Civic Intelligence

Lawrence E Heyler Charitable Trust

990PF • Fiscal year 2015 • EIN 25-6682728

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 19, 2016

Organization Profile
57 E Fourth St PO Box 3Williamsport, PA 17703

(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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

58th percentile

6.4%

Higher net margin than 58% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

80th percentile

$4,720

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

52nd percentile

1.0%

Faster asset growth than 52% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$370,222

Up $3,546 (+1.0%) from 2014

Net Assets

Up

$370,222

Up $3,546 (+1.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin58th percentile

Revenue

Up

$51,881

Up $16,740 (+48%) from 2014

Expenses

Up

$48,572

Up $17,339 (+56%) from 2014

Net Income

Down

$3,309

Down $599 (-15%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2015

Assets$370,222
Liabilities$0
Net Assets$370,222
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

2015

Revenue$51,881
Expenses$48,572
Net Income$3,309
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 19, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM KIRKWOODTrustee-$4,720-$4,720
Filing and Contact Details

Filer

Filer Name
Lawrence E Heyler Charitable Trust
EIN
25-6682728
Phone
5703238568
Address
57 E FOURTH ST PO BOX 3, WILLIAMSPORT, PA 17703

Signing Officer

Name
William L Kirkwood
Title
Trustee
Phone
5703238568
Signed
2016-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay and Hager Pc
Address
2814 LYCOMING MALL DR, MUNCY, PA 17756-6465
Preparer
Robert P Hager CPA
Phone
5705460770
Raw XML Appendix331 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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03260
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0429
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03260
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04,8,11
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14,8,11
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE INVESTMENT INCOME IS USED TO FUND GRACE LUTHERAN CHURCH REGLIGIOUS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1AND SOCIAL ACTIVITIES IN ACCORDANCE WITH THE TRUST AGREEMENT.
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01412 LOCUST ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JERSEY SHORE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017740
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM KIRKWOOD
IRS990PF/StatementsRegardingActyGrp/PhoneNum05703981375
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt036308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUSTAIN THECHURCH AND ITS ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GRACE LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 MAPLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JERSEY SHORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017740
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036308
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/ExcessDistributionCyovYr1Amt023354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015131
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt062104
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023354
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015131
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03260
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt062104
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt058844
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCOTT A WILLIAMS LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0400
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0800
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0400
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NATURAL GAS TRANS COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NATURAL GAS ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt073
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt073
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0237
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONTAXABLE DISTRIBUTION INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04781
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04781
TaxesSchedule/TaxesDetail/Amt0184
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0184
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L KIRKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703238568
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAWRENCE E HEYLER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LAWR
ReturnHeader/Filer/EIN0256682728
ReturnHeader/Filer/PhoneNum05703238568
ReturnHeader/Filer/USAddress/AddressLine1Txt057 E FOURTH ST PO BOX 3
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDSAY AND HAGER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02814 LYCOMING MALL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUNCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0177566465
ReturnHeader/PreparerPersonGrp/PhoneNum05705460770
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P HAGER CPA
ReturnHeader/ReturnTs02016-05-06T07:26:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$370,222
Liabilities
$0
Net assets
$370,222
Revenue
$51,881
Expenses
$48,572
Net income
$3,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.18$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.10$0.19$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.13$0.24$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.28$0.20$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.19$0.22$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.15$0.23$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.05$0.25$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.20$0.33$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.05$0.30$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.52$0.49$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.35$0.31$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.20$0.29$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.18