Civic Intelligence

William H Willennar Genealogy

990PF • Fiscal year 2023 • EIN 35-2129232

Jul 01, 2022 to Jun 30, 2023 • Filed on Dec 14, 2023

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

(260) 925-2300

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

380%

Higher net margin than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$724,291

Down $129,301 (-15%) from 2022

Net Assets

Down

$724,291

Down $129,301 (-15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$34,003

Down $90,520 (-160%) from 2022

Expenses

Up

$95,298

Up $25,141 (+36%) from 2022

Net Income

Down

-$129,301

Down $115,661 (-848%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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 2023: $724,291Liabilities 2023: $0Net Assets 2023: $724,2912023Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$724,291
Liabilities$0
Net Assets$724,291
Open 2023 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 2023: -$34,003Expenses 2023: $95,298Net Income 2023: -$129,3012023Revenue 2025: $85,766Expenses 2025: $817,105Net Income 2025: -$731,3392025

Highlighted filing

2023

Revenue-$34,003
Expenses$95,298
Net Income-$129,301
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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
Phone
2609252300
Address
C/O JOHN HAGGARTY 1123 ESSEX DRIVE, AUBURN, IN 46706

Signing Officer

Name
John D Haggarty Ii
Title
Treasurer
Phone
2609252300
Signed
2023-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Baden Gage & Schroeder LLC
Address
6920 POINTE INVERNESS WAY 300, FORT WAYNE, IN 46804-7926
Preparer
Melissa J Wolf CPA
Phone
2604222551
Raw XML Appendix295 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JOHN D HAGGARTY II
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046706
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02609252300
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/Expenses1Amt086902
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/QualifyingDistributionsAmt086902
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt086902
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086902
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt086898
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086898
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt06570
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06570
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06570
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt08
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/Amt1918
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D HAGGARTY II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02609252300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM H WILLENNAR GENEALOGY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CENTER FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0352129232
ReturnHeader/Filer/PhoneNum02609252300
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JOHN HAGGARTY 1123 ESSEX DRIVE
ReturnHeader/Filer/USAddress/CityNm0AUBURN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046706
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-12-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA J WOLF CPA
ReturnHeader/ReturnTs02024-01-16T17:14:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAGGARTY II
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$724,291
Liabilities
$0
Net assets
$724,291
Revenue
-$34,003
Expenses
$95,298
Net income
-$129,301
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
2023Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.34$0.95$1.29
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