Civic Intelligence

Phyllis M Clark Memorial Scholarship Trust

990PF • Fiscal year 2023 • EIN 47-6871437

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 06, 2024

Organization Profile
120 E Washington StreetClarinda, IA 51632

(712) 542-5661

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-98%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,827

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-1.9%

Faster asset growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-61%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$238,984

Flat from 2023

Net Assets

$238,984

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Flat

$11,106

Flat from 2023

Expenses

Flat

$21,977

Flat from 2023

Net Income

Flat

-$10,871

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2015: $244,414Liabilities 2015: $02015Assets 2016: $224,348Liabilities 2016: $0Net Assets 2016: $224,3482016Assets 2019: $240,319Liabilities 2019: $02019Assets 2020: $220,632Liabilities 2020: $0Net Assets 2020: $220,6322020Assets 2021: $228,354Liabilities 2021: $0Net Assets 2021: $228,3542021Assets 2022: $243,612Liabilities 2022: $0Net Assets 2022: $243,6122022Assets 2023: $238,984Liabilities 2023: $0Net Assets 2023: $238,9842023Assets 2023: $238,984Liabilities 2023: $12023

Highlighted filing

2023

Assets$238,984
Liabilities$0
Net Assets$238,984
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $254,671Expenses 2015: $10,257Net Income 2015: $244,4142015Revenue 2016: $6,234Expenses 2016: $13,137Net Income 2016: -$6,9032016Revenue 2019: $7,907Expenses 2019: $17,910Net Income 2019: -$10,0032019Revenue 2020: $8,248Expenses 2020: $12,854Net Income 2020: -$4,6062020Revenue 2021: $5,993Expenses 2021: $12,769Net Income 2021: -$6,7762021Revenue 2022: $28,575Expenses 2022: $13,035Net Income 2022: $15,5402022Revenue 2023: $11,106Expenses 2023: $21,977Net Income 2023: -$10,8712023Revenue 2023: $11,106Expenses 2023: $21,977Net Income 2023: -$10,8712023

Highlighted filing

2023

Revenue$11,106
Expenses$21,977
Net Income-$10,871
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PCSB BANKTrustee-$1,827-$1,827
Filing and Contact Details

Filer

Filer Name
Phyllis M Clark Memorial Scholarsh
EIN
47-6871437
Phone
7125425661
Address
120 E WASHINGTON STREET, CLARINDA, IA 51632

Signing Officer

Name
Pcsb Bank
Title
Trustee
Phone
7125425661
Signed
2024-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Watson & Ryan Plc
Address
535 W BROADWAY STE 200, COUNCIL BLUFFS, IA 51503-0831
Preparer
Kyle a Marcum
Phone
7123220448
Raw XML Appendix333 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0199811
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0199811
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044271
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018824
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011361
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018824
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018824
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt055719
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036895
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0568
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WATSON & RYAN
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0567
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01135
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0567
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RJ WIRE/MISC FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt029
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06243
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENTS WITHIN RJ ACCOUNT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01294
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RAYMOND JAMES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01294
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01294
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04990
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1845
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2103
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt383
TaxesSchedule/TaxesDetail/Amt0377
TaxesSchedule/TaxesDetail/Amt14990
TaxesSchedule/TaxesDetail/Amt2845
TaxesSchedule/TaxesDetail/Amt3103
TaxesSchedule/TaxesDetail/Amt483
TaxesSchedule/TaxesDetail/CategoryTxt0990 EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2IOWA TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt3FEDERAL OTHER PAID
TaxesSchedule/TaxesDetail/CategoryTxt4FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt04990
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1845
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2103
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt383
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04990
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1845
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2103
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt383
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PCSB BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07125425661
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHYLLIS M CLARK MEMORIAL SCHOLARSH
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0476871437
ReturnHeader/Filer/PhoneNum07125425661
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 E WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0CLARINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051632
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454237447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATSON & RYAN PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0535 W BROADWAY STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COUNCIL BLUFFS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0515030831
ReturnHeader/PreparerPersonGrp/PhoneNum07123220448
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE A MARCUM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-15T13:53:14-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITMORE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$238,984
Liabilities
$0
Net assets
$238,984
Revenue
$11,106
Expenses
$21,977
Net income
-$10,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.11$0.22$0.11
2023Summary only. Only limited summary data is available for this year.$2.39$0.00$0.11$0.22$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.29$0.13$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.06$0.13$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.08$0.13$0.05
2019Summary only. Only limited summary data is available for this year.$2.40$0.00$0.08$0.18$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.06$0.13$0.07
2015Summary only. Only limited summary data is available for this year.$2.44$0.00$2.55$0.10$2.44