Civic Intelligence

Whispering Oaks Estates Inc

990EZ • Fiscal year 2020 • EIN 43-1096026

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization ProfileN/A
PO Box 356Bland, MO 65014

(573) 690-1169

Siviq Scores

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

Liabilities / Assets

96th percentile

0.93x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

2.68x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

37th percentile

-3.3%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-3.6%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

0.8%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$362,366

Down $13,432 (-3.6%) from 2019

Net Assets

Down

$24,145

Down $4,218 (-15%) from 2019

Liabilities

Down

$338,221

Down $9,214 (-2.7%) from 2019

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin37th percentile

Revenue

Up

$126,413

Up $1,005 (+0.8%) from 2019

Expenses

Up

$130,631

Up $12,625 (+11%) from 2019

Net Income

Down

-$4,218

Down $11,620 (-157%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0-$100KAssets 2011: $300,433Liabilities 2011: $146,068Net Assets 2011: $154,3652011Assets 2012: $304,120Liabilities 2012: $141,957Net Assets 2012: $162,1632012Assets 2013: $288,026Liabilities 2013: $152,885Net Assets 2013: $135,1412013Assets 2014: $203,986Liabilities 2014: $102,0082014Assets 2016: $166,671Liabilities 2016: $168,722Net Assets 2016: -$2,0512016Assets 2017: $269,987Liabilities 2017: $260,358Net Assets 2017: $9,6292017Assets 2018: $374,182Liabilities 2018: $353,221Net Assets 2018: $20,9612018Assets 2019: $375,798Liabilities 2019: $347,435Net Assets 2019: $28,3632019Assets 2020: $362,366Liabilities 2020: $338,221Net Assets 2020: $24,1452020Assets 2021: $334,589Liabilities 2021: $325,156Net Assets 2021: $9,4332021Assets 2022: $318,751Liabilities 2022: $312,794Net Assets 2022: $5,9572022Assets 2023: $325,954Liabilities 2023: $313,415Net Assets 2023: $12,5392023Assets 2024: $300,327Liabilities 2024: $302,591Net Assets 2024: -$2,2642024

Highlighted filing

2020

Assets$362,366
Liabilities$338,221
Net Assets$24,145
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $101,596Expenses 2011: $94,220Net Income 2011: $7,3762011Revenue 2012: $103,252Expenses 2012: $95,453Net Income 2012: $7,7992012Revenue 2013: $96,412Expenses 2013: $123,434Net Income 2013: -$27,0222013Revenue 2014: $102,880Expenses 2014: $136,033Net Income 2014: -$33,1532014Revenue 2016: $108,445Expenses 2016: $122,683Net Income 2016: -$14,2382016Revenue 2017: $110,898Expenses 2017: $99,218Net Income 2017: $11,6802017Revenue 2018: $123,678Expenses 2018: $112,346Net Income 2018: $11,3322018Revenue 2019: $125,408Expenses 2019: $118,006Net Income 2019: $7,4022019Revenue 2020: $126,413Expenses 2020: $130,631Net Income 2020: -$4,2182020Revenue 2021: $129,638Expenses 2021: $144,350Net Income 2021: -$14,7122021Revenue 2022: $126,803Expenses 2022: $130,279Net Income 2022: -$3,4762022Revenue 2023: $145,167Expenses 2023: $138,585Net Income 2023: $6,5822023Revenue 2024: $150,336Expenses 2024: $165,139Net Income 2024: -$14,8032024

Highlighted filing

2020

Revenue$126,413
Expenses$130,631
Net Income-$4,218
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$126,413
Mission and Program Overview

Mission

LOW INCOME HOUSING

Program Services

DescriptionGrantsExpenses
TO PROVIDE LOW INCOME HOUSING TO CITIZENS, CURRENTLY 26 APARTMENTS-$130,631
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG KLEINPresident-$0--
CHERYL HEIDBREDERSecretary-$0--
DEBBIE SCHEELTreasurer-$0--
BRUCE SASSMANNDirector-$0--
RONDA DANIELSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whispering Oaks Estates Inc
EIN
43-1096026
Address
PO BOX 356, BLAND, MO 65014

Signing Officer

Name
Debbie Scheel
Title
Treasurer
Phone
5736901169
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Chastity A Menz CPA LLC
Address
311 N First Street, Owensville, MO 65066
Preparer
Chastity Menz
Phone
5734374283
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountadvertising 273office expense 204tenant credit checks 75”

Description of other assets Part II line 24

“Category beginning of year end of yearpetty cash 0 100prepaid insurance 0 2,786”

Description of total liabilities Part II line 26

“Category beginning of year end of yearcurrent liabilities 10,075 12,011long term liabilities 337,360 326,210”

Raw XML Appendix128 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBBIE SCHEEL
IRS990EZ/BooksInCareOfDetail/PhoneNum05736901169
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 356
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059259
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065998
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4218
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04837
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0375798
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0362366
IRS990EZ/GrossReceiptsAmt0126413
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt088
IRS990EZ/LandAndBuildingsGrp/BOYAmt0316539
IRS990EZ/LandAndBuildingsGrp/EOYAmt0293482
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028363
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024145
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028363
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024145
IRS990EZ/OccupancyRentUtltsAndMaintAmt0113314
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG KLEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHERYL HEIDBREDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBBIE SCHEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRUCE SASSMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RONDA DANIELS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02886
IRS990EZ/OtherExpensesTotalAmt0552
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LOW INCOME HOUSING
IRS990EZ/PrintingPublicationsPostageAmt0118
IRS990EZ/ProgramServiceRevenueAmt0126325
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE LOW INCOME HOUSING TO CITIZENS, CURRENTLY 26 APARTMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0130631
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011810
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0347435
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0338221
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0130631
IRS990EZ/TotalProgramServiceExpensesAmt0130631
IRS990EZ/TotalRevenueAmt0126413
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADVERTISING 273OFFICE EXPENSE 204TENANT CREDIT CHECKS 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARPETTY CASH 0 100PREPAID INSURANCE 0 2,786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCURRENT LIABILITIES 10,075 12,011LONG TERM LIABILITIES 337,360 326,210
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE SCHEEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05736901169
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHISPERING OAKS ESTATES INC
ReturnHeader/Filer/BusinessNameControlTxt0WHIS
ReturnHeader/Filer/EIN0431096026
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 356
ReturnHeader/Filer/USAddress/CityNm0BLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475302327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chastity A Menz CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0311 N First Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Owensville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065066
ReturnHeader/PreparerPersonGrp/PhoneNum05734374283
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chastity Menz
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T15:09:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBBIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHEEL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$362,366
Liabilities
$338,221
Net assets
$24,145
Revenue
$126,413
Expenses
$130,631
Net income
-$4,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$3.03$0.02$1.50$1.65$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.26$3.13$0.13$1.45$1.39$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.19$3.13$0.06$1.27$1.30$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.35$3.25$0.09$1.30$1.44$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.62$3.38$0.24$1.26$1.31$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.76$3.47$0.28$1.25$1.18$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.74$3.53$0.21$1.24$1.12$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.70$2.60$0.10$1.11$0.99$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.67$1.69$0.02$1.08$1.23$0.14
2014Summary only. Only limited summary data is available for this year.$2.04$1.02$1.03$1.36$0.33
2013Detailed filing. Detailed filing data is available for this year.$2.88$1.53$1.35$0.96$1.23$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$1.42$1.62$1.03$0.95$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$1.46$1.54$1.02$0.94$0.07