Civic Intelligence

Sentimental Journey Inc

990 • Fiscal year 2023 • EIN 23-2570096

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 31, 2024

PO Box 496Lock Haven, PA 17745-0496

(570) 893-4200

Siviq Scores

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

Liabilities / Assets

79th percentile

0.08x

Higher debt load relative to assets than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$9,542

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

20th percentile

-25%

Faster asset growth than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-8.6%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$33,494

Down $10,987 (-25%) from 2022

Net Assets

Down

$30,723

Down $7,672 (-20%) from 2022

Liabilities

Down

$2,771

Down $3,315 (-54%) from 2022

Revenue

Down

$71,062

Down $6,654 (-8.6%) from 2022

Expenses

Down

$78,734

Down $889 (-1.1%) from 2022

Net Income

Down

-$7,672

Down $5,765 (-302%) from 2022

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2017: $26,966Liabilities 2017: $381Net Assets 2017: $26,5852017Assets 2018: $17,372Liabilities 2018: $404Net Assets 2018: $16,9682018Assets 2019: $14,195Liabilities 2019: $403Net Assets 2019: $13,7922019Assets 2020: $33,916Liabilities 2020: $6,403Net Assets 2020: $27,5132020Assets 2021: $46,030Liabilities 2021: $5,728Net Assets 2021: $40,3022021Assets 2022: $44,481Liabilities 2022: $6,086Net Assets 2022: $38,3952022Assets 2023: $33,494Liabilities 2023: $2,771Net Assets 2023: $30,7232023Assets 2024: $24,170Liabilities 2024: $1,890Net Assets 2024: $22,2802024

Highlighted filing

2023

Assets$33,494
Liabilities$2,771
Net Assets$30,723

Operations Trend

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

$100K$50K$0-$50KRevenue 2017: $69,165Expenses 2017: $62,110Net Income 2017: $7,0552017Revenue 2018: $70,620Expenses 2018: $80,237Net Income 2018: -$9,6172018Revenue 2019: $59,559Expenses 2019: $62,735Net Income 2019: -$3,1762019Revenue 2020: $34,402Expenses 2020: $20,681Net Income 2020: $13,7212020Revenue 2021: $76,203Expenses 2021: $63,414Net Income 2021: $12,7892021Revenue 2022: $77,716Expenses 2022: $79,623Net Income 2022: -$1,9072022Revenue 2023: $71,062Expenses 2023: $78,734Net Income 2023: -$7,6722023Revenue 2024: $87,602Expenses 2024: $96,045Net Income 2024: -$8,4432024

Highlighted filing

2023

Revenue$71,062
Expenses$78,734
Net Income-$7,672
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 31, 2024
Return Version
2023v5.1
Gross Receipts
$81,853
Mission and Program Overview

Mission

To preserve the heritage of piper aircraft corporation, its history and the aircrafts that were built at the former headquarters in lock haven, pennsylvania from 1937 to 1984. To offer owners of piper aircraft manufactured in lock haven, a source of community, sharing of vital resources and information on the use, preservation, restoration and safe operation of their aircraft in the form of educational opportunities to owners of various other makes and models of aircraft as well. To provide the community with a positive impact from the attendees and tourists who attend the annual and other various events hosted by the organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$33,715$21,821▼ $11,894
Land, Buildings, and Equipment, Net$10,766$11,673▲ $907
Total Assets$44,481$33,494▼ $10,987
Liabilities
Unsecured Notes Loans Payable$4,841$1,663▼ $3,178
Other Liabilities$1,245$1,108▼ $137
Total Liabilities$6,086$2,771▼ $3,315
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$38,395$30,723▼ $7,672
Total Net Assets Fund Balance$38,395$30,723▼ $7,672
Total Liabilities and Net Assets / Fund Balance$44,481$33,494▼ $10,987

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$3,733-
Equipment$182$5,578-
Leasehold Improvements$11,491$6,863-
Compensation and Service Providers

Employees

NameTitleBaseTotal
Kim GarlickExecutive Coordinator$9,542$9,542
Esther GardnerExecutive Assistant$5,590$5,590

Board Members and Trustees

NameTitle
Mark StewartPresident
John MachamerVice President
Brandon PayneDirector
Clyde Smith JrDirector
Jae GettigDirector
John BuchanDirector
John SpencerDirector
Mason BreinerDirector
Betsy BuchanSecretary
Carmen BanfillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,032
Program Service Revenue
$50,585
Investment Income
$0
Other Revenue
$-555
All Other Contributions
$18,479
Change in Net Assets
$-7,672
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,222
Salaries, Compensation, and Employee Benefits$17,512
Total Fundraising Expense$11,189
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$7,566$4,540$3,026$15,132
Insurance$1,681$1,681$1,681$5,043
Office Expenses$1,663$1,663$1,663$4,989
Advertising$1,156$578$1,156$2,890
Occupancy$932$932$932$2,796
Travel$1,046$522$1,046$2,614
Payroll Taxes$1,190$714$476$2,380
Fees for Services Accounting$699$699$699$2,097
Depreciation Depletion$509$509$510$1,528
Grants to Domestic Individuals$1,000--$1,000
Interest$122--$122
Other Expenses$50--$50
Information Technology-$24-$24
Total Functional Expenses$55,683$11,862$11,189$78,734
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$10,791
Fundraising Gross Income$9,800
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Seafood Event$7,910$7,910-$7,910
Banquet Fundraiser$1,890$1,890$482$1,408
Total Events$9,800$9,800$10,791$-991
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Taxes$1,108
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

Two board of directors are married to each other.

Form 990, Part VI, Section B, Line 11B

Form 990 is presented to the board of directors for review. The floor is opened to any questions and/or suggestions. After any questions and/or suggestions are resolved, the board of directors hold a vote to approve form 990. Once approved, form 990 is then signed and filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is monitored and enforced at board meetings. The board members must disclose at the start of every meeting any issues involving a potential conflict.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sentimental Journey Inc
EIN
23-2570096
Phone
5708934200
Address
PO BOX 496, LOCK HAVEN, PA 17745-0496

Signing Officer

Name
Esther R Gardner
Title
Executive Assistant
Phone
5708934200
Signed
2024-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Esther R Gardner
Formed
1989
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
132

Preparer

Firm
Lea Ann S Plessinger CPA LLC
Address
TWO EAST WATER STREET, LOCK HAVEN, PA 17745-0568
Preparer
Lea Ann S Plessinger CPA LLC
Phone
5707484011
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IRS990/PayrollTaxesGrp/FundraisingAmt0476
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0714
IRS990/PayrollTaxesGrp/ProgramServicesAmt01190
IRS990/PayrollTaxesGrp/TotalAmt02380
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ESTHER R GARDNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0711300
IRS990/ProgramServiceRevenueGrp/Desc0FLY-IN EVENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt050585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt050585
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt018300
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt061795
IRS990/PYOtherRevenueAmt0901
IRS990/PYProgramServiceRevenueAmt058515
IRS990/PYRevenuesLessExpensesAmt0-1907
IRS990/PYSalariesCompEmpBnftPaidAmt016828
IRS990/PYTotalExpensesAmt079623
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt077716
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-7672
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt051021
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2019 AMOUNT: $ 1,071. 2020 AMOUNT: $ 999. 2021 AMOUNT: $ 1,042. 2022 AMOUNT: $ 571. 2023 AMOUNT: $ 436.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt018300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016947
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014574
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt097295
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt085
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt060384
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt068955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt072950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt058033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0280886
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt085
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0436
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0571
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01042
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0999
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01071
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04119
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98900
IRS990ScheduleA/PublicSupportPY509Pct00.98910
IRS990ScheduleA/PublicSupportTotal509Amt0378181
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt087255
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt089897
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt047006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072607
IRS990ScheduleA/Total509Grp/TotalAmt0378181
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt090939
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt048005
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073763
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0382385
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0182
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05578
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt05760
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011491
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06863
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt018354
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03733
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt03733
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01108
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL TAXES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011673
IRS990ScheduleD/TotalLiabilityAmt01108
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010791
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SEAFOOD EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BANQUET FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06400
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01909
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt01890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt09800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt07910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01890
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt09800
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-991
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0482
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0482
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO BOARD OF DIRECTORS ARE MARRIED TO EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. THE FLOOR IS OPENED TO ANY QUESTIONS AND/OR SUGGESTIONS. AFTER ANY QUESTIONS AND/OR SUGGESTIONS ARE RESOLVED, THE BOARD OF DIRECTORS HOLD A VOTE TO APPROVE FORM 990. ONCE APPROVED, FORM 990 IS THEN SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED AT BOARD MEETINGS. THE BOARD MEMBERS MUST DISCLOSE AT THE START OF EVERY MEETING ANY ISSUES INVOLVING A POTENTIAL CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt044481
IRS990/TotalAssetsEOYAmt033494
IRS990/TotalAssetsGrp/BOYAmt044481
IRS990/TotalAssetsGrp/EOYAmt033494
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt021032
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011189
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011862
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055683
IRS990/TotalFunctionalExpensesGrp/TotalAmt078734
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06086
IRS990/TotalLiabilitiesEOYAmt02771
IRS990/TotalLiabilitiesGrp/BOYAmt06086
IRS990/TotalLiabilitiesGrp/EOYAmt02771
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt038395

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