Civic Intelligence

Heidelberg Heritage Society Inc

EIN 23-2010090 • 501(c)3 • Wernersville, PA

Profile

To raise and provide funds to discover, collect, and preserve materials, structures, and landmarks which may help to establish, illustrate, and arouse interest in the historic records of the area comprised of the borough of wernersville and the surrounding townships, commonly called the heidelbergs. The society also maintains a museum and non-circulating, historical library for the area.

PO Box 51Wernersville, PA 19565

n/A

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 2018

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

16th percentile

-40%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

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 2013

Asset Growth

46th percentile

-4.4%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

41%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$241,029

Down $11,159 (-4.4%) from 2017

Liabilities

Down

$0

Down $56 (-100%) from 2017

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin16th percentile

Revenue

Up

$28,409

Up $8,316 (+41%) from 2017

Expenses

Down

$39,661

Down $56,421 (-59%) from 2017

Net Income

Up

-$11,252

Up $64,737 (+85%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2011: $307,627Liabilities 2011: $0Net Assets 2011: $307,6272011Assets 2012: $250,614Liabilities 2012: $0Net Assets 2012: $250,6142012Assets 2013: $321,584Liabilities 2013: $0Net Assets 2013: $321,5842013Assets 2014: $315,589Liabilities 2014: $02014Assets 2015: $324,401Liabilities 2015: $02015Assets 2016: $321,594Liabilities 2016: $02016Assets 2017: $252,188Liabilities 2017: $562017Assets 2018: $241,029Liabilities 2018: $02018

Highlighted filing

2018

Assets$241,029
Liabilities$0
Net Assets-
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $192,204Expenses 2011: $38,816Net Income 2011: $153,3882011Revenue 2012: $53,467Expenses 2012: $110,480Net Income 2012: -$57,0132012Revenue 2013: $291,595Expenses 2013: $220,625Net Income 2013: $70,9702013Revenue 2014: $30,625Expenses 2014: $36,620Net Income 2014: -$5,9952014Revenue 2015: $22,918Expenses 2015: $14,106Net Income 2015: $8,8122015Revenue 2016: $18,724Expenses 2016: $21,987Net Income 2016: -$3,2632016Revenue 2017: $20,093Expenses 2017: $96,082Net Income 2017: -$75,9892017Revenue 2018: $28,409Expenses 2018: $39,661Net Income 2018: -$11,2522018

Highlighted filing

2018

Revenue$28,409
Expenses$39,661
Net Income-$11,252
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$241,029
Liabilities
$0
Net assets
-
Revenue
$28,409
Expenses
$39,661
Net income
-$11,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$2.41$0.00$0.28$0.40$0.11
2017Summary only. Only limited summary data is available for this year.$2.52$0.00$0.20$0.96$0.76
2016Summary only. Only limited summary data is available for this year.$3.22$0.00$0.19$0.22$0.03
2015Summary only. Only limited summary data is available for this year.$3.24$0.00$0.23$0.14$0.09
2014Summary only. Only limited summary data is available for this year.$3.16$0.00$0.31$0.37$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$2.92$2.21$0.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.53$1.10$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$1.92$0.39$1.53
Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 17, 2014
Return Version
2013v3.0
Gross Receipts
$301,512
Mission and Program Overview

Mission

To raise and provide funds to discover, collect, and preserve materials, structures, and landmarks which may help to establish, illustrate, and arouse interest in the historic records of the area comprised of the borough of wernersville and the surrounding townships, commonly called the heidelbergs. The society also maintains a museum and non-circulating, historical library for the area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$243,247$307,326▲ $64,079
Cash and Non-Interest-Bearing Accounts$7,367$14,258▲ $6,891
Total Assets$250,614$321,584▲ $70,970
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$250,614$321,584▲ $70,970
Total Net Assets Fund Balance$250,614$321,584▲ $70,970
Total Liabilities and Net Assets / Fund Balance$250,614$321,584▲ $70,970
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Eric KnorrPresident
Judith Kraines1st Vice President
Rodney Daniels2nd Vice President
Cathleen SauberDirector
Charlotte MoyerDirector
Dawn FryDirector
Harry BeltzDirector
Phyllis DanielsDirector
Richard SchusterDirector
Ronald FiskDirector
Sue BeltzDirector
Diane KlingerCorresponding/membership Secretary
Mary GoshertRecording Secretary
Diane SchusterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$278,073
Program Service Revenue
$0
Investment Income
$1,919
Other Revenue
$11,603
All Other Contributions
$20,861
Change in Net Assets
$70,970
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,625
Total Fundraising Expense$740
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$13,133$415$276$13,824
Office Expenses$3,800$120$80$4,000
Other Expenses$2,730-$303$3,033
Fees for Services Accounting$1,952$62$41$2,055
Insurance$1,921$61$40$2,022
Total Functional Expenses$219,227$658$740$220,625
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,520
Fundraising Direct Expenses$9,917
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$9,918$9,918$2,590$7,328
Event 2$5,155$5,155$2,663$2,492
Total Events$15,073$15,073$5,253$9,820
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
Yes
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
No
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, Section A, Line 2

“The following officers are related by marriage: rod and phyllis daniels, harry and sue beltz and richard and diane schuster.”

Form 990, Part VI, Section B, Line 11

“The 990 is provided to the board of directors to review prior to filing.”

Form 990, Part VI, Section B, Line 15A

“The organization has no paid employees.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

EIN
23-2010090
Phone
6106786202

Signing Officer

Name
Diane Schuster
Title
Treasurer
Phone
6106786202
Signed
2014-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Schuster
Formed
1976
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
50

Preparer

Preparer
Linda S Himeback
Phone
6103781175
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“In accordance with generally accepted accounting principles, the society accounts for uncertain tax positions relative to unrelated business income tax, if any, as required. Using that guidance, management has determined that there are no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax returns for the years 2010 and forward remain open for examination by the applicable taxing authorities.”

Raw XML AppendixShowing 400 of 435 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0243247
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0307326
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0278073
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036304
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0174983
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04417
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02621
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0496398
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01919
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02407
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02484
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03151
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04547
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt022807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt020255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020349
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018226
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt026372
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0108009
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01919
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02407
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02484
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04547
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014508
IRS990ScheduleA/InvestmentIncomeCYPct00.02160
IRS990ScheduleA/InvestmentIncomePYPct00.04240
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt052900
IRS990ScheduleA/OtherIncome509Grp/TotalAmt052900
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89970
IRS990ScheduleA/PublicSupportPY509Pct00.82470
IRS990ScheduleA/PublicSupportTotal509Amt0604407
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0300880
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056559
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0195332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022643
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028993
IRS990ScheduleA/Total509Grp/TotalAmt0604407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0302799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058966
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0197816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt086440
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0671815
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE SOCIETY ACCOUNTS FOR UNCERTAIN TAX POSITIONS RELATIVE TO UNRELATED BUSINESS INCOME TAX, IF ANY, AS REQUIRED. USING THAT GUIDANCE, MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TAX RETURNS FOR THE YEARS 2010 AND FORWARD REMAIN OPEN FOR EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05253
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt09918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05155
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015073
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt09918
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05155
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015073
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0BAZAAR
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0SOUP & SANDWICH SALES
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09820
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05253
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02590
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02663
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING OFFICERS ARE RELATED BY MARRIAGE: ROD AND PHYLLIS DANIELS, HARRY AND SUE BELTZ AND RICHARD AND DIANE SCHUSTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS NO PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0250614
IRS990/TotalAssetsEOYAmt0321584
IRS990/TotalAssetsGrp/BOYAmt0250614
IRS990/TotalAssetsGrp/EOYAmt0321584
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0278073
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0740
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0658
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0219227
IRS990/TotalFunctionalExpensesGrp/TotalAmt0220625
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0250614
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0321584
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0219227
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt013522
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0291595
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0250614
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0321584
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0250614
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0321584
IRS990/UponRequestInd0X

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