BETA

HERITAGE PUBLIC LIBRARY: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HERITAGE PUBLIC LIBRARY (EIN 25-1048764)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-17
IRS object ID
202311379349200811
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-17T07:45:59-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814403236PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mon Valley Accounting and Tax ServicBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1612 W Main StAddressLine1Txt
CityMonongahelaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15063ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251048764EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HERITAGE PUBLIC LIBRARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHERIBusinessNameControlTxt
Phone7249268400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line152 FOURTH STREETAddressLine1Txt
CityMC DONALDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15057ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN FARNERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7249268400PhoneNum
Signature2023-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHLEENPersonFirstNm
Person LastFARNERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILIP A QUATTRONEPreparerPersonNm
PTINP00036774PTIN
Phone7242588188PhoneNum
Preparation2023-05-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$110,138GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$78,673ContributionsGiftsGrantsEtcAmt
Program Service Revenue$3,599ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$19InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$4,814FundraisingGrossIncomeAmt
Special Events Direct Expenses$2,681SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$2,133SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$23,033OtherRevenueTotalAmt
Total Revenue$107,457TotalRevenueAmt
Salaries Other Comp Empl Bnft$72,537SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$1,490FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$12,451OccupancyRentUtltsAndMaintAmt
Other Expenses Total$31,014OtherExpensesTotalAmt
Total Expenses$117,492TotalExpensesAmt
Excess Or Deficit For Year-$10,035ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$197,870NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$187,835NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$136,237BOYAmt
EOY$117,704EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$61,633BOYAmt
EOY$23,000EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
EOY$47,131EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$197,870BOYAmt
EOY$187,835EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$197,870BOYAmt
EOY$187,835EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposePROVIDING A FREE PUBLIC LIBRARYPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
AS A FREE LIBRARY, HPL GRANTS ACCESS TO OVER 80,000ITEMS THROUGH THE WASHINGTON LIBRARY NETWORK. THESE RESOURCES INCLUDE REFERENCE MATERIALS;BOOKS;PERIODICALS.$78,673$78,673
HPL PROVIDES OPPORTUNITIES TO MEMBERS OF EVERY AGE ANDSTATUS. HPL HOSTS STORYTIMES & COURSES THROUGHOUT THEYEAR. TOPICS ARE DEPENDENT UPON REQUESTS & INTERESTS...$0$0
HPL RECOGNIZES THE INFLUENCE TECHNOLOGY HAS ON THEENVIRONMENT. HPL UPGRADES NETWORKS WHEN NECESSARY TOPROVIDE THE SAME....$0$0
FieldValueIRS element (for citing)
Total Program Service Expenses$78,673TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHLEEN FARNER
PRESIDENT30.00$0$0$0
MARY SKOFF
TREASURER15.00$0$0$0
CINDY HUGHES
SECRETARY10.00$0$0$0
LYNETTE TALPAS
BOARD MEMBER5.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTREASURER OF LIBRARYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line152 FOURTH STREETAddressLine1Txt
CityMcDONALDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15057ZIPCd
FieldValueIRS element (for citing)
Phone7249268400PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125,426CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$136,783CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,562CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,344CurrentTaxYearMinus1YearAmt
Current Tax Year$107,457CurrentTaxYearAmt
Total$625,572TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$125,426CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$136,783CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$114,562CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,344CurrentTaxYearMinus1YearAmt
Current Tax Year$107,457CurrentTaxYearAmt
Total$625,572TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$625,572PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59CurrentTaxYearMinus1YearAmt
Current Tax Year$19CurrentTaxYearAmt
Total$108TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$625,680TotalSupportAmt
Public Support CY1700.99980PublicSupportCY170Pct
Public Support PY1700.99990PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (47 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 50LINE #11-B PART VI:
Pt VI, Line 50A MEETING IS CALLED BY THE DIRECTORS FOR BOARD MEMBERS
Pt VI, Line 51WHERE-BY THE AUDITOR IS REQUIRED TO REVIEW FORM 990-Z
Pt V, Line 44dTO ALL IN ATTENDENCE.....
Pt VI, Line 6LINE # 19; PART VI:
Pt V, Line 33A NOTICE IS POSTED IN THE LOBBY NOTIFYING THE
Pt V, Line 34PUBLIC THE AUDIT IS COMPLETE AND CAN BE
Pt V, Line 33REVIESED, IF SO DESIRED, BY APPOINTMENT
Pt V, Line 35bWITH THE LIBRARY DIRECTOR.....
Form 990EZ, Part I, Line 8OTHER REVENUE SUPPORT:
Form 990EZ, Part I, Line 8A) CREDIT CARD REWARDS 150.
Form 990EZ, Part I, Line 8B) CARES ACT (2021) 0.
Form 990EZ, Part I, Line 8C) DONATIONS (UN-RESTRICTED) 7637.
Form 990EZ, Part I, Line 8D) W C C F DONATIONS 6228.
Form 990EZ, Part I, Line 8E) W C C F BERTHOLD 0.
Form 990EZ, Part I, Line 8F) LOST BOOKS 15.
Form 990EZ, Part I, Line 8G) LOST CARDS 9.
Form 990EZ, Part I, Line 8H) BOOK DISCUSSION 778.
Form 990EZ, Part I, Line 8I) RENTAL INCOME 1219.
Form 990EZ, Part I, Line 8J) BUSINESS SERVICES 1047.
Form 990EZ, Part I, Line 8K) RESTRICTED DONATIONS 5050.
Form 990EZ, Part I, Line 8L) PROGRAM DONATIONS 900.
Form 990EZ, Part I, Line 16BOOKS & PERIODICALS 4803.
Form 990EZ, Part I, Line 16SUBSCRIPTIONS 428.
Form 990EZ, Part I, Line 16DUES & ACCESS MEMBERS 528.
Form 990EZ, Part I, Line 16INSURANCE:
Form 990EZ, Part I, Line 16A) EMPLOYEE - E & O COVERAGE 249.
Form 990EZ, Part I, Line 16B) LIABILITY INSURANCE 3490.
Form 990EZ, Part I, Line 16C) WORKMAN'S COMPENSATION 395.
Form 990EZ, Part I, Line 16INTERNET FEES 1147.
Form 990EZ, Part I, Line 16OFFICE SUPPLIES 2568.
Form 990EZ, Part I, Line 16PROGRAM EXPENSE 3175.
Form 990EZ, Part I, Line 16SOFT-WARE & WEB-SITE EXPENSE 0.
Form 990EZ, Part I, Line 16TELEPHONE 1857.
Form 990EZ, Part I, Line 16MISCELLANEOUS OTHER 1812.
Form 990EZ, Part I, Line 16BANK SERVICE FEES 0.
Form 990EZ, Part I, Line 16Depreciation 7852.
Form 990EZ, Part I, Line 16POSTAGE & FREIGHT 390.
Form 990EZ, Part I, Line 16COMPUTER SUPPLIES 2320.
Form 990EZ, Part I, Line 16POSTAGE & FREIGHT
Form 990EZ, Part I, Line 16BOOK SUPPLIES
Form 990EZ, Part I, Line 16SUBSCRIPTIONS
Form 990EZ, Part I, Line 16MEMORIAL PURCHASE - BOOK
Form 990EZ, Part I, Line 16COMPUTER EQUIPMENT
Form 990EZ, Part I, Line 16COPIER EXPENSE
Form 990EZ, Part I, Line 16P/R PROCESSI9NG FEES
Form 990EZ, Part I, Line 16MISC. OTHER

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.