Civic Intelligence

Henry County Heritage Trust Inc.

EIN 26-0905251 • 501(c)3 • Mount Pleasant, IA

Pub. 78 Eligible990-N CoverageNTEE A80

Profile

Henry County Heritage Trust is organized to collect, preserve and share the memories and artifacts of Henry County, Iowa; and to celebrate the study of arts and humanities for Henry County, Iowa, and its people

PO Box 333Mount Pleasant, IA 52641

henrycountyheritagetrust.org

Siviq Scores

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

Liabilities / Assets

80th percentile

0.02x

Higher debt load relative to assets than 80% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

0.12x

Higher debt load relative to revenue than 86% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2025

Net Margin

53rd percentile

16%

Higher net margin than 53% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE A80 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

1.7%

Faster asset growth than 46% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

28%

Faster revenue growth than 70% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$476,736

Up $7,755 (+1.7%) from 2024

Liabilities

Down

$9,030

Down $3,964 (-31%) from 2024

Net Assets

Up

$467,706

Up $11,719 (+2.6%) from 2024

Operations
Liabilities / Revenue86th percentileNet Margin53rd percentile

Revenue

Up

$74,898

Up $16,457 (+28%) from 2024

Expenses

Down

$63,179

Down $26,643 (-30%) from 2024

Net Income

Up

$11,719

Up $43,100 (+137%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2023: $495,316Liabilities 2023: $7,948Net Assets 2023: $487,3682023Assets 2024: $468,981Liabilities 2024: $12,994Net Assets 2024: $455,9872024Assets 2025: $476,736Liabilities 2025: $9,030Net Assets 2025: $467,7062025

Highlighted filing

2025

Assets$476,736
Liabilities$9,030
Net Assets$467,706
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

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

$150K$100K$50K$0-$50KRevenue 2023: $105,136Expenses 2023: $53,074Net Income 2023: $52,0622023Revenue 2024: $58,441Expenses 2024: $89,822Net Income 2024: -$31,3812024Revenue 2025: $74,898Expenses 2025: $63,179Net Income 2025: $11,7192025

Highlighted filing

2025

Revenue$74,898
Expenses$63,179
Net Income$11,719
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$476,736
Liabilities
$9,030
Net assets
$467,706
Revenue
$74,898
Expenses
$63,179
Net income
$11,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.77$0.09$4.68$0.75$0.63$0.12
2024Detailed filing. Detailed filing data is available for this year.$4.69$0.13$4.56$0.58$0.90$0.31
2023Detailed filing. Detailed filing data is available for this year.$4.95$0.08$4.87$1.05$0.53$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 9, 2026
Return Version
2025v4.0
Gross Receipts
$73,948
Mission and Program Overview

Mission

Henry County Heritage Trust is organized to collect, preserve and share the memories and artifacts of Henry County, Iowa; and to celebrate the study of arts and humanities for Henry County, Iowa, and its people.

Program Services

DescriptionGrantsExpenses
Several programs on historic topics relevant to Henry County, Iowa were held; hundreds of people attended..$0$625
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pat WhiteTreasurerPT$0--
Sheila AllenderVice-PresidentPT$0--
Patricia RichenbergerPresidentPT$0--
Waunita GibbonsSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Henry County Heritage Trust Inc
EIN
26-0905251
Phone
3193851121
Address
PO Box 333, Mount Pleasant, IA 52641

Signing Officer

Name
Pat White
Title
Treasurer
Phone
3193851121
Signed
2026-04-09
Supplemental Narrative

Additional Explanations

Part I, Line 16

“Other Expenses: Depreciation - $10,235”

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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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