Civic Intelligence

Heller Family Scholarship Trust

EIN 45-6710175 • Indiana, PA

5235 Redwood DriveIndiana, PA 15701
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

26th percentile

-19%

Higher net margin than 26% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

-0.8%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

206%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$106,977

Down $887 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$106,977

Down $887 (-0.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin26th percentile

Revenue

Up

$4,784

Up $3,223 (+206%) from 2023

Expenses

Down

$5,671

Down $12,430 (-69%) from 2023

Net Income

Up

-$887

Up $15,653 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$150K$100K$50K$0Assets 2012: $118,636Liabilities 2012: $0Net Assets 2012: $118,6362012Assets 2013: $116,564Liabilities 2013: $02013Assets 2014: $118,461Liabilities 2014: $02014Assets 2015: $126,314Liabilities 2015: $02015Assets 2019: $116,165Liabilities 2019: $02019Assets 2020: $117,174Liabilities 2020: $0Net Assets 2020: $117,1742020Assets 2021: $126,705Liabilities 2021: $0Net Assets 2021: $126,7052021Assets 2022: $124,404Liabilities 2022: $0Net Assets 2022: $124,4042022Assets 2023: $107,864Liabilities 2023: $0Net Assets 2023: $107,8642023Assets 2024: $106,977Liabilities 2024: $0Net Assets 2024: $106,9772024

Highlighted filing

2024

Assets$106,977
Liabilities$0
Net Assets$106,977
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$20K$10K$0-$10K-$20KExpenses 2012: $9872012Revenue 2013: $5,394Expenses 2013: $7,466Net Income 2013: -$2,0722013Revenue 2014: $9,094Expenses 2014: $7,197Net Income 2014: $1,8972014Revenue 2015: $16,057Expenses 2015: $8,204Net Income 2015: $7,8532015Revenue 2019: $2,005Expenses 2019: $6,142Net Income 2019: -$4,1372019Revenue 2020: $5,452Expenses 2020: $4,443Net Income 2020: $1,0092020Revenue 2021: $18,041Expenses 2021: $8,510Net Income 2021: $9,5312021Revenue 2022: $3,283Expenses 2022: $5,584Net Income 2022: -$2,3012022Revenue 2023: $1,561Expenses 2023: $18,101Net Income 2023: -$16,5402023Revenue 2024: $4,784Expenses 2024: $5,671Net Income 2024: -$8872024

Highlighted filing

2024

Revenue$4,784
Expenses$5,671
Net Income-$887
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,977
Liabilities
$0
Net assets
$106,977
Revenue
$4,784
Expenses
$5,671
Net income
-$887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.02$0.18$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.03$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.18$0.09$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05$0.04$0.01
2019Summary only. Only limited summary data is available for this year.$1.16$0.00$0.02$0.06$0.04
2015Summary only. Only limited summary data is available for this year.$1.26$0.00$0.16$0.08$0.08
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$0.09$0.07$0.02
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$0.05$0.07$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE HELLER WATTSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heller Family Scholarship Trust
EIN
45-6710175
Phone
7243882051
Address
5235 REDWOOD DRIVE, INDIANA, PA 15701

Signing Officer

Name
Michele Heller Watts
Title
Trustee
Phone
7243882051
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Sharkey Piccirillo & Keen Llp
Address
991 BEAVER DRIVE, DUBOIS, PA 15801
Preparer
Patrick R Keen CPA
Phone
8143718340
Raw XML Appendix336 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PREPARARTION OF FORM 990-PF
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AppliedToPriorYearElection/ElectionDesc0THE FOUNDATION IS MAKING THE ELECTION, UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2), TO TREAT $2,922 OF THE 2023 QUALIFYING DISTRIBUTIONS AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF DESIGNATED PRIOR YEAR OF 2019 ($292) AND 2021 ($2,630). THE APPLICATION OF $2,922 TO THE UNDISTRIBUTED INCOME OF 2019 AND 2021 IS REPORTED ON FORM 990-PF, PART XII, LINE 4B.
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05235 REDWOOD DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INDIANA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum07243882051
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A WRITTEN APPLICATION MUST BE SUBMITTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MICHELE HELLER WATTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07243882051
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05235 REDWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0INDIANA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd015701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIPS ARE AWARDED TO STUDENTS PURSUING DEGREES IN EDUCATION, ENGINEERING, OR MUSIC.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS MUST BE SUBMITTED BEFORE THE END OF A STUDENT'S SEMESTER.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JAZMINES SARVEY CO HELLER FAMILY SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05235 REDWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015701
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04470
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01483
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01341
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0142
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04470
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0142
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01483
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01187
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01187
TaxesSchedule/TaxesDetail/Amt014
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE HELLER WATTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07243882051
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELLER FAMILY SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HELL
ReturnHeader/Filer/EIN0456710175
ReturnHeader/Filer/PhoneNum07243882051
ReturnHeader/Filer/USAddress/AddressLine1Txt05235 REDWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0INDIANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0250997271
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHARKEY PICCIRILLO & KEEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0991 BEAVER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUBOIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015801
ReturnHeader/PreparerPersonGrp/PhoneNum08143718340
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK R KEEN CPA
ReturnHeader/ReturnTs02025-05-01T13:17:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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