Civic Intelligence

Louise H Haeseler Memorial Fund

EIN 23-6428035 • Wayne, PA

Pub. 78 Eligible
487 Devon Park Drive Suite 216Wayne, PA 19087
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

12th percentile

-89%

Higher net margin than 12% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-4.3%

Faster asset growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

107%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$433,434

Down $19,594 (-4.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$433,434

Down $19,594 (-4.3%) from 2023

Revenue

Up

$22,103

Up $11,435 (+107%) from 2023

Expenses

Up

$41,697

Up $480 (+1.2%) from 2023

Net Income

Up

-$19,594

Up $10,955 (+36%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2014: $568,709Liabilities 2014: $0Net Assets 2014: $568,7092014Assets 2015: $561,259Liabilities 2015: $0Net Assets 2015: $561,2592015Assets 2016: $546,050Liabilities 2016: $0Net Assets 2016: $546,0502016Assets 2017: $542,738Liabilities 2017: $0Net Assets 2017: $542,7382017Assets 2018: $521,929Liabilities 2018: $0Net Assets 2018: $521,9292018Assets 2019: $504,913Liabilities 2019: $0Net Assets 2019: $504,9132019Assets 2020: $487,857Liabilities 2020: $0Net Assets 2020: $487,8572020Assets 2021: $500,984Liabilities 2021: $0Net Assets 2021: $500,9842021Assets 2022: $483,577Liabilities 2022: $0Net Assets 2022: $483,5772022Assets 2023: $453,028Liabilities 2023: $0Net Assets 2023: $453,0282023Assets 2024: $433,434Liabilities 2024: $0Net Assets 2024: $433,4342024

Highlighted filing

2024

Assets$433,434
Liabilities$0
Net Assets$433,434

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $76,921Expenses 2014: $56,762Net Income 2014: $20,1592014Revenue 2015: $15,499Expenses 2015: $34,950Net Income 2015: -$19,4512015Revenue 2016: $14,210Expenses 2016: $31,896Net Income 2016: -$17,6862016Revenue 2017: $22,984Expenses 2017: $26,296Net Income 2017: -$3,3122017Revenue 2018: $19,291Expenses 2018: $40,100Net Income 2018: -$20,8092018Revenue 2019: $19,616Expenses 2019: $36,632Net Income 2019: -$17,0162019Revenue 2020: $20,606Expenses 2020: $37,662Net Income 2020: -$17,0562020Revenue 2021: $52,018Expenses 2021: $38,891Net Income 2021: $13,1272021Revenue 2022: $23,243Expenses 2022: $40,650Net Income 2022: -$17,4072022Revenue 2023: $10,668Expenses 2023: $41,217Net Income 2023: -$30,5492023Revenue 2024: $22,103Expenses 2024: $41,697Net Income 2024: -$19,5942024

Highlighted filing

2024

Revenue$22,103
Expenses$41,697
Net Income-$19,594

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA KREILINGTreasurer-$0--
SARA HOROWITZSecretary-$0--
AMANDA STRITETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Haeseler Louise H Mem Fd Tr
EIN
23-6428035
Phone
6106873515
Address
487 DEVON PARK DRIVE SUITE 216, WAYNE, PA 19087

Signing Officer

Name
Lisa Kreiling
Title
Treasurer
Phone
6106873515
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Schina and Associates CPA
Address
101 N WASHINGTON AVE SUITE 2A-1, MARGATE CITY, NJ 08402
Preparer
Michele Schina
Phone
2153153969
Raw XML Appendix347 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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt031728
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt031728
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LISA KREILING
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0639 N SPEAKMAN LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST CHESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019380
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06106873515
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUESTS MADE FOR SUPPORT WHICH INCLUDE APPLICANT'S INCOME/EXPENSE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ENTRUST FINANCIAL LLC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06106873515
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0487 DEVON PARK DRIVE SUITE 216
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WAYNE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd019087
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PRESENT OR FORMER FULL-TIME EMPLOYEES OF THE PHILADELPHIA SCHOOL DISTRICT WHO NEED FINANCIAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINE; REQUESTS MADE AS NEEDED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LOUISE GOLDSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KIMBERLIE ANN ROLEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BETH BARKSY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0191 PRESIDENTIAL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16948 FOWLER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21009 N WOODBINE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0APT R-518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BALA CYNWYD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NARBERTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219072
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt031728
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/AppliedToCurrentYearAmt028428
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05145
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02176
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02176
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016065
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05145
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04613
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031728
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018241
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014941
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0214
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0214
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06241
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06241
TaxesSchedule/TaxesDetail/Amt0110
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA KREILING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06106873515
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAESELER LOUISE H MEM FD TR
ReturnHeader/Filer/BusinessNameControlTxt0HAES
ReturnHeader/Filer/EIN0236428035
ReturnHeader/Filer/PhoneNum06106873515
ReturnHeader/Filer/USAddress/AddressLine1Txt0487 DEVON PARK DRIVE SUITE 216
ReturnHeader/Filer/USAddress/CityNm0WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019087
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201589727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHINA AND ASSOCIATES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 N WASHINGTON AVE SUITE 2A-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARGATE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008402
ReturnHeader/PreparerPersonGrp/PhoneNum02153153969
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE SCHINA
ReturnHeader/ReturnTs02025-05-05T10:05:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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