Civic Intelligence

Athens Woods Estate Inc

EIN 39-1939605 • 501(c)3 • Stratford, IA

Profile

The primary purposes of the corporation are to respond to housing, health, recreational, spiritual, and employment needs of the greater stratford/stanhope communities.

1250 Hwy 175 East Ste A 106Stratford, IA 50249

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.78x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

3.08x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

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.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

31st percentile

-3.8%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

248%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$790,546

Down $31,456 (-3.8%) from 2023

Liabilities

Down

$613,846

Down $180,527 (-23%) from 2023

Net Assets

Up

$176,700

Up $149,071 (+540%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin19th percentile

Revenue

Up

$199,412

Up $142,057 (+248%) from 2023

Expenses

Up

$229,365

Up $146,119 (+176%) from 2023

Net Income

Down

-$29,953

Down $4,062 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,360,254Liabilities 2010: $950,507Net Assets 2010: $409,7472010Assets 2011: $1,343,199Liabilities 2011: $955,363Net Assets 2011: $387,8362011Assets 2012: $1,244,883Liabilities 2012: $920,172Net Assets 2012: $324,7112012Assets 2013: $1,227,423Liabilities 2013: $938,097Net Assets 2013: $289,3262013Assets 2014: $1,193,055Liabilities 2014: $933,306Net Assets 2014: $259,7492014Assets 2015: $1,167,125Liabilities 2015: $931,679Net Assets 2015: $235,4462015Assets 2016: $1,124,979Liabilities 2016: $916,407Net Assets 2016: $208,5722016Assets 2017: $1,099,742Liabilities 2017: $889,651Net Assets 2017: $210,0912017Assets 2018: $1,075,742Liabilities 2018: $833,716Net Assets 2018: $242,0262018Assets 2019: $994,063Liabilities 2019: $787,308Net Assets 2019: $206,7552019Assets 2020: $962,626Liabilities 2020: $824,075Net Assets 2020: $138,5512020Assets 2021: $925,578Liabilities 2021: $849,255Net Assets 2021: $76,3232021Assets 2022: $877,527Liabilities 2022: $824,007Net Assets 2022: $53,5202022Assets 2023: $822,002Liabilities 2023: $794,373Net Assets 2023: $27,6292023Assets 2024: $790,546Liabilities 2024: $613,846Net Assets 2024: $176,7002024

Highlighted filing

2024

Assets$790,546
Liabilities$613,846
Net Assets$176,700
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $37,140Expenses 2010: $27,880Net Income 2010: $9,2602010Expenses 2011: $33,8152011Expenses 2012: $76,0292012Revenue 2013: $2,894Expenses 2013: $38,279Net Income 2013: -$35,3852013Revenue 2014: $33,157Expenses 2014: $62,734Net Income 2014: -$29,5772014Revenue 2015: $25,418Expenses 2015: $49,721Net Income 2015: -$24,3032015Revenue 2016: -$5,107Expenses 2016: $54,872Net Income 2016: -$59,9792016Revenue 2017: $33,276Expenses 2017: $48,507Net Income 2017: -$15,2312017Revenue 2018: $20,818Expenses 2018: $47,825Net Income 2018: -$27,0072018Revenue 2019: $24,516Expenses 2019: $51,501Net Income 2019: -$26,9852019Revenue 2020: $23,293Expenses 2020: $91,497Net Income 2020: -$68,2042020Revenue 2021: $36,647Expenses 2021: $98,875Net Income 2021: -$62,2282021Revenue 2022: $59,186Expenses 2022: $82,137Net Income 2022: -$22,9512022Revenue 2023: $57,355Expenses 2023: $83,246Net Income 2023: -$25,8912023Revenue 2024: $199,412Expenses 2024: $229,365Net Income 2024: -$29,9532024

Highlighted filing

2024

Revenue$199,412
Expenses$229,365
Net Income-$29,953
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$790,546
Liabilities
$613,846
Net assets
$176,700
Revenue
$199,412
Expenses
$229,365
Net income
-$29,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.61$0.18$0.20$0.23$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.79$0.03$0.06$0.08$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.82$0.05$0.06$0.08$0.02
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.93$0.85$0.08$0.04$0.10$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.82$0.14$0.02$0.09$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.79$0.21$0.02$0.05$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.83$0.24$0.02$0.05$0.03
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.10$0.89$0.21$0.03$0.05$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.92$0.21$0.01$0.05$0.06
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.17$0.93$0.24$0.03$0.05$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.93$0.26$0.03$0.06$0.03
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.23$0.94$0.29$0.00$0.04$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.92$0.32$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.96$0.39$0.03
2010Summary only. Only limited summary data is available for this year.$1.36$0.95$0.41$0.04$0.03$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 9, 2025
Return Version
2024v5.2
Gross Receipts
$277,584
Mission and Program Overview

Mission

provide elderly housing

The primary purposes of the corporation are to respond to housing, health, recreational, spiritual, and employment needs of the greater stratford/stanhope communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$815,994$768,623▼ $47,371
Cash and Non-Interest-Bearing Accounts$1,327$16,741▲ $15,414
Other Notes and Loans Receivable, Net$5,925--
Savings and Temporary Cash Investments$681$5,182▲ $4,501
Pledges and Grants Receivable$4,000--
Total Assets$871,715$790,546▼ $81,169
Other Assets Total$43,788--
Liabilities
Mortgage Notes Payable Secured by Investment Property$631,277$594,100▼ $37,177
Other Liabilities$15,000$15,000→ $0
Accounts Payable and Accrued Expenses$18,785$4,746▼ $14,039
Total Liabilities$665,062$613,846▼ $51,216
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$206,653$176,700▼ $29,953
Total Net Assets Fund Balance$206,653$176,700▼ $29,953
Total Liabilities and Net Assets / Fund Balance$871,715$790,546▼ $81,169

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$704,086$1,030,923-
Other Land Buildings$27,781$93,411-
Land$27,225--
Equipment$9,531$37,364-
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Robert PowellPresident
Bruce BerggrenVice President
Amy CastroDirector
Dale WestrumDirector
Jim BrickerDirector
Keith LeedsDirector
Kim JensenDirector
Mia PattersonDirector
Linda NeprenySecretary
Keith CarlsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,109
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$160,303
All Other Contributions
$39,109
Change in Net Assets
$-29,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$227,665
Grants and Similar Amounts Paid$1,700
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$79,587--$79,587
Depreciation Depletion$45,973$2,995-$48,968
Fees for Services Management$39,176--$39,176
Interest-$24,831-$24,831
Insurance$24,342--$24,342
Other Expenses-$3,486-$3,486
Fees for Services Accounting$2,187--$2,187
Grants to Domestic Individuals$1,700--$1,700
Fees for Services Other$1,324--$1,324
Fees for Services Legal-$750-$750
Office Expenses-$702-$702
Total Functional Expenses$194,289$35,076$0$229,365
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment Fund- Methodist$5,000
Investment Fund- Baptist$5,000
Investment Fund- Stanhope Parish$5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Member election for additional members Part VI line 7A

“Local community orgs each select a representative.”

Governing body meeting documentation Part VI line 8A

“Minutes are kept of all meetings.”

Committee meeting documentation Part VI line 8B

“Minutes kept of all committee meetings.”

Form 990 governing body review Part VI line 11

“Preliminary review by president. Copies provided to directors.”

Governing documents etc available to public Part VI line 19

“Documents referred to at line 19 are available on request.”

Filing and Contact Details

Filer

Filer Name
Athens Woods Estates Inc
EIN
39-1939605
In Care Of
% KEITH CARLSON
Phone
5158381005
Address
1250 HWY 175 EAST STE A 106, STRATFORD, IA 50249

Signing Officer

Name
Keith Carlson
Title
Treasurer
Phone
5158351005
Signed
2025-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Carlson
Formed
1998
Legal Domicile
Ia
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
120

Preparer

Firm
Banwart Tax Service
Address
201 SOUTH BROADWAY AVENUE, WEST BEND, IA 50597
Preparer
Clyde L Johnson
Phone
5158873491
Supplemental Narrative

Additional Explanations

General explanation attachment

“As our tax preparer retired in 2024, we have hired banwart tax services to complete our 2024 990 return of organization exempt from income tax. As a result of the change in preparer, some financial categories were handled differently in 2024 with some corrections made in the 2023 portion of the return as a result of errors.”

Raw XML Appendix396 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.

Path#Value
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IRS990/AllOtherContributionsAmt039109
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IRS990/BooksInCareOfDetail/USAddress/CityNm0STRATFORD
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd050249
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IRS990/DepreciationDepletionGrp/TotalAmt048968
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IRS990/DescribedInSection501c3Ind0true
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IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
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IRS990/MethodOfAccountingAccrualInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LOCAL COMMUNITY ORGS EACH SELECT A REPRESENTATIVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES ARE KEPT OF ALL MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MINUTES KEPT OF ALL COMMITTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRELIMINARY REVIEW BY PRESIDENT. COPIES PROVIDED TO DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS REFERRED TO AT LINE 19 ARE AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AS OUR TAX PREPARER RETIRED IN 2024, WE HAVE HIRED BANWART TAX SERVICES TO COMPLETE OUR 2024 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. AS A RESULT OF THE CHANGE IN PREPARER, SOME FINANCIAL CATEGORIES WERE HANDLED DIFFERENTLY IN 2024 WITH SOME CORRECTIONS MADE IN THE 2023 PORTION OF THE RETURN AS A RESULT OF ERRORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5General explanation attachment
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHENS WOODS ESTATES INC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 SOUTH BROADWAY AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST BEND
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLYDE L JOHNSON
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ReturnHeader/ReturnTs02025-07-21T17:08:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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