Civic Intelligence

The Lew Wallace Study Preservation Society Inc

990EZ • Fiscal year 2019 • EIN 35-2015109

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

80th percentile

35%

Faster asset growth than 80% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

117%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$250,538

Up $65,495 (+35%) from 2018

Net Assets

Up

$250,345

Up $67,551 (+37%) from 2018

Liabilities

Down

$193

Down $2,056 (-91%) from 2018

Revenue

Up

$105,812

Up $57,026 (+117%) from 2018

Expenses

Down

$40,672

Down $45,274 (-53%) from 2018

Net Income

Up

$65,140

Up $102,300 (+275%) from 2018

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

2019

Assets$250,538
Liabilities$193
Net Assets$250,345

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

2019

Revenue$105,812
Expenses$40,672
Net Income$65,140
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$139,922
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.-$28,152
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J LAMONT HARRISBoard Member-$0--
ELAINE CHASEPresidentPT$0--
ERIN GOBELSecretary-$0--
JUDITH KLEINEBoard Member-$0--
JESSICA BOKHARTBoard Member-$0--
S CHANDLER LIGHTYBoard Member-$0--
JAMEY NORTONBoard Member-$0--
DALE PETRIETreasurer-$0--
LARRY PAARLBERGDirectorFT$0--
PHIL BOOTSBoard Member-$0--
EILEEN BOWENVice Preside-$0--
GERRY TURNERBoard Member-$0--
FAWN JOHNSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Montgo$48,393$48,393$32,747$15,646
Holiday Tea$7,929$7,929$1,363$6,566
Total Events$56,322$56,322$34,110$22,212
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
2020-11-03

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 3,691 office 3,178 travel 1,495 insurance 1,025 building repairs 1,443 collection management 1,867 education programs 8,281 exhibit supplies 1,231 gift shop expense 3,145 grounds maintenance 2,598 hospitality 3,416 education and development 619 telephone 1,603 dues and subscriptions 1,011 non-investment depreciation 2,031 total 36,634

Form 990-ez, Part I, Line 20

Change in endowment 2,411

Form 990-ez, Part II, Line 24

Grants receivable 0 6,450 inventories for sale or use 5,105 6,051 prepaid expenses and deferred charges 378 378 equipment 11,379 13,630 less accumulated depreciation 8,521 7,701 endowment funds 13,622 21,019 total 21,963 39,827

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 2,249 193

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 Appendix218 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/PrintingPublicationsPostageAmt01719
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IRS990EZ/WebsiteAddressTxt0WWW.BEN-HUR.COM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 565
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 3,691 OFFICE 3,178 TRAVEL 1,495 INSURANCE 1,025 BUILDING REPAIRS 1,443 COLLECTION MANAGEMENT 1,867 EDUCATION PROGRAMS 8,281 EXHIBIT SUPPLIES 1,231 GIFT SHOP EXPENSE 3,145 GROUNDS MAINTENANCE 2,598 HOSPITALITY 3,416 EDUCATION AND DEVELOPMENT 619 TELEPHONE 1,603 DUES AND SUBSCRIPTIONS 1,011 NON-INVESTMENT DEPRECIATION 2,031 TOTAL 36,634
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN ENDOWMENT 2,411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GRANTS RECEIVABLE 0 6,450 INVENTORIES FOR SALE OR USE 5,105 6,051 PREPAID EXPENSES AND DEFERRED CHARGES 378 378 EQUIPMENT 11,379 13,630 LESS ACCUMULATED DEPRECIATION 8,521 7,701 ENDOWMENT FUNDS 13,622 21,019 TOTAL 21,963 39,827
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,249 193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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/ExplanationTxt5MAINTAIN 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY PAARLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07653625769
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEW WALLACE STUDY PRESERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0LEWW
ReturnHeader/Filer/EIN0352015109
ReturnHeader/Filer/PhoneNum07653625769
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ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
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ReturnHeader/FilingSecurityInformation/IPTm011:29:12
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/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN M COCHRAN
ReturnHeader/ReturnTs02020-11-10T11:29:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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