Civic Intelligence

Joseph a & Clara S Heim Foundation

990PF • Fiscal year 2014 • EIN 23-2528851

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

Organization Profile
Woodlands Bank 2450 E THIRD STREETWilliamsport, PA 17701

(570) 320-2468

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

3rd percentile

-164%

Higher net margin than 3% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

26th percentile

-3.6%

Faster asset growth than 26% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

8.4%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$513,224

Down $19,311 (-3.6%) from 2013

Net Assets

Down

$513,224

Down $19,311 (-3.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin3rd percentile

Revenue

Up

$11,762

Up $912 (+8.4%) from 2013

Expenses

Up

$31,073

Up $1,423 (+4.8%) from 2013

Net Income

Down

-$19,311

Down $511 (-2.7%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2014

Assets$513,224
Liabilities$0
Net Assets$513,224
Open 2014 Filing

Operations Trend

Revenue Growth58th percentile

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

2014

Revenue$11,762
Expenses$31,073
Net Income-$19,311
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard W DeWaldTrustee-$0--
Connie L MetherallTrustee-$0--
Mary Ann WebsterTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph a & Clara S Heim Foundation
EIN
23-2528851
Phone
5703202468
Address
Woodlands Bank 2450 E THIRD STREET, WILLIAMSPORT, PA 17701

Signing Officer

Name
Richard W Dewald
Title
Trustee
Signed
2015-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Woodlands Bank
Address
2450 E Third Street, Williamsport, PA 17701
Preparer
Thomas Burkholder
Phone
5703202468
Raw XML Appendix297 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Connie L Metherall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mary Ann Webster
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23075 Riverview Road
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0900 Spruce Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 N Arch Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Loyalsock Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3Broad Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4101 N Arch Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Montoursville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Montoursville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Montoursville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Montoursville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Montoursville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd117754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd217754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd317754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd417754
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027023
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026382
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0664
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01305
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0641
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0664
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027023
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0641
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01305
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0664
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03831
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Woodlands Bank
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03831
TaxesSchedule/TaxesDetail/Amt069
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt069
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard W Dewald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH A & CLARA S HEIM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0232528851
ReturnHeader/Filer/PhoneNum05703202468
ReturnHeader/Filer/USAddress/AddressLine1Txt0Woodlands Bank 2450 E THIRD STREET
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Woodlands Bank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02450 E Third Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Williamsport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017701
ReturnHeader/PreparerPersonGrp/PhoneNum05703202468
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas Burkholder
ReturnHeader/ReturnTs02015-04-29T03:40:56-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,224
Liabilities
$0
Net assets
$513,224
Revenue
$11,762
Expenses
$31,073
Net income
-$19,311
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
Peer Organizations

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