Civic Intelligence

Donald W & Joan K Zerbe

EIN 82-2756858 • Pottsville, PA

Mid Penn Bank PO Box 660Pottsville, PA 17901
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

18th percentile

-40%

Higher net margin than 18% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$900

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 36.1% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

58th percentile

0.6%

Faster asset growth than 58% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

49%

Faster revenue growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$50,652

Up $304 (+0.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$50,652

Up $304 (+0.6%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin18th percentile

Revenue

Up

$2,493

Up $822 (+49%) from 2023

Expenses

Up

$3,483

Up $42 (+1.2%) from 2023

Net Income

Up

-$990

Up $780 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$60K$40K$20K$0Assets 2018: $57,332Liabilities 2018: $0Net Assets 2018: $57,3322018Assets 2019: $55,525Liabilities 2019: $1Net Assets 2019: $55,5252019Assets 2020: $54,064Liabilities 2020: $1Net Assets 2020: $54,0642020Assets 2021: $53,604Liabilities 2021: $1Net Assets 2021: $53,6042021Assets 2022: $52,021Liabilities 2022: $1Net Assets 2022: $52,0212022Assets 2023: $50,348Liabilities 2023: $1Net Assets 2023: $50,3482023Assets 2024: $50,652Liabilities 2024: $0Net Assets 2024: $50,6522024

Highlighted filing

2024

Assets$50,652
Liabilities$0
Net Assets$50,652
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2018: $527Expenses 2018: $3,601Net Income 2018: -$3,0742018Revenue 2019: $1,968Expenses 2019: $3,775Net Income 2019: -$1,8072019Revenue 2020: $2,211Expenses 2020: $3,672Net Income 2020: -$1,4612020Revenue 2021: $2,565Expenses 2021: $3,573Net Income 2021: -$1,0082021Revenue 2022: $1,869Expenses 2022: $3,415Net Income 2022: -$1,5462022Revenue 2023: $1,671Expenses 2023: $3,441Net Income 2023: -$1,7702023Revenue 2024: $2,493Expenses 2024: $3,483Net Income 2024: -$9902024

Highlighted filing

2024

Revenue$2,493
Expenses$3,483
Net Income-$990
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$50,652
Liabilities
$0
Net assets
$50,652
Revenue
$2,493
Expenses
$3,483
Net income
-$990
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.7$0.00$50.7$2.49$3.48$0.99
2023Detailed filing. Detailed filing data is available for this year.$50.3$0.00$50.3$1.67$3.44$1.77
2022Detailed filing. Detailed filing data is available for this year.$52.0$0.00$52.0$1.87$3.42$1.55
2021Detailed filing. Detailed filing data is available for this year.$53.6$0.00$53.6$2.57$3.57$1.01
2020Detailed filing. Detailed filing data is available for this year.$54.1$0.00$54.1$2.21$3.67$1.46
2019Detailed filing. Detailed filing data is available for this year.$55.5$0.00$55.5$1.97$3.78$1.81
2018Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$0.53$3.60$3.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 3, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$900-$900
Filing and Contact Details

Filer

Filer Name
Donald W & Joan K Zerbe
EIN
82-2756858
Phone
5705168325
Address
MID PENN BANK PO BOX 660, POTTSVILLE, PA 17901

Signing Officer

Name
Mid Penn Bank
Title
Trustee
Phone
5705168325
Signed
2025-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Marshall Bohorad Thornburg Price&campion
Address
1940 W NORWEGIAN ST PO BOX 1280, POTTSVILLE, PA 17901-7280
Preparer
Thomas J Campion Jr
Phone
5706221811
Raw XML Appendix253 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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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0LOSS ON SALE OF 40.193 SHS FED HERMES STRAT VALUE
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc1GAIN ON SALE OF 6.229 SHS T ROWE PRICE DIV GWTH
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2GAIN ON SALE OF 7.175 SHS T ROWE PRICE BLUE CHIP
OtherIncreasesSchedule/OtherIncreasesDetail/Desc3GAIN ON SALE OF 6.674 SHS VANGUARD HIGH DIV YIELD
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/CategoryTxt02023 FEDERAL EXCISE TAX
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD W & JOAN K ZERBE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0822756858
ReturnHeader/Filer/PhoneNum05705168325
ReturnHeader/Filer/USAddress/AddressLine1Txt0MID PENN BANK PO BOX 660
ReturnHeader/Filer/USAddress/CityNm0POTTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232039016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARSHALL BOHORAD THORNBURG PRICE&CAMPION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01940 W NORWEGIAN ST PO BOX 1280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POTTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0179017280
ReturnHeader/PreparerPersonGrp/PhoneNum05706221811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS J CAMPION JR
ReturnHeader/ReturnTs02025-05-07T08:27:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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