Civic Intelligence

Ethel a Kephart Trust

EIN 25-6748351 • Clearfield, PA

11 N 2nd StreetClearfield, PA 16830
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

15th percentile

-57%

Higher net margin than 15% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$1,044

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 40.1% of source-year revenue.

<$500k nonprofits • Source year 2022

Asset Growth

51st percentile

-1.8%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-73%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$0

Down $81,317 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $81,317 (-100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin15th percentile

Revenue

Up

$6,408

Up $3,807 (+146%) from 2022

Expenses

Up

$6,260

Up $2,184 (+54%) from 2022

Net Income

Up

$148

Up $1,623 (+110%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2020: $78,863Liabilities 2020: $0Net Assets 2020: $78,8632020Assets 2021: $82,792Liabilities 2021: $0Net Assets 2021: $82,7922021Assets 2022: $81,317Liabilities 2022: $0Net Assets 2022: $81,3172022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10K$5.0K$0-$5.0KRevenue 2020: $5,256Expenses 2020: $6,273Net Income 2020: -$1,0172020Revenue 2021: $9,750Expenses 2021: $5,821Net Income 2021: $3,9292021Revenue 2022: $2,601Expenses 2022: $4,076Net Income 2022: -$1,4752022Revenue 2023: $6,408Expenses 2023: $6,260Net Income 2023: $1482023

Highlighted filing

2023

Revenue$6,408
Expenses$6,260
Net Income$148
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$6,408
Expenses
$6,260
Net income
$148
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$6.41$6.26$0.15
2022Detailed filing. Detailed filing data is available for this year.$81.3$0.00$81.3$2.60$4.08$1.48
2021Detailed filing. Detailed filing data is available for this year.$82.8$0.00$82.8$9.75$5.82$3.93
2020Detailed filing. Detailed filing data is available for this year.$78.9$0.00$78.9$5.26$6.27$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 18, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MID PENN BANKCorporate Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Ethel a Kephart Trust
EIN
25-6748351
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 Appendix289 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/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04446
LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WERE TRANSFERRED IN DECEMBER OF 2023 TO THE MARIAN GARRISON TUW FBO CURWENSVILLE PRESBYTERIAN CHURCH.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0141
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REVENUE RECEIVABLE
OtherDecreasesSchedule/OtherDecreasesDetail/Amt081465
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ASSETS MERGED INTO MARION GARRISON TRUST ID# 04-6985280
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/Amt111
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt111
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/BusinessNameLine1Txt0ETHEL A KEPHART TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ETHE
ReturnHeader/Filer/EIN0256748351
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/ReturnTs02024-05-08T12:47:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENN BANK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-18
ReturnHeader/TaxYr02023

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