Civic Intelligence

Heather L Baker Foundation

990EZ • Fiscal year 2019 • EIN 27-2859444

Jul 01, 2018 to Jun 30, 2019 • Filed on Sep 09, 2019

Organization ProfileWWW.HEATHERBAKERFOUNDATION.ORG
678 Old Hanover RdSpring Grove, PA 17362

(717) 818-7236

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

59th percentile

7.8%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$49,069

Up $6,218 (+15%) from 2018

Net Assets

Up

$49,069

Up $6,218 (+15%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$79,306

Up $14,768 (+23%) from 2018

Expenses

Up

$73,088

Up $27,490 (+60%) from 2018

Net Income

Down

$6,218

Down $12,722 (-67%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$49,069
Liabilities-
Net Assets$49,069
Open 2019 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$79,306
Expenses$73,088
Net Income$6,218
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 9, 2019
Return Version
2018v3.1
Gross Receipts
$84,410
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.$71,680$71,680
Compensation and Service Providers
Top Officer Pay77th 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$46,591$46,591$1,770$44,821
Total Events$46,591$46,591$5,104$41,487
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
2019-09-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 71,680 relationship: none”

Form 990-ez, Part I, Line 16

“Expenses filing fees 100 miscellaneous 284 website 216 insurance 338 total 938”

Form 990-ez, Part III

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

Raw XML Appendix151 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/BOYAmt042851
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049069
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037819
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06218
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0470
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042851
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049069
IRS990EZ/FundraisingGrossIncomeAmt046591
IRS990EZ/GrantsAndSimilarAmountsPaidAmt071680
IRS990EZ/GrossReceiptsAmt084410
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042851
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049069
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt042851
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049069
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/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0938
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/GrantsAndAllocationsAmt071680
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071680
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt05104
IRS990EZ/SpecialEventsNetIncomeLossAmt041487
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073088
IRS990EZ/TotalProgramServiceExpensesAmt071680
IRS990EZ/TotalRevenueAmt079306
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HEATHERBAKERFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt082675
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0100083
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt082675
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017438
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09529
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt082675
IRS990ScheduleA/TotalSupportAmt082675
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05104
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TAKE DOWN CANCE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt046591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt046591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046591
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046591
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt041487
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01770
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01770
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02334
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 71,680 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FILING FEES 100 MISCELLANEOUS 284 WEBSITE 216 INSURANCE 338 TOTAL 938
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA HARTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07178187236
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0A11E89A1206457D075A95B74FA812B6C03C86766
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0C1DF5663B08D49403D985AF79A6AD358A1EA4A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.207.67.29
ReturnHeader/FilingSecurityInformation/IPDt02019-09-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:53:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814048980
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROFT NOEL CPAS & BUSINESS CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0141 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HANOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017331
ReturnHeader/PreparerPersonGrp/PhoneNum07176375977
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERICK J GROFT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-09-11T08:53:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$49,069
Liabilities
-
Net assets
$49,069
Revenue
$79,306
Expenses
$73,088
Net income
$6,218
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