Civic Intelligence

Helen M Watson Trust for Spca

990PF • Fiscal year 2018 • EIN 20-6765680

Jan 01, 2018 to Dec 31, 2018 • Filed on May 05, 2019

Organization Profile
2705 Orchard AvenueMontoursville, PA 17754

(570) 321-0818

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

55th percentile

2.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$522,071

Up $11,463 (+2.2%) from 2017

Net Assets

Up

$522,071

Up $11,463 (+2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin80th percentile

Revenue

Down

$43,803

Down $41,682 (-49%) from 2017

Expenses

Up

$32,340

Up $754 (+2.4%) from 2017

Net Income

Down

$11,463

Down $42,436 (-79%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$522,071
Liabilities$0
Net Assets$522,071
Open 2018 Filing

Operations Trend

Revenue Growth6th 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

2018

Revenue$43,803
Expenses$32,340
Net Income$11,463
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 5, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

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

Filer

Filer Name
Helen M Watson Trust for Spca
EIN
20-6765680
Phone
5703210818
Address
2705 ORCHARD AVENUE, MONTOURSVILLE, PA 17754

Signing Officer

Name
Andrew Gallagher
Title
Trustee
Phone
5703210818
Signed
2019-05-05

Preparer

Firm
Lori Moore CPA & Associates LLC
Address
439 BROAD ST, MONTOURSVILLE, PA 17754
Preparer
Lori a Moore CPA
Phone
5703681900
Raw XML Appendix300 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026000
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/TotalGrantOrContriPdDurYrAmt026000
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/AppliedToCurrentYearAmt027514
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt038
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0979
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0455
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01548
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07144
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02185
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027514
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012311
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012349
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0728
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0728
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04564
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04564
TaxesSchedule/TaxesDetail/Amt0564
TaxesSchedule/TaxesDetail/Amt1262
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0564
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0262
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW GALLAGHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703210818
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN M WATSON TRUST FOR SPCA
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0206765680
ReturnHeader/Filer/PhoneNum05703210818
ReturnHeader/Filer/USAddress/AddressLine1Txt02705 ORCHARD AVENUE
ReturnHeader/Filer/USAddress/CityNm0MONTOURSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017754
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08AE7A7985622D0299A6D121F26C0752C747F2B2F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD5B51CC0EDEE49CD7EDB8BF081A983F656289D0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:39:33
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/PreparationDt02019-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A MOORE CPA
ReturnHeader/ReturnTs02019-05-07T14:39:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$522,071
Liabilities
$0
Net assets
$522,071
Revenue
$43,803
Expenses
$32,340
Net income
$11,463
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