Civic Intelligence

Historic Preservation Trust of Lebanon County

990 • Fiscal year 2019 • EIN 23-1985872

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

Organization Profile
PO Box 844Lebanon, PA 17042

(717) 304-2093

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

26th percentile

-7.9%

Higher net margin than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

48th percentile

1.2%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

-0.2%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$134,364

Up $1,653 (+1.2%) from 2018

Net Assets

Up

$134,364

Up $1,653 (+1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin26th percentile

Revenue

Down

$8,427

Down $15 (-0.2%) from 2018

Expenses

Down

$9,093

Down $13,004 (-59%) from 2018

Net Income

Up

-$666

Up $12,989 (+95%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$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

2019

Assets$134,364
Liabilities$0
Net Assets$134,364
Open 2019 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$8,427
Expenses$9,093
Net Income-$666
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$10,113
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$39,276$42,817▲ $3,541
Cash and Non-Interest-Bearing Accounts$19,097$17,209▼ $1,888
Total Assets$132,711$134,364▲ $1,653
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$105,866$105,537▼ $329
Net Assets Without Donor Restrictions$26,845$28,827▲ $1,982
Total Net Assets Fund Balance$132,711$134,364▲ $1,653
Total Liabilities and Net Assets / Fund Balance$132,711$134,364▲ $1,653

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$19,338-$19,338
Land$55,000--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Janice MorrisseyPresident
Allen LightVice President
Carla PeetrosMember
Francis DitzlerMember
Franklin WeidmanMember
Michael TrumpMember
Sandy JonesMember
Sue DavisMember
Judy SchweingruberSecretary
Gerald CollinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,180
Program Service Revenue
$0
Investment Income
$1,225
Other Revenue
$1,022
All Other Contributions
$6,180
Change in Net Assets
$-666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,093
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$5,598--$5,598
Insurance$1,899--$1,899
Fees for Services Accounting-$850-$850
Office Expenses$149$232-$381
Other Expenses$300--$300
Fees for Services Other-$15-$15
Total Functional Expenses$7,996$1,097$0$9,093
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,708
Fundraising Direct Expenses$1,686
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

Officer directors etc family relationship Part VI line 2

“Some board members are related through marriage as there are husbands and wives serving on the board. The president janice morrissey and board member dan m0rrissey are husband and wife.”

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
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janice Morrissey
Formed
1967
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
17

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 Appendix390 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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014749
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049949
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0109963
IRS990ScheduleA/TotalSupportAmt0115172
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IRS990ScheduleD/LandGrp/BookValueAmt055000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt055000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019338
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019338
IRS990ScheduleD/TotalBookValueLandBuildingsAmt074338
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOME BOARD MEMBERS ARE RELATED THROUGH MARRIAGE AS THERE ARE HUSBANDS AND WIVES SERVING ON THE BOARD. THE PRESIDENT JANICE MORRISSEY AND BOARD MEMBER DAN M0RRISSEY ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ACTIVELY ENGAGED IN DECISIONS AFFECTING THE ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES OF MEETINGS OF THE BOARD OF DIRECTORS ARE KEPT ON FILE TO DOCUMENT DECISIONS AFFECTING THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4ANY 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/ExplanationTxt5DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TO A MEMBER OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSFER 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/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0134364
IRS990/TotalAssetsGrp/BOYAmt0132711
IRS990/TotalAssetsGrp/EOYAmt0134364
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06180
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01097
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07996
IRS990/TotalFunctionalExpensesGrp/TotalAmt09093
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0132711
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0134364
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07996
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01022
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01225
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08427
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0132711
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0134364
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0true
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GERALD COLLINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07172706937
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC PRESERVATION TRUST OF
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0231985872
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 844
ReturnHeader/Filer/USAddress/CityNm0LEBANON
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ReturnHeader/Filer/USAddress/ZIPCd017042
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF87DD570E13BDDA47BA20A466B648D94679EB4B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId02428942020321hyyw3ye
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.76.126.169
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTm006:19:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251813350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIS LEE HOSTETTER & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01810 S 5TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEBANON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017042
ReturnHeader/PreparerPersonGrp/PhoneNum07172738197
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACHARY D REIS EA
ReturnHeader/ReturnTs02020-11-16T06:18:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,364
Liabilities
$0
Net assets
$134,364
Revenue
$8,427
Expenses
$9,093
Net income
-$666
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits