Civic Intelligence

Heather L Baker Foundation

EIN 27-2859444 • 501(c)3 • Spring Grove, PA

Profile

To provide financial support for families of individuals suffering from cancer and other terminal illness.

678 Old Hanover RdSpring Grove, PA 17362

www.heatherbakerfoundation.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

6th percentile

-213%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-34%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $44,960 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $44,960 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$21,087

Down $10,889 (-34%) from 2022

Expenses

Up

$66,048

Up $22,256 (+51%) from 2022

Net Income

Down

-$44,961

Down $33,145 (-281%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$100K$50K$0Assets 2011: $37,289Net Assets 2011: $37,2892011Assets 2012: $57,854Net Assets 2012: $57,8542012Assets 2013: $67,922Net Assets 2013: $67,9222013Assets 2014: $71,128Net Assets 2014: $71,1282014Assets 2015: $61,375Net Assets 2015: $61,3752015Assets 2016: $26,731Net Assets 2016: $26,7312016Assets 2017: $23,911Net Assets 2017: $23,9112017Assets 2018: $42,851Net Assets 2018: $42,8512018Assets 2019: $49,069Net Assets 2019: $49,0692019Assets 2020: $99,114Net Assets 2020: $99,1142020Assets 2021: $56,777Net Assets 2021: $56,7772021Assets 2022: $44,960Net Assets 2022: $44,9602022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $43,103Expenses 2011: $5,814Net Income 2011: $37,2892011Revenue 2012: $33,710Expenses 2012: $13,145Net Income 2012: $20,5652012Revenue 2013: $39,941Expenses 2013: $29,873Net Income 2013: $10,0682013Revenue 2014: $34,173Expenses 2014: $30,967Net Income 2014: $3,2062014Revenue 2015: $32,490Expenses 2015: $42,243Net Income 2015: -$9,7532015Revenue 2016: $28,083Expenses 2016: $62,728Net Income 2016: -$34,6452016Revenue 2017: $23,875Expenses 2017: $26,698Net Income 2017: -$2,8232017Revenue 2018: $64,538Expenses 2018: $45,598Net Income 2018: $18,9402018Revenue 2019: $79,306Expenses 2019: $73,088Net Income 2019: $6,2182019Revenue 2020: $100,334Expenses 2020: $50,289Net Income 2020: $50,0452020Revenue 2021: $12,135Expenses 2021: $54,472Net Income 2021: -$42,3372021Revenue 2022: $31,976Expenses 2022: $43,792Net Income 2022: -$11,8162022Revenue 2023: $21,087Expenses 2023: $66,048Net Income 2023: -$44,9612023

Highlighted filing

2023

Revenue$21,087
Expenses$66,048
Net Income-$44,961
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$21,087
Expenses
$66,048
Net income
-$44,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.21$0.66$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.32$0.44$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.12$0.54$0.42
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.99$1.00$0.50$0.50
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.79$0.73$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.43$0.43$0.65$0.46$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.24$0.27$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.27$0.28$0.63$0.35
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.61$0.32$0.42$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.34$0.31$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.68$0.40$0.30$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$0.34$0.13$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.43$0.06$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$21,337
Mission and Program Overview

Mission

To provide financial support for families of individuals suffering from cancer and other terminal illness.

Program Services

DescriptionGrantsExpenses
PROVIDED CASH ASSISTANCE FOR LIVING EXPENSES FOR INDIVIDUALS SUFFERING FROM CANCER IN THE COMMUNITY.$64,611$64,611
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON R ADAMSChairman-$0--
DONALD F BAKER IIIVice Charima-$0--
HOLLY HOLMESSecretary-$0--
LINDA HARTMANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Take Down Cance$19,905$19,905$250$19,655
Total Events$19,905$19,905$250$19,655
Filing and Contact Details

Filer

Filer Name
Heather L Baker Foundation
EIN
27-2859444
Phone
7178187236
Address
678 OLD HANOVER RD, SPRING GROVE, PA 17362

Signing Officer

Name
Linda Hartman
Title
Treasurer
Phone
7178187236
Signed
2023-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Groft Noel CPA & Business Consultants
Address
141 BROADWAY STE 210, HANOVER, PA 17331
Preparer
Derick J Groft CPA
Phone
7176375977
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 64,611 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses filing fees 100 insurance 362 total 462”

Form 990-ez, Part III

“To provide financial support for families of individuals suffering from cancer and other terminal illness.”

Raw XML Appendix161 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LINDA S HARTMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum07178187236
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0678 OLD HANOVER ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRING GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd017362
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044961
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01432
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-44961
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0975
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044961
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt019905
IRS990EZ/GrantsAndSimilarAmountsPaidAmt064611
IRS990EZ/GrossReceiptsAmt021337
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044961
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044961
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JON R ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONALD F BAKER III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HOLLY HOLMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LINDA HARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHARIMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0462
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL SUPPORT FOR FAMILIES OF INDIVIDUALS SUFFERING FROM CANCER AND OTHER TERMINAL ILLNESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED CASH ASSISTANCE FOR LIVING EXPENSES FOR INDIVIDUALS SUFFERING FROM CANCER IN THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt064611
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064611
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0250
IRS990EZ/SpecialEventsNetIncomeLossAmt019655
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066048
IRS990EZ/TotalProgramServiceExpensesAmt064611
IRS990EZ/TotalRevenueAmt021087
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HEATHERBAKERFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt018677
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt082150
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0176190
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt082150
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020827
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03395
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt018677
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037819
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt082150
IRS990ScheduleA/TotalSupportAmt082150
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0250
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TAKE DOWN CANCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019905
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019905
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt019655
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0250
IRS990ScheduleN/AssetsDistributedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0false
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0611689853
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt064611
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0RYAN'S HOPE FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0733 ROCKVILLE ROAD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SPRING GROVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd017362
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 64,611 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FILING FEES 100 INSURANCE 362 TOTAL 462
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE FINANCIAL SUPPORT FOR FAMILIES OF INDIVIDUALS SUFFERING FROM CANCER AND OTHER TERMINAL ILLNESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HARTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07178187236
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATHER L BAKER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0272859444
ReturnHeader/Filer/PhoneNum07178187236
ReturnHeader/Filer/USAddress/AddressLine1Txt0678 OLD HANOVER RD
ReturnHeader/Filer/USAddress/CityNm0SPRING GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017362
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844090556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROFT NOEL CPA & BUSINESS CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0141 BROADWAY STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HANOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017331
ReturnHeader/PreparerPersonGrp/PhoneNum07176375977
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERICK J GROFT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-31T11:08:07-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARTMAN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.