Kathryn E Bouder Trust UW

990PF • Fiscal year 2023 • EIN 75-6826799

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 14, 2024

Organization Profile

47 E Main StreetEphrata, PA 17522

(717) 733-6576

Siviq Scores

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

0.00x

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

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

0.00x

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

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

45%

Higher net margin than 87% of similar nonprofits.

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

$2,252

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

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

7.2%

Faster asset growth than 64% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

358%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets40th percentile

Assets

$567,585

Up $37,952 (+7.2%) from 2022

Net Assets

$567,585

Up $37,952 (+7.2%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue40th percentile Net Margin87th percentile

Revenue

$80,289

Up $62,761 (+358%) from 2022

Expenses

Down

$44,287

Down $9,166 (-17%) from 2022

Net Income

$36,002

Up $71,927 (+200%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

Highlighted filing

2023

Assets$567,585

Liabilities$0

Net Assets$567,585

Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

Highlighted filing

2023

Revenue$80,289

Expenses$44,287

Net Income$36,002

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Jun 14, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay59th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
EPHRATA NATIONAL BANK	Trustee	PT	$2,252	-	$2,252

Filing and Contact Details

Filer

Filer Name: Kathryn E Bouder Trust Uw
EIN: 75-6826799
Phone: 7177336576
Address: 47 E MAIN STREET, EPHRATA, PA 17522

Signing Officer

Name: Danielle J Beck
Title: VP, Trust Officer
Phone: 7177336576
Signed: 2024-06-14
Discuss with paid preparer: Yes

Preparer

Firm: Trout CPA
Address: 1705 OREGON PIKE, LANCASTER, PA 17601
Preparer: Nelson Randall Weaver
Phone: 7175692900

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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/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	30851
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	30851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	804
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	4953
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	4149
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	804
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	35000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	4149
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4953
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	804
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1950
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ADJ COST BASIS OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	5254
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	5254
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANIELLE J BECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VP, TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7177336576
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KATHRYN E BOUDER TRUST UW
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O EPHRATA NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt	0	KATH
ReturnHeader/Filer/EIN	0	756826799
ReturnHeader/Filer/PhoneNum	0	7177336576
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	47 E MAIN STREET
ReturnHeader/Filer/USAddress/CityNm	0	EPHRATA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	17522
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	231551315
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	TROUT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1705 OREGON PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	17601
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7175692900
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	NELSON RANDALL WEAVER
ReturnHeader/ReturnTs	0	2024-07-09T15:14:56-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DANIELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BECK
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $567,585
Liabilities: $0
Net assets: $567,585
Revenue: $80,289
Expenses: $44,287
Net income: $36,002

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.00	$0.00	$6.00	$0.75	$0.43	$0.32
2023Detailed filing. Detailed filing data is available for this year.	$5.68	$0.00	$5.68	$0.80	$0.44	$0.36
2022Detailed filing. Detailed filing data is available for this year.	$5.30	$0.00	$5.30	$0.18	$0.53	$0.36
2021Detailed filing. Detailed filing data is available for this year.	$5.65	$0.00	$5.65	$0.84	$0.43	$0.41
2020Detailed filing. Detailed filing data is available for this year.	$5.22	$0.00	$5.22	$0.57	$0.41	$0.16
2019Detailed filing. Detailed filing data is available for this year.	$5.06	$0.00	$5.06	$0.61	$0.63	$0.02