Civic Intelligence

Owen County Preservations Inc.

990 • Fiscal year 2017 • EIN 35-1808543

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

PO Box 408Spencer, IN 47460

(812) 714-8163

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

9th percentile

-32%

Higher net margin than 9% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

41st percentile

$34,098

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

28th percentile

-2.5%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

1.8%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$3,841,603

Down $98,681 (-2.5%) from 2016

Net Assets

Down

$3,836,520

Down $80,471 (-2.1%) from 2016

Liabilities

Down

$5,083

Down $18,210 (-78%) from 2016

Revenue

Up

$249,813

Up $4,413 (+1.8%) from 2016

Expenses

Down

$330,284

Down $20,841 (-5.9%) from 2016

Net Income

Up

-$80,471

Up $25,254 (+24%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,387,194Liabilities 2012: $43,908Net Assets 2012: $2,343,2862012Assets 2013: $4,269,104Liabilities 2013: $60,950Net Assets 2013: $4,208,1542013Assets 2014: $4,147,597Liabilities 2014: $33,898Net Assets 2014: $4,113,6992014Assets 2015: $4,068,204Liabilities 2015: $45,488Net Assets 2015: $4,022,7162015Assets 2016: $3,940,284Liabilities 2016: $23,293Net Assets 2016: $3,916,9912016Assets 2017: $3,841,603Liabilities 2017: $5,083Net Assets 2017: $3,836,5202017Assets 2018: $3,778,150Liabilities 2018: $983Net Assets 2018: $3,777,1672018Assets 2019: $3,632,073Liabilities 2019: $2,781Net Assets 2019: $3,629,2922019Assets 2020: $3,508,668Liabilities 2020: $0Net Assets 2020: $3,508,6682020Assets 2021: $3,390,559Liabilities 2021: $12,041Net Assets 2021: $3,378,5182021Assets 2022: $3,280,783Liabilities 2022: $16,690Net Assets 2022: $3,264,0932022Assets 2023: $3,171,320Liabilities 2023: $13,381Net Assets 2023: $3,157,9392023

Highlighted filing

2017

Assets$3,841,603
Liabilities$5,083
Net Assets$3,836,520

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $12,6682012Revenue 2013: $2,106,437Expenses 2013: $241,569Net Income 2013: $1,864,8682013Revenue 2014: $204,377Expenses 2014: $298,832Net Income 2014: -$94,4552014Revenue 2015: $232,027Expenses 2015: $323,010Net Income 2015: -$90,9832015Revenue 2016: $245,400Expenses 2016: $351,125Net Income 2016: -$105,7252016Revenue 2017: $249,813Expenses 2017: $330,284Net Income 2017: -$80,4712017Revenue 2018: $236,568Expenses 2018: $295,921Net Income 2018: -$59,3532018Revenue 2019: $225,803Expenses 2019: $373,678Net Income 2019: -$147,8752019Revenue 2020: $145,238Expenses 2020: $265,862Net Income 2020: -$120,6242020Revenue 2021: $167,405Expenses 2021: $297,555Net Income 2021: -$130,1502021Revenue 2022: $235,924Expenses 2022: $350,349Net Income 2022: -$114,4252022Revenue 2023: $255,635Expenses 2023: $361,789Net Income 2023: -$106,1542023

Highlighted filing

2017

Revenue$249,813
Expenses$330,284
Net Income-$80,471
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$285,910
Mission and Program Overview

Mission

Organization dedicated to

Organization dedicated to preserving and increasing awareness of owen county's architectural and historical heritage.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,916,991$3,836,520▼ $80,471
Land, Buildings, and Equipment, Net$3,897,122$3,791,977▼ $105,145
Cash and Non-Interest-Bearing Accounts$33,589$32,744▼ $845
Savings and Temporary Cash Investments$5,815$11,968▲ $6,153
Accounts Receivable$3,758$4,914▲ $1,156
Total Assets$3,940,284$3,841,603▼ $98,681
Liabilities
Unsecured Notes Loans Payable$11,769--
Accounts Payable and Accrued Expenses$11,524$5,083▼ $6,441
Total Liabilities$23,293$5,083▼ $18,210
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,916,991$3,836,520▼ $80,471
Total Liabilities and Net Assets / Fund Balance$3,940,284$3,841,603▼ $98,681

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,754,233$504,885$4,259,118
Land$37,744-$37,744
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Les JordanTresurerPT$34,098$34,098

Board Members and Trustees

NameTitle
Robert WhitePresident
Debbie JordanBoard Member
Joy FlynnBoard Member
Melody CarpenterBoard Member
Myrna FieldsBoard Member
Ronan YoungBoard Member
Misty WyattDirector
Kathy CookSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$19,938
Program Service Revenue
$117,370
Investment Income
$4
Other Revenue
$112,501
All Other Contributions
$19,458
Change in Net Assets
$-80,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,689
Salaries, Compensation, and Employee Benefits$48,995
Grants and Similar Amounts Paid$600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$109,401$0$0$109,401
Occupancy$36,474$1,898$0$38,372
Current Officers, Directors, Trustees, and Key Employees$0$34,098$0$34,098
Advertising$11,320$674$0$11,994
Other Salaries and Wages$8,415$0$0$8,415
Insurance$7,766$0$0$7,766
Office Expenses$5,845$1,921$0$7,766
Interest$7,288$0$0$7,288
Fees for Services Accounting$0$4,734$0$4,734
Payroll Taxes$715$2,767$0$3,482
Other Employee Benefits$0$3,000$0$3,000
Payments to Affiliates$0$1,315$0$1,315
Conferences and Meetings$641$352$0$993
Grants to Domestic Orgs$600--$600
Other Expenses$528$0$0$528
Total Functional Expenses$275,712$54,572$0$330,284
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,965
Fundraising Direct Expenses$1,593
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
Yes
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
Yes
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
Filing and Contact Details

Filer

Filer Name
Owen County Preservations Inc
EIN
35-1808543
Phone
8127148163
Address
PO BOX 408, SPENCER, IN 47460

Signing Officer

Name
Les Jordan
Title
Treasurer
Phone
8127148163
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Les Jordan
Formed
1990
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
2
Volunteers
70

Preparer

Firm
Brown & Associates CPA
Address
113 S Main St PO Box 297, SPENCER, IN 47460
Preparer
Becky Brown CPA
Phone
8128294917
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

FAMILY RELATIONSHIP

Pt VI, Line 6

MEMBERS

Pt VI, Line 7A

Members elect board of directors

Pt VI, Line 11B

TREASURER REVIEWS

Pt VI, Line 15A

Comparable to other executive directors

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IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00260
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IRS990ScheduleA/PublicSupportPY509Pct00.99740
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt057780
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt019458
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020055
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04739
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt09790
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03738
IRS990ScheduleA/Total509Grp/TotalAmt057780
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057796
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03754233
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0504885
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04259118
IRS990ScheduleD/LandGrp/BookValueAmt037744
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt037744
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03791977
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TREASURER REVIEWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPARABLE TO OTHER EXECUTIVE DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
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IRS990/TotalAssetsEOYAmt03841603
IRS990/TotalAssetsGrp/BOYAmt03940284
IRS990/TotalAssetsGrp/EOYAmt03841603
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019938
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054572
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0275712
IRS990/TotalFunctionalExpensesGrp/TotalAmt0330284
IRS990/TotalGrossUBIAmt01372
IRS990/TotalLiabilitiesBOYAmt023293
IRS990/TotalLiabilitiesEOYAmt05083
IRS990/TotalLiabilitiesGrp/BOYAmt023293
IRS990/TotalLiabilitiesGrp/EOYAmt05083
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03916991
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03836520
IRS990/TotalProgramServiceExpensesAmt0275712
IRS990/TotalProgramServiceRevenueAmt0117370
IRS990/TotalReportableCompFromOrgAmt034098
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0228503
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0249813
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01372
IRS990/TotalVolunteersCnt070
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03940284
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03841603
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt011769
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 408
IRS990/USAddress/CityNm0SPENCER
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047460
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LES JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08127148163
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWEN COUNTY PRESERVATIONS INC
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0351808543
ReturnHeader/Filer/PhoneNum08127148163
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 408
ReturnHeader/Filer/USAddress/CityNm0SPENCER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047460
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId031CD5069A60C72F9D1F8B8FADB1C17A2275439A5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId031CD5069A60C72F9D1F8B8FADB1C17A2275439A5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.50.14.51
ReturnHeader/FilingSecurityInformation/IPDt02018-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm007:46:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brown & Associates CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0113 S Main St PO Box 297
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPENCER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047460
ReturnHeader/PreparerPersonGrp/PhoneNum08128294917
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BECKY BROWN CPA
ReturnHeader/ReturnTs02018-11-05T07:46:17-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01

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