Civic Intelligence

Helen M Watson Trust for Spca

990PF • Fiscal year 2023 • EIN 20-6765680

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

11th percentile

-66%

Higher net margin than 11% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.5%

Faster asset growth than 43% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-37%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$466,599

Down $12,104 (-2.5%) from 2022

Net Assets

Down

$466,599

Down $12,104 (-2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin11th percentile

Revenue

Down

$18,381

Down $10,703 (-37%) from 2022

Expenses

Down

$30,485

Down $6,440 (-17%) from 2022

Net Income

Down

-$12,104

Down $4,263 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$466,599
Liabilities$0
Net Assets$466,599
Open 2023 Filing

Operations Trend

Revenue Growth16th 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

2023

Revenue$18,381
Expenses$30,485
Net Income-$12,104
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-05-06

Preparer

Firm
Lori Moore CPA & Associates LLC
Address
439 BROAD ST, MONTOURSVILLE, PA 17754
Preparer
Lori a Moore CPA
Phone
5703681900
Raw XML Appendix257 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0995
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0995
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12023-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22023-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42019-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc020,000 PACIFIC PREMIER BANK CD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc110,000 SANTANDER BANK CD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc210,000 SECURITY FIRST BANK CD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc320,000 BEAL BANK USA CD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc45,500 GOLDMAN SACHS TR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt020000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt110000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt210000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt320000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt45500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt020000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt110000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt210000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt320000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt45500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02023-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22023-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42023-06
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt021816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1375816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt046097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1424443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS AND OPTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt050000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CD'S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt050023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt010804
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt05536
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01689
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt018029
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt018029
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05536
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025165
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025165
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010804
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010804
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12104
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt071036
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01689
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01689
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05536
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013927
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04102
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0223
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt030485
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt018029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt018381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01218
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04102
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05536
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12104
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0466599
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0478703
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0466599
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025327
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025327
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025327
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025521
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0194
IRS990PF/DistributableAmountGrp/TotalTaxAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0194
IRS990PF/FMVAssetsEOYAmt0539530
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0403132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0397632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0470540
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt040000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt050023
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0478703
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0466599
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt035571
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt018967
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt018967
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0478703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0466599
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0539530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0478703
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0466599
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0478703
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0466599
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0518197
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt030272
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0487925
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07773
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025521
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0510424
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0518197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANDREW GALLAGHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02705 ORCHARD AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTOURSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd017754
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt026383
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt026383
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT EARNINGS ARE THE SOLE SOURCE OF FUNDS WHICH
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1ENABLE THE TRUST TO MAKE GRANTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVESTMENT EARNINGS ARE THE SOLE SOURCE OF FUNDS WHICH ENABLE 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/Amt025165
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/TotalGrantOrContriPdDurYrAmt025165
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/AppliedToCurrentYearAmt025327
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05916
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0542
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03306
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012200
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0542
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03306
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026383
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01056
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt012200
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011144
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04102
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04102
TaxesSchedule/TaxesDetail/Amt0223
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0223
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW GALLAGHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703210818
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A MOORE CPA
ReturnHeader/ReturnTs02024-05-08T11:29:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GALLAGHER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$466,599
Liabilities
$0
Net assets
$466,599
Revenue
$18,381
Expenses
$30,485
Net income
-$12,104
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