Civic Intelligence

The Lew Wallace Study Preservation Society Inc

990EZ • Fiscal year 2017 • EIN 35-2015109

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 30, 2018

PO Box 662Crawfordsville, IN 47933

(765) 362-5769

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

86th percentile

35%

Higher net margin than 86% 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

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

89th percentile

69%

Faster revenue growth than 89% of similar nonprofits.

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

Assets

Up

$227,106

Up $46,148 (+26%) from 2016

Net Assets

Up

$220,782

Up $41,647 (+23%) from 2016

Liabilities

Up

$6,324

Up $4,501 (+247%) from 2016

Revenue

Up

$118,654

Up $48,611 (+69%) from 2016

Expenses

Up

$77,007

Up $27,923 (+57%) from 2016

Net Income

Up

$41,647

Up $20,688 (+99%) 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 2014: $379,270Liabilities 2014: $864Net Assets 2014: $378,4062014Assets 2015: $165,335Liabilities 2015: $7,159Net Assets 2015: $158,1762015Assets 2016: $180,958Liabilities 2016: $1,823Net Assets 2016: $179,1352016Assets 2017: $227,106Liabilities 2017: $6,324Net Assets 2017: $220,7822017Assets 2018: $185,043Liabilities 2018: $2,249Net Assets 2018: $182,7942018Assets 2019: $250,538Liabilities 2019: $193Net Assets 2019: $250,3452019Assets 2020: $359,491Liabilities 2020: $1,655Net Assets 2020: $357,8362020Assets 2021: $284,750Liabilities 2021: $33Net Assets 2021: $284,7172021Assets 2022: $330,482Liabilities 2022: $434Net Assets 2022: $330,0482022Assets 2023: $438,798Liabilities 2023: $1,410Net Assets 2023: $437,3882023Assets 2024: $548,320Liabilities 2024: $1,909Net Assets 2024: $546,4112024

Highlighted filing

2017

Assets$227,106
Liabilities$6,324
Net Assets$220,782

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2014: $75,953Expenses 2014: $42,726Net Income 2014: $33,2272014Revenue 2015: $90,697Expenses 2015: $310,927Net Income 2015: -$220,2302015Revenue 2016: $70,043Expenses 2016: $49,084Net Income 2016: $20,9592016Revenue 2017: $118,654Expenses 2017: $77,007Net Income 2017: $41,6472017Revenue 2018: $48,786Expenses 2018: $85,946Net Income 2018: -$37,1602018Revenue 2019: $105,812Expenses 2019: $40,672Net Income 2019: $65,1402019Revenue 2020: $145,104Expenses 2020: $40,191Net Income 2020: $104,9132020Revenue 2021: $64,942Expenses 2021: $140,752Net Income 2021: -$75,8102021Revenue 2022: $96,098Expenses 2022: $46,935Net Income 2022: $49,1632022Revenue 2023: $139,631Expenses 2023: $35,107Net Income 2023: $104,5242023Revenue 2024: $166,372Expenses 2024: $59,299Net Income 2024: $107,0732024

Highlighted filing

2017

Revenue$118,654
Expenses$77,007
Net Income$41,647
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 30, 2018
Return Version
2017v2.3
Gross Receipts
$147,349
Mission and Program Overview

Mission

To preserve the memory and accomplishments of lew wallace, author, inventor, and statesman. To maintain the building and grounds of the lew wallace study, a national historic landmark.

Program Services

DescriptionGrantsExpenses
MAINTAIN THE BUILDING AND THE GROUNDS, AS WELL AS CATALOG, MAINTAIN AND PRESERVE THE COLLECTIONS OF THE LEW WALLACE STUDY. PROVIDE EDUCATIONAL PROGRAMMING FOR MIDDLE SCHOOL STUDENTS DURING THE SUMMER. THE LESSONS CENTER AROUND LEADERSHIP AND PUBLIC SERVICE USING LEW WALLACE AS A MODEL.-$57,890
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSTY CARTERBoard Member-$0--
ELAINE CHASEPresident-$0--
ERIN GOBELBoard Member-$0--
BRIAN KEIMBoard Member-$0--
JESSICA BOKHARTBoard Member-$0--
ANNE SHAWSecretary-$0--
JAMEY NORTONBoard Member-$0--
DALE PETRIETreasurer-$0--
GAIL STEPHENSBoard Member-$0--
LARRY PAARLBERGDirectorFT$0--
PHIL BOOTSBoard Member-$0--
EILEEN BOWENVice Preside-$0--
GERRY TURNERBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Montgo$44,657$44,657$27,015$17,642
Holiday Tea$9,121$9,121$1,680$7,441
Total Events$53,778$53,778$28,695$25,083
Filing and Contact Details

Filer

Filer Name
The Lew Wallace Study Preservation
EIN
35-2015109
Phone
7653625769
Address
PO BOX 662, CRAWFORDSVILLE, IN 47933

Signing Officer

Name
Larry Paarlberg
Title
Director
Phone
7653625769
Signed
2018-07-30

Preparer

Firm
Reed & Company Pc
Address
PO BOX 1128, LAFAYETTE, IN 47902-1128
Preparer
Eileen M Cochran
Phone
7657424141
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising and promotion 3,848 office 9,989 travel 1,055 insurance 1,025 building repairs 34,856 collection management 5,475 education programs 2,283 exhibit supplies 1,314 gift shop expense 4,472 grounds maintenance 706 hospitality 2,353 education and development 556 telephone 1,588 dues and subscriptions 787 security 70 non-investment depreciation 2,276 total 72,653

Form 990-ez, Part II, Line 24

Inventories for sale or use 4,846 4,159 prepaid expenses and deferred charges 378 378 equipment 11,379 11,379 less accumulated depreciation 4,406 6,682 endowment funds 13,687 14,850 total 25,884 24,084

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,823 6,324

Form 990-ez, Part III

To preserve the memory and accomplishments of lew wallace, author, inventor, and statesman. To maintain the building and grounds of the lew wallace study, a national historic landmark.

Form 990-ez, Part III, Line 28

Maintain the building and the grounds, as well as catalog, maintain and preserve the collections of the lew wallace study. Provide educational programming for middle school students during the summer. The lessons center around leadership and public service using lew wallace as a model.

Raw XML Appendix208 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.

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IRS990EZ/PrimaryExemptPurposeTxt0TO PRESERVE THE MEMORY AND ACCOMPLISHMENTS OF LEW WALLACE, AUTHOR, INVENTOR, AND STATESMAN. TO MAINTAIN THE BUILDING AND GROUNDS OF THE LEW WALLACE STUDY, A NATIONAL HISTORIC LANDMARK.
IRS990EZ/PrintingPublicationsPostageAmt02723
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IRS990EZ/WebsiteAddressTxt0WWW.BEN-HUR.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 1,469
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0TASTE OF MONTGO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY TEA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt044657
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09121
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 3,848 OFFICE 9,989 TRAVEL 1,055 INSURANCE 1,025 BUILDING REPAIRS 34,856 COLLECTION MANAGEMENT 5,475 EDUCATION PROGRAMS 2,283 EXHIBIT SUPPLIES 1,314 GIFT SHOP EXPENSE 4,472 GROUNDS MAINTENANCE 706 HOSPITALITY 2,353 EDUCATION AND DEVELOPMENT 556 TELEPHONE 1,588 DUES AND SUBSCRIPTIONS 787 SECURITY 70 NON-INVESTMENT DEPRECIATION 2,276 TOTAL 72,653
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVENTORIES FOR SALE OR USE 4,846 4,159 PREPAID EXPENSES AND DEFERRED CHARGES 378 378 EQUIPMENT 11,379 11,379 LESS ACCUMULATED DEPRECIATION 4,406 6,682 ENDOWMENT FUNDS 13,687 14,850 TOTAL 25,884 24,084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,823 6,324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PRESERVE THE MEMORY AND ACCOMPLISHMENTS OF LEW WALLACE, AUTHOR, INVENTOR, AND STATESMAN. TO MAINTAIN THE BUILDING AND GROUNDS OF THE LEW WALLACE STUDY, A NATIONAL HISTORIC LANDMARK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MAINTAIN THE BUILDING AND THE GROUNDS, AS WELL AS CATALOG, MAINTAIN AND PRESERVE THE COLLECTIONS OF THE LEW WALLACE STUDY. PROVIDE EDUCATIONAL PROGRAMMING FOR MIDDLE SCHOOL STUDENTS DURING THE SUMMER. THE LESSONS CENTER AROUND LEADERSHIP AND PUBLIC SERVICE USING LEW WALLACE AS A MODEL.
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 28
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY PAARLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07653625769
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEW WALLACE STUDY PRESERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0LEWW
ReturnHeader/Filer/EIN0352015109
ReturnHeader/Filer/PhoneNum07653625769
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 662
ReturnHeader/Filer/USAddress/CityNm0CRAWFORDSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047933
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId012899A48FE0B73561924D80C534E47678C4444CE
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.200.43.2
ReturnHeader/FilingSecurityInformation/IPDt02018-08-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:02:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351583146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REED & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1128
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAFAYETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0479021128
ReturnHeader/PreparerPersonGrp/PhoneNum07657424141
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN M COCHRAN
ReturnHeader/ReturnTs02018-08-07T07:02:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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