Civic Intelligence

William H Willennar Genealogy

990PF • Fiscal year 2020 • EIN 35-2129232

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 17, 2020

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

28th percentile

-9.4%

Higher net margin than 28% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

37th percentile

-0.4%

Faster asset growth than 37% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$904,782

Down $3,755 (-0.4%) from 2019

Net Assets

Down

$904,782

Down $3,755 (-0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin28th percentile

Revenue

Up

$40,089

Up $11,837 (+42%) from 2019

Expenses

Down

$43,844

Down $4,519 (-9.3%) from 2019

Net Income

Up

-$3,755

Up $16,356 (+81%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2020

Assets$904,782
Liabilities$0
Net Assets$904,782
Open 2020 Filing

Operations Trend

Revenue Growth84th percentile

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

2020

Revenue$40,089
Expenses$43,844
Net Income-$3,755
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 17, 2020
Return Version
2019v5.0
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
2020-09-17

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 Appendix334 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN GRABER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARIANNE REYNOLDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN D HAGGARTY II
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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/Expenses1Amt034703
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/QualifyingDistributionsAmt034703
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034703
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034703
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/DisbursementsCharitablePrpsAmt012354
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt113500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2108
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3370
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt48210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5158
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt63
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012354
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2108
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt63
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt07984
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07984
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07984
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt07
TaxesSchedule/TaxesDetail/Amt0300
TaxesSchedule/TaxesDetail/Amt17
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D HAGGARTY II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-17
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/AtSubmissionCreationDeviceId034153422F3D5218CE46E19B040944624C3DAF4B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08A73E682F1B656158531068CD07472A9799180C4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.17.61.66
ReturnHeader/FilingSecurityInformation/IPDt02020-09-30
ReturnHeader/FilingSecurityInformation/IPTm009:56:55
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/PreparationDt02020-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA K WELLMAN CPA
ReturnHeader/ReturnTs02020-09-30T09:11:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$904,782
Liabilities
$0
Net assets
$904,782
Revenue
$40,089
Expenses
$43,844
Net income
-$3,755
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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.09$0.00$9.09$0.28$0.48$0.20
Peer Organizations

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