Civic Intelligence

Gene E Herchelroth Memorial Fund

EIN 45-6413181 • Marietta, PA

286 W Market StMarietta, PA 17547
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

76%

Faster revenue growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,051,649

Down $21,806 (-2.0%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin70th percentile

Revenue

Up

$55,269

Up $9,621 (+21%) from 2022

Expenses

Up

$74,369

Up $1,976 (+2.7%) from 2022

Net Income

Up

-$19,100

Up $7,645 (+29%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $998,933Liabilities 2011: $8502011Assets 2012: $1,118,796Liabilities 2012: $0Net Assets 2012: $1,118,7962012Assets 2013: $1,252,014Liabilities 2013: $0Net Assets 2013: $1,252,0142013Assets 2014: $1,307,044Liabilities 2014: $0Net Assets 2014: $1,307,0442014Assets 2015: $1,188,768Liabilities 2015: $0Net Assets 2015: $1,188,7682015Assets 2016: $1,252,056Liabilities 2016: $0Net Assets 2016: $1,252,0562016Assets 2017: $1,340,952Liabilities 2017: $0Net Assets 2017: $1,340,9522017Assets 2018: $1,185,926Liabilities 2018: $0Net Assets 2018: $1,185,9262018Assets 2019: $1,057,399Liabilities 2019: $0Net Assets 2019: $1,057,3992019Assets 2020: $1,031,217Liabilities 2020: $0Net Assets 2020: $1,031,2172020Assets 2021: $1,103,186Liabilities 2021: $0Net Assets 2021: $1,103,1862021Assets 2022: $1,073,455Liabilities 2022: $0Net Assets 2022: $1,073,4552022Assets 2023: $1,051,649Liabilities 2023: $12023

Highlighted filing

2023

Assets$1,051,649
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,035,166Expenses 2011: $11,544Net Income 2011: $1,023,6222011Expenses 2012: $47,4842012Revenue 2013: $72,740Expenses 2013: $52,666Net Income 2013: $20,0742013Revenue 2014: $45,092Expenses 2014: $63,583Net Income 2014: -$18,4912014Revenue 2015: $50,778Expenses 2015: $65,450Net Income 2015: -$14,6722015Revenue 2016: $41,845Expenses 2016: $67,388Net Income 2016: -$25,5432016Revenue 2017: $29,929Expenses 2017: $64,683Net Income 2017: -$34,7542017Revenue 2018: $69,648Expenses 2018: $70,426Net Income 2018: -$7782018Revenue 2019: $53,331Expenses 2019: $68,656Net Income 2019: -$15,3252019Revenue 2020: $44,513Expenses 2020: $68,604Net Income 2020: -$24,0912020Revenue 2021: $145,441Expenses 2021: $74,032Net Income 2021: $71,4092021Revenue 2022: $45,648Expenses 2022: $72,393Net Income 2022: -$26,7452022Revenue 2023: $55,269Expenses 2023: $74,369Net Income 2023: -$19,1002023

Highlighted filing

2023

Revenue$55,269
Expenses$74,369
Net Income-$19,100
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1,051,649
Liabilities
$1
Net assets
-
Revenue
$55,269
Expenses
$74,369
Net income
-$19,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.05$0.00$0.06$0.07$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.05$0.07$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.15$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.04$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.05$0.07$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.07$0.07$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.03$0.06$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.04$0.07$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.05$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$1.04$0.01$1.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 3, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIRIAM N FLETCHERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantZION EVANGELICAL LUTHERAN CHURCHDONATION TO BENEFIT THE CHURCH-MARIETTA, PA, US$64,290
Filing and Contact Details

Filer

Filer Name
Gene E Herchelroth Memorial Fund
EIN
45-6413181
Phone
7174263761
Address
286 W MARKET ST, MARIETTA, PA 17547

Signing Officer

Name
Miriam N Fletcher
Title
Trustee
Phone
7174263761
Signed
2021-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Brenner Accounting Svc
Address
432 HELLAM ST, WRIGHTSVILLE, PA 17368-1138
Preparer
Keith T Brenner Ea
Phone
7172521315
Raw XML Appendix279 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
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE GENE H. HERCHELROTH MEMORIAL FUND MAKES DISTRIBUTIONS TO ZION EVANGELICAL LUTHERAN CHURCH, LOCATED IN MARIETTA, PENNSYLVANIA, FOR THE BENEFIT OF THE CHURCH
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt064290
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION TO BENEFIT THE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ZION EVANGELICAL LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01290 RIVER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARIETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd017547
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064290
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/AppliedToCurrentYearAmt03604
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt060686
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060202
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064290
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056598
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt060686
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02436
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0VALUE DECREASE
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0133
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11525
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2895
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES-STIFEL
OtherIncomeSchedule2/OtherIncomeDetail/Desc1SUBURBAN PROPANE
OtherIncomeSchedule2/OtherIncomeDetail/Desc2BEAVER COAL COMPANY LTD
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ALLIANCEBERNSTEIN HOLDINGS LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01871
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01871
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1133
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21525
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3895
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0345
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PREPAID FEDERAL TAXES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt054
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT/BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt054
TaxesSchedule/TaxesDetail/Amt0800
TaxesSchedule/TaxesDetail/Amt1465
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ADDITIONAL FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0800
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1465
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIRIAM N FLETCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07174263761
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENE E HERCHELROTH MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0456413181
ReturnHeader/Filer/PhoneNum07174263761
ReturnHeader/Filer/USAddress/AddressLine1Txt0286 W MARKET ST
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017547
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260018697
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRENNER ACCOUNTING SVC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0432 HELLAM ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WRIGHTSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0173681138
ReturnHeader/PreparerPersonGrp/PhoneNum07172521315
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH T BRENNER EA
ReturnHeader/ReturnTs02021-08-10T15:37:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIRIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLETCHER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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