Civic Intelligence

Merrill Beulah Memorial Trust

990PF • Fiscal year 2024 • EIN 26-6532056

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 20, 2025

Organization Profile
Cn Trust Dept 90-92 Main StreetWellsboro, PA 16901

(570) 724-0243

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.11x

Higher debt load relative to assets than 82% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

1.57x

Higher debt load relative to revenue than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

10%

Higher net margin than 63% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$4,184

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

2.8%

Faster asset growth than 56% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

50%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$323,760

Down $14,559 (-4.3%) from 2021

Net Assets

Down

$287,171

Down $14,781 (-4.9%) from 2021

Liabilities

Up

$36,589

Up $222 (+0.6%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin63rd percentile

Revenue

Down

$23,306

Down $11,793 (-34%) from 2021

Expenses

Down

$20,884

Down $4,541 (-18%) from 2021

Net Income

Down

$2,422

Down $7,252 (-75%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$400K$300K$200K$100K$0Assets 2010: $304,995Liabilities 2010: $0Net Assets 2010: $304,9952010Assets 2011: $298,615Liabilities 2011: $0Net Assets 2011: $298,6152011Assets 2012: $305,724Liabilities 2012: $0Net Assets 2012: $305,7242012Assets 2013: $302,882Liabilities 2013: $0Net Assets 2013: $302,8822013Assets 2014: $310,718Liabilities 2014: $0Net Assets 2014: $310,7182014Assets 2015: $325,933Liabilities 2015: $0Net Assets 2015: $325,9332015Assets 2016: $324,509Liabilities 2016: $14,607Net Assets 2016: $309,9022016Assets 2017: $333,791Liabilities 2017: $19,222Net Assets 2017: $314,5692017Assets 2018: $336,240Liabilities 2018: $37,968Net Assets 2018: $298,2722018Assets 2020: $321,190Liabilities 2020: $28,912Net Assets 2020: $292,2782020Assets 2021: $338,319Liabilities 2021: $36,367Net Assets 2021: $301,9522021Assets 2024: $323,760Liabilities 2024: $36,589Net Assets 2024: $287,1712024

Highlighted filing

2024

Assets$323,760
Liabilities$36,589
Net Assets$287,171
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$40K$20K$0-$20KExpenses 2010: $25,9202010Expenses 2011: $19,8852011Expenses 2012: $18,9652012Revenue 2013: $15,512Expenses 2013: $18,354Net Income 2013: -$2,8422013Revenue 2014: $30,033Expenses 2014: $22,197Net Income 2014: $7,8362014Revenue 2015: $37,153Expenses 2015: $21,938Net Income 2015: $15,2152015Revenue 2016: $14,936Expenses 2016: $30,967Net Income 2016: -$16,0312016Revenue 2017: $32,675Expenses 2017: $28,008Net Income 2017: $4,6672017Revenue 2018: $17,570Expenses 2018: $33,867Net Income 2018: -$16,2972018Revenue 2020: $16,360Expenses 2020: $22,086Net Income 2020: -$5,7262020Revenue 2021: $35,099Expenses 2021: $25,425Net Income 2021: $9,6742021Revenue 2024: $23,306Expenses 2024: $20,884Net Income 2024: $2,4222024

Highlighted filing

2024

Revenue$23,306
Expenses$20,884
Net Income$2,422
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$4,184-$4,184
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPAWARDINDIVWELLSBORO, PA, US$7,875
Paid Grant-SCHOLARSHIPAWARDINDIVWELLSBORO, PA, US$7,875
Filing and Contact Details

Filer

Filer Name
Merrill Beulah Memorial Trust
EIN
26-6532056
Phone
5707240243
Address
CN TRUST DEPT 90-92 MAIN STREET, WELLSBORO, PA 16901

Signing Officer

Name
Lynne M Smith
Title
VP & Wealth Management Tax Manager
Phone
5707240243
Signed
2025-10-20

Preparer

Firm
Citizens & Northern Bank
Address
90-92 Main St, Wellsboro, PA 16901
Preparer
Nolan Lohr
Phone
5707248575
Raw XML Appendix300 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17875
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPAWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1INDIV
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SAMUEL CLAYPOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O CN BANK 90 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O CN BANK 90 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WELLSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WELLSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd016901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd116901
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015750
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/AppliedToCurrentYearAmt016339
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01058
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01301
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01301
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011567
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01616
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02299
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01058
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017955
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01616
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012868
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011252
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNNE M SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & WEALTH MANAGEMENT TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05707240243
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERRILL BEULAH MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MERR
ReturnHeader/Filer/EIN0266532056
ReturnHeader/Filer/PhoneNum05707240243
ReturnHeader/Filer/USAddress/AddressLine1Txt0CN TRUST DEPT 90-92 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0WELLSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0240756925
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Citizens & Northern Bank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt090-92 Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wellsboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016901
ReturnHeader/PreparerPersonGrp/PhoneNum05707248575
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NOLAN LOHR
ReturnHeader/ReturnTs02025-11-06T06:14:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$323,760
Liabilities
$36,589
Net assets
$287,171
Revenue
$23,306
Expenses
$20,884
Net income
$2,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.24$0.37$2.87$0.23$0.21$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.36$3.02$0.35$0.25$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.29$2.92$0.16$0.22$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.38$2.98$0.18$0.34$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.19$3.15$0.33$0.28$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.15$3.10$0.15$0.31$0.16
2015Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.37$0.22$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.30$0.22$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.16$0.18$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.20
2010Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • <$500k nonprofits