Civic Intelligence

Kaltreider-Benfer Library

990 • Fiscal year 2020 • EIN 23-1681905

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 04, 2021

147 S Charles StreetRed Lion, PA 17356

(717) 244-2032

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

24th percentile

-8.4%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$69,397

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.5%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

44th percentile

-2.1%

Faster revenue growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,976,178

Down $29,471 (-1.5%) from 2019

Net Assets

Down

$1,971,058

Down $31,023 (-1.5%) from 2019

Liabilities

Up

$5,120

Up $1,552 (+43%) from 2019

Revenue

Down

$264,537

Down $5,695 (-2.1%) from 2019

Expenses

Down

$286,639

Down $74,096 (-21%) from 2019

Net Income

Up

-$22,102

Up $68,401 (+76%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,223,257Liabilities 2010: $5,521Net Assets 2010: $2,217,7362010Assets 2011: $2,199,639Liabilities 2011: $5,486Net Assets 2011: $2,194,1532011Assets 2012: $2,207,988Liabilities 2012: $3,549Net Assets 2012: $2,204,4392012Assets 2013: $2,253,069Liabilities 2013: $3,837Net Assets 2013: $2,249,2322013Assets 2014: $2,201,917Liabilities 2014: $3,646Net Assets 2014: $2,198,2712014Assets 2015: $2,119,260Liabilities 2015: $3,473Net Assets 2015: $2,115,7872015Assets 2016: $2,081,618Liabilities 2016: $3,579Net Assets 2016: $2,078,0392016Assets 2017: $2,095,604Liabilities 2017: $3,725Net Assets 2017: $2,091,8792017Assets 2018: $1,971,159Liabilities 2018: $3,324Net Assets 2018: $1,967,8352018Assets 2019: $2,005,649Liabilities 2019: $3,568Net Assets 2019: $2,002,0812019Assets 2020: $1,976,178Liabilities 2020: $5,120Net Assets 2020: $1,971,0582020Assets 2021: $2,538,550Liabilities 2021: $6,121Net Assets 2021: $2,532,4292021Assets 2022: $2,422,370Liabilities 2022: $5,931Net Assets 2022: $2,416,4392022Assets 2023: $4,768,607Liabilities 2023: $5,905Net Assets 2023: $4,762,7022023Assets 2024: $4,690,284Liabilities 2024: $4,281Net Assets 2024: $4,686,0032024

Highlighted filing

2020

Assets$1,976,178
Liabilities$5,120
Net Assets$1,971,058

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $310,9422010Revenue 2011: $319,111Expenses 2011: $309,363Net Income 2011: $9,7482011Revenue 2012: $309,182Expenses 2012: $332,503Net Income 2012: -$23,3212012Revenue 2013: $317,466Expenses 2013: $321,975Net Income 2013: -$4,5092013Revenue 2014: $280,676Expenses 2014: $325,220Net Income 2014: -$44,5442014Revenue 2015: $264,267Expenses 2015: $313,166Net Income 2015: -$48,8992015Revenue 2016: $266,087Expenses 2016: $295,837Net Income 2016: -$29,7502016Revenue 2017: $268,124Expenses 2017: $296,265Net Income 2017: -$28,1412017Revenue 2018: $262,388Expenses 2018: $294,560Net Income 2018: -$32,1722018Revenue 2019: $270,232Expenses 2019: $360,735Net Income 2019: -$90,5032019Revenue 2020: $264,537Expenses 2020: $286,639Net Income 2020: -$22,1022020Revenue 2021: $585,093Expenses 2021: $281,830Net Income 2021: $303,2632021Revenue 2022: $335,604Expenses 2022: $314,248Net Income 2022: $21,3562022Revenue 2023: $2,657,138Expenses 2023: $356,364Net Income 2023: $2,300,7742023Revenue 2024: $305,648Expenses 2024: $408,780Net Income 2024: -$103,1322024

Highlighted filing

2020

Revenue$264,537
Expenses$286,639
Net Income-$22,102
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 4, 2021
Return Version
2020v4.1
Gross Receipts
$694,046
Mission and Program Overview

Mission

LIBRARY SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$723,539$687,763▼ $35,776
Savings and Temporary Cash Investments$300,768$645,327▲ $344,559
Investments in Publicly Traded Securities$453,303$0▼ $453,303
Cash and Non-Interest-Bearing Accounts$20,596$104,724▲ $84,128
Total Assets$2,005,649$1,976,178▼ $29,471
Other Assets Total$507,443$538,364▲ $30,921
Liabilities
Accounts Payable and Accrued Expenses$3,568$5,120▲ $1,552
Total Liabilities$3,568$5,120▲ $1,552
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,494,638$1,432,694▼ $61,944
Net Assets With Donor Restrictions$507,443$538,364▲ $30,921
Total Net Assets Fund Balance$2,002,081$1,971,058▼ $31,023
Total Liabilities and Net Assets / Fund Balance$2,005,649$1,976,178▼ $29,471

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$626,149$630,470$1,256,619
Other Land Buildings$61,614$106,897$145,417
Equipment$0$62,572$62,572
Land$0-$0
Other Assets Org$59,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Donald DellingerDirectorFT$69,397$69,397

Board Members and Trustees

NameTitle
John FishelPresident
Theresa CraleyVice President
Jodi HeffnerBoard Member
Lesley MccuneBoard Member
Pam KocmanBoard Member
Kathy DeisleyMember
Rick BogartMember
Claire WeigleSecretary
Dave DennishTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$271,286
Program Service Revenue
$0
Investment Income
$-14,245
Other Revenue
$7,496
All Other Contributions
$53,484
Change in Net Assets
$-22,102

Audited Revenue Reconciliation

Revenue per Audited Statements
$263,845
Revenue Not Reported on Financial Statements
$662
Revenue Not Reported on Form 990
$-39,840
Total Revenue per Audited Statements
$224,005
Total Revenue per Form 990
$264,507
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$197,308
Other Expenses$89,331
Total Fundraising Expense$10,012
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,418$0$0$100,418
Current Officers, Directors, Trustees, and Key Employees$55,517$6,940$6,940$69,397
Depreciation Depletion$45,331$0$0$45,331
Other Employee Benefits$11,019$1,377$1,377$13,773
Payroll Taxes$12,472$624$624$13,720
Occupancy$11,708$0$0$11,708
Fees for Services Accounting$0$10,352$0$10,352
Insurance$9,886$0$0$9,886
All Other Expenses$662$675$1,071$2,408
Office Expenses$0$1,022$0$1,022
Fees for Services Legal$0$728$0$728
Other Expenses$696$0$0$696
Fees for Service Investment Mgmnt Fees$0$662$0$662
Total Functional Expenses$251,001$25,626$10,012$286,639

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$286,611
Expenses per Audited Statements$285,949
Total Expenses per Audited Statements$285,949
Expenses Not Reported on Financial Statements$662
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
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
Filing and Contact Details

Filer

Filer Name
Kaltreider-benfer Library
EIN
23-1681905
Phone
7172442032
Address
147 S CHARLES STREET, RED LION, PA 17356

Signing Officer

Name
Don Dellinger
Title
Director
Phone
7172442032
Signed
2021-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ddon Dellinger
Formed
1963
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Smyth & Ward Pa
Address
25 S Main St PO Box 100, Shrewsbury, PA 17361
Preparer
Joseph A G Ward CPA
Phone
7172355525
Supplemental Narrative

Additional Explanations

Pt VI, Line 15B

The library's board of directors and officers review and approve the director's salary after taking into account comparable salaries for the position at similar libraries in the surounding area

Pt XI

Represents change in value of interest in york foundation $2,013, beneficial interest in endowment funds $28,906.

Pt VI, Line 11B

The 990 is reviewed by the treasurer before filing

Raw XML AppendixShowing 400 of 469 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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IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13246
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt03292
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt3696
IRS990/OtherExpensesGrp/TotalAmt03292
IRS990/OtherExpensesGrp/TotalAmt13246
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt3696
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0SERVICE FEES AND FINES
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07496
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07496
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt07496
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0100418
IRS990/OtherSalariesAndWagesGrp/TotalAmt0100418
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0624
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0624
IRS990/PayrollTaxesGrp/ProgramServicesAmt012472
IRS990/PayrollTaxesGrp/TotalAmt013720
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DDON DELLINGER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0202915
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt043199
IRS990/PYOtherExpensesAmt0101245
IRS990/PYOtherRevenueAmt0178
IRS990/PYProgramServiceRevenueAmt023940
IRS990/PYRevenuesLessExpensesAmt0-90503
IRS990/PYSalariesCompEmpBnftPaidAmt0189490
IRS990/PYTotalExpensesAmt0360735
IRS990/PYTotalProfFndrsngExpnsAmt070000
IRS990/PYTotalRevenueAmt0270232
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-22102
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt07496
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0300768
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0645327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0234194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0204934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0201914
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0216353
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0215300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01072695
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023909
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt023940
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025073
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023798
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0133295
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88950
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.88380
IRS990ScheduleA/PublicSupportTotal170Amt01072695
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0234194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0204934
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0201914
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0216353
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0215300
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01072695
IRS990ScheduleA/TotalSupportAmt01205990
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0626149
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0630470
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01256619
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062572
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062572
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0662
IRS990ScheduleD/ExpensesSubtotalAmt0285949
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0662
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0662
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-39840
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0479364
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt159000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICAL INTEREST IN PERPETUAL TRUSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INTEREST IN YORK FOUNDATION
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt061614
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0106897
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt023094
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0145417
IRS990ScheduleD/RevenueNotReportedAmt0-39840
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0662
IRS990ScheduleD/RevenueSubtotalAmt0263845
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0687763
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0538364
IRS990ScheduleD/TotalExpensesPerForm990Amt0286611
IRS990ScheduleD/TotalRevenuePerForm990Amt0264507
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0224005
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0285949
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LIBRARY'S BOARD OF DIRECTORS AND OFFICERS REVIEW AND APPROVE THE DIRECTOR'S SALARY AFTER TAKING INTO ACCOUNT COMPARABLE SALARIES FOR THE POSITION AT SIMILAR LIBRARIES IN THE SUROUNDING AREA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REPRESENTS CHANGE IN VALUE OF INTEREST IN YORK FOUNDATION $2,013, BENEFICIAL INTEREST IN ENDOWMENT FUNDS $28,906.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS REVIEWED BY THE TREASURER BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02005649
IRS990/TotalAssetsEOYAmt01976178
IRS990/TotalAssetsGrp/BOYAmt02005649
IRS990/TotalAssetsGrp/EOYAmt01976178
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0271286

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.31$0.41$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.01$4.76$2.66$0.36$2.30
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.01$2.42$0.34$0.31$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$0.59$0.28$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.97$0.26$0.29$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.00$0.27$0.36$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.26$0.29$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.09$0.27$0.30$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.27$0.30$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.26$0.31$0.05
2014Summary only. Only limited summary data is available for this year.$2.20$0.00$2.20$0.28$0.33$0.04
2013Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$0.32$0.32$0.00
2012Summary only. Only limited summary data is available for this year.$2.21$0.00$2.20$0.31$0.33$0.02
2011Summary only. Only limited summary data is available for this year.$2.20$0.01$2.19$0.32$0.31$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.01$2.22$0.31
Peer Organizations

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