Civic Intelligence

Stone Heritage Inc

EIN 61-1391712 • 501(c)3 • Stone, KY

Profile

Historical preservation of stone, ky

1355 Pond Creek RoadStone, KY 41567

n/A

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

3.23x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

57th percentile

1.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-60%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$176,819

Up $2,330 (+1.3%) from 2019

Liabilities

Flat

$26,918

Flat from 2019

Net Assets

Up

$149,901

Up $2,330 (+1.6%) from 2019

Operations
Liabilities / Revenue98th percentileNet Margin80th percentile

Revenue

Down

$8,341

Down $12,581 (-60%) from 2019

Expenses

Down

$6,012

Down $70 (-1.2%) from 2019

Net Income

Down

$2,329

Down $12,511 (-84%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$200K$150K$100K$50K$0Assets 2011: $178,957Liabilities 2011: $26,9182011Assets 2012: $164,283Liabilities 2012: $26,9182012Assets 2013: $165,783Liabilities 2013: $26,9182013Assets 2014: $160,546Liabilities 2014: $26,9182014Assets 2017: $161,194Liabilities 2017: $26,918Net Assets 2017: $134,2762017Assets 2018: $159,649Liabilities 2018: $26,918Net Assets 2018: $132,7312018Assets 2019: $174,489Liabilities 2019: $26,918Net Assets 2019: $147,5712019Assets 2020: $176,819Liabilities 2020: $26,918Net Assets 2020: $149,9012020

Highlighted filing

2020

Assets$176,819
Liabilities$26,918
Net Assets$149,901
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$40K$20K$0-$20KRevenue 2011: $23,688Expenses 2011: $12,411Net Income 2011: $11,2772011Revenue 2012: $16,760Expenses 2012: $31,434Net Income 2012: -$14,6742012Revenue 2013: $13,212Expenses 2013: $11,712Net Income 2013: $1,5002013Revenue 2014: $8,540Expenses 2014: $13,777Net Income 2014: -$5,2372014Revenue 2017: $9,100Expenses 2017: $8,744Net Income 2017: $3562017Revenue 2018: $6,550Expenses 2018: $8,095Net Income 2018: -$1,5452018Revenue 2019: $20,922Expenses 2019: $6,082Net Income 2019: $14,8402019Revenue 2020: $8,341Expenses 2020: $6,012Net Income 2020: $2,3292020

Highlighted filing

2020

Revenue$8,341
Expenses$6,012
Net Income$2,329
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,819
Liabilities
$26,918
Net assets
$149,901
Revenue
$8,341
Expenses
$6,012
Net income
$2,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.27$1.50$0.08$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.27$1.48$0.21$0.06$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.27$1.33$0.07$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.27$1.34$0.09$0.09$0.00
2014Summary only. Only limited summary data is available for this year.$1.61$0.27$0.09$0.14$0.05
2013Summary only. Only limited summary data is available for this year.$1.66$0.27$0.13$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$1.64$0.27$0.17$0.31$0.15
2011Summary only. Only limited summary data is available for this year.$1.79$0.27$0.24$0.12$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$8,341
Mission and Program Overview

Mission

Historical preservation of stone, ky

Program Services

DescriptionGrantsExpenses
REPAIRS AND PRESERVATION COSTS ON BUILDINGS.THIS IS ONLY A MINOR AMOUNT OF THE TOTAL REPAIRSNEEDED ON OUR BUILDINGS.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL BALLPresPT$0--
CALIB BALLVPPT$0--
PEGGY KINGSec / TreasPT$0--
Filing and Contact Details

Filer

Filer Name
Stone Heritage Inc
EIN
61-1391712
Phone
6062376099
Address
1355 POND CREEK ROAD, STONE, KY 41567

Signing Officer

Name
Peggy King
Title
Secretary
Phone
6062376099
Signed
2021-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Vts Financial LLC
Address
PO BOX 305, BELFRY, KY 41514
Preparer
Kevin W Varney
Phone
6063534923
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“GROSS RENTS 4550.”

Form 990EZ, Part I, Line 8

“OTHER INCOME 0.”

Form 990EZ, Part I, Line 16

“INSURANCE 1695.”

Form 990EZ, Part I, Line 16

“LICENSES & PERMITS 25.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 979.”

Form 990EZ, Part I, Line 20

“ROUNDING 1.”

Form 990EZ, Part II, Line 24

“Grants receivable 8918. 8918.”

Form 990EZ, Part II, Line 24

“ROUNDING 1.”

Form 990EZ, Part II, Line 26

“Deferred revenue 8918. 8918.”

Form 990EZ, Part II, Line 26

“Notes payable 18000. 18000.”

Raw XML Appendix180 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/FiledScheduleAInd0true
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IRS990EZ/LandAndBuildingsGrp/EOYAmt0142859
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0485
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0147571
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL BALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CALIB BALL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC / TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08918
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08919
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt02699
IRS990EZ/OtherRevenueTotalAmt04550
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL PRESERVATION OF STONE, KY
IRS990EZ/PrintingPublicationsPostageAmt0151
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt026918
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06012
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08341
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03791
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05244
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt069838
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04150
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02593
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017939
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/PublicSupportTotal509Amt087777
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055464
IRS990ScheduleA/Total509Grp/TotalAmt087777
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt087777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GROSS RENTS 4550.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER INCOME 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 1695.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSES & PERMITS 25.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE SUPPLIES 979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRANTS RECEIVABLE 8918. 8918.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ROUNDING 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DEFERRED REVENUE 8918. 8918.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9NOTES PAYABLE 18000. 18000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06062376099
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONE HERITAGE INC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0611391712
ReturnHeader/Filer/PhoneNum06062376099
ReturnHeader/Filer/USAddress/AddressLine1Txt01355 POND CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0STONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VTS FINANCIAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELFRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041514
ReturnHeader/PreparerPersonGrp/PhoneNum06063534923
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN W VARNEY
ReturnHeader/ReturnTs02021-11-13T11:54:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PEGGY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KING
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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