Civic Intelligence

Beem John D Irrev

990PF • Fiscal year 2023 • EIN 35-6372621

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization Profile
800 State Street Suite 500Erie, PA 16501

(732) 767-9100

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

20th percentile

-23%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

64th percentile

$10,186

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

$622,089

No earlier filing loaded for comparison.

Net Assets

$622,089

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin20th percentile

Revenue

$26,503

No earlier filing loaded for comparison.

Expenses

$32,488

No earlier filing loaded for comparison.

Net Income

-$5,985

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2023: $622,089Liabilities 2023: $0Net Assets 2023: $622,0892023Assets 2024: $602,530Liabilities 2024: $0Net Assets 2024: $602,5302024

Highlighted filing

2023

Assets$622,089
Liabilities$0
Net Assets$622,089
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2023: $26,503Expenses 2023: $32,488Net Income 2023: -$5,9852023Revenue 2024: $20,186Expenses 2024: $39,360Net Income 2024: -$19,1742024

Highlighted filing

2023

Revenue$26,503
Expenses$32,488
Net Income-$5,985
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$10,186-$10,186
Filing and Contact Details

Filer

Filer Name
Beem John D Irrev
EIN
35-6372621
Address
800 STATE STREET SUITE 500, ERIE, PA 16501

Signing Officer

Name
Michael T Porsch
Title
Divisional VP
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Raw XML AppendixShowing 400 of 440 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0400
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0WATER ISLAND CREDIT OPPORTUNIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1INVESCO BULLTSHRS 2025 HI YLD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2INVESCO BULLTSHRS 2024 HI YLD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ISHARES TRUST PREFERRED AND IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4ISHARES IBONDS DEC 24 TERM COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5MILLER CONVERTIBLE BOND I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6NEUBERGER BERMAN STRATEGIC INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt035082
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt156767
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt256779
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt356696
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt428392
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt546034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt646034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt033908
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt152324
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt251404
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt345319
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt426728
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt538230
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt639521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1413177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt158624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt168423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2110908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2618390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2715550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2917046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3016934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3114090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt137015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1512646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt166679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1711784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt183145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt197022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt203065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2113084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt249227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt258153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2623356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2719170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2810026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2939451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3030285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3127399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INTL PAPER CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VALE SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PHILIP MORRIS INTERNATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6WALGREENS BOOTS ALLIANCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ALLSTATE CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ASSURANT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BANK OF MONTREAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12METLIFE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PUBLIC STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14WESTERN UNION COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PFIZER COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17LOCKHEED MARTIN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18UNITED PARCEL SVC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20INTEL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22QUALCOMM INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EATON CORPORATION PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ASTRAZENECA PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ISHARES CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ISHARES CORE MSCI EMERGING MAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28INVESCO S & P LOW VOLATILITY E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SPDR PORTFOLIO S&P 600 SMALL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MIDCAP SPDR TR UNIT SER 1
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt027813
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-2331
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt026503
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt026503
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05093
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05093
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010186
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt021547
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt021547
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027713
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027813
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5985
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt060155
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-2331
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021865
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01021
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0246
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0246
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05848
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt032488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt026503
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05848
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010941
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt428416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt427486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc080. ABBVIE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1.029 SPDR PORTFOLIO S&P 600 SMALL CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc216083.02 FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND # 117 - PRM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3514. VODAFONE GROUP PLC NE 20.95238P ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41085. IBONDS DEC 2023 TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2331
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5985
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0641
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0589
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0622730
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0628126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0622089
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031529
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031529
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031529
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031833
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0304
IRS990PF/DistributableAmountGrp/TotalTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0325
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0650
IRS990PF/FMVAssetsEOYAmt0666033
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0628126
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0622089
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09022
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt046105
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt046105
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0354200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0325784
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0287434
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0264904
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0250200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0332494
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0628126
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0622089
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0666033
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0628126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0622089
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0628126
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0622089
IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/InitialReturnInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0646357
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021618
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0624739
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09695
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031833
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0636662
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0646357
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0NORTHWEST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0800 STATE STREET SUIRE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ERIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd016501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt026640
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt026640
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08000 STATE STREET SUITE 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ERIE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd016501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NORTHWEST BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08148715959
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021547
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SPENCER UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0C/O ROB BABBS PRES BD OF TRUSTEES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt095 W FRANKLIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPENCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047460
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021547
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/AppliedToCurrentYearAmt026640
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031529
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026640
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04889
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0259
OtherDecreasesSchedule/OtherDecreasesDetail/Amt158
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2324
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02023 TRANSACTION POSTED IN 2024
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NON-DEDUCTIBLE TAX PAYMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0109
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01021
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0587
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02022 TRANSACTION POSTED IN 2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$622,089
Liabilities
$0
Net assets
$622,089
Revenue
$26,503
Expenses
$32,488
Net income
-$5,985
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.20$0.39$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.27$0.32$0.06