Civic Intelligence

Heller Family Scholarship Trust

990PF • Fiscal year 2023 • EIN 45-6710175

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 29, 2024

Organization Profile
5235 Redwood DriveIndiana, PA 15701

(724) 388-2051

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-1060%

Higher net margin than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-13%

Faster asset growth than 27% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-52%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$107,864

Down $16,540 (-13%) from 2022

Net Assets

Down

$107,864

Down $16,540 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Down

$1,561

Down $1,722 (-52%) from 2022

Expenses

Up

$18,101

Up $12,517 (+224%) from 2022

Net Income

Down

-$16,540

Down $14,239 (-619%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2023

Assets$107,864
Liabilities$0
Net Assets$107,864
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

2023

Revenue$1,561
Expenses$18,101
Net Income-$16,540
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 29, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-04-29
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 Appendix370 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01064
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PREPARARTION OF FORM 990-PF
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01064
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52157
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt620081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt75245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt83437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt919230
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt105306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt112410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0780.831 SH DODGE & COX INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11,191.208 SH FIDELITY INTERMEDIATE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2138.740 SH GUGGENHEIM TOTAL RETURN BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3100.123 SH AMERICAN FUNDS EUROPACIFIC GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt486.412 SH CLEARBRIDGE INTERNATIONAL GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt550.915 SH COHEN & STEERS INSTITUTIONAL REALTY SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6463.487 SH JP MORGAN LARGE CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7193.932 SH MFS MID CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8165.124 SH TOUCHSTONE SANDS CAPITAL EMERGING MARKETS GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9435.160 SH NEUBERGER BERMAN LARGE CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1060.230 SH T ROWE PRICE MID-CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1160.498 SH INVESCO DEVELOPING MARKETS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12538.667 SH FIDELITY SHORT TERM TREASURY BOND INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1369.868 SH VANGUARD SMALL CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09854
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHELE HELLER WATTS
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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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/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0L RAHALLA CO HELLER FAMILY SCHOLARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1F FAROOQ CO HELLER FAMILY SCHOLARSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2S HINES CO HELLER FAMILY SCHOLARSHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3K STEPHENS CO HELLER FAMILY SCHOLAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4J CORONA TAVERAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05235 REDWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15235 REDWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25235 REDWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35235 REDWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45235 REDWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd115701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd315701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd415701
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt05552
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt02922
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06107
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01483
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01483
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016064
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01483
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01483
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt02922
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06107
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01132
TaxesSchedule/TaxesDetail/Amt0905
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELE HELLER WATTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07243882051
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
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/PreparationDt02024-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK R KEEN CPA
ReturnHeader/ReturnTs02024-04-29T13:23:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHELE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELLER WATTS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$107,864
Liabilities
$0
Net assets
$107,864
Revenue
$1,561
Expenses
$18,101
Net income
-$16,540
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