Civic Intelligence

Dixie Sternwheeler Inc.

990EZ • Fiscal year 2017 • EIN 20-8636143

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization ProfileN/A
PO Box 674North Webster, IN 46555

(574) 834-2385

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$182,901

Up $17,281 (+10%) from 2016

Net Assets

Up

$182,901

Up $17,281 (+10%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Up

$113,861

Up $19,351 (+20%) from 2016

Expenses

Up

$96,581

Up $13,006 (+16%) from 2016

Net Income

Up

$17,280

Up $6,345 (+58%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $92,501Liabilities 2010: $56,543Net Assets 2010: $35,9582010Assets 2011: $111,593Liabilities 2011: $45,729Net Assets 2011: $65,8642011Assets 2012: $115,380Liabilities 2012: $16,049Net Assets 2012: $99,3312012Assets 2013: $116,968Net Assets 2013: $116,9682013Assets 2014: $154,306Net Assets 2014: $154,3062014Assets 2015: $154,686Net Assets 2015: $154,6862015Assets 2016: $165,620Net Assets 2016: $165,6202016Assets 2017: $182,901Net Assets 2017: $182,9012017Assets 2018: $184,945Net Assets 2018: $184,9452018Assets 2019: $187,420Net Assets 2019: $187,4202019Assets 2020: $137,531Net Assets 2020: $137,5312020Assets 2021: $149,424Net Assets 2021: $149,4242021Assets 2022: $156,098Net Assets 2022: $156,0982022Assets 2023: $138,676Net Assets 2023: $138,6762023Assets 2024: $100,560Net Assets 2024: $100,5602024

Highlighted filing

2017

Assets$182,901
Liabilities-
Net Assets$182,901
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $65,364Expenses 2010: $45,690Net Income 2010: $19,6742010Revenue 2011: $102,170Expenses 2011: $72,263Net Income 2011: $29,9072011Revenue 2012: $101,700Expenses 2012: $68,234Net Income 2012: $33,4662012Revenue 2013: $94,887Expenses 2013: $77,250Net Income 2013: $17,6372013Revenue 2014: $113,254Expenses 2014: $75,914Net Income 2014: $37,3402014Revenue 2015: $103,139Expenses 2015: $102,760Net Income 2015: $3792015Revenue 2016: $94,510Expenses 2016: $83,575Net Income 2016: $10,9352016Revenue 2017: $113,861Expenses 2017: $96,581Net Income 2017: $17,2802017Revenue 2018: $105,429Expenses 2018: $103,386Net Income 2018: $2,0432018Revenue 2019: $105,549Expenses 2019: $103,074Net Income 2019: $2,4752019Revenue 2020: $4,117Expenses 2020: $54,008Net Income 2020: -$49,8912020Revenue 2021: $100,429Expenses 2021: $88,537Net Income 2021: $11,8922021Revenue 2022: $98,820Expenses 2022: $92,145Net Income 2022: $6,6752022Revenue 2023: $96,702Expenses 2023: $114,124Net Income 2023: -$17,4222023Revenue 2024: $88,044Expenses 2024: $126,160Net Income 2024: -$38,1162024

Highlighted filing

2017

Revenue$113,861
Expenses$96,581
Net Income$17,280
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.3
Gross Receipts
$113,861
Mission and Program Overview

Mission

To acquire, maintain and operate the historic sternwheel drive boat on lake webster.

Program Services

DescriptionGrantsExpenses
PRESERVE & OPERATE "THE DIXIE" AN HISTORIC STERNWHEEL BOAT-$96,581
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARILYN METCALFPresident-$0--
TOM PLEWSecretary-$0--
DAVE TRANTERVice Preside-$0--
JODIE PENSINGERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Dixie Sternwheeler Inc
EIN
20-8636143
Phone
5748342385
Address
PO BOX 674, NORTH WEBSTER, IN 46555

Signing Officer

Name
Karilyn Metcalf
Title
President
Phone
5748342385
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Link Accounting Group
Address
405 S MAIN ST, NORTH WEBSTER, IN 46555-0295
Preparer
Jeffrey R Morgan
Phone
5748342511
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 12,910 bank fees 20 office supplies 54 postage 52 telephone 979 insurance 9,881 boat gas 1,400 concession supplies 10,498 dues & fees 120 entertainment 1,400 license & permits 75 meals 418 sales taxes 210 sponsorships 300 non-investment depreciation 11,031 total 49,348”

Form 990-ez, Part II, Line 24

“109,391 109,391 less accumulated depreciation 63,645 74,676 total 45,746 34,715”

Form 990-ez, Part III

“To acquire, maintain and operate the historic sternwheel drive boat on lake webster.”

Raw XML Appendix146 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KARILYN METCALF
IRS990EZ/BooksInCareOfDetail/PhoneNum05748342385
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0624 S DIXIE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NORTH WEBSTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046555
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119875
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0148186
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06896
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017280
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01753
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0165621
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0182901
IRS990EZ/GrossReceiptsAmt0113861
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02647
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0165621
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0182901
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0165621
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0182901
IRS990EZ/OccupancyRentUtltsAndMaintAmt08804
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARILYN METCALF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOM PLEW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVE TRANTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JODIE PENSINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt045746
IRS990EZ/OtherAssetsTotalDetail/EOYAmt034715
IRS990EZ/OtherExpensesTotalAmt049348
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ACQUIRE, MAINTAIN AND OPERATE THE HISTORIC STERNWHEEL DRIVE BOAT ON LAKE WEBSTER.
IRS990EZ/PrintingPublicationsPostageAmt03690
IRS990EZ/ProgramServiceRevenueAmt0104318
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVE & OPERATE "THE DIXIE" AN HISTORIC STERNWHEEL BOAT
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096581
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032986
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt096581
IRS990EZ/TotalProgramServiceExpensesAmt096581
IRS990EZ/TotalRevenueAmt0113861
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03506
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt033
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0492864
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99880
IRS990ScheduleA/PublicSupportPY170Pct00.99890
IRS990ScheduleA/PublicSupportTotal170Amt027062
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03506
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03990
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027062
IRS990ScheduleA/TotalSupportAmt027095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 12,910 BANK FEES 20 OFFICE SUPPLIES 54 POSTAGE 52 TELEPHONE 979 INSURANCE 9,881 BOAT GAS 1,400 CONCESSION SUPPLIES 10,498 DUES & FEES 120 ENTERTAINMENT 1,400 LICENSE & PERMITS 75 MEALS 418 SALES TAXES 210 SPONSORSHIPS 300 NON-INVESTMENT DEPRECIATION 11,031 TOTAL 49,348
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1109,391 109,391 LESS ACCUMULATED DEPRECIATION 63,645 74,676 TOTAL 45,746 34,715
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO ACQUIRE, MAINTAIN AND OPERATE THE HISTORIC STERNWHEEL DRIVE BOAT ON LAKE WEBSTER.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KARILYN METCALF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05748342385
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIXIE STERNWHEELER INC
ReturnHeader/Filer/BusinessNameControlTxt0DIXI
ReturnHeader/Filer/EIN0208636143
ReturnHeader/Filer/PhoneNum05748342385
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 674
ReturnHeader/Filer/USAddress/CityNm0NORTH WEBSTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046555
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0925B78A6857A337E2CF11B33A92CEC4D68C2ECC0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0925B78A6857A337E2CF11B33A92CEC4D68C2ECC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:41:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351902450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINK ACCOUNTING GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH WEBSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0465550295
ReturnHeader/PreparerPersonGrp/PhoneNum05748342511
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY R MORGAN
ReturnHeader/ReturnTs02018-05-07T12:41:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$182,901
Liabilities
-
Net assets
$182,901
Revenue
$113,861
Expenses
$96,581
Net income
$17,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$1.01$0.88$1.26$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.39$1.39$0.97$1.14$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.99$0.92$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.49$1.49$1.00$0.89$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.04$0.54$0.50
2019Detailed filing. Detailed filing data is available for this year.$1.87$1.87$1.06$1.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.85$1.85$1.05$1.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.83$1.83$1.14$0.97$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.95$0.84$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.55$1.55$1.03$1.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.54$1.54$1.13$0.76$0.37
2013Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.95$0.77$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.16$0.99$1.02$0.68$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.46$0.66$1.02$0.72$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.57$0.36$0.65$0.46$0.20