Civic Intelligence

Historic Preservation Trust Of

EIN 23-1985872 • 501(c)3 • Lebanon, PA

Profile

Historic preservation of buildings and artifacts for display, education and scholarly research.

PO Box 844Lebanon, PA 17042
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

2.3%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

-3.1%

Faster revenue growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$158,968

Up $3,576 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$158,968

Up $3,576 (+2.3%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin81st percentile

Revenue

Down

$11,628

Down $371 (-3.1%) from 2023

Expenses

Down

$8,280

Down $13,299 (-62%) from 2023

Net Income

Up

$3,348

Up $12,928 (+135%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $280,982Liabilities 2010: $0Net Assets 2010: $280,9822010Assets 2012: $275,058Liabilities 2012: $0Net Assets 2012: $275,0582012Assets 2013: $284,308Liabilities 2013: $0Net Assets 2013: $284,3082013Assets 2014: $293,776Liabilities 2014: $0Net Assets 2014: $293,7762014Assets 2015: $295,060Liabilities 2015: $0Net Assets 2015: $295,0602015Assets 2016: $287,652Liabilities 2016: $0Net Assets 2016: $287,6522016Assets 2017: $136,888Liabilities 2017: $0Net Assets 2017: $136,8882017Assets 2018: $132,711Liabilities 2018: $0Net Assets 2018: $132,7112018Assets 2019: $134,364Liabilities 2019: $0Net Assets 2019: $134,3642019Assets 2020: $152,115Liabilities 2020: $0Net Assets 2020: $152,1152020Assets 2021: $170,172Liabilities 2021: $0Net Assets 2021: $170,1722021Assets 2022: $130,270Liabilities 2022: $0Net Assets 2022: $130,2702022Assets 2023: $155,392Liabilities 2023: $0Net Assets 2023: $155,3922023Assets 2024: $158,968Liabilities 2024: $0Net Assets 2024: $158,9682024

Highlighted filing

2024

Assets$158,968
Liabilities$0
Net Assets$158,968
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2010: $12,238Expenses 2010: $35,444Net Income 2010: -$23,2062010Expenses 2012: $24,9562012Revenue 2013: $26,981Expenses 2013: $17,731Net Income 2013: $9,2502013Revenue 2014: $28,374Expenses 2014: $18,402Net Income 2014: $9,9722014Revenue 2015: $50,187Expenses 2015: $48,782Net Income 2015: $1,4052015Revenue 2016: $15,661Expenses 2016: $23,069Net Income 2016: -$7,4082016Revenue 2017: $22,399Expenses 2017: $11,695Net Income 2017: $10,7042017Revenue 2018: $8,442Expenses 2018: $22,097Net Income 2018: -$13,6552018Revenue 2019: $8,427Expenses 2019: $9,093Net Income 2019: -$6662019Revenue 2020: $22,959Expenses 2020: $5,854Net Income 2020: $17,1052020Revenue 2021: $35,692Expenses 2021: $12,240Net Income 2021: $23,4522021Revenue 2022: $8,838Expenses 2022: $10,176Net Income 2022: -$1,3382022Revenue 2023: $11,999Expenses 2023: $21,579Net Income 2023: -$9,5802023Revenue 2024: $11,628Expenses 2024: $8,280Net Income 2024: $3,3482024

Highlighted filing

2024

Revenue$11,628
Expenses$8,280
Net Income$3,348
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$158,968
Liabilities
$0
Net assets
$158,968
Revenue
$11,628
Expenses
$8,280
Net income
$3,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.12$0.08$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.12$0.22$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.09$0.10$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.36$0.12$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.23$0.06$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.08$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.08$0.22$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.22$0.12$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.16$0.23$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$0.50$0.49$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.28$0.18$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.27$0.18$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.25
2010Summary only. Only limited summary data is available for this year.$2.81$0.00$2.81$0.12$0.35$0.23
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$8,838
Mission and Program Overview

Mission

Historic preservation of buildings and artifacts for display, education and scholarly research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$74,338$74,338→ $0
Savings and Temporary Cash Investments$38,887$34,785▼ $4,102
Cash and Non-Interest-Bearing Accounts$56,947$21,147▼ $35,800
Total Assets$170,172$130,270▼ $39,902
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$131,989$93,600▼ $38,389
Net Assets Without Donor Restrictions$38,183$36,670▼ $1,513
Total Net Assets Fund Balance$170,172$130,270▼ $39,902
Total Liabilities and Net Assets / Fund Balance$170,172$130,270▼ $39,902

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$19,338-$19,338
Land$55,000--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Janice MorriseyPresident
Carla PeetrosMember
Franklin WeidmanMember
Sandy JonesMember
Sue DavisMember
Judy SchweingruberSecretary
Gerald CollinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,927
Program Service Revenue
$0
Investment Income
$851
Other Revenue
$1,060
All Other Contributions
$5,049
Change in Net Assets
$-1,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,176
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$5,478--$5,478
Insurance$2,105--$2,105
Fees for Services Accounting-$1,150-$1,150
Other Expenses$1,136--$1,136
Office Expenses$262$45-$307
Total Functional Expenses$8,981$1,195$0$10,176
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

“The board of directors is actively engaged in decisions affecting the entity.”

Governing body meeting documentation Part VI line 8A

“Minutes of meetings of the board of directors are kept on file to document decisions affecting the organization.”

Form 990 governing body review Part VI line 11

“The form 990 is prepared in conjunction with the review of the financial statements. Both documents are reviewed prior to transmittal to the internal revenue service.”

Conflict of interest policy compliance Part VI line 12C

“Any member of the board of directors is required to disclose any potential conflicts of interest that may arise while conducting the business related to the organization.”

Governing documents etc available to public Part VI line 19

“Documents are available for public inspection upon request to a member of the board of directors.”

Filing and Contact Details

Filer

Filer Name
Historic Preservation Trust of
EIN
23-1985872
Address
PO BOX 844, LEBANON, PA 17042
Doing Business As
Lebanon County

Signing Officer

Name
Gerald Collins
Title
Treasurer
Phone
7172706937
Signed
2023-05-11
Discuss with paid preparer
No

Organization Details

Principal Officer
Janice Morrisey
Formed
1967
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
18

Preparer

Firm
Ellis Lee Hostetter & Co Pc
Address
1810 S 5TH AVENUE, LEBANON, PA 17042
Preparer
Zachary D Reis Ea
Phone
7172738197
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Transfer of assets to a isaac meier homestead inc a 501 (c)(3) organization ein 26-2873507 and pa registration 29810 during the year 2018”

Raw XML Appendix358 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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS IS ACTIVELY ENGAGED IN DECISIONS AFFECTING THE ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES OF MEETINGS OF THE BOARD OF DIRECTORS ARE KEPT ON FILE TO DOCUMENT DECISIONS AFFECTING THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED IN CONJUNCTION WITH THE REVIEW OF THE FINANCIAL STATEMENTS. BOTH DOCUMENTS ARE REVIEWED PRIOR TO TRANSMITTAL TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANY MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE WHILE CONDUCTING THE BUSINESS RELATED TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO A MEMBER OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFER OF ASSETS TO A ISAAC MEIER HOMESTEAD INC A 501 (C)(3) ORGANIZATION EIN 26-2873507 AND PA REGISTRATION 29810 DURING THE YEAR 2018
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC PRESERVATION TRUST OF
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIS LEE HOSTETTER & CO PC
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
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ReturnHeader/ReturnTs02023-11-14T14:58:28-05:00
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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