Civic Intelligence

Heritage Resources II Inc

EIN 25-1788544 • 501(c)2 • Mercer, PA

Profile

To hold real estate for mercer county area agency on aging, a 501(c)(3) organization.

133 North Pitt StreetMercer, PA 16137

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.08x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.77x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2022

Net Margin

87th percentile

79%

Higher net margin than 87% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

501(c)2 • <$500k nonprofits • Source year 2022

Asset Growth

90th percentile

11%

Faster asset growth than 90% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

0.0%

Faster revenue growth than 56% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$242,813

Up $18,873 (+8.4%) from 2023

Liabilities

Up

$20,254

Up $2,719 (+16%) from 2023

Net Assets

Up

$222,559

Up $16,154 (+7.8%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin87th percentile

Revenue

Flat

$21,600

Flat from 2023

Expenses

Up

$5,446

Up $83 (+1.5%) from 2023

Net Income

Down

$16,154

Down $83 (-0.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$300K$200K$100K$0Assets 2020: $167,277Liabilities 2020: $10,452Net Assets 2020: $156,8252020Assets 2021: $186,172Liabilities 2021: $13,093Net Assets 2021: $173,0792021Assets 2022: $206,855Liabilities 2022: $16,687Net Assets 2022: $190,1682022Assets 2023: $223,940Liabilities 2023: $17,535Net Assets 2023: $206,4052023Assets 2024: $242,813Liabilities 2024: $20,254Net Assets 2024: $222,5592024

Highlighted filing

2024

Assets$242,813
Liabilities$20,254
Net Assets$222,559
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$30K$20K$10K$0Revenue 2020: $21,600Expenses 2020: $7,972Net Income 2020: $13,6282020Revenue 2021: $21,600Expenses 2021: $5,346Net Income 2021: $16,2542021Revenue 2022: $21,600Expenses 2022: $4,511Net Income 2022: $17,0892022Revenue 2023: $21,600Expenses 2023: $5,363Net Income 2023: $16,2372023Revenue 2024: $21,600Expenses 2024: $5,446Net Income 2024: $16,1542024

Highlighted filing

2024

Revenue$21,600
Expenses$5,446
Net Income$16,154
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,813
Liabilities
$20,254
Net assets
$222,559
Revenue
$21,600
Expenses
$5,446
Net income
$16,154
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.43$0.20$2.23$0.22$0.05$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.18$2.06$0.22$0.05$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.17$1.90$0.22$0.05$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.13$1.73$0.22$0.05$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.10$1.57$0.22$0.08$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jan 24, 2025
Return Version
2023v6.0
Gross Receipts
$21,600
Mission and Program Overview

Mission

To hold real estate for mercer county area agency on aging, a 501(c)(3) organization.

Program Services

DescriptionGrantsExpenses
HOLD REAL ESTATE TO BE LEASED BY CONTROLLING ENTITY. ALL NET INCOME FROM THE RENTAL OF THE REAL ESTATE AFTER PAYING RENTAL EXPENSES AND MORTGAGE COSTS ARE PAID OVER TO THE CONTROLLING ENTITY PER IRC SECTION 501(C)(2)$0$0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK GOTTUSOPresident-$0--
PETER COSTARPast Secretary/Treasurer-$0--
SAMUEL BELLICHSecretary/Treasurer-$0--
BRUCE SMITHBoard Member-$0--
KAREN MILLERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Heritage Resources Ii Inc
EIN
25-1788544
Phone
7246626222
Address
133 NORTH PITT STREET, MERCER, PA 16137

Signing Officer

Name
Rick Gottuso
Title
President
Phone
7246626222
Signed
2025-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Black Bashor & Porsch Llp
Address
270 EAST CONNELLY BOULEVARD, SHARON, PA 16146
Preparer
Jack F Kuchcinski
Phone
7249817510
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: rent received-commercial building,mercer, pa. Amount: 21,600.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 2,671. Description: legal and professional services. Amount: 875. Description: insurance. Amount: 1,844. Description: bank fees. Amount: 56. Total to form 990-ez, line 14: 5,446.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to mercer county area agency on aging. Beg. Of year amount: 17,535. End of year amount: 20,254.”

Raw XML Appendix118 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0SANDRA SWOGGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07246626222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0133 N PITT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MERCER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016137
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0186542
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0208086
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt016154
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0223940
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0242813
IRS990EZ/GrossReceiptsAmt021600
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt037398
IRS990EZ/LandAndBuildingsGrp/EOYAmt034727
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0206405
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0222559
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0206405
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0222559
IRS990EZ/OccupancyRentUtltsAndMaintAmt05446
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK GOTTUSO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER COSTAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMUEL BELLICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRUCE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt021600
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD REAL ESTATE FOR MERCER COUNTY AREA AGENCY ON AGING, A 501(C)(3) ORGANIZATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOLD REAL ESTATE TO BE LEASED BY CONTROLLING ENTITY. ALL NET INCOME FROM THE RENTAL OF THE REAL ESTATE AFTER PAYING RENTAL EXPENSES AND MORTGAGE COSTS ARE PAID OVER TO THE CONTROLLING ENTITY PER IRC SECTION 501(C)(2)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt017535
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020254
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt05446
IRS990EZ/TotalRevenueAmt021600
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: RENT RECEIVED-COMMERCIAL BUILDING,MERCER, PA. AMOUNT: 21,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 2,671. DESCRIPTION: LEGAL AND PROFESSIONAL SERVICES. AMOUNT: 875. DESCRIPTION: INSURANCE. AMOUNT: 1,844. DESCRIPTION: BANK FEES. AMOUNT: 56. TOTAL TO FORM 990-EZ, LINE 14: 5,446.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO MERCER COUNTY AREA AGENCY ON AGING. BEG. OF YEAR AMOUNT: 17,535. END OF YEAR AMOUNT: 20,254.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK GOTTUSO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07246626222
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE RESOURCES II INC
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0251788544
ReturnHeader/Filer/PhoneNum07246626222
ReturnHeader/Filer/USAddress/AddressLine1Txt0133 NORTH PITT STREET
ReturnHeader/Filer/USAddress/CityNm0MERCER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016137
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251304135
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACK BASHOR & PORSCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0270 EAST CONNELLY BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHARON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016146
ReturnHeader/PreparerPersonGrp/PhoneNum07249817510
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK F KUCHCINSKI
ReturnHeader/ReturnTs02025-02-06T12:41:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

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