Civic Intelligence

Williamsburg Harmony Hill Association Inc.

990 • Fiscal year 2017 • EIN 27-0025094

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 15, 2018

4466 Ireton RoadWilliamsburg, OH 45176-7241

(513) 724-0245

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

15th percentile

-22%

Higher net margin than 15% 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

43rd percentile

-0.4%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Down

$286,956

Down $1,195 (-0.4%) from 2016

Net Assets

Down

$286,956

Down $1,195 (-0.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$18,593

Down $7,015 (-27%) from 2016

Expenses

Up

$22,692

Up $9,842 (+77%) from 2016

Net Income

Down

-$4,099

Down $16,857 (-132%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $256,867Liabilities 2011: $0Net Assets 2011: $256,8672011Assets 2012: $261,386Liabilities 2012: $0Net Assets 2012: $261,3862012Assets 2013: $265,420Liabilities 2013: $0Net Assets 2013: $265,4202013Assets 2014: $267,336Liabilities 2014: $0Net Assets 2014: $267,3362014Assets 2015: $275,744Liabilities 2015: $0Net Assets 2015: $275,7442015Assets 2016: $288,151Liabilities 2016: $0Net Assets 2016: $288,1512016Assets 2017: $286,956Liabilities 2017: $0Net Assets 2017: $286,9562017Assets 2018: $294,769Liabilities 2018: $0Net Assets 2018: $294,7692018Assets 2020: $328,640Liabilities 2020: $0Net Assets 2020: $328,6402020Assets 2021: $391,114Liabilities 2021: $975Net Assets 2021: $390,1392021Assets 2022: $380,155Liabilities 2022: $975Net Assets 2022: $379,1802022Assets 2024: $455,470Liabilities 2024: $0Net Assets 2024: $455,4702024

Highlighted filing

2017

Assets$286,956
Liabilities$0
Net Assets$286,956

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $13,6422011Expenses 2012: $13,0052012Revenue 2013: $18,328Expenses 2013: $14,294Net Income 2013: $4,0342013Revenue 2014: $20,128Expenses 2014: $15,140Net Income 2014: $4,9882014Revenue 2015: $19,753Expenses 2015: $13,256Net Income 2015: $6,4972015Revenue 2016: $25,608Expenses 2016: $12,850Net Income 2016: $12,7582016Revenue 2017: $18,593Expenses 2017: $22,692Net Income 2017: -$4,0992017Revenue 2018: $22,758Expenses 2018: $14,357Net Income 2018: $8,4012018Revenue 2020: $54,539Expenses 2020: $26,026Net Income 2020: $28,5132020Revenue 2021: $73,294Expenses 2021: $25,672Net Income 2021: $47,6222021Revenue 2022: $22,294Expenses 2022: $18,864Net Income 2022: $3,4302022Revenue 2024: $81,300Expenses 2024: $41,714Net Income 2024: $39,5862024

Highlighted filing

2017

Revenue$18,593
Expenses$22,692
Net Income-$4,099
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 15, 2018
Return Version
2017v2.2
Gross Receipts
$18,593
Mission and Program Overview

Mission

100 per cent volunteer national register in 2008 museum open and on display when events in progress open for the education and historical significance for all citizens

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$288,151$286,956▼ $1,195
Land, Buildings, and Equipment, Net$146,505$146,505→ $0
Investments Other Securities$52,926$55,511▲ $2,585
Savings and Temporary Cash Investments$52,036$53,085▲ $1,049
Investments in Publicly Traded Securities$16,236$19,770▲ $3,534
Cash and Non-Interest-Bearing Accounts$18,162$11,961▼ $6,201
Other Notes and Loans Receivable, Net-$124-
Total Assets$288,151$286,956▼ $1,195
Other Assets Total$2,286--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$288,151$286,956▼ $1,195
Total Liabilities and Net Assets / Fund Balance$288,151$286,956▼ $1,195

Asset Categories

AssetBook ValueDepreciationBasis
Land$146,505-$146,505
Other Securities$55,511--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lutrecia SnellPresident
Izella CadwalladerSecretary
Beth a BarthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,160
Program Service Revenue
$8,882
Investment Income
$3,551
Other Revenue
$0
All Other Contributions
$3,436
Change in Net Assets
$-4,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,692
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$7,211--$7,211
All Other Expenses$2,675--$2,675
Other Expenses$2,286--$2,286
Fees for Service Investment Mgmnt Fees-$162-$162
Total Functional Expenses$22,530$162$0$22,692
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Williamsburg Harmony Hill Assoc
EIN
27-0025094
Address
4466 IRETON ROAD, WILLIAMSBURG, OH 45176-7241

Signing Officer

Name
Lutrecia Snell
Title
President
Phone
5137240245
Signed
2018-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lutrecia Snell
Formed
2003
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
LEE & KISSICK CPA'S INC
Address
2 EDGECOMBE DR, MILFORD, OH 45150-2918
Preparer
Richard a Kissick CPA
Phone
5138318520
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

100 per cent volunteer national register in 2008 museum open and on display when events in progress open for the education and historical significance for all citizens

Form 990, Page 2, Part III, Line 4D

Educating citizens on the history of williamsburg, williamburg township and clermont county, ohio.

Form 990, Part IX, Line 24E

Educational supplies 1,268 0 0 business cost 1,016 0 0 small funiture & fixtures 225 0 0 supplies 127 0 0 postage 39 0 0 total 2,675 0 0

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EDUCATING CITIZENS ON THE HISTORY OF WILLIAMSBURG, WILLIAMBURG TOWNSHIP AND CLERMONT COUNTY, OHIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDUCATIONAL SUPPLIES 1,268 0 0 BUSINESS COST 1,016 0 0 SMALL FUNITURE & FIXTURES 225 0 0 SUPPLIES 127 0 0 POSTAGE 39 0 0 TOTAL 2,675 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311135082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEE & KISSICK CPA'S INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 EDGECOMBE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451502918
ReturnHeader/PreparerPersonGrp/PhoneNum05138318520
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A KISSICK CPA
ReturnHeader/ReturnTs02018-03-26T15:18:54-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.00$4.55$0.81$0.42$0.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.01$3.79$0.22$0.19$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.01$3.90$0.73$0.26$0.48
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.00$3.29$0.55$0.26$0.29
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.00$2.95$0.23$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.19$0.23$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.26$0.13$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.20$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.20$0.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.18$0.14$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.00$2.61$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.00$2.57$0.14