Civic Intelligence

Milton-Union Senior Citizens & Community Club Inc.

990EZ • Fiscal year 2017 • EIN 31-0894932

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

435 West Hamilton StreetWest Milton, OH 45383

(937) 698-7129

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.25x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

23rd percentile

-10%

Higher net margin than 23% 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

-0.5%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

41st percentile

-4.1%

Faster revenue growth than 41% of similar nonprofits.

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

Assets

Down

$96,120

Down $440 (-0.5%) from 2016

Net Assets

Down

$89,385

Down $2,811 (-3.0%) from 2016

Liabilities

Up

$6,735

Up $2,371 (+54%) from 2016

Revenue

Down

$27,261

Down $1,171 (-4.1%) from 2016

Expenses

Down

$30,072

Down $1,163 (-3.7%) from 2016

Net Income

Down

-$2,811

Down $8 (-0.3%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $96,560Liabilities 2016: $4,364Net Assets 2016: $92,1962016Assets 2017: $96,120Liabilities 2017: $6,735Net Assets 2017: $89,3852017Assets 2018: $97,688Net Assets 2018: $97,6882018Assets 2019: $102,872Net Assets 2019: $102,8722019Assets 2020: $120,452Net Assets 2020: $120,4522020Assets 2021: $156,771Net Assets 2021: $156,7712021Assets 2022: $201,122Net Assets 2022: $201,1222022Assets 2023: $195,828Net Assets 2023: $195,8282023

Highlighted filing

2017

Assets$96,120
Liabilities$6,735
Net Assets$89,385

Operations Trend

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

$100K$50K$0-$50KRevenue 2016: $28,432Expenses 2016: $31,235Net Income 2016: -$2,8032016Revenue 2017: $27,261Expenses 2017: $30,072Net Income 2017: -$2,8112017Revenue 2018: $44,613Expenses 2018: $36,310Net Income 2018: $8,3032018Revenue 2019: $32,293Expenses 2019: $27,109Net Income 2019: $5,1842019Revenue 2020: $62,656Expenses 2020: $39,327Net Income 2020: $23,3292020Revenue 2021: $66,695Expenses 2021: $55,796Net Income 2021: $10,8992021Revenue 2022: $88,115Expenses 2022: $55,376Net Income 2022: $32,7392022Revenue 2023: $72,411Expenses 2023: $80,543Net Income 2023: -$8,1322023

Highlighted filing

2017

Revenue$27,261
Expenses$30,072
Net Income-$2,811
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.3
Gross Receipts
$27,261
Mission and Program Overview

Mission

Promote acquaintenances, fellowship and social activities among members for the general welfare and benefit of the community.

To promote acquaintances, fellowship and social activities among members for the general welfare and benefit of the community.

Program Services

DescriptionGrantsExpenses
PROVIDES MEETING FACILITY FOR SENIOR'S MEALS AND SOCIAL FUNCTIONS.-$30,072
PROVIDES MEETING FACILITY FOR SENIOR'S MEALS AND SOCIAL FUNCTIONS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARA BOWYERPresident-$0--
KAREN FOSTERVice Preside-$0--
COOKIE BOOHERSecretary-$0--
KATHY BOOHERAssisitant S-$0--
JOHN GARVERTreasurer-$0--
WAYNE NEWBAUERAssistant Tr-$0--
Filing and Contact Details

Filer

Filer Name
Milton-union Senior Citizens &
EIN
31-0894932
Phone
9376987129
Address
435 WEST HAMILTON STREET, WEST MILTON, OH 45383

Signing Officer

Name
John Garver
Title
Treasurer
Phone
9376987129
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Bowman & Associates
Address
550 MOTE DR PO BOX 127, COVINGTON, OH 45318-0127
Preparer
Lawrence E Huffman
Phone
9374733058
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses banking fees 20 miscellaneous 318 supplies / office 1,624 taxes - ohio 50 non-investment depreciation 79 total 2,091

Form 990-ez, Part II, Line 24

4 new windows in lounge 0 1,680 less accumulated depreciation 0 41 new roof 0 11,830 less accumulated depreciation 0 38 total 0 13,431

Form 990-ez, Part II, Line 26

4,364 6,735

Form 990-ez, Part III

To promote acquaintances, fellowship and social activities among members for the general welfare and benefit of the community.

Form 990-ez, Part III, Line 31

Provides meeting facility for senior's meals and social functions.

Raw XML Appendix180 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN GARVER
IRS990EZ/BooksInCareOfDetail/PhoneNum09376987129
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0435 W HAMILTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST MILTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045383
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt058098
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt050849
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013099
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2811
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt096560
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096120
IRS990EZ/GrossReceiptsAmt027261
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt01101
IRS990EZ/LandAndBuildingsGrp/BOYAmt038462
IRS990EZ/LandAndBuildingsGrp/EOYAmt031840
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0815
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092196
IRS990EZ/NetAssetsOrFundBalancesEOYAmt089385
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092196
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt089385
IRS990EZ/OccupancyRentUtltsAndMaintAmt017109
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLARA BOWYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2COOKIE BOOHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHY BOOHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN GARVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WAYNE NEWBAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISITANT S
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013431
IRS990EZ/OtherExpensesTotalAmt02091
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE ACQUAINTANCES, FELLOWSHIP AND SOCIAL ACTIVITIES AMONG MEMBERS FOR THE GENERAL WELFARE AND BENEFIT OF THE COMMUNITY.
IRS990EZ/ProgramServiceRevenueAmt012246
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES MEETING FACILITY FOR SENIOR'S MEALS AND SOCIAL FUNCTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDES MEETING FACILITY FOR SENIOR'S MEALS AND SOCIAL FUNCTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030072
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04364
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06735
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt030072
IRS990EZ/TotalProgramServiceExpensesAmt030072
IRS990EZ/TotalRevenueAmt027261
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013099
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016124
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0252
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035380
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01101
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01353
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03747
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03129
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03755
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013085
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014162
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt010955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt011585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010145
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07686
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt054533
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01353
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03747
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03129
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03755
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013085
IRS990ScheduleA/InvestmentIncomeCYPct00.13000
IRS990ScheduleA/InvestmentIncomePYPct00.19000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.87300
IRS990ScheduleA/PublicSupportPY509Pct00.81410
IRS990ScheduleA/PublicSupportTotal509Amt089913
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt027261
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08126
IRS990ScheduleA/Total509Grp/TotalAmt089913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt028432
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt020797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011881
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0102998
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANKING FEES 20 MISCELLANEOUS 318 SUPPLIES / OFFICE 1,624 TAXES - OHIO 50 NON-INVESTMENT DEPRECIATION 79 TOTAL 2,091
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14 NEW WINDOWS IN LOUNGE 0 1,680 LESS ACCUMULATED DEPRECIATION 0 41 NEW ROOF 0 11,830 LESS ACCUMULATED DEPRECIATION 0 38 TOTAL 0 13,431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24,364 6,735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROMOTE ACQUAINTANCES, FELLOWSHIP AND SOCIAL ACTIVITIES AMONG MEMBERS FOR THE GENERAL WELFARE AND BENEFIT OF THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDES MEETING FACILITY FOR SENIOR'S MEALS AND SOCIAL FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GARVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09376987129
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILTON-UNION SENIOR CITIZENS &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMMUNITY CLUB INC
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0310894932
ReturnHeader/Filer/PhoneNum09376987129
ReturnHeader/Filer/USAddress/AddressLine1Txt0435 WEST HAMILTON STREET
ReturnHeader/Filer/USAddress/CityNm0WEST MILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045383
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0643FDC7E5BCFAD17527D35856EFDAAA05757C456
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0643FDC7E5BCFAD17527D35856EFDAAA05757C456
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.29.27.53
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:12:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311640154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 MOTE DR PO BOX 127
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0453180127
ReturnHeader/PreparerPersonGrp/PhoneNum09374733058
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE E HUFFMAN
ReturnHeader/ReturnTs02018-05-08T11:12:06-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings