Joseph a & Clara S Heim Foundation

990PF • Fiscal year 2020 • EIN 23-2528851

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 2021

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.

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-148%

Higher net margin than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

-3.5%

Faster asset growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-11%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Flat

$414,532

Flat from 2020

Net Assets

$414,532

No earlier filing loaded for comparison.

Liabilities

Down

Down $1 (-100%) from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin8th percentile

Revenue

Flat

$10,087

Flat from 2020

Expenses

Flat

$25,059

Flat from 2020

Net Income

Flat

-$14,972

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2020

Assets$414,532

Liabilities$0

Net Assets$414,532

Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

Highlighted filing

2020

Revenue$10,087

Expenses$25,059

Net Income-$14,972

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: Apr 22, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Richard W DeWald	Trustee	-	$0	-	-
Mary Ann Webster	Trustee	-	$0	-	-

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: 2021-04-22
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 Appendix259 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/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	21360
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	21360
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	91
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	91
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Mary Ann Webster
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	3075 Riverview Road
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Faith United Methodist Church
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	700 Fairview Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Montoursville
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	242
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	832
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	246
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	201
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	245
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	21500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	140
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1074
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	934
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	3207
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Woodlands Bank
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	3207
TaxesSchedule/TaxesDetail/Amt	0	77
TaxesSchedule/TaxesDetail/CategoryTxt	0	Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	77
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Richard Dewald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JOSEPH A & CLARA S HEIM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JOSE
ReturnHeader/Filer/EIN	0	232528851
ReturnHeader/Filer/PhoneNum	0	5703202468
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2450 E THIRD STREET Woodlands Bank
ReturnHeader/Filer/USAddress/CityNm	0	WILLIAMSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	17701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Woodlands Bank
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2450 E Third Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Williamsport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	17701
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5703202468
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Thomas B Burkholder
ReturnHeader/ReturnTs	0	2021-04-22T11:59:56-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Richard
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Dewald
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $414,532
Liabilities: $0
Net assets: $414,532
Revenue: $10,087
Expenses: $25,059
Net income: -$14,972

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2020Detailed filing. Detailed filing data is available for this year.	$4.15	$0.00	$4.15	$0.10	$0.25	$0.15
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