Civic Intelligence

Carl L Fisher Memorial Trust

EIN 45-6228736 • Bellefonte, PA

224 Aspen Ridge WayBellefonte, PA 16823
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-109%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$12,362

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

-5.2%

Faster asset growth than 21% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

39%

Faster revenue growth than 75% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,109,300

Down $61,441 (-5.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,109,300

Down $61,441 (-5.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Up

$56,346

Up $15,831 (+39%) from 2023

Expenses

Down

$117,787

Down $68,543 (-37%) from 2023

Net Income

Up

-$61,441

Up $84,374 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1,360,853Liabilities 2019: $892019Assets 2020: $1,330,827Liabilities 2020: $0Net Assets 2020: $1,330,8272020Assets 2021: $1,339,032Liabilities 2021: $1,427Net Assets 2021: $1,337,6052021Assets 2022: $1,317,695Liabilities 2022: $1,139Net Assets 2022: $1,316,5562022Assets 2023: $1,170,741Liabilities 2023: $0Net Assets 2023: $1,170,7412023Assets 2024: $1,109,300Liabilities 2024: $0Net Assets 2024: $1,109,3002024

Highlighted filing

2024

Assets$1,109,300
Liabilities$0
Net Assets$1,109,300
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100K-$200KRevenue 2019: $56,858Expenses 2019: $26,338Net Income 2019: $30,5202019Revenue 2020: $50,636Expenses 2020: $80,573Net Income 2020: -$29,9372020Revenue 2021: $134,903Expenses 2021: $128,125Net Income 2021: $6,7782021Revenue 2022: $14,901Expenses 2022: $35,950Net Income 2022: -$21,0492022Revenue 2023: $40,515Expenses 2023: $186,330Net Income 2023: -$145,8152023Revenue 2024: $56,346Expenses 2024: $117,787Net Income 2024: -$61,4412024

Highlighted filing

2024

Revenue$56,346
Expenses$117,787
Net Income-$61,441
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,109,300
Liabilities
$0
Net assets
$1,109,300
Revenue
$56,346
Expenses
$117,787
Net income
-$61,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.04$0.19$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.01$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.13$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05$0.08$0.03
2019Summary only. Only limited summary data is available for this year.$1.36$0.00$0.06$0.03$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST NATIONAL TRUST COMPANYCorporate Trustee-$12,362-$12,362
Filing and Contact Details

Filer

Filer Name
Carl L Fisher Memorial Trust
EIN
45-6228736
Phone
8142724113
Address
224 ASPEN RIDGE WAY, BELLEFONTE, PA 16823

Signing Officer

Name
First National Trust
Title
Trustee
Phone
8142724113
Signed
2025-04-14
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 Appendix295 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt060423
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt038546
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012382
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012382
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0111351
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012382
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012382
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt038546
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0232
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0336
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0336
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UIT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt047
TaxesSchedule/TaxesDetail/Amt0148
TaxesSchedule/TaxesDetail/Amt1464
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1US TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0148
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST NATIONAL TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08142724113
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL L FISHER MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0456228736
ReturnHeader/Filer/PhoneNum08142724113
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 ASPEN RIDGE WAY
ReturnHeader/Filer/USAddress/CityNm0BELLEFONTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016823
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02025-05-07T12:34:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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