Civic Intelligence

Sharon Homes Inc

990EZ • Fiscal year 2016 • EIN 23-7178089

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 20, 2017

Organization ProfileN/A
P O Box 100Lowden, IA 52255

(563) 941-5301

Siviq Scores

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

Liabilities / Assets

97th percentile

1.25x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

1.31x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-27%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

3.3%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$50,525

Down $18,331 (-27%) from 2015

Net Assets

Down

-$12,773

Down $13,250 (-2778%) from 2015

Liabilities

Down

$63,298

Down $5,081 (-7.4%) from 2015

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin11th percentile

Revenue

Up

$48,500

Up $1,532 (+3.3%) from 2015

Expenses

Up

$62,912

Up $7,372 (+13%) from 2015

Net Income

Down

-$14,412

Down $5,840 (-68%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0-$50KAssets 2010: $108,634Liabilities 2010: $97,708Net Assets 2010: $10,9262010Assets 2011: $94,142Liabilities 2011: $91,352Net Assets 2011: $2,7902011Assets 2012: $90,319Liabilities 2012: $84,942Net Assets 2012: $5,3772012Assets 2013: $82,898Liabilities 2013: $78,481Net Assets 2013: $4,4172013Assets 2014: $76,374Liabilities 2014: $73,401Net Assets 2014: $2,9732014Assets 2015: $68,856Liabilities 2015: $68,379Net Assets 2015: $4772015Assets 2016: $50,525Liabilities 2016: $63,298Net Assets 2016: -$12,7732016Assets 2017: $30,735Liabilities 2017: $58,174Net Assets 2017: -$27,4392017Assets 2018: $19,135Liabilities 2018: $53,003Net Assets 2018: -$33,8682018Assets 2019: $6,399Liabilities 2019: $47,779Net Assets 2019: -$41,3802019Assets 2020: $14,533Liabilities 2020: $42,505Net Assets 2020: -$27,9722020Assets 2021: $6,974Liabilities 2021: $37,174Net Assets 2021: -$30,2002021Assets 2022: $7,255Liabilities 2022: $31,791Net Assets 2022: -$24,5362022Assets 2023: $9,375Liabilities 2023: $26,354Net Assets 2023: -$16,9792023Assets 2024: $43,508Liabilities 2024: $25,236Net Assets 2024: $18,2722024

Highlighted filing

2016

Assets$50,525
Liabilities$63,298
Net Assets-$12,773
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

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

$100K$50K$0-$50KRevenue 2010: $47,894Expenses 2010: $52,303Net Income 2010: -$4,4092010Revenue 2011: $61,466Expenses 2011: $74,764Net Income 2011: -$13,2982011Revenue 2012: $47,311Expenses 2012: $50,502Net Income 2012: -$3,1912012Revenue 2013: $45,987Expenses 2013: $53,104Net Income 2013: -$7,1172013Revenue 2014: $47,161Expenses 2014: $52,776Net Income 2014: -$5,6152014Revenue 2015: $46,968Expenses 2015: $55,540Net Income 2015: -$8,5722015Revenue 2016: $48,500Expenses 2016: $62,912Net Income 2016: -$14,4122016Revenue 2017: $58,549Expenses 2017: $79,544Net Income 2017: -$20,9952017Revenue 2018: $53,600Expenses 2018: $64,360Net Income 2018: -$10,7602018Revenue 2019: $53,863Expenses 2019: $68,993Net Income 2019: -$15,1302019Revenue 2020: $77,431Expenses 2020: $68,703Net Income 2020: $8,7282020Revenue 2021: $63,500Expenses 2021: $70,815Net Income 2021: -$7,3152021Revenue 2022: $70,469Expenses 2022: $70,731Net Income 2022: -$2622022Revenue 2023: $74,972Expenses 2023: $73,731Net Income 2023: $1,2412023Revenue 2024: $80,931Expenses 2024: $73,829Net Income 2024: $7,1022024

Highlighted filing

2016

Revenue$48,500
Expenses$62,912
Net Income-$14,412
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 20, 2017
Return Version
2016v3.0
Gross Receipts
$48,500
Mission and Program Overview

Mission

N/A

Program Services

DescriptionGrantsExpenses
N/A$62,912-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT BURMEISTERDirector-$0--
KAY MYATTDirector-$0--
KAREN PROPSTDirector-$0--
PAUL KLEINSMITHPresident-$0--
JANET BURKESecretary-$0--
KENNETH LACEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sharon Homes Inc
EIN
23-7178089
Phone
5639415301
Address
P O BOX 100, LOWDEN, IA 52255

Signing Officer

Name
Judith a Norton
Title
Project Manager
Signed
2017-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Norton Baumann & Surls Pllc
Address
504 -508 Main Street, Lowden, IA 52255-0100
Preparer
Christopher L Surls
Phone
5639415301
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $733”

Other Expenses.1002

“Office Expenses $132”

Other Expenses.1008

“Interest $649”

Other Expenses.1009

“Depreciation $11872”

Other Expenses.1012

“Insurance $4516”

Other Expenses.1

“Loan princ. Payment $5081”

Other Assets.1004

“Miscellaneous - Beginning $38972 Miscellaneous - Ending $27100”

Total Liabilities.1004

“Tax Exempt Bond Liabilties - Beginning $68379 Tax Exempt Bond Liabilties - Ending $63298”

Raw XML Appendix131 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/PersonNm0NORTON PARTNERS LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum05639415301
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOWDEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0522550100
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029884
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023425
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011595
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-14412
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06091
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt068856
IRS990EZ/Form990TotalAssetsGrp/EOYAmt050525
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt048500
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt047
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0477
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-12773
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0477
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-12773
IRS990EZ/OccupancyRentUtltsAndMaintAmt033838
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT BURMEISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAY MYATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN PROPST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL KLEINSMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JANET BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KENNETH LACEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt038972
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027100
IRS990EZ/OtherChangesInNetAssetsAmt01162
IRS990EZ/OtherExpensesTotalAmt022983
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0N/A
IRS990EZ/ProgramServiceRevenueAmt036858
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt062912
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt068379
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt063298
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062912
IRS990EZ/TotalProgramServiceExpensesAmt062912
IRS990EZ/TotalRevenueAmt048500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $132
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Interest $649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $11872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $4516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LOAN PRINC. PAYMENT $5081
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous - Beginning $38972 Miscellaneous - Ending $27100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Tax Exempt Bond Liabilties - Beginning $68379 Tax Exempt Bond Liabilties - Ending $63298
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1004
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH A NORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PROJECT MANAGER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARON HOMES INC
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0237178089
ReturnHeader/Filer/PhoneNum05639415301
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 100
ReturnHeader/Filer/USAddress/CityNm0LOWDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTON BAUMANN & SURLS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0504 -508 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lowden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0522550100
ReturnHeader/PreparerPersonGrp/PhoneNum05639415301
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher L Surls
ReturnHeader/ReturnTs02017-04-20T11:36:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,525
Liabilities
$63,298
Net assets
-$12,773
Revenue
$48,500
Expenses
$62,912
Net income
-$14,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.44$0.25$0.18$0.81$0.74$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.09$0.26$0.17$0.75$0.74$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.32$0.25$0.70$0.71$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.37$0.30$0.64$0.71$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.43$0.28$0.77$0.69$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.48$0.41$0.54$0.69$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.19$0.53$0.34$0.54$0.64$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.58$0.27$0.59$0.80$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.63$0.13$0.49$0.63$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.68$0.00$0.47$0.56$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.73$0.03$0.47$0.53$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.78$0.04$0.46$0.53$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.85$0.05$0.47$0.51$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.91$0.03$0.61$0.75$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.98$0.11$0.48$0.52$0.04