Civic Intelligence

Helen M Watson Trust for Spca

990PF • Fiscal year 2019 • EIN 20-6765680

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 10, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

16th percentile

-23%

Higher net margin than 16% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

36th percentile

-1.3%

Faster asset growth than 36% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$515,540

Down $6,531 (-1.3%) from 2018

Net Assets

Down

$515,540

Down $6,531 (-1.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin16th percentile

Revenue

Down

$28,032

Down $15,771 (-36%) from 2018

Expenses

Up

$34,563

Up $2,223 (+6.9%) from 2018

Net Income

Down

-$6,531

Down $17,994 (-157%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$515,540
Liabilities$0
Net Assets$515,540
Open 2019 Filing

Operations Trend

Revenue Growth10th 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

2019

Revenue$28,032
Expenses$34,563
Net Income-$6,531
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 10, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW GALLAGHERTrustee-$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
2020-03-10

Preparer

Firm
Lori Moore CPA & Associates LLC
Address
439 BROAD ST, MONTOURSVILLE, PA 17754
Preparer
Lori a Moore CPA
Phone
5703681900
Raw XML Appendix325 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/StockNm0STOCKS AND OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3ENABLE THE TRUST TO MAKE GRANTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ANDREW GALLAGHER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02705 ORCHARD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTOURSVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017754
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05703210818
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028703
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/TotalGrantOrContriPdDurYrAmt028703
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/AppliedToCurrentYearAmt026788
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0455
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01548
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07144
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02185
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02185
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012453
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0455
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01548
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07144
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030094
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03306
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014638
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011332
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04188
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04188
TaxesSchedule/TaxesDetail/Amt0441
TaxesSchedule/TaxesDetail/Amt1281
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0441
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0281
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW GALLAGHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703210818
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-10
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/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/PreparationDt02020-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A MOORE CPA
ReturnHeader/ReturnTs02020-03-10T16:38:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$515,540
Liabilities
$0
Net assets
$515,540
Revenue
$28,032
Expenses
$34,563
Net income
-$6,531
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