Civic Intelligence

Lawrence E Heyler Charitable Trust

990PF • Fiscal year 2018 • EIN 25-6682728

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-383%

Higher net margin than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$3,641

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 69.8% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

34th percentile

-6.0%

Faster asset growth than 34% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$313,628

Down $19,992 (-6.0%) from 2017

Net Assets

Down

$313,628

Down $19,992 (-6.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$5,220

Down $15,113 (-74%) from 2017

Expenses

Down

$25,212

Down $7,447 (-23%) from 2017

Net Income

Down

-$19,992

Down $7,666 (-62%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2018

Assets$313,628
Liabilities$0
Net Assets$313,628
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$5,220
Expenses$25,212
Net Income-$19,992
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM KIRKWOODTrustee-$3,641-$3,641
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
2019-04-22
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 Appendix346 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/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/Amt015788
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/TotalGrantOrContriPdDurYrAmt015788
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/ExcessDistributionCyovYr1Amt02319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033340
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03260
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023354
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02171
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02171
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt053699
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051528
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCOTT A WILLIAMS LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0350
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0700
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0350
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NATURAL GAS TRANS COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NATURAL GAS ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt040
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt040
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONTAXABLE DISTRIBUTION INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03757
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03757
TaxesSchedule/TaxesDetail/Amt0556
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0556
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L KIRKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703238568
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-22
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/FilingSecurityInformation/AtSubmissionCreationDeviceId030CB57AA7D96E0285C85A65D60285C5678845842
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId030CB57AA7D96E0285C85A65D60285C5678845842
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.241.187.156
ReturnHeader/FilingSecurityInformation/IPDt02019-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm005:32:58
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/PreparationDt02019-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P HAGER CPA
ReturnHeader/ReturnTs02019-05-03T05:33:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$313,628
Liabilities
$0
Net assets
$313,628
Revenue
$5,220
Expenses
$25,212
Net income
-$19,992
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