Civic Intelligence

William H Willennar Genealogy

990PF • Fiscal year 2019 • EIN 35-2129232

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 29, 2018

Organization Profile
C/O John Haggarty 1123 Essex DriveAuburn, IN 46706

(260) 422-2551

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

8th percentile

-71%

Higher net margin than 8% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

$908,537

No earlier filing loaded for comparison.

Net Assets

$908,537

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin8th percentile

Revenue

$28,252

No earlier filing loaded for comparison.

Expenses

$48,363

No earlier filing loaded for comparison.

Net Income

-$20,111

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2019: $908,537Liabilities 2019: $0Net Assets 2019: $908,5372019Assets 2020: $904,782Liabilities 2020: $0Net Assets 2020: $904,7822020Assets 2021: $867,232Liabilities 2021: $0Net Assets 2021: $867,2322021Assets 2022: $853,592Liabilities 2022: $0Net Assets 2022: $853,5922022Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2019

Assets$908,537
Liabilities$0
Net Assets$908,537
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $28,252Expenses 2019: $48,363Net Income 2019: -$20,1112019Revenue 2020: $40,089Expenses 2020: $43,844Net Income 2020: -$3,7552020Revenue 2021: $44,071Expenses 2021: $81,621Net Income 2021: -$37,5502021Revenue 2022: $56,517Expenses 2022: $70,157Net Income 2022: -$13,6402022Revenue 2025: $85,766Expenses 2025: $817,105Net Income 2025: -$731,3392025

Highlighted filing

2019

Revenue$28,252
Expenses$48,363
Net Income-$20,111
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 29, 2018
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE HEIMACHVice Preside-$0--
DAVID A COMFORTPresident-$0--
STEVEN GRABERVice Preside-$0--
MARIANNE REYNOLDSSecretary-$0--
JOHN D HAGGARTY IITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
William H Willennar Genealogy
EIN
35-2129232
Address
C/O JOHN HAGGARTY 1123 ESSEX DRIVE, AUBURN, IN 46706

Signing Officer

Name
John D Haggarty Ii
Title
Treasurer
Signed
2018-07-29

Preparer

Firm
Baden Gage & Schroeder LLC
Address
6920 POINTE INVERNESS WAY 300, FORT WAYNE, IN 46804-7926
Preparer
Linda K Wellman CPA
Phone
2604222551
Raw XML Appendix343 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIE HEIMACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID A COMFORT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN D HAGGARTY II
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN HAGGARTY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01123 ESSEX DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUBURN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046706
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02604370507
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MAINTENANCE OF GENEALOGICAL CENTER IN AUBURN, INDIANA, FOR THE PUBLIC USE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt039633
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039633
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039633
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039633
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CLEANING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6LAWN EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01718
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt117664
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2298
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt35304
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt49039
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt55605
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt65
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01718
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117664
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2298
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35304
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt49039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt55605
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt65
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECURITY LITIGATION SETTLEMEN
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt07697
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07697
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07697
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt08
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt18
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D HAGGARTY II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM H WILLENNAR GENEALOGY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CENTER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0352129232
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JOHN HAGGARTY 1123 ESSEX DRIVE
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046706
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E8689E88706888A540ED6DE77CBC91E49210793C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08A73E682F1B656158531068CD07472A9799180C4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.17.61.66
ReturnHeader/FilingSecurityInformation/IPDt02019-07-30
ReturnHeader/FilingSecurityInformation/IPTm011:22:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351939627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BADEN GAGE & SCHROEDER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06920 POINTE INVERNESS WAY 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0468047926
ReturnHeader/PreparerPersonGrp/PhoneNum02604222551
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA K WELLMAN CPA
ReturnHeader/ReturnTs02019-08-15T10:39:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$908,537
Liabilities
$0
Net assets
$908,537
Revenue
$28,252
Expenses
$48,363
Net income
-$20,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.86$8.17$7.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.54$0.00$8.54$0.57$0.70$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.00$8.67$0.44$0.82$0.38
2020Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.40$0.44$0.04
2019Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.28$0.48$0.20