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Shermans Valley Heritage Association

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Category: Arts, Culture and Humanities / Historical Societies, Related Historical Activities (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$29.5k (2024)

Expenses
$24.2k (2024)

Total Assets
$70.2k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,476
Expenses
$24,160
Net Income
$5,316
Net Assets
$70,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,076
85.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,400
14.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $70,226
Total Liabilities $0
Net Assets $70,226
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Rose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0
David L Casner (President) $0 $0 $0
Doug Urich (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,566
Expenses
$42,406
Net Income
-$3,840
Net Assets
$64,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $443
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $38,123
98.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $64,910
Total Liabilities $0
Net Assets $64,910
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Rose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0
David L Casner (President) $0 $0 $0
Doug Urich (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$48,415
Expenses
$41,074
Net Income
$7,341
Net Assets
$68,750
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $622
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $47,793
98.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $68,750
Total Liabilities $0
Net Assets $68,750
Compensation
Key Employees and Officers Compensation Related Other
Kathy Moose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0
David L Casner (President) $0 $0 $0
Doug Urich (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,281
Expenses
$8,564
Net Income
-$5,283
Net Assets
$61,409
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $575
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,706
82.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,409
Total Liabilities $0
Net Assets $61,409
Compensation
Key Employees and Officers Compensation Related Other
Kathy Moose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0
David L Casner (President) $0 $0 $0
Doug Urich (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,286
Expenses
$49,354
Net Income
$932
Net Assets
$66,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $364
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $49,722
98.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $200
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $66,431
Total Liabilities $0
Net Assets $66,431
Compensation
Key Employees and Officers Compensation Related Other
David L Casner (President) $0 $0 $0
Doug Urich (Vice President) $0 $0 $0
Kathy Moose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$37
Expenses
$17,925
Net Income
-$17,962
Net Assets
$63,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $348
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$385
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $63,356
Total Liabilities $0
Net Assets $63,356
Compensation
Key Employees and Officers Compensation Related Other
David L Casner (President) $0 $0 $0
Doug Urich (Vice President) $0 $0 $0
Kathy Moose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,083
Expenses
$45,818
Net Income
$9,265
Net Assets
$76,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $194
0.4%
Program Services $0
Investment Income $331
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $49,973
90.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,585
8.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,416
Total Liabilities $0
Net Assets $76,416
Compensation
Key Employees and Officers Compensation Related Other
David L Casner (President) $0 $0 $0
Larry Moose (Vice President) $0 $0 $0
Kathy Moose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,882
Expenses
$40,095
Net Income
$21,787
Net Assets
$77,550
Notable Sources of Revenue Percent of Total Revenue
Contributions $705
1.1%
Program Services $0
Investment Income $438
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $57,189
92.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,550
5.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $77,550
Total Liabilities $0
Net Assets $77,550
Compensation
Key Employees and Officers Compensation Related Other
David L Casner (President) $0 $0 $0
Larry Moose (Vice Presiden) $0 $0 $0
Kathy Moose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,944
Expenses
$50,080
Net Income
-$136
Net Assets
$65,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $426
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $49,518
99.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $65,982
Total Liabilities $0
Net Assets $65,982
Compensation
Key Employees and Officers Compensation Related Other
David L Casner (President) $0 $0 $0
Larry Moose (Vice Presiden) $0 $0 $0
Kathy Moose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,088
Expenses
$12,715
Net Income
$11,373
Net Assets
$55,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $524
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,564
97.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $55,863
Total Liabilities $0
Net Assets $55,863
Compensation
Key Employees and Officers Compensation Related Other
David L Casner (President) $0 $0 $0
Larry Moose (Vice Presiden) $0 $0 $0
Kathy Moose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,714
Expenses
$6,694
Net Income
-$2,980
Net Assets
$44,490
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $433
11.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $3,281
88.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,490
Total Liabilities $0
Net Assets $44,490
Compensation
Key Employees and Officers Compensation Related Other
David L Casner (President) $0 $0 $0
Larry Moose (Vice Presiden) $0 $0 $0
Kathy Moose (Secretary) $0 $0 $0
Terry Urich (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,285
Expenses
$11,619
Net Income
$6,666
Net Assets
$47,470
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $398
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,887
97.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $47,470
Total Liabilities $0
Net Assets $47,470

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,835
Expenses
$7,191
Net Income
$6,644
Net Assets
$40,804
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $99
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,736
99.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $40,804
Total Liabilities $0
Net Assets $40,804

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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