

Revenue

Down

$34,408

Down $1,567 (-4.4%) from 2022

Expenses

Up

$59,659

Up $31,305 (+110%) from 2022

Net Income

Down

-$25,251

Down $32,872 (-431%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2023

Assets$797,961
Liabilities$0
Net Assets$797,961
Open 2023 Filing

Operations Trend

Revenue Growth33rd 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

2023

Revenue$34,408
Expenses$59,659
Net Income-$25,251
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MID PENN BANKCorporate Trustee-$1,136-$1,136
Filing and Contact Details

Filer

Filer Name
CLARA FORCEY TRUST #1
EIN
25-6019042
Phone
8147628836
Address
11 N 2ND STREET, CLEARFIELD, PA 16830

Signing Officer

Name
Mid Penn Bank
Title
Trustee
Phone
8147628836
Signed
2024-05-06
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 Appendix270 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0796637
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt064064
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0797961
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0759148
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038628
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IRS990PF/FMVAssetsEOYAmt0845028
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INCOME AND PRINCIPAL OF TRUST TO BE USED FOR BENEFIT OF 501(C)(3) ORGS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01999
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022134
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01185
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01324
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01324
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0785
OtherIncreasesSchedule/OtherIncreasesDetail/Amt163279
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0US TREASURY REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ASSETS MERGED INTO TRUST FROM CLARA FORCEY TRUST #2 ID# 25-6019043
TaxesSchedule/TaxesDetail/Amt0128
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0128
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/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLARA FORCEY TRUST #1
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0256019042
ReturnHeader/Filer/PhoneNum08147628836
ReturnHeader/Filer/USAddress/AddressLine1Txt011 N 2ND STREET
ReturnHeader/Filer/USAddress/CityNm0CLEARFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016830
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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/ReturnTs02024-05-15T07:51:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENN BANK
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
$797,961
Liabilities
$0
Net assets
$797,961
Revenue
$34,408
Expenses
$59,659
Net income
-$25,251
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