Civic Intelligence

Joseph a & Clara S Heim Foundation

990PF • Fiscal year 2012 • EIN 23-2528851

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 25, 2013

Organization Profile
2450 E Third Street17701
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

31st percentile

-3.2%

Faster asset growth than 31% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$551,335

Down $17,985 (-3.2%) from 2011

Net Assets

$551,335

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$33,561

Down $802 (-2.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$600K$400K$200K$0Assets 2011: $569,320Liabilities 2011: $02011Assets 2012: $551,335Liabilities 2012: $0Net Assets 2012: $551,3352012Assets 2013: $532,535Liabilities 2013: $0Net Assets 2013: $532,5352013Assets 2014: $513,224Liabilities 2014: $0Net Assets 2014: $513,2242014Assets 2015: $494,145Liabilities 2015: $02015Assets 2016: $477,758Liabilities 2016: $0Net Assets 2016: $477,7582016Assets 2017: $458,744Liabilities 2017: $0Net Assets 2017: $458,7442017Assets 2018: $444,067Liabilities 2018: $0Net Assets 2018: $444,0672018Assets 2019: $429,504Liabilities 2019: $0Net Assets 2019: $429,5042019Assets 2020: $414,532Liabilities 2020: $12020Assets 2021: $398,483Liabilities 2021: $0Net Assets 2021: $398,4832021Assets 2022: $385,553Liabilities 2022: $0Net Assets 2022: $385,5532022Assets 2023: $373,924Liabilities 2023: $12023

Highlighted filing

2012

Assets$551,335
Liabilities$0
Net Assets$551,335
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2011: $19,405Expenses 2011: $34,363Net Income 2011: -$14,9582011Expenses 2012: $33,5612012Revenue 2013: $10,850Expenses 2013: $29,650Net Income 2013: -$18,8002013Revenue 2014: $11,762Expenses 2014: $31,073Net Income 2014: -$19,3112014Revenue 2015: $10,840Expenses 2015: $29,919Net Income 2015: -$19,0792015Revenue 2016: $11,124Expenses 2016: $27,511Net Income 2016: -$16,3872016Revenue 2017: $8,484Expenses 2017: $27,498Net Income 2017: -$19,0142017Revenue 2018: $11,642Expenses 2018: $26,319Net Income 2018: -$14,6772018Revenue 2019: $11,331Expenses 2019: $25,894Net Income 2019: -$14,5632019Revenue 2020: $10,087Expenses 2020: $25,059Net Income 2020: -$14,9722020Revenue 2021: $8,421Expenses 2021: $24,487Net Income 2021: -$16,0662021Revenue 2022: $7,989Expenses 2022: $20,657Net Income 2022: -$12,6682022Revenue 2023: $9,650Expenses 2023: $21,222Net Income 2023: -$11,5722023

Highlighted filing

2012

Revenue-
Expenses$33,561
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 25, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard W DeWaldTrustee-$0--
Connie L MetherallTrustee-$0--
Mary Ann WebsterTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMontoursville Cemetery Company IncGeneral PurposesPublicMontoursville, PA, US$14,500
Paid GrantGen John Burrows Historical SocietyDriveway PavingPublicMontoursville, PA, US$8,980
Paid GrantMontoursville Area High SchoolScholarship AwardsPublicMontoursville, PA, US$5,000
Paid GrantMontoursville BoroughSmoke AlarmsPublicMontoursville, PA, US$674
Paid GrantMontoursville BoroughChristmas Tree LightingPublicMontoursville, PA, US$500
Filing and Contact Details

Filer

EIN
23-2528851
Raw XML AppendixShowing 400 of 412 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Richard W DeWald
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Connie L Metherall
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Mary Ann Webster
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct026943
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets026826
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.046173
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.050889
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.050697
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.026777
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.050735
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear50000.051767
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0580995
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10596293
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20614850
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30597576
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40585951
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50589181
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0117
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions029654
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1030345
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2031171
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3016001
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4029728
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5030500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0000.230865
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions029537
IRS990PF/QualifyingDistributions/ExpensesAndContributions029654
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0117
IRS990PF/QualifyingDistributions/QualifyingDistributions029654
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05703202468
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102450 E Third Street
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Williamsport
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0PA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0177014006
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0PA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10None
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount08980
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1674
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount314500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Driveway Paving
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Smoke Alarms
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Christmas Tree Lighting
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3General Purposes
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Scholarship Awards
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10Gen John Burrows Historical Society
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Montoursville Borough
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Montoursville Borough
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13Montoursville Cemetery Company Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14Montoursville Area High School
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10Loyalsock Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11Loyalsock Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12Loyalsock Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13Broad Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14Arch Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Montoursville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Montoursville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Montoursville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3Montoursville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4Montoursville
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode017754
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode117754
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode217754
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode317754
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode417754
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear029654
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear028933
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028933
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10840
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20908
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40216
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02685
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0721
IRS990PF/UndistributedIncome/ExcessFromYear10840
IRS990PF/UndistributedIncome/ExcessFromYear20908
IRS990PF/UndistributedIncome/ExcessFromYear40216
IRS990PF/UndistributedIncome/QualifyingDistributions029654
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0721
IRS990PF/UndistributedIncome/TotalCorpus02685
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01964
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03752
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Woodlands Bank
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03752
TaxesSchedule/Taxes/Amount0155
TaxesSchedule/Taxes/Category0Tax on investment income
TaxesSchedule/Taxes/NetInvestmentIncome0155
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0232528851
ReturnHeader/Filer/Name/BusinessNameLine10JOSEPH A & CLARA S HEIM FOUNDATION
ReturnHeader/Filer/NameControl0JOSE
ReturnHeader/Filer/Phone05703202468
ReturnHeader/Filer/USAddress/AddressLine102450 E THIRD STREET
ReturnHeader/Filer/USAddress/City0WILLIAMSPORT
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017701
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-25
ReturnHeader/Officer/Name0Richard W Dewald
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-04-25

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$551,335
Liabilities
$0
Net assets
$551,335
Revenue
-
Expenses
$33,561
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.74$0.00$0.10$0.21$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.08$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.08$0.24$0.16
2020Summary only. Only limited summary data is available for this year.$4.15$0.00$0.10$0.25$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.00$4.30$0.11$0.26$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.12$0.26$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.08$0.27$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$0.11$0.28$0.16
2015Summary only. Only limited summary data is available for this year.$4.94$0.00$0.11$0.30$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.12$0.31$0.19
2013Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.11$0.30$0.19
2012Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.34
2011Summary only. Only limited summary data is available for this year.$5.69$0.00$0.19$0.34$0.15