Civic Intelligence

Gene E Herchelroth Memorial Fund

990PF • Fiscal year 2018 • EIN 45-6413181

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profile
286 W Market StMarietta, PA 17547

(717) 426-3761

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,185,926

Flat from 2018

Net Assets

Flat

$1,185,926

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$69,648

Flat from 2018

Expenses

Flat

$70,426

Flat from 2018

Net Income

Flat

-$778

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$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 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

2018

Assets$1,185,926
Liabilities$0
Net Assets$1,185,926
Open 2018 Filing

Operations Trend

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

2018

Revenue$69,648
Expenses$70,426
Net Income-$778
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIRIAM N FLETCHERTrustee-$0--
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
2019-05-07
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 Appendix319 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/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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ZION EVANGELICAL LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01290 RIVER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARIETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064000
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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/AppliedToCurrentYearAmt01735
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt062265
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063081
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061346
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt062265
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0154248
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES IN PORTFOLIO HOLDINGS
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-79
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt155
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2963
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt31345
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTIES-STIFEL
OtherIncomeSchedule2/OtherIncomeDetail/Desc1WILLIAMS PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2SUBURBAN PROPANE
OtherIncomeSchedule2/OtherIncomeDetail/Desc3CVR REFINING LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc4ALLIANCEBERNSTEIN HOLDINGS LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02112
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02112
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-79
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt255
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3963
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt41345
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0382
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT/BROKER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0382
TaxesSchedule/TaxesDetail/Amt0865
TaxesSchedule/TaxesDetail/Amt11
TaxesSchedule/TaxesDetail/Amt2343
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ADDITIONAL FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0865
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2343
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIRIAM N FLETCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07174263761
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB0FBEEF7EEEA80663D85D339B0F12A6D73025F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0531CF09827C210FF1EA559345CE75E4ED7B590C2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:23:46
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/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH T BRENNER EA
ReturnHeader/ReturnTs02019-05-15T10:23:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,185,926
Liabilities
$0
Net assets
$1,185,926
Revenue
$69,648
Expenses
$70,426
Net income
-$778
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
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.07$0.00
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