Civic Intelligence

Upper Leacock Township War Memorial Association

990PF • Fiscal year 2014 • EIN 23-1393201

Jun 01, 2013 to May 31, 2014 • Filed on Sep 09, 2014

54 West Main Street17540

(717) 859-3370

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$2,547

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

66th percentile

9.2%

Faster asset growth than 66% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

46th percentile

-0.5%

Faster revenue growth than 46% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Up

$269,916

Up $22,790 (+9.2%) from 2013

Net Assets

Up

$266,999

Up $22,254 (+9.1%) from 2013

Liabilities

Up

$2,917

Up $536 (+23%) from 2013

Revenue

$71,019

No earlier filing loaded for comparison.

Expenses

Down

$48,765

Down $1,949 (-3.8%) from 2013

Net Income

$22,254

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $188,504Liabilities 2011: $2,594Net Assets 2011: $185,9102011Assets 2012: $216,026Liabilities 2012: $2,6752012Assets 2013: $247,126Liabilities 2013: $2,381Net Assets 2013: $244,7452013Assets 2014: $269,916Liabilities 2014: $2,917Net Assets 2014: $266,9992014Assets 2015: $296,140Liabilities 2015: $2,756Net Assets 2015: $293,3842015Assets 2016: $314,022Liabilities 2016: $1,789Net Assets 2016: $312,2332016Assets 2017: $324,093Liabilities 2017: $2,246Net Assets 2017: $321,8472017Assets 2018: $389,474Liabilities 2018: $2,144Net Assets 2018: $387,3302018Assets 2019: $390,950Liabilities 2019: $2,250Net Assets 2019: $388,7002019Assets 2020: $328,138Liabilities 2020: $2,228Net Assets 2020: $325,9102020Assets 2021: $321,097Liabilities 2021: $2,000Net Assets 2021: $319,0972021Assets 2022: $358,638Liabilities 2022: $2,000Net Assets 2022: $356,6382022Assets 2023: $354,731Liabilities 2023: $2,000Net Assets 2023: $352,7312023Assets 2024: $348,662Liabilities 2024: $2,000Net Assets 2024: $346,6622024Assets 2025: $347,913Liabilities 2025: $2,000Net Assets 2025: $345,9132025

Highlighted filing

2014

Assets$269,916
Liabilities$2,917
Net Assets$266,999

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $39,6902011Revenue 2012: $71,679Expenses 2012: $44,238Net Income 2012: $27,4412012Expenses 2013: $50,7142013Revenue 2014: $71,019Expenses 2014: $48,765Net Income 2014: $22,2542014Revenue 2015: $75,617Expenses 2015: $49,232Net Income 2015: $26,3852015Revenue 2016: $69,140Expenses 2016: $50,291Net Income 2016: $18,8492016Revenue 2017: $79,103Expenses 2017: $69,489Net Income 2017: $9,6142017Revenue 2018: $122,577Expenses 2018: $57,094Net Income 2018: $65,4832018Revenue 2019: $72,093Expenses 2019: $70,723Net Income 2019: $1,3702019Revenue 2020: $67,160Expenses 2020: $129,950Net Income 2020: -$62,7902020Revenue 2021: $46,628Expenses 2021: $53,441Net Income 2021: -$6,8132021Revenue 2022: $93,399Expenses 2022: $55,858Net Income 2022: $37,5412022Revenue 2023: $61,290Expenses 2023: $65,197Net Income 2023: -$3,9072023Revenue 2024: $60,312Expenses 2024: $66,381Net Income 2024: -$6,0692024Revenue 2025: $54,860Expenses 2025: $55,609Net Income 2025: -$7492025

Highlighted filing

2014

Revenue$71,019
Expenses$48,765
Net Income$22,254
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Sep 9, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET STUFFTreasurer/Bookkeeper-$2,547-$2,547
ROBERT ZOOKPresidentPT$0--
NANCY GEORGETrustee-$0--
DEAN GROSSTrustee-$0--
HAROLD HOOVERTrustee-$0--
BARRY KRICKTrustee-$0--
JUDY MCKINLEYTrustee-$0--
CRAIG PATTERSONTrustee-$0--
GENE RODGERSTrustee-$0--
BARBARA ZOOKTrusteePT$0--
ROBERT RANCKTrustee-$0--
CONNIE GROSSTrustee-$0--
CARL PICKELTrustee-$0--
Filing and Contact Details

Filer

EIN
23-1393201
Phone
7178593370

Signing Officer

Name
Robert Zook
Title
President
Phone
7178593370
Signed
2014-09-09
Discuss with paid preparer
Yes

Preparer

Preparer
Robert J Bertz CPA
Phone
7173930767
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07119
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt026748
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033867
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt02547
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0509
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02547
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt028416
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt08940
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt01483
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt08940
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt022254
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt015847
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt015847
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt015847
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07119
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt07111
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt019381
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt03666
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05263
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt023046
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt05850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02407
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0311
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt026748
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt026748
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt04385
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0870
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt042603
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt042603
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt071019
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt042603
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06073
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08736
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048765
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022254
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0266999
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0244745
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0266999
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0269916
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt095861
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0319359
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0214087
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0223498
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0223498
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt02381
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02917
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033039
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt046418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt046418
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt010748
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt011341
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0247126
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0269916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0269916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02381
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02917
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0247126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0269916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0244745
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0266999
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0233997
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0255658
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt088141
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt044378
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01322
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt043763
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04341
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt086819
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt088141
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.75
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt84.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt100.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt113.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt121.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12547
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.48$0.02$3.46$0.55$0.56$0.01
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.02$3.47$0.60$0.66$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.02$3.53$0.61$0.65$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.59$0.02$3.57$0.93$0.56$0.38
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.02$3.19$0.47$0.53$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.02$3.26$0.67$1.30$0.63
2019Detailed filing. Detailed filing data is available for this year.$3.91$0.02$3.89$0.72$0.71$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.89$0.02$3.87$1.23$0.57$0.65
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.02$3.22$0.79$0.69$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.14$0.02$3.12$0.69$0.50$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.03$2.93$0.76$0.49$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.03$2.67$0.71$0.49$0.22
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.02$2.45$0.51
2012Summary only. Only limited summary data is available for this year.$2.16$0.03$0.72$0.44$0.27
2011Detailed filing. Detailed filing data is available for this year.$1.89$0.03$1.86$0.40