Civic Intelligence

Lawrence E Heyler Charitable Trust

990PF • Fiscal year 2019 • EIN 25-6682728

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 14, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

10th percentile

-58%

Higher net margin than 10% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$4,170

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 28.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

181%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$305,072

Down $8,556 (-2.7%) from 2018

Net Assets

Down

$305,072

Down $8,556 (-2.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Up

$14,694

Up $9,474 (+181%) from 2018

Expenses

Down

$23,249

Down $1,963 (-7.8%) from 2018

Net Income

Up

-$8,555

Up $11,437 (+57%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2019

Assets$305,072
Liabilities$0
Net Assets$305,072
Open 2019 Filing

Operations Trend

Revenue Growth96th 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

2019

Revenue$14,694
Expenses$23,249
Net Income-$8,555
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 14, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM KIRKWOODTrustee-$4,170-$4,170
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
2020-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay and Hager Pc
Address
2814 LYCOMING MALL DR, MUNCY, PA 17756-6465
Preparer
Robert P Hager
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/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/Amt013966
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/TotalGrantOrContriPdDurYrAmt013966
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/ExcessDistributionCyovYr1Amt02171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02319
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03260
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023354
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023354
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012806
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02171
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02319
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03260
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02820
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02820
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036160
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033340
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCOTT A WILLIAMS LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0350
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0700
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0350
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NATURAL GAS ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt069
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt069
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03361
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH INVESTMENT ADVISOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03361
TaxesSchedule/TaxesDetail/Amt0230
TaxesSchedule/TaxesDetail/Amt152
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0230
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt152
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L KIRKWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05703238568
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-14
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/AtSubmissionCreationDeviceId04226832CAD79270F12D5678BD0F1C5D001843EF4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04226832CAD79270F12D5678BD0F1C5D001843EF4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.241.187.156
ReturnHeader/FilingSecurityInformation/IPDt02020-04-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:12:31
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/PreparationDt02020-04-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P HAGER
ReturnHeader/ReturnTs02020-04-12T08:23:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$305,072
Liabilities
$0
Net assets
$305,072
Revenue
$14,694
Expenses
$23,249
Net income
-$8,555
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