Civic Intelligence

Lawrence E Heyler Charitable Trust

990PF • Fiscal year 2013 • EIN 25-6682728

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 15, 2014

57 E Fourth St PO Box 317703

(570) 323-8568

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$7,785

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 38.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$362,768

Down $8,863 (-2.4%) from 2012

Net Assets

Down

$362,768

Down $8,863 (-2.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$20,487

No earlier filing loaded for comparison.

Expenses

Up

$29,350

Up $11,307 (+63%) from 2012

Net Income

-$8,863

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2012: $371,631Liabilities 2012: $0Net Assets 2012: $371,6312012Assets 2013: $362,768Liabilities 2013: $0Net Assets 2013: $362,7682013Assets 2014: $366,676Liabilities 2014: $0Net Assets 2014: $366,6762014Assets 2015: $370,222Liabilities 2015: $0Net Assets 2015: $370,2222015Assets 2016: $345,946Liabilities 2016: $0Net Assets 2016: $345,9462016Assets 2017: $333,620Liabilities 2017: $0Net Assets 2017: $333,6202017Assets 2018: $313,628Liabilities 2018: $0Net Assets 2018: $313,6282018Assets 2019: $305,072Liabilities 2019: $0Net Assets 2019: $305,0722019Assets 2020: $301,722Liabilities 2020: $0Net Assets 2020: $301,7222020Assets 2021: $309,361Liabilities 2021: $0Net Assets 2021: $309,3612021Assets 2022: $297,764Liabilities 2022: $0Net Assets 2022: $297,7642022Assets 2023: $282,077Liabilities 2023: $0Net Assets 2023: $282,0772023Assets 2024: $286,206Liabilities 2024: $0Net Assets 2024: $286,2062024

Highlighted filing

2013

Assets$362,768
Liabilities$0
Net Assets$362,768

Operations Trend

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $18,0432012Revenue 2013: $20,487Expenses 2013: $29,350Net Income 2013: -$8,8632013Revenue 2014: $35,141Expenses 2014: $31,233Net Income 2014: $3,9082014Revenue 2015: $51,881Expenses 2015: $48,572Net Income 2015: $3,3092015Revenue 2016: $5,484Expenses 2016: $29,760Net Income 2016: -$24,2762016Revenue 2017: $20,333Expenses 2017: $32,659Net Income 2017: -$12,3262017Revenue 2018: $5,220Expenses 2018: $25,212Net Income 2018: -$19,9922018Revenue 2019: $14,694Expenses 2019: $23,249Net Income 2019: -$8,5552019Revenue 2020: $18,686Expenses 2020: $22,036Net Income 2020: -$3,3502020Revenue 2021: $27,715Expenses 2021: $20,076Net Income 2021: $7,6392021Revenue 2022: $12,517Expenses 2022: $24,114Net Income 2022: -$11,5972022Revenue 2023: $10,444Expenses 2023: $19,442Net Income 2023: -$8,9982023Revenue 2024: $17,550Expenses 2024: $13,421Net Income 2024: $4,1292024

Highlighted filing

2013

Revenue$20,487
Expenses$29,350
Net Income-$8,863
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 15, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM KIRKWOODTrustee-$7,785-$7,785
Filing and Contact Details

Filer

EIN
25-6682728
Phone
5703238568

Signing Officer

Name
William L Kirkwood
Title
Trustee
Phone
5703238568
Signed
2014-04-15

Preparer

Preparer
Robert P Hager CPA
Phone
5705460770
Raw XML Appendix290 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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10WILLIAM KIRKWOOD
IRS990PF/StatementsRegardingActyGrp/PhoneNum05703981375
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013382
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUSTAIN THECHURCH AND ITS ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10GRACE LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10200 MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0JERSEY SHORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode017740
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013382
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015131
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035490
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015131
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020359
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020359
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035490
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015131
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCOTT A WILLIAMS LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02324
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04648
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02324
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0766
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0766
TaxesSchedule/TaxesDetail/Amt0251
TaxesSchedule/TaxesDetail/Amt11758
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0251
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11758
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L KIRKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703238568
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10LAWRENCE E HEYLER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LAWR
ReturnHeader/Filer/EIN0256682728
ReturnHeader/Filer/PhoneNum05703238568
ReturnHeader/Filer/USAddress/AddressLine1057 E FOURTH ST PO BOX 3
ReturnHeader/Filer/USAddress/City0WILLIAMSPORT
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode017703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LINDSAY AND HAGER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102814 LYCOMING MALL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MUNCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0177566465
ReturnHeader/PreparerPersonGrp/PhoneNum05705460770
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P HAGER CPA
ReturnHeader/ReturnTs02014-05-16T06:13:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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