Civic Intelligence

Shermans Valley Heritage Days Inc

EIN 54-2125085 • 501(c)4 • Ickesburg, PA

Profile

COMMUNITY SUPPORT

185 Urich LaneIckesburg, PA 17037

svheritagedays.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)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

13th percentile

-46%

Higher net margin than 13% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

27th percentile

-16%

Faster asset growth than 27% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$58,749

Down $11,477 (-16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$58,749

Down $11,477 (-16%) from 2024

Operations
Liabilities / Revenue60th percentileNet Margin13th percentile

Revenue

Down

$24,830

Down $4,646 (-16%) from 2024

Expenses

Up

$36,307

Up $12,147 (+50%) from 2024

Net Income

Down

-$11,477

Down $16,793 (-316%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$80K$60K$40K$20K$0Assets 2010: $28,830Liabilities 2010: $0Net Assets 2010: $28,8302010Assets 2011: $34,160Liabilities 2011: $0Net Assets 2011: $34,1602011Assets 2012: $40,804Liabilities 2012: $0Net Assets 2012: $40,8042012Assets 2013: $47,470Liabilities 2013: $0Net Assets 2013: $47,4702013Assets 2014: $44,490Liabilities 2014: $0Net Assets 2014: $44,4902014Assets 2015: $55,863Liabilities 2015: $0Net Assets 2015: $55,8632015Assets 2016: $65,982Liabilities 2016: $0Net Assets 2016: $65,9822016Assets 2017: $77,550Liabilities 2017: $0Net Assets 2017: $77,5502017Assets 2018: $76,416Liabilities 2018: $0Net Assets 2018: $76,4162018Assets 2019: $63,356Liabilities 2019: $0Net Assets 2019: $63,3562019Assets 2020: $66,431Liabilities 2020: $0Net Assets 2020: $66,4312020Assets 2021: $61,409Liabilities 2021: $0Net Assets 2021: $61,4092021Assets 2022: $68,750Liabilities 2022: $0Net Assets 2022: $68,7502022Assets 2023: $64,910Liabilities 2023: $0Net Assets 2023: $64,9102023Assets 2024: $70,226Liabilities 2024: $0Net Assets 2024: $70,2262024Assets 2025: $58,749Liabilities 2025: $0Net Assets 2025: $58,7492025

Highlighted filing

2025

Assets$58,749
Liabilities$0
Net Assets$58,749
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $4,2722010Expenses 2011: $41,1712011Revenue 2012: $13,835Expenses 2012: $7,191Net Income 2012: $6,6442012Expenses 2013: $11,6192013Revenue 2014: $3,714Expenses 2014: $6,694Net Income 2014: -$2,9802014Revenue 2015: $24,088Expenses 2015: $12,715Net Income 2015: $11,3732015Revenue 2016: $49,944Expenses 2016: $50,080Net Income 2016: -$1362016Revenue 2017: $61,882Expenses 2017: $40,095Net Income 2017: $21,7872017Revenue 2018: $55,083Expenses 2018: $45,818Net Income 2018: $9,2652018Revenue 2019: -$37Expenses 2019: $17,925Net Income 2019: -$17,9622019Revenue 2020: $50,286Expenses 2020: $49,354Net Income 2020: $9322020Revenue 2021: $3,281Expenses 2021: $8,564Net Income 2021: -$5,2832021Revenue 2022: $48,415Expenses 2022: $41,074Net Income 2022: $7,3412022Revenue 2023: $38,566Expenses 2023: $42,406Net Income 2023: -$3,8402023Revenue 2024: $29,476Expenses 2024: $24,160Net Income 2024: $5,3162024Revenue 2025: $24,830Expenses 2025: $36,307Net Income 2025: -$11,4772025

Highlighted filing

2025

Revenue$24,830
Expenses$36,307
Net Income-$11,477
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$58,749
Liabilities
$0
Net assets
$58,749
Revenue
$24,830
Expenses
$36,307
Net income
-$11,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.7$0.00$58.7$24.8$36.3$11.5
2024Detailed filing. Detailed filing data is available for this year.$70.2$0.00$70.2$29.5$24.2$5.32
2023Detailed filing. Detailed filing data is available for this year.$64.9$0.00$64.9$38.6$42.4$3.84
2022Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$48.4$41.1$7.34
2021Detailed filing. Detailed filing data is available for this year.$61.4$0.00$61.4$3.28$8.56$5.28
2020Detailed filing. Detailed filing data is available for this year.$66.4$0.00$66.4$50.3$49.4$0.93
2019Detailed filing. Detailed filing data is available for this year.$63.4$0.00$63.4$0.04$17.9$18.0
2018Detailed filing. Detailed filing data is available for this year.$76.4$0.00$76.4$55.1$45.8$9.27
2017Detailed filing. Detailed filing data is available for this year.$77.6$0.00$77.6$61.9$40.1$21.8
2016Detailed filing. Detailed filing data is available for this year.$66.0$0.00$66.0$49.9$50.1$0.14
2015Detailed filing. Detailed filing data is available for this year.$55.9$0.00$55.9$24.1$12.7$11.4
2014Detailed filing. Detailed filing data is available for this year.$44.5$0.00$44.5$3.71$6.69$2.98
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.5$0.00$47.5$11.6
2012Summary only. Only limited summary data is available for this year.$40.8$0.00$40.8$13.8$7.19$6.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$0.00$34.2$41.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.00$28.8$4.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$126,296
Mission and Program Overview

Mission

COMMUNITY SUPPORT

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$62,000$57,800▼ $4,200
Cash and Non-Interest-Bearing Accounts$8,226$949▼ $7,277
Total Assets$70,226$58,749▼ $11,477
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$70,226$58,749▼ $11,477
Total Net Assets Fund Balance$70,226$58,749▼ $11,477
Total Liabilities and Net Assets / Fund Balance$70,226$58,749▼ $11,477
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David L CasnerPresident
Doug UrichVice President
Kimberly RoseSecretary
Terry UrichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$24,830
Change in Net Assets
$-11,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,757
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$33,550--$33,550
Insurance-$1,326-$1,326
Office Expenses$854--$854
All Other Expenses-$377-$377
Fees for Services Accounting$200--$200
Total Functional Expenses$34,604$1,703$0$36,307
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$126,296
Fundraising Direct Expenses$101,466
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heritage Day$126,296$126,296$83,590$42,706
Total Events$126,296$126,296$101,466$24,830
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The governing body is provided the 990 prior to submission for review and questions”

Governing documents etc available to public Part VI line 19

“Upon completion and after review by governing body it is available to the public to review at the council meetings and by contacting the president or treasurer to review - notifcation on facebook and website”

Filing and Contact Details

Filer

Filer Name
Shermans Valley Heritage Days Inc
EIN
54-2125085
In Care Of
% TERRY URICH
Phone
7174383396
Address
185 URICH LANE, ICKESBURG, PA 17037
Doing Business As
Terry Urich

Signing Officer

Name
Terry Urich
Title
Treasurer
Phone
7174383344
Signed
2025-11-12
Discuss with paid preparer
No

Organization Details

Formed
1984
Legal Domicile
Pa
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
47

Preparer

Firm
RH2 Inc
Address
PO Box 912, Loysville, PA 17047
Preparer
Kim Failor
Phone
7177893995
Raw XML Appendix288 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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IRS990/WebsiteAddressTxt0SVHERITAGEDAYS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY URICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07174383344
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERMANS VALLEY HERITAGE DAYS INC
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0542125085
ReturnHeader/Filer/InCareOfNm0% TERRY URICH
ReturnHeader/Filer/PhoneNum07174383396
ReturnHeader/Filer/USAddress/AddressLine1Txt0185 URICH LANE
ReturnHeader/Filer/USAddress/CityNm0ICKESBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd017037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800256138
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RH2 Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 912
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Loysville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017047
ReturnHeader/PreparerPersonGrp/PhoneNum07177893995
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM FAILOR
ReturnHeader/ReturnTs02025-11-17T10:45:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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