Civic Intelligence

The Lew Wallace Study Preservation Society Inc

990EZ • Fiscal year 2021 • EIN 35-2015109

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-117%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

18th percentile

-21%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-55%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$284,750

Down $74,741 (-21%) from 2020

Net Assets

Down

$284,717

Down $73,119 (-20%) from 2020

Liabilities

Down

$33

Down $1,622 (-98%) from 2020

Revenue

Down

$64,942

Down $80,162 (-55%) from 2020

Expenses

Up

$140,752

Up $100,561 (+250%) from 2020

Net Income

Down

-$75,810

Down $180,723 (-172%) from 2020

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

2021

Assets$284,750
Liabilities$33
Net Assets$284,717

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

2021

Revenue$64,942
Expenses$140,752
Net Income-$75,810
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$92,489
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.-$128,207
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J LAMONT HARRISPresident-$0--
JOHN CULLEYVice Preside-$0--
SUSAN ROSENBoard Member-$0--
JUDITH KLEINEBoard Member-$0--
JESSICA BOKHARTSecretary-$0--
S CHANDLER LIGHTYBoard Member-$0--
BRONWEN WICKKISERBoard Member-$0--
DALE PETRIETreasurer-$0--
LARRY PAARLBERGDirectorFT$0--
JOEY GEROLDBoard Member-$0--
NICOLE HAZLETTBoard Member-$0--
GERRY TURNERBoard Member-$0--
FAWN JOHNSONBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Montgo$36,686$36,686$26,042$10,644
Holiday Tea$9,386$9,386$1,505$7,881
Total Events$46,072$46,072$27,547$18,525
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
2022-11-14

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 3,457 office 2,565 travel 1,326 insurance 1,299 building repairs 110,689 collection management 1,115 education programs 1,534 exhibit supplies 979 gift shop expense 2,598 grounds maintenance 5,941 hospitality 423 staff educate & developmt 333 telephone 1,641 dues and subscriptions 771 fundraising expense 391 non-investment depreciation 1,057 total 136,119

Form 990-ez, Part I, Line 20

Change in endowment 2,691

Form 990-ez, Part II, Line 24

Inventories for sale or use 6,173 5,613 prepaid expenses and deferred charges 378 723 equipment 13,630 13,630 less accumulated depreciation 10,036 11,092 endowment funds 23,122 25,313 total 33,267 34,187

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 1,655 33

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 Appendix202 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 3,457 OFFICE 2,565 TRAVEL 1,326 INSURANCE 1,299 BUILDING REPAIRS 110,689 COLLECTION MANAGEMENT 1,115 EDUCATION PROGRAMS 1,534 EXHIBIT SUPPLIES 979 GIFT SHOP EXPENSE 2,598 GROUNDS MAINTENANCE 5,941 HOSPITALITY 423 STAFF EDUCATE & DEVELOPMT 333 TELEPHONE 1,641 DUES AND SUBSCRIPTIONS 771 FUNDRAISING EXPENSE 391 NON-INVESTMENT DEPRECIATION 1,057 TOTAL 136,119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHANGE IN ENDOWMENT 2,691
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 6,173 5,613 PREPAID EXPENSES AND DEFERRED CHARGES 378 723 EQUIPMENT 13,630 13,630 LESS ACCUMULATED DEPRECIATION 10,036 11,092 ENDOWMENT FUNDS 23,122 25,313 TOTAL 33,267 34,187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,655 33
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY PAARLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07653625769
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
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
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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/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN M COCHRAN
ReturnHeader/ReturnTs02022-11-14T12:05:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAARLBERG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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