S W Kasey 21 39823

Citizens Fidelity Bank & Tr Co

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,720
Expenses
$18,960
Net Income
-$2,240
Net Assets
$277,492
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,078
48.3%
Sales of Assets $8,642
51.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,197
80.2%
Compensation of Officers* $4,506
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $277,492
Total Liabilities $0
Net Assets $277,492
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,506 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,544
Expenses
$19,316
Net Income
-$12,772
Net Assets
$279,355
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,378
> 100%
Sales of Assets -$1,065
Other Income $231
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,301
79.2%
Compensation of Officers* $4,160
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $279,355
Total Liabilities $0
Net Assets $279,355
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,160 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$828
Expenses
$22,398
Net Income
-$21,570
Net Assets
$292,258
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,795
> 100%
Sales of Assets -$5,967
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,593
78.5%
Compensation of Officers* $4,406
19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $292,258
Total Liabilities $0
Net Assets $292,258
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,406 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,170
Expenses
$20,535
Net Income
$6,635
Net Assets
$313,579
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,031
29.6%
Sales of Assets $18,656
68.7%
Other Income $483
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,578
75.9%
Compensation of Officers* $5,129
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $313,579
Total Liabilities $0
Net Assets $313,579
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $5,129 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,193
Expenses
$19,941
Net Income
-$9,748
Net Assets
$306,894
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,658
75.1%
Sales of Assets $1,874
18.4%
Other Income $661
6.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,288
76.7%
Compensation of Officers* $4,401
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $306,895
Total Liabilities $1
Net Assets $306,894
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,401 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,428
Expenses
$21,500
Net Income
$13,928
Net Assets
$317,239
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,045
22.7%
Sales of Assets $27,383
77.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,586
67.8%
Compensation of Officers* $4,358
20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $317,240
Total Liabilities $1
Net Assets $317,239
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,358 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,237
Expenses
$20,791
Net Income
$63,446
Net Assets
$303,316
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,315
8.7%
Sales of Assets $76,922
91.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,042
77.2%
Compensation of Officers* $4,391
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $303,316
Total Liabilities $0
Net Assets $303,316
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,391 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,554
Expenses
$19,696
Net Income
$5,858
Net Assets
$239,871
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,495
29.3%
Sales of Assets $18,036
70.6%
Other Income $23
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,570
79.1%
Compensation of Officers* $4,309
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $239,871
Total Liabilities $0
Net Assets $239,871
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $4,309 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,810
Expenses
$19,630
Net Income
-$9,820
Net Assets
$234,013
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,452
65.8%
Sales of Assets $3,108
31.7%
Other Income $250
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,092
82.0%
Compensation of Officers* $3,664
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $234,013
Total Liabilities $0
Net Assets $234,013
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,664 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,180
Expenses
$20,069
Net Income
-$4,889
Net Assets
$243,834
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,730
44.3%
Sales of Assets $8,450
55.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,178
80.6%
Compensation of Officers* $3,730
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $243,834
Total Liabilities $0
Net Assets $243,834
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,730 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,718
Expenses
$19,607
Net Income
$5,111
Net Assets
$248,724
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,705
35.2%
Sales of Assets $16,013
64.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,259
77.8%
Compensation of Officers* $3,736
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $248,724
Total Liabilities $0
Net Assets $248,724
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $3,736 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,627
Expenses
$15,242
Net Income
$10,385
Net Assets
$257,561
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,819
26.6%
Sales of Assets $18,808
73.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,879
91.1%
Compensation of Officers* $1,248
8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $257,561
Total Liabilities $0
Net Assets $257,561
Compensation
Key Employees and Officers Compensation Other
Pnc Bankna (Trustee) $1,248 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,007
Expenses
$14,285
Net Income
-$4,278
Net Assets
$247,175
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $6,398
63.9%
Sales of Assets $3,608
36.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,964
90.8%
Compensation of Officers* $1,202
8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $247,176
Total Liabilities $1
Net Assets $247,175

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,833
Expenses
$15,272
Net Income
-$5,439
Net Assets
$251,453
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $6,473
65.8%
Sales of Assets $3,359
34.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,315
93.7%
Compensation of Officers* $686
4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $251,454
Total Liabilities $1
Net Assets $251,453

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us