Civic Intelligence

Ethel a Kephart Trust

990PF • Fiscal year 2021 • EIN 25-6748351

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 28, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

81st percentile

40%

Higher net margin than 81% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$1,140

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

5.0%

Faster asset growth than 52% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

86%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$82,792

Up $3,929 (+5.0%) from 2020

Net Assets

Up

$82,792

Up $3,929 (+5.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin81st percentile

Revenue

Up

$9,750

Up $4,494 (+86%) from 2020

Expenses

Down

$5,821

Down $452 (-7.2%) from 2020

Net Income

Up

$3,929

Up $4,946 (+486%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$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

2021

Assets$82,792
Liabilities$0
Net Assets$82,792
Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$9,750
Expenses$5,821
Net Income$3,929
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MID PENN BANKCorporate Trustee-$1,140-$1,140
Filing and Contact Details

Filer

Filer Name
Ethel a Kephart Trust
EIN
25-6748351
Phone
8147628836
Address
PO BOX 171, CLEARFIELD, PA 16830

Signing Officer

Name
Mid Penn Bank
Title
Trustee
Phone
8147628836
Signed
2022-04-28
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 Appendix269 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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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-28
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ReturnHeader/Filer/BusinessNameControlTxt0ETHE
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ReturnHeader/Filer/PhoneNum08147628836
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 171
ReturnHeader/Filer/USAddress/CityNm0CLEARFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016830
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/ReturnTs02022-05-11T12:57:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENN BANK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,792
Liabilities
$0
Net assets
$82,792
Revenue
$9,750
Expenses
$5,821
Net income
$3,929
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