Civic Intelligence

Helen M Watson Trust for Spca

990PF • Fiscal year 2015 • EIN 20-6765680

Jan 01, 2015 to Dec 31, 2015 • Filed on May 02, 2016

Organization Profile
2040 Bentley DriveWilliamsport, PA 17701-1958

(570) 322-0410

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

6th percentile

-115%

Higher net margin than 6% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

30th percentile

-3.5%

Faster asset growth than 30% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$586,639

Down $21,487 (-3.5%) from 2014

Net Assets

$586,639

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin6th percentile

Revenue

Down

$18,680

Down $19,313 (-51%) from 2014

Expenses

Down

$40,167

Down $770 (-1.9%) from 2014

Net Income

Down

-$21,487

Down $18,543 (-630%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$800K$600K$400K$200K$0Assets 2011: $597,296Liabilities 2011: $02011Assets 2012: $608,950Liabilities 2012: $02012Assets 2013: $611,070Liabilities 2013: $02013Assets 2014: $608,126Liabilities 2014: $02014Assets 2015: $586,639Liabilities 2015: $0Net Assets 2015: $586,6392015Assets 2016: $456,709Liabilities 2016: $0Net Assets 2016: $456,7092016Assets 2017: $510,608Liabilities 2017: $0Net Assets 2017: $510,6082017Assets 2018: $522,071Liabilities 2018: $0Net Assets 2018: $522,0712018Assets 2019: $515,540Liabilities 2019: $0Net Assets 2019: $515,5402019Assets 2020: $494,397Liabilities 2020: $0Net Assets 2020: $494,3972020Assets 2021: $486,544Liabilities 2021: $0Net Assets 2021: $486,5442021Assets 2022: $478,703Liabilities 2022: $0Net Assets 2022: $478,7032022Assets 2023: $466,599Liabilities 2023: $0Net Assets 2023: $466,5992023Assets 2024: $502,750Liabilities 2024: $0Net Assets 2024: $502,7502024

Highlighted filing

2015

Assets$586,639
Liabilities$0
Net Assets$586,639
Open 2015 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$0-$100K-$200KRevenue 2011: $13,963Expenses 2011: $38,601Net Income 2011: -$24,6382011Revenue 2012: $49,603Expenses 2012: $37,949Net Income 2012: $11,6542012Revenue 2013: $40,783Expenses 2013: $38,663Net Income 2013: $2,1202013Revenue 2014: $37,993Expenses 2014: $40,937Net Income 2014: -$2,9442014Revenue 2015: $18,680Expenses 2015: $40,167Net Income 2015: -$21,4872015Revenue 2016: -$100,123Expenses 2016: $31,292Net Income 2016: -$131,4152016Revenue 2017: $85,485Expenses 2017: $31,586Net Income 2017: $53,8992017Revenue 2018: $43,803Expenses 2018: $32,340Net Income 2018: $11,4632018Revenue 2019: $28,032Expenses 2019: $34,563Net Income 2019: -$6,5312019Revenue 2020: $12,325Expenses 2020: $33,468Net Income 2020: -$21,1432020Revenue 2021: $26,459Expenses 2021: $34,312Net Income 2021: -$7,8532021Revenue 2022: $29,084Expenses 2022: $36,925Net Income 2022: -$7,8412022Revenue 2023: $18,381Expenses 2023: $30,485Net Income 2023: -$12,1042023Revenue 2024: $69,420Expenses 2024: $33,269Net Income 2024: $36,1512024

Highlighted filing

2015

Revenue$18,680
Expenses$40,167
Net Income-$21,487
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 2, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAROLD D HERSHBERGER JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Helen M Watson Trust for Spca
EIN
20-6765680
Phone
5703220410
Address
2040 BENTLEY DRIVE, WILLIAMSPORT, PA 17701-1958

Signing Officer

Name
Harold D Hershberger Jr
Title
Trustee
Phone
5703220410
Signed
2016-05-02

Preparer

Firm
Lori Moore CPA & Associates LLC
Address
439 BROAD ST, MONTOURSVILLE, PA 17754
Preparer
Lori a Moore CPA
Phone
5703681900
Raw XML Appendix313 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0205749
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS AND OPTIONS
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HAROLD D HERSHBERGER JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02040 BENTLY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILLIAMSPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05703220410
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO OPERATE ANIMAL SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LYCOMING COUNTY SPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02805 REACH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WILLIAMSPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028379
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01671
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01671
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012359
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01017
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0912
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035523
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07144
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06886
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0776
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0776
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04599
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADMIN EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04599
TaxesSchedule/TaxesDetail/Amt0173
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0173
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD D HERSHBERGER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703220410
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN M WATSON TRUST FOR SPCA
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0206765680
ReturnHeader/Filer/PhoneNum05703220410
ReturnHeader/Filer/USAddress/AddressLine1Txt02040 BENTLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0177011958
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273635278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORI MOORE CPA & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0439 BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTOURSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017754
ReturnHeader/PreparerPersonGrp/PhoneNum05703681900
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A MOORE CPA
ReturnHeader/ReturnTs02016-05-10T10:46:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$586,639
Liabilities
$0
Net assets
$586,639
Revenue
$18,680
Expenses
$40,167
Net income
-$21,487
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.69$0.33$0.36
2023Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.18$0.30$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.29$0.37$0.08
2021Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.26$0.34$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.12$0.33$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.28$0.35$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.44$0.32$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.85$0.32$0.54
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$1.00$0.31$1.31
2015Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.19$0.40$0.21
2014Summary only. Only limited summary data is available for this year.$6.08$0.00$0.38$0.41$0.03
2013Summary only. Only limited summary data is available for this year.$6.11$0.00$0.41$0.39$0.02
2012Summary only. Only limited summary data is available for this year.$6.09$0.00$0.50$0.38$0.12
2011Summary only. Only limited summary data is available for this year.$5.97$0.00$0.14$0.39$0.25