Civic Intelligence

Heritage Regional Library Fdn

EIN 01-0800764 • 501(c)3 • Charles City, VA

Profile

To build, equip, and maintain public libraries for new kent county, virginia and charles city county, virginia.

11400 Goose Pond LnCharles City, VA 23030

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-1445%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$122,475

Down $1,185 (-1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$122,475

Down $1,185 (-1.0%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Down

$82

Down $5,881 (-99%) from 2021

Expenses

Down

$1,267

Down $23,160 (-95%) from 2021

Net Income

Up

-$1,185

Up $17,279 (+94%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $163,346Net Assets 2010: $163,3462010Assets 2011: $269,061Liabilities 2011: $0Net Assets 2011: $269,0612011Assets 2012: $555,125Liabilities 2012: $0Net Assets 2012: $555,1252012Assets 2013: $561,188Liabilities 2013: $0Net Assets 2013: $561,1882013Assets 2014: $530,408Liabilities 2014: $0Net Assets 2014: $530,4082014Assets 2015: $531,599Liabilities 2015: $0Net Assets 2015: $531,5992015Assets 2016: $531,820Liabilities 2016: $0Net Assets 2016: $531,8202016Assets 2017: $671,302Liabilities 2017: $0Net Assets 2017: $671,3022017Assets 2018: $1,003,163Liabilities 2018: $0Net Assets 2018: $1,003,1632018Assets 2019: $136,436Liabilities 2019: $0Net Assets 2019: $136,4362019Assets 2020: $142,124Liabilities 2020: $0Net Assets 2020: $142,1242020Assets 2021: $123,660Liabilities 2021: $0Net Assets 2021: $123,6602021Assets 2022: $122,475Liabilities 2022: $0Net Assets 2022: $122,4752022

Highlighted filing

2022

Assets$122,475
Liabilities$0
Net Assets$122,475
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2010: $195,564Expenses 2010: $158,132Net Income 2010: $37,4322010Expenses 2011: $168,8042011Expenses 2012: $25,8752012Revenue 2013: $21,835Expenses 2013: $15,772Net Income 2013: $6,0632013Revenue 2014: $1,170Expenses 2014: $31,950Net Income 2014: -$30,7802014Revenue 2015: $1,310Expenses 2015: $119Net Income 2015: $1,1912015Revenue 2016: $1,478Expenses 2016: $1,257Net Income 2016: $2212016Revenue 2017: $227,489Expenses 2017: $88,007Net Income 2017: $139,4822017Revenue 2018: $355,948Expenses 2018: $24,086Net Income 2018: $331,8622018Revenue 2019: $137,594Expenses 2019: $1,004,321Net Income 2019: -$866,7272019Revenue 2020: $20,838Expenses 2020: $15,150Net Income 2020: $5,6882020Revenue 2021: $5,963Expenses 2021: $24,427Net Income 2021: -$18,4642021Revenue 2022: $82Expenses 2022: $1,267Net Income 2022: -$1,1852022

Highlighted filing

2022

Revenue$82
Expenses$1,267
Net Income-$1,185
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,475
Liabilities
$0
Net assets
$122,475
Revenue
$82
Expenses
$1,267
Net income
-$1,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.02$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.14$1.00$0.87
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.36$0.02$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.23$0.09$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.03$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.02$0.02$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$0.20$0.16$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 1, 2023
Return Version
2022v5.0
Gross Receipts
$82
Mission and Program Overview

Mission

To build, equip, and maintain public libraries for new kent county, virginia and charles city county, virginia.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION HAS CAMPAIGNED TO HAVE LIBRARIES BUILT IN CHARLES CITY COUNTY, VIRGINIA AND NEW KENT COUNTY, VIRGINIA SINCE ITS INCEPTION. A LIBRARY WAS APPROVED TO BE BUILT BY REFERENDUM IN CHARLES CITY COUNTY DURING 2016. DURING 2017 THE NEW KENT LIBRARY WAS COMPLETED AND OPENED TO THE PUBLIC. THE FOUNDATION ASSISTED WITH THE PURCHASE OF FURNITURE AND EQUIPMENT AND WITH MARKETING. THE CHARLES CITY COUNTY LIBRARY WAS COMPLETED AND OPENED TO THE PUBLIC IN 2019. THE FOUNDATION EXPECTS TO CONTINUE TO ASSIST BOTH LIBRARIES THROUGH MARKETING, MAINTENANCE, AND IMPROVEMENTS.-$147
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE MILESPresident-$0--
JULIA BOYDSecretary-$0--
JAMES A TYLER JRTreasurer-$0--
ROBERT NELMSDirector-$0--
WILLIAM O'KEEFEVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Regional Library Fdn
EIN
01-0800764
Phone
8048292012
Address
11400 GOOSE POND LN, CHARLES CITY, VA 23030

Signing Officer

Name
James a Tyler Jr
Title
Treasurer
Phone
8048292012
Signed
2023-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Wellscoleman
Address
5004 MONUMENT AVE, RICHMOND, VA 23230
Preparer
Rebecca J Tres
Phone
8043581150
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses program expenses 147 state corp. Commission 70 total 217”

Form 990-ez, Part III

“To build, equip, and maintain public libraries for new kent county, virginia and charles city county, virginia.”

Form 990-ez, Part III, Line 28

“The foundation has campaigned to have libraries built in charles city county, virginia and new kent county, virginia since its inception. A library was approved to be built by referendum in charles city county during 2016. During 2017 the new kent library was completed and opened to the public. The foundation assisted with the purchase of furniture and equipment and with marketing. The charles city county library was completed and opened to the public in 2019. The foundation expects to continue to assist both libraries through marketing, maintenance, and improvements.”

Raw XML Appendix137 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08048292012
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011400 GOOSE POND LN
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLES CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0123660
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0122475
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1185
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01050
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0123660
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0122475
IRS990EZ/GrossReceiptsAmt082
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt018
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123660
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0122475
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123660
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0122475
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVE MILES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JULIA BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES A TYLER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT NELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM O'KEEFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0217
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BUILD, EQUIP, AND MAINTAIN PUBLIC LIBRARIES FOR NEW KENT COUNTY, VIRGINIA AND CHARLES CITY COUNTY, VIRGINIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION HAS CAMPAIGNED TO HAVE LIBRARIES BUILT IN CHARLES CITY COUNTY, VIRGINIA AND NEW KENT COUNTY, VIRGINIA SINCE ITS INCEPTION. A LIBRARY WAS APPROVED TO BE BUILT BY REFERENDUM IN CHARLES CITY COUNTY DURING 2016. DURING 2017 THE NEW KENT LIBRARY WAS COMPLETED AND OPENED TO THE PUBLIC. THE FOUNDATION ASSISTED WITH THE PURCHASE OF FURNITURE AND EQUIPMENT AND WITH MARKETING. THE CHARLES CITY COUNTY LIBRARY WAS COMPLETED AND OPENED TO THE PUBLIC IN 2019. THE FOUNDATION EXPECTS TO CONTINUE TO ASSIST BOTH LIBRARIES THROUGH MARKETING, MAINTENANCE, AND IMPROVEMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0147
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01267
IRS990EZ/TotalProgramServiceExpensesAmt0147
IRS990EZ/TotalRevenueAmt082
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0135060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0351475
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0513349
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04473
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07076
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98640
IRS990ScheduleA/PublicSupportPY170Pct00.98980
IRS990ScheduleA/PublicSupportTotal170Amt0513349
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt064
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0135060
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0351475
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0513349
IRS990ScheduleA/TotalSupportAmt0520425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES PROGRAM EXPENSES 147 STATE CORP. COMMISSION 70 TOTAL 217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO BUILD, EQUIP, AND MAINTAIN PUBLIC LIBRARIES FOR NEW KENT COUNTY, VIRGINIA AND CHARLES CITY COUNTY, VIRGINIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION HAS CAMPAIGNED TO HAVE LIBRARIES BUILT IN CHARLES CITY COUNTY, VIRGINIA AND NEW KENT COUNTY, VIRGINIA SINCE ITS INCEPTION. A LIBRARY WAS APPROVED TO BE BUILT BY REFERENDUM IN CHARLES CITY COUNTY DURING 2016. DURING 2017 THE NEW KENT LIBRARY WAS COMPLETED AND OPENED TO THE PUBLIC. THE FOUNDATION ASSISTED WITH THE PURCHASE OF FURNITURE AND EQUIPMENT AND WITH MARKETING. THE CHARLES CITY COUNTY LIBRARY WAS COMPLETED AND OPENED TO THE PUBLIC IN 2019. THE FOUNDATION EXPECTS TO CONTINUE TO ASSIST BOTH LIBRARIES THROUGH MARKETING, MAINTENANCE, AND IMPROVEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES A TYLER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08048292012
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE REGIONAL LIBRARY FDN
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0010800764
ReturnHeader/Filer/PhoneNum08048292012
ReturnHeader/Filer/USAddress/AddressLine1Txt011400 GOOSE POND LN
ReturnHeader/Filer/USAddress/CityNm0CHARLES CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540593442
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELLSCOLEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05004 MONUMENT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023230
ReturnHeader/PreparerPersonGrp/PhoneNum08043581150
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA J TRES
ReturnHeader/ReturnTs02023-10-10T15:39:23-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JZMES A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TYLER JR
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.