Civic Intelligence

Whitehaven Heritage Association Inc

EIN 52-1860855 • 501(c)3 • Whitehaven, MD

Profile

Maintenance and preservation of historic schoolhouse and church

2740 Church StreetWhitehaven, MD 21856

whitehavenheritage.com

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

2.3%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

74%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$131,864

Down $10,145 (-7.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$131,864

Down $10,145 (-7.1%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin90th percentile

Revenue

Up

$109,503

Up $103,347 (+1679%) from 2023

Expenses

Up

$123,248

Up $120,226 (+3978%) from 2023

Net Income

Down

-$13,745

Down $16,879 (-539%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$200K$150K$100K$50K$0Assets 2018: $160,082Liabilities 2018: $0Net Assets 2018: $160,0822018Assets 2019: $134,307Liabilities 2019: $0Net Assets 2019: $134,3072019Assets 2020: $133,342Liabilities 2020: $02020Assets 2021: $137,657Liabilities 2021: $0Net Assets 2021: $137,6572021Assets 2022: $138,875Liabilities 2022: $0Net Assets 2022: $138,8752022Assets 2023: $142,009Liabilities 2023: $0Net Assets 2023: $142,0092023Assets 2024: $131,864Liabilities 2024: $0Net Assets 2024: $131,8642024

Highlighted filing

2024

Assets$131,864
Liabilities$0
Net Assets$131,864
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50KRevenue 2018: $5,334Expenses 2018: $12,436Net Income 2018: -$7,1022018Revenue 2019: $12,789Expenses 2019: $8,396Net Income 2019: $4,3932019Revenue 2020: $34,016Expenses 2020: $34,981Net Income 2020: -$9652020Revenue 2021: $11,390Expenses 2021: $7,075Net Income 2021: $4,3152021Revenue 2022: $3,547Expenses 2022: $5,829Net Income 2022: -$2,2822022Revenue 2023: $6,156Expenses 2023: $3,022Net Income 2023: $3,1342023Revenue 2024: $109,503Expenses 2024: $123,248Net Income 2024: -$13,7452024

Highlighted filing

2024

Revenue$109,503
Expenses$123,248
Net Income-$13,745
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$131,864
Liabilities
$0
Net assets
$131,864
Revenue
$109,503
Expenses
$123,248
Net income
-$13,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.10$1.23$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.06$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11$0.07$0.04
2020Summary only. Only limited summary data is available for this year.$1.33$0.00$0.34$0.35$0.01
2019Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.13$0.08$0.04
2018Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.05$0.12$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 9, 2025
Return Version
2024v5.0
Gross Receipts
$109,942
Mission and Program Overview

Mission

Preservation of Schoolhouse and Church.

Maintenance and preservation of historic schoolhouse and church

Program Services

DescriptionGrantsExpenses
maintenance of the historic schoolhouse and church in Whitehaven Maryland$100,000$117,588
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy RobertsonPresidentPT$0--
Paula ErdiePast-President-$0--
Dorothy WarfieldTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Whitehaven Heritage Association Inc
EIN
52-1860855
Phone
4107498627
Address
2740 Church Street, Whitehaven, MD 21856

Signing Officer

Name
Dorothy Warfield
Title
Treasurer
Phone
4107498627
Signed
2025-03-09
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“no "other income"”

Form 990-EZ, Part I, Line 16

“Description;Amount^Insurance;3341|Miscellaneous;260^Total;3601^”

Form 990-EZ, Part I, Line 20

“Description;Amount^Change in valuation of land and buildings;3600^Total;3600^”

Raw XML Appendix167 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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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Dorothy Warfield
IRS990EZ/BooksInCareOfDetail/PhoneNum04107498627
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02740 Church Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Whitehaven
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021856
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021809
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08064
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0106547
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13745
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142009
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131864
IRS990EZ/FundraisingGrossIncomeAmt03370
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0109942
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0120200
IRS990EZ/LandAndBuildingsGrp/EOYAmt0123800
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt025
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0131864
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0131864
IRS990EZ/OccupancyRentUtltsAndMaintAmt0119635
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nancy Robertson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paula Erdie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dorothy Warfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt03600
IRS990EZ/OtherExpensesTotalAmt03601
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Maintenance and preservation of historic schoolhouse and church
IRS990EZ/PrintingPublicationsPostageAmt012
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0maintenance of the historic schoolhouse and church in Whitehaven Maryland
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0100000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0117588
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0439
IRS990EZ/SpecialEventsNetIncomeLossAmt02931
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0123248
IRS990EZ/TotalProgramServiceExpensesAmt0117588
IRS990EZ/TotalRevenueAmt0109503
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0whitehavenheritage.com
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Normally, our organization receives donations to fulfill our mission. In 2024 we also received a $100,000 grant from the Maryland Historical Society to repair and paint the exterior of our church building.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0109941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06356
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt011390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0165823
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0165823
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0109941
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06356
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt011390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034589
IRS990ScheduleA/Total509Grp/TotalAmt0165823
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06356
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034589
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0no "other income"
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Insurance;3341|Miscellaneous;260^Total;3601^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;Amount^Change in valuation of land and buildings;3600^Total;3600^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dorothy Warfield
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04107498627
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITEHAVEN HERITAGE ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0521860855
ReturnHeader/Filer/PhoneNum04107498627
ReturnHeader/Filer/USAddress/AddressLine1Txt02740 Church Street
ReturnHeader/Filer/USAddress/CityNm0Whitehaven
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021856
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-03-15T17:03:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.