Civic Intelligence

Wheaton Local Housing Authority Inc

990EZ • Fiscal year 2014 • EIN 43-1099943

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 31, 2015

Organization ProfileN/A
3609 East 20th StJoplin, MO 64801

(417) 624-4144

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.57x

Higher debt load relative to assets than 92% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

0.91x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

67th percentile

9.2%

Faster revenue growth than 67% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$152,424

Up $14,201 (+10%) from 2013

Net Assets

Up

$65,752

Up $15,534 (+31%) from 2013

Liabilities

Down

$86,672

Down $1,333 (-1.5%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin75th percentile

Revenue

Up

$94,729

Up $8,014 (+9.2%) from 2013

Expenses

Up

$79,191

Up $8,137 (+11%) from 2013

Net Income

Down

$15,538

Down $123 (-0.8%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$600K$400K$200K$0Assets 2010: $111,861Liabilities 2010: $92,610Net Assets 2010: $19,2512010Assets 2011: $116,223Liabilities 2011: $91,6042011Assets 2012: $122,149Liabilities 2012: $87,593Net Assets 2012: $34,5562012Assets 2013: $138,223Liabilities 2013: $88,005Net Assets 2013: $50,2182013Assets 2014: $152,424Liabilities 2014: $86,672Net Assets 2014: $65,7522014Assets 2015: $158,910Liabilities 2015: $83,283Net Assets 2015: $75,6272015Assets 2016: $153,842Liabilities 2016: $81,9412016Assets 2017: $154,013Liabilities 2017: $81,241Net Assets 2017: $72,7722017Assets 2018: $159,130Liabilities 2018: $82,400Net Assets 2018: $76,7302018Assets 2019: $155,443Liabilities 2019: $83,362Net Assets 2019: $72,0812019Assets 2020: $157,845Liabilities 2020: $79,126Net Assets 2020: $78,7192020Assets 2021: $502,856Liabilities 2021: $423,719Net Assets 2021: $79,1372021Assets 2022: $486,286Liabilities 2022: $420,382Net Assets 2022: $65,9042022Assets 2023: $458,007Liabilities 2023: $421,035Net Assets 2023: $36,9722023

Highlighted filing

2014

Assets$152,424
Liabilities$86,672
Net Assets$65,752
Open 2014 Filing

Operations Trend

Revenue Growth67th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $69,602Expenses 2010: $74,554Net Income 2010: -$4,9522010Revenue 2011: $85,681Expenses 2011: $80,310Net Income 2011: $5,3712011Revenue 2012: $89,977Expenses 2012: $80,042Net Income 2012: $9,9352012Revenue 2013: $86,715Expenses 2013: $71,054Net Income 2013: $15,6612013Revenue 2014: $94,729Expenses 2014: $79,191Net Income 2014: $15,5382014Revenue 2015: $92,186Expenses 2015: $82,311Net Income 2015: $9,8752015Revenue 2016: $85,449Expenses 2016: $89,175Net Income 2016: -$3,7262016Revenue 2017: $88,693Expenses 2017: $87,822Net Income 2017: $8712017Revenue 2018: $99,259Expenses 2018: $95,301Net Income 2018: $3,9582018Revenue 2019: $99,787Expenses 2019: $104,436Net Income 2019: -$4,6492019Revenue 2020: $115,979Expenses 2020: $109,341Net Income 2020: $6,6382020Revenue 2021: $111,552Expenses 2021: $111,132Net Income 2021: $4202021Revenue 2022: $115,789Expenses 2022: $129,023Net Income 2022: -$13,2342022Revenue 2023: $121,165Expenses 2023: $150,097Net Income 2023: -$28,9322023

Highlighted filing

2014

Revenue$94,729
Expenses$79,191
Net Income$15,538
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 31, 2015
Return Version
2014v5.0
Gross Receipts
$94,729
Mission and Program Overview

Mission

Provide affordable housing for low to moderate income individuals.

Program Services

DescriptionGrantsExpenses
PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME INDIVIDUALS-$78,487
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY BATESPresident-$0--
DANNY HEUPELVice Pres-$0--
JANELL BRATTINSec/Treas-$0--
PAULINE BROWNMember-$0--
Filing and Contact Details

Filer

Filer Name
Wheaton Local Housing Authorityinc
EIN
43-1099943
Address
3609 EAST 20TH ST, JOPLIN, MO 64801

Signing Officer

Name
Gary Bates
Title
President
Signed
2015-03-31
Discuss with paid preparer
Yes

Preparer

Firm
David a Turk CPA LLC
Address
PO BOX 3766, JOPLIN, MO 64803-3766
Preparer
David a Turk
Phone
4176234302
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses interest expense 3,696 non-investment depreciation 8,565 total 12,261”

Form 990-ez, Part I, Line 20

“Book / tax depreciation difference -3”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 7,141 8,093 total 7,141 8,093”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 2,861 2,689 security deposits-tenants 5,839 6,181 mortgage and other notes payable 79,306 77,802”

Form 990-ez, Part III

“Provide affordable housing for low to moderate income individuals.”

Raw XML Appendix114 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/BusinessName/BusinessNameLine1Txt0BELL MANAGEMENT INC
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0BELL MANAGEMENT INC
IRS990EZ/BooksInCareOfDetail/PhoneNum04176244144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03609 EAST 20TH
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt03609 EAST 20TH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOPLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt045905
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045893
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015538
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01329
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0138223
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0152424
IRS990EZ/GrossReceiptsAmt094729
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt085177
IRS990EZ/LandAndBuildingsGrp/EOYAmt098438
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt050217
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065752
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt050217
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065752
IRS990EZ/OccupancyRentUtltsAndMaintAmt059893
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANNY HEUPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANELL BRATTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAULINE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07141
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08093
IRS990EZ/OtherChangesInNetAssetsAmt0-3
IRS990EZ/OtherExpensesTotalAmt012261
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME INDIVIDUALS.
IRS990EZ/ProgramServiceRevenueAmt094728
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078487
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05708
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt088006
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt086672
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt079191
IRS990EZ/TotalProgramServiceExpensesAmt078487
IRS990EZ/TotalRevenueAmt094729
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTEREST EXPENSE 3,696 NON-INVESTMENT DEPRECIATION 8,565 TOTAL 12,261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE -3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 7,141 8,093 TOTAL 7,141 8,093
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,861 2,689 SECURITY DEPOSITS-TENANTS 5,839 6,181 MORTGAGE AND OTHER NOTES PAYABLE 79,306 77,802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME INDIVIDUALS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEATON LOCAL HOUSING AUTHORITYINC
ReturnHeader/Filer/BusinessNameControlTxt0WHEA
ReturnHeader/Filer/EIN0431099943
ReturnHeader/Filer/USAddress/AddressLine1Txt03609 EAST 20TH ST
ReturnHeader/Filer/USAddress/CityNm0JOPLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455398205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID A TURK CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3766
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JOPLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0648033766
ReturnHeader/PreparerPersonGrp/PhoneNum04176234302
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A TURK
ReturnHeader/ReturnTs02015-03-23T16:05:25-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$152,424
Liabilities
$86,672
Net assets
$65,752
Revenue
$94,729
Expenses
$79,191
Net income
$15,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.58$4.21$0.37$1.21$1.50$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$4.20$0.66$1.16$1.29$0.13
2021Summary only. Only limited summary data is available for this year.$5.03$4.24$0.79$1.12$1.11$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.79$0.79$1.16$1.09$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.83$0.72$1.00$1.04$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.82$0.77$0.99$0.95$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.81$0.73$0.89$0.88$0.01
2016Summary only. Only limited summary data is available for this year.$1.54$0.82$0.85$0.89$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.59$0.83$0.76$0.92$0.82$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.87$0.66$0.95$0.79$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.88$0.50$0.87$0.71$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.88$0.35$0.90$0.80$0.10
2011Summary only. Only limited summary data is available for this year.$1.16$0.92$0.86$0.80$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.93$0.19$0.70$0.75$0.05