Civic Intelligence

Joseph a & Clara S Heim Foundation

990PF • Fiscal year 2017 • EIN 23-2528851

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

Organization Profile
2450 E THIRD STREET Woodlands BankWilliamsport, PA 17701

(570) 320-2468

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-224%

Higher net margin than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$458,744

Down $19,014 (-4.0%) from 2016

Net Assets

Down

$458,744

Down $19,014 (-4.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$8,484

Down $2,640 (-24%) from 2016

Expenses

Down

$27,498

Down $13 (-0.0%) from 2016

Net Income

Down

-$19,014

Down $2,627 (-16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2017

Assets$458,744
Liabilities$0
Net Assets$458,744
Open 2017 Filing

Operations Trend

Revenue Growth20th 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

2017

Revenue$8,484
Expenses$27,498
Net Income-$19,014
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th 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 Little LeagueGeneral purposesPCMontoursville, PA, US$10,000
Paid GrantMontoursbille Area High SchoolScholarship AwardsPCMontoursville, PA, US$5,000
Paid GrantMontoursville Public LibraryGeneral purposesPCMontoursville, PA, US$4,000
Paid GrantMontoursville CemeteryGeneral purposesPCMontoursville, PA, US$4,000
Paid GrantMontoursville BoroughSmoke alarmsPCMontoursville, PA, US$720
Filing and Contact Details

Filer

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

Signing Officer

Name
Richard Dewald
Title
Trustee
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Woodlands Bank
Address
2450 E Third Street, Williamsport, PA 17701
Preparer
Thomas B Burkholder
Phone
5703202468
Raw XML Appendix323 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/PersonNm0Richard W DeWald
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Connie L Metherall
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mary Ann Webster
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship Awards
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Smoke alarms
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Montoursbille Area High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Montoursville Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Montoursville Cemetery
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Montoursville Borough
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Montoursville Little League
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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/AddressLine1Txt0101 N Arch Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1384 Broad Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21465 Broad Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3617 nLoyalsock Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4Broad 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/TotalGrantOrContriPdDurYrAmt023720
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/AppliedToCurrentYearAmt023475
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0365
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0852
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0365
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023720
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0245
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0852
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0607
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03483
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Woodlands Bank
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03483
TaxesSchedule/TaxesDetail/Amt0145
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0145
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Dewald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH A & CLARA S HEIM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0232528851
ReturnHeader/Filer/PhoneNum05703202468
ReturnHeader/Filer/USAddress/AddressLine1Txt02450 E THIRD STREET Woodlands Bank
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01108C2DDFC758BCF43FBD95EAEB8DBE2EEC92FE0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01108C2DDFC758BCF43FBD95EAEB8DBE2EEC92FE0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.167.79.33
ReturnHeader/FilingSecurityInformation/IPDt02018-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:54:40
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/PreparationDt02018-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas B Burkholder
ReturnHeader/ReturnTs02018-04-26T09:56:10-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$458,744
Liabilities
$0
Net assets
$458,744
Revenue
$8,484
Expenses
$27,498
Net income
-$19,014
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

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • <$500k nonprofits