Civic Intelligence

Charity Gardens Unit Owners' Association Inc

EIN 20-1901772 • 501(c)4 • Lancaster, PA

Profile

Maintain common areas within development.

320 Granite Drive PO Box 3330Lancaster, PA 17604-3330

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.13x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

86th percentile

32%

Higher net margin than 86% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

7.7%

Faster asset growth than 69% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

911%

Faster revenue growth than 99% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$219,131

Up $15,654 (+7.7%) from 2023

Liabilities

Down

$7,315

Down $2,256 (-24%) from 2023

Net Assets

Up

$211,816

Up $17,910 (+9.2%) from 2023

Operations
Liabilities / Revenue81st percentileNet Margin86th percentile

Revenue

Up

$56,313

Up $50,741 (+911%) from 2023

Expenses

Up

$38,403

Up $464 (+1.2%) from 2023

Net Income

Up

$17,910

Up $50,277 (+155%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$300K$200K$100K$0Assets 2011: $118,329Liabilities 2011: $02011Assets 2012: $119,870Liabilities 2012: $02012Assets 2013: $140,814Liabilities 2013: $02013Assets 2014: $181,466Liabilities 2014: $02014Assets 2015: $198,846Liabilities 2015: $02015Assets 2016: $219,611Liabilities 2016: $02016Assets 2017: $234,644Liabilities 2017: $5,3452017Assets 2018: $226,032Liabilities 2018: $12,193Net Assets 2018: $213,8392018Assets 2019: $218,176Liabilities 2019: $7,971Net Assets 2019: $210,2052019Assets 2020: $232,800Liabilities 2020: $11,304Net Assets 2020: $221,4962020Assets 2021: $233,563Liabilities 2021: $10,685Net Assets 2021: $222,8782021Assets 2022: $229,472Liabilities 2022: $3,199Net Assets 2022: $226,2732022Assets 2023: $203,477Liabilities 2023: $9,571Net Assets 2023: $193,9062023Assets 2024: $219,131Liabilities 2024: $7,315Net Assets 2024: $211,8162024

Highlighted filing

2024

Assets$219,131
Liabilities$7,315
Net Assets$211,816
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2011: $50,219Expenses 2011: $38,805Net Income 2011: $11,4142011Revenue 2012: $48,701Expenses 2012: $47,160Net Income 2012: $1,5412012Revenue 2013: $57,673Expenses 2013: $34,912Net Income 2013: $22,7612013Revenue 2014: $85,942Expenses 2014: $45,290Net Income 2014: $40,6522014Revenue 2015: $63,615Expenses 2015: $46,235Net Income 2015: $17,3802015Revenue 2016: $60,317Expenses 2016: $39,552Net Income 2016: $20,7652016Revenue 2017: $54,071Expenses 2017: $42,403Net Income 2017: $11,6682017Revenue 2018: $51,144Expenses 2018: $69,413Net Income 2018: -$18,2692018Revenue 2019: $62,555Expenses 2019: $66,189Net Income 2019: -$3,6342019Revenue 2020: $59,098Expenses 2020: $47,807Net Income 2020: $11,2912020Revenue 2021: $61,251Expenses 2021: $59,869Net Income 2021: $1,3822021Revenue 2022: $55,336Expenses 2022: $51,941Net Income 2022: $3,3952022Revenue 2023: $5,572Expenses 2023: $37,939Net Income 2023: -$32,3672023Revenue 2024: $56,313Expenses 2024: $38,403Net Income 2024: $17,9102024

Highlighted filing

2024

Revenue$56,313
Expenses$38,403
Net Income$17,910
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$219,131
Liabilities
$7,315
Net assets
$211,816
Revenue
$56,313
Expenses
$38,403
Net income
$17,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.07$2.12$0.56$0.38$0.18
2023Detailed filing. Detailed filing data is available for this year.$2.03$0.10$1.94$0.06$0.38$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.03$2.26$0.55$0.52$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.11$2.23$0.61$0.60$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.33$0.11$2.21$0.59$0.48$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.08$2.10$0.63$0.66$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.12$2.14$0.51$0.69$0.18
2017Summary only. Only limited summary data is available for this year.$2.35$0.05$0.54$0.42$0.12
2016Summary only. Only limited summary data is available for this year.$2.20$0.00$0.60$0.40$0.21
2015Summary only. Only limited summary data is available for this year.$1.99$0.00$0.64$0.46$0.17
2014Summary only. Only limited summary data is available for this year.$1.81$0.00$0.86$0.45$0.41
2013Summary only. Only limited summary data is available for this year.$1.41$0.00$0.58$0.35$0.23
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$0.49$0.47$0.02
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.50$0.39$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 31, 2025
Return Version
2024v5.0
Gross Receipts
$56,313
Mission and Program Overview

Mission

Maintain common areas within development

Maintain common areas within development.

Program Services

DescriptionGrantsExpenses
MAINTAIN COMMON AREAS WITHIN DEVELOPMENT.-$20,217
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY MACEPresidentPT$0--
LINDSAY TSHUDYVice PresidePT$0--
TYLER WACKLEYTreasurerPT$0--
ROB SHEMELDSecretaryPT$0--
MARY BEOHMDirector AtPT$0--
Filing and Contact Details

Filer

Filer Name
CHARITY GARDENS UNIT OWNERS'
EIN
20-1901772
Phone
7175690484
Address
320 GRANITE DRIVE PO BOX 3330, LANCASTER, PA 17604-3330

Signing Officer

Name
Amy Mace
Title
President
Phone
7175819847
Signed
2025-07-31
Discuss with paid preparer
Yes

Preparer

Firm
Bertz Hess & Co Llp
Address
36 EAST KING ST, LANCASTER, PA 17602
Preparer
Thomas a Wobber CPA
Phone
7173930767
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous income 220 total 220”

Form 990-ez, Part I, Line 16

“Expenses office supplies 312 travel 15 insurance 2,336 management fees 12,213 administrative costs 141 bank charges 40 federal income tax 1,050 other taxes & fees 66 total 16,173”

Form 990-ez, Part II, Line 24

“Accounts receivable 4,985 3,837 total 4,985 3,837”

Form 990-ez, Part II, Line 26

“Deferred revenue 9,571 7,315”

Raw XML Appendix117 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0LORI VAN GORDEN
IRS990EZ/BooksInCareOfDetail/PhoneNum07175819847
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3330
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017604
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0198492
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0215294
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017910
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01030
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0203477
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0219131
IRS990EZ/GrossReceiptsAmt056313
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08198
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt047895
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0193906
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0211816
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0193906
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0211816
IRS990EZ/OccupancyRentUtltsAndMaintAmt020217
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY MACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LINDSAY TSHUDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TYLER WACKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROB SHEMELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARY BEOHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR AT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04985
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03837
IRS990EZ/OtherExpensesTotalAmt016173
IRS990EZ/OtherRevenueTotalAmt0220
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTAIN COMMON AREAS WITHIN DEVELOPMENT.
IRS990EZ/PrintingPublicationsPostageAmt0983
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN COMMON AREAS WITHIN DEVELOPMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020217
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09571
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07315
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038403
IRS990EZ/TotalProgramServiceExpensesAmt020217
IRS990EZ/TotalRevenueAmt056313
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 220 TOTAL 220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 312 TRAVEL 15 INSURANCE 2,336 MANAGEMENT FEES 12,213 ADMINISTRATIVE COSTS 141 BANK CHARGES 40 FEDERAL INCOME TAX 1,050 OTHER TAXES & FEES 66 TOTAL 16,173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 4,985 3,837 TOTAL 4,985 3,837
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 9,571 7,315
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY MACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07175819847
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITY GARDENS UNIT OWNERS'
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0201901772
ReturnHeader/Filer/PhoneNum07175690484
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 GRANITE DRIVE PO BOX 3330
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0176043330
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231709427
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERTZ HESS & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 EAST KING ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017602
ReturnHeader/PreparerPersonGrp/PhoneNum07173930767
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A WOBBER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-02T12:07:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits