Civic Intelligence

Lake Heritage Property Owners Association Inc

990 • Fiscal year 2014 • EIN 23-1677132

Apr 01, 2013 to Mar 31, 2014 • Filed on Aug 14, 2014

Organization ProfileWWW.LAKEHERITAGE.ORG
1000 Heritage Drive17325

(717) 334-7242

Siviq Scores

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

Liabilities / Assets

59th percentile

0.37x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

68th percentile

0.98x

Higher debt load relative to revenue than 68% of similar nonprofits.

2014 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2014

Net Margin

58th percentile

4.6%

Higher net margin than 58% of similar nonprofits.

2014 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2014 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2014

Asset Growth

37th percentile

-1.5%

Faster asset growth than 37% of similar nonprofits.

2014 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$2,993,678

Down $46,864 (-1.5%) from 2013

Net Assets

Up

$1,888,502

Up $51,936 (+2.8%) from 2013

Liabilities

Down

$1,105,176

Down $98,800 (-8.2%) from 2013

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin58th percentile

Revenue

$1,132,836

No earlier filing loaded for comparison.

Expenses

Down

$1,080,900

Down $58,704 (-5.2%) from 2013

Net Income

$51,936

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,606,515Liabilities 2011: $821,544Net Assets 2011: $1,784,9712011Assets 2012: $3,086,480Liabilities 2012: $1,227,274Net Assets 2012: $1,859,2062012Assets 2013: $3,040,542Liabilities 2013: $1,203,976Net Assets 2013: $1,836,5662013Assets 2014: $2,993,678Liabilities 2014: $1,105,176Net Assets 2014: $1,888,5022014Assets 2015: $2,990,908Liabilities 2015: $1,064,664Net Assets 2015: $1,926,2442015Assets 2016: $3,204,336Liabilities 2016: $1,124,101Net Assets 2016: $2,080,2352016Assets 2017: $3,436,725Liabilities 2017: $1,096,632Net Assets 2017: $2,340,0932017Assets 2018: $3,623,996Liabilities 2018: $1,012,543Net Assets 2018: $2,611,4532018Assets 2019: $3,814,706Liabilities 2019: $1,009,814Net Assets 2019: $2,804,8922019Assets 2020: $4,006,674Liabilities 2020: $1,018,777Net Assets 2020: $2,987,8972020Assets 2021: $4,274,412Liabilities 2021: $1,031,591Net Assets 2021: $3,242,8212021Assets 2022: $4,579,849Liabilities 2022: $1,054,246Net Assets 2022: $3,525,6032022Assets 2023: $4,819,746Liabilities 2023: $1,203,748Net Assets 2023: $3,615,9982023Assets 2024: $5,179,925Liabilities 2024: $1,323,201Net Assets 2024: $3,856,7242024Assets 2025: $5,224,793Liabilities 2025: $1,338,216Net Assets 2025: $3,886,5772025

Highlighted filing

2014

Assets$2,993,678
Liabilities$1,105,176
Net Assets$1,888,502
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Expenses 2011: $919,1112011Expenses 2012: $1,003,9572012Expenses 2013: $1,139,6042013Revenue 2014: $1,132,836Expenses 2014: $1,080,900Net Income 2014: $51,9362014Revenue 2015: $1,180,662Expenses 2015: $1,142,920Net Income 2015: $37,7422015Revenue 2016: $1,278,294Expenses 2016: $1,123,861Net Income 2016: $154,4332016Revenue 2017: $1,371,518Expenses 2017: $1,111,660Net Income 2017: $259,8582017Revenue 2018: $1,430,580Expenses 2018: $1,159,220Net Income 2018: $271,3602018Revenue 2019: $1,444,042Expenses 2019: $1,250,603Net Income 2019: $193,4392019Revenue 2020: $1,464,856Expenses 2020: $1,281,851Net Income 2020: $183,0052020Revenue 2021: $1,487,793Expenses 2021: $1,232,869Net Income 2021: $254,9242021Revenue 2022: $1,515,374Expenses 2022: $1,232,594Net Income 2022: $282,7802022Revenue 2023: $1,329,056Expenses 2023: $1,238,661Net Income 2023: $90,3952023Revenue 2024: $1,531,280Expenses 2024: $1,291,311Net Income 2024: $239,9692024Revenue 2025: $1,609,321Expenses 2025: $1,574,768Net Income 2025: $34,5532025

Highlighted filing

2014

Revenue$1,132,836
Expenses$1,080,900
Net Income$51,936
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Aug 14, 2014
Return Version
2013v3.1
Gross Receipts
$1,140,355
Mission and Program Overview

Mission

To provide the private members use of social recreational activities in, on and about the lake, pool, and other recreational areas, upkeep of the roads, and provide security for the community.

To provide the private members use of social recreational activities in, on and about the lake, pool and other recreational areas, upkeep of the roads, and provide security for the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,836,566$1,888,502▲ $51,936
Land, Buildings, and Equipment, Net$1,846,814$1,755,217▼ $91,597
Savings and Temporary Cash Investments$383,586$961,188▲ $577,602
Cash and Non-Interest-Bearing Accounts$659,083$177,260▼ $481,823
Accounts Receivable$54,692$44,361▼ $10,331
Prepaid Expenses and Deferred Charges$442$6,803▲ $6,361
Inventories for Sale or Use$4,020$825▼ $3,195
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$3,040,542$2,993,678▼ $46,864
Other Assets Total$91,905$48,024▼ $43,881
Liabilities
Other Liabilities$741,794$789,710▲ $47,916
Mortgage Notes Payable Secured by Investment Property$410,503$286,656▼ $123,847
Accounts Payable and Accrued Expenses$51,679$28,810▼ $22,869
Total Liabilities$1,203,976$1,105,176▼ $98,800
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,836,566$1,888,502▲ $51,936
Total Liabilities and Net Assets / Fund Balance$3,040,542$2,993,678▼ $46,864

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,046,442$1,887,065$2,933,507
Buildings$513,847$396,932$491,959
Equipment$37,610$296,819$334,429
Land$157,318-$157,318
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Gerald RoyalsPresident
Lauraday KelleyVice President
Ernest ClevingerDirector
Kellie MarrDirector
Matthew VerdirameDirector
William ChantelauDirector
J M Chambers JrAsst Treasurer
Barbara KeytonSecretary
Thomas GaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,372
Program Service Revenue
$1,105,428
Investment Income
$2,469
Other Revenue
$17,567
All Other Contributions
$7,372
Change in Net Assets
$51,936

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,140,355
Revenue Not Reported on Financial Statements
$-7,519
Other Revenue Adjustments
$-7,519
Total Revenue per Audited Statements
$1,140,355
Total Revenue per Form 990
$1,132,836
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$577,348
Other Expenses$503,552
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$440,867
Depreciation Depletion---$216,766
Other Employee Benefits---$71,445
All Other Expenses---$47,699
Occupancy---$44,304
Payroll Taxes---$40,192
Pension Plan Contributions---$24,844
Interest---$19,663
Other Expenses---$16,702
Fees for Services Accounting---$15,200
Insurance---$15,010
Fees for Services Legal---$11,344
Fees for Services Other---$5,710
Fees for Services Management---$2,763
Travel---$1,920
Total Functional Expenses$0$0$0$1,080,900

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,088,419
Expenses per Audited Statements$1,080,900
Total Expenses per Form 990$1,080,900
Expenses Not Reported on Form 990$7,519
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Dues and Assessments$729,367
Deferred Compensation$48,023
Deposits$12,320
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“the organization has members.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The treasurer and the community manager review the 990 before it is filed.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“None of the officers receive compensation. The board of directors authorizes pay rates and hiring/firing. The board of directors conducts annual reviews of office employees, including the community manager. Department supervisors conduct annual reviews of employees in their respective departments.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The association's fnancial statements and various other documents are available at the request of association members at the the association's office and in the "members only" section of the association's website.”

Filing and Contact Details

Filer

EIN
23-1677132
Phone
7173347242

Signing Officer

Name
Thomas Gary
Title
Treasurer
Signed
2014-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Gary
Formed
1965
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
35
Volunteers
55

Preparer

Preparer
Linda K Haines CPA
Phone
7172380446
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“U.S. generally accepted accounting principles require accounting and recognition for tax positions taken or expected to be taken in the Association's income tax returns. The Association's income tax filings are subject to audit by various taxing authorities. The Association's open audit periods are 2012-2014. In evaluating the Association's tax provisions and accruals, future taxable income, the Association's tax exempt status and tax planning strategies are considered. The Association believes their estimates are appropriate based on current facts and circumstances.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“costs of goods sold $7519”

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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0286656
IRS990/NetAssetsOrFundBalancesBOYAmt01836566
IRS990/NetAssetsOrFundBalancesEOYAmt01888502
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt05817
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt05817
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt07919
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07919
IRS990/NetUnrelatedBusTxblIncmAmt0-1222
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt044304
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt091905
IRS990/OtherAssetsTotalGrp/EOYAmt048024
IRS990/OtherEmployeeBenefitsGrp/TotalAmt071445
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1lake control
IRS990/OtherExpensesGrp/Desc2gasoline and oil
IRS990/OtherExpensesGrp/Desc3chemicals
IRS990/OtherExpensesGrp/TotalAmt063409
IRS990/OtherExpensesGrp/TotalAmt123169
IRS990/OtherExpensesGrp/TotalAmt219893
IRS990/OtherExpensesGrp/TotalAmt316702
IRS990/OtherLiabilitiesGrp/BOYAmt0741794
IRS990/OtherLiabilitiesGrp/EOYAmt0789710
IRS990/OtherRevenueMiscGrp/Desc0miscellaneous income
IRS990/OtherRevenueMiscGrp/Desc1resale certificate inc
IRS990/OtherRevenueMiscGrp/ExclusionAmt01681
IRS990/OtherRevenueMiscGrp/ExclusionAmt12150
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01681
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12150
IRS990/OtherRevenueTotalAmt03831
IRS990/OtherSalariesAndWagesGrp/TotalAmt0440867
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt040192
IRS990/PensionPlanContributionsGrp/TotalAmt024844
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0442
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06803
IRS990/PrincipalOfficerNm0THOMAS GARY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0membership dues and asses
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01105428
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01105428
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09911
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06673
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0555854
IRS990/PYOtherRevenueAmt025833
IRS990/PYProgramServiceRevenueAmt01074547
IRS990/PYRevenuesLessExpensesAmt0-22640
IRS990/PYSalariesCompEmpBnftPaidAmt0583750
IRS990/PYTotalExpensesAmt01139604
IRS990/PYTotalRevenueAmt01116964
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt051936
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt07919
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01836566
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01888502
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0383586
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0961188
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0513847
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0396932
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0418820
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0491959
IRS990ScheduleD/EquipmentGrp/BookValueAmt037610
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0296819
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0334429
IRS990ScheduleD/ExpensesNotReportedAmt07519
IRS990ScheduleD/ExpensesSubtotalAmt01080900
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0157318
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0157318
IRS990ScheduleD/OtherExpensesIncludedAmt07519
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01046442
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01887065
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02933507
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048023
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1729367
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt212320
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED DUES AND ASSESSMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEPOSITS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-7519
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-7519
IRS990ScheduleD/RevenueSubtotalAmt01140355
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. generally accepted accounting principles require accounting and recognition for tax positions taken or expected to be taken in the Association's income tax returns. The Association's income tax filings are subject to audit by various taxing authorities. The Association's open audit periods are 2012-2014. In evaluating the Association's tax provisions and accruals, future taxable income, the Association's tax exempt status and tax planning strategies are considered. The Association believes their estimates are appropriate based on current facts and circumstances.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1costs of goods sold $7519
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01755217
IRS990ScheduleD/TotalExpensesPerForm990Amt01080900
IRS990ScheduleD/TotalLiabilityAmt0789710
IRS990ScheduleD/TotalRevenuePerForm990Amt01132836
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01140355
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01088419
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the organization has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER AND THE COMMUNITY MANAGER REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NONE OF THE OFFICERS RECEIVE COMPENSATION. THE BOARD OF DIRECTORS AUTHORIZES PAY RATES AND HIRING/FIRING. THE BOARD OF DIRECTORS CONDUCTS ANNUAL REVIEWS OF OFFICE EMPLOYEES, INCLUDING THE COMMUNITY MANAGER. DEPARTMENT SUPERVISORS CONDUCT ANNUAL REVIEWS OF EMPLOYEES IN THEIR RESPECTIVE DEPARTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION'S FNANCIAL STATEMENTS AND VARIOUS OTHER DOCUMENTS ARE AVAILABLE AT THE REQUEST OF ASSOCIATION MEMBERS AT THE THE ASSOCIATION'S OFFICE AND IN THE "MEMBERS ONLY" SECTION OF THE ASSOCIATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03040542
IRS990/TotalAssetsEOYAmt02993678
IRS990/TotalAssetsGrp/BOYAmt03040542
IRS990/TotalAssetsGrp/EOYAmt02993678
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07372
IRS990/TotalEmployeeCnt035
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01080900
IRS990/TotalGrossUBIAmt08286
IRS990/TotalLiabilitiesBOYAmt01203976
IRS990/TotalLiabilitiesEOYAmt01105176
IRS990/TotalLiabilitiesGrp/BOYAmt01203976
IRS990/TotalLiabilitiesGrp/EOYAmt01105176
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01836566
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01888502
IRS990/TotalProgramServiceRevenueAmt01105428
IRS990/TotalRevenueGrp/ExclusionAmt011750
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01105428
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01132836
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt08286
IRS990/TotalVolunteersCnt055
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03040542
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02993678
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt01920
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10634 HERITAGE DRIVE
IRS990/USAddress/City0GETTYSBURG
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode017325
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.LAKEHERITAGE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,993,678
Liabilities
$1,105,176
Net assets
$1,888,502
Revenue
$1,132,836
Expenses
$1,080,900
Net income
$51,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.22$1.34$3.89$1.61$1.57$0.03
2024Detailed filing. Detailed filing data is available for this year.$5.18$1.32$3.86$1.53$1.29$0.24
2023Detailed filing. Detailed filing data is available for this year.$4.82$1.20$3.62$1.33$1.24$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.58$1.05$3.53$1.52$1.23$0.28
2021Detailed filing. Detailed filing data is available for this year.$4.27$1.03$3.24$1.49$1.23$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.01$1.02$2.99$1.46$1.28$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.81$1.01$2.80$1.44$1.25$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.62$1.01$2.61$1.43$1.16$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.44$1.10$2.34$1.37$1.11$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.20$1.12$2.08$1.28$1.12$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.99$1.06$1.93$1.18$1.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.99$1.11$1.89$1.13$1.08$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$1.20$1.84$1.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$1.23$1.86$1.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.82$1.78$0.92