Civic Intelligence

Willard Retirement Village Inc

990 • Fiscal year 2014 • EIN 43-1145038

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

Organization Profile
3609 E 20th StreetJoplin, MO 64801

(417) 624-4144

Siviq Scores

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

Liabilities / Assets

86th percentile

0.58x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

1.69x

Higher debt load relative to revenue than 89% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Net Margin

47th percentile

4.0%

Higher net margin than 47% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2014 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2014

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

43rd percentile

0.1%

Faster revenue growth than 43% of similar nonprofits.

2014 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$556,441

Up $1,086 (+0.2%) from 2013

Net Assets

Up

$235,434

Up $7,607 (+3.3%) from 2013

Liabilities

Down

$321,007

Down $6,521 (-2.0%) from 2013

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin47th percentile

Revenue

Up

$190,233

Up $152 (+0.1%) from 2013

Expenses

Up

$182,623

Up $6,814 (+3.9%) from 2013

Net Income

Down

$7,610

Down $6,662 (-47%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2010: $542,731Liabilities 2010: $342,339Net Assets 2010: $200,3922010Assets 2011: $545,314Liabilities 2011: $338,157Net Assets 2011: $207,1572011Assets 2012: $545,071Liabilities 2012: $331,519Net Assets 2012: $213,5522012Assets 2013: $555,355Liabilities 2013: $327,528Net Assets 2013: $227,8272013Assets 2014: $556,441Liabilities 2014: $321,007Net Assets 2014: $235,4342014Assets 2015: $544,057Liabilities 2015: $313,731Net Assets 2015: $230,3262015Assets 2016: $548,561Liabilities 2016: $325,247Net Assets 2016: $223,3142016Assets 2017: $539,113Liabilities 2017: $303,013Net Assets 2017: $236,1002017Assets 2018: $545,196Liabilities 2018: $296,561Net Assets 2018: $248,6352018Assets 2019: $548,386Liabilities 2019: $290,101Net Assets 2019: $258,2852019Assets 2020: $571,417Liabilities 2020: $298,263Net Assets 2020: $273,1542020Assets 2021: $523,654Liabilities 2021: $271,842Net Assets 2021: $251,8122021Assets 2022: $509,332Liabilities 2022: $256,743Net Assets 2022: $252,5892022Assets 2023: $413,925Liabilities 2023: $254,256Net Assets 2023: $159,6692023Assets 2024: $452,735Liabilities 2024: $240,665Net Assets 2024: $212,0702024Assets 2025: $435,888Liabilities 2025: $236,555Net Assets 2025: $199,3332025

Highlighted filing

2014

Assets$556,441
Liabilities$321,007
Net Assets$235,434
Open 2014 Filing

Operations Trend

Revenue Growth43rd percentile

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

$400K$200K$0-$200KExpenses 2010: $171,1652010Expenses 2011: $167,4312011Expenses 2012: $164,9532012Revenue 2013: $190,081Expenses 2013: $175,809Net Income 2013: $14,2722013Revenue 2014: $190,233Expenses 2014: $182,623Net Income 2014: $7,6102014Revenue 2015: $190,211Expenses 2015: $195,319Net Income 2015: -$5,1082015Revenue 2016: $192,734Expenses 2016: $199,746Net Income 2016: -$7,0122016Revenue 2017: $210,624Expenses 2017: $197,838Net Income 2017: $12,7862017Revenue 2018: $209,551Expenses 2018: $197,025Net Income 2018: $12,5262018Revenue 2019: $210,599Expenses 2019: $200,949Net Income 2019: $9,6502019Revenue 2020: $209,791Expenses 2020: $194,922Net Income 2020: $14,8692020Revenue 2021: $207,240Expenses 2021: $228,582Net Income 2021: -$21,3422021Revenue 2022: $208,547Expenses 2022: $207,770Net Income 2022: $7772022Revenue 2023: $220,520Expenses 2023: $313,440Net Income 2023: -$92,9202023Revenue 2024: $274,696Expenses 2024: $222,295Net Income 2024: $52,4012024Revenue 2025: $308,671Expenses 2025: $321,408Net Income 2025: -$12,7372025

Highlighted filing

2014

Revenue$190,233
Expenses$182,623
Net Income$7,610
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
$190,233
Mission and Program Overview

Mission

To provide affordable housing for low to moderate income individuals.

Provide affordable housing for low to moderate income individuals

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$445,523$431,264▼ $14,259
Savings and Temporary Cash Investments$79,980$87,711▲ $7,731
Cash and Non-Interest-Bearing Accounts$23,239$27,095▲ $3,856
Prepaid Expenses and Deferred Charges$6,613$10,371▲ $3,758
Total Assets$555,355$556,441▲ $1,086
Liabilities
Mortgage Notes Payable Secured by Investment Property$309,018$302,706▼ $6,312
Other Liabilities$10,696$10,856▲ $160
Accounts Payable and Accrued Expenses$7,814$7,445▼ $369
Total Liabilities$327,528$321,007▼ $6,521
Net Assets / Fund Balance
Unrestricted Net Assets$147,846$147,722▼ $124
Permanently Rstr Net Assets$79,981$87,712▲ $7,731
Total Net Assets Fund Balance$227,827$235,434▲ $7,607
Total Liabilities and Net Assets / Fund Balance$555,355$556,441▲ $1,086

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$409,320$684,174$1,093,494
Land$21,944-$21,944
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Bill JamesonPresident
Gene HawkinsMember
Ramona JamesonSecretary
Kathy HamptonTreasurer
Frank IchordVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$190,040
Investment Income
$193
Other Revenue
$0
Change in Net Assets
$7,610

Audited Revenue Reconciliation

Revenue per Audited Statements
$190,233
Total Revenue per Audited Statements
$190,233
Total Revenue per Form 990
$190,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,194
Salaries, Compensation, and Employee Benefits$12,429
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$124,377--$124,377
Depreciation Depletion$30,971--$30,971
Interest$12,446--$12,446
Other Salaries and Wages$10,740--$10,740
Fees for Services Accounting-$2,400-$2,400
Payroll Taxes$1,689--$1,689
Total Functional Expenses$180,223$2,400$0$182,623

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$182,626
Expenses per Audited Statements$182,623
Total Expenses per Form 990$182,623
Expenses Not Reported on Form 990$3
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits-tenants$10,856
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The daily operations are handled by bell management, inc., a professional management company.”

Form 990, Page 6, Part VI, Line 7A

“Elections are held annually.”

Form 990, Page 6, Part VI, Line 7B

“Officers and members approve disbursements and rental rate changes as well as borrowings.”

Form 990, Page 6, Part VI, Line 11B

“The board of directors and the management company receive a copy of the return for review prior to filing with the internal revenue service.”

Form 990, Page 6, Part VI, Line 19

“Documents are filed with the state and are available for the public in the office on site.”

Filing and Contact Details

Filer

Filer Name
Willard Retirement Village Inc
EIN
43-1145038
Phone
4176244144
Address
3609 E 20TH STREET, JOPLIN, MO 64801

Signing Officer

Name
Bill Jameson
Title
President
Phone
4176244144
Signed
2015-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Jameson
Formed
1979
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
5
Employees
0

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, Page 2, Part III, Line 4D

“To provide affordable housing for low to moderate income individuals.”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -3”

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

“Book / tax depreciation difference 3”

Raw XML Appendix307 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELECTIONS ARE HELD ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS AND MEMBERS APPROVE DISBURSEMENTS AND RENTAL RATE CHANGES AS WELL AS BORROWINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS AND THE MANAGEMENT COMPANY RECEIVE A COPY OF THE RETURN FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
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IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0-565
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0-565
IRS990/TotalProgramServiceExpensesAmt0180223
IRS990/TotalProgramServiceRevenueAmt0190040
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0190233
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0190233
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0556441
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0147846
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0147722
IRS990/USAddress/AddressLine1Txt06169 W WILD BIRD LANE
IRS990/USAddress/CityNm0WILLARD
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd065781
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL JAMESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04176244144
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLARD RETIREMENT VILLAGE INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0431145038
ReturnHeader/Filer/PhoneNum04176244144
ReturnHeader/Filer/USAddress/AddressLine1Txt03609 E 20TH STREET
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
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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/ReturnTs02015-03-20T10:38:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$556,441
Liabilities
$321,007
Net assets
$235,434
Revenue
$190,233
Expenses
$182,623
Net income
$7,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.36$2.37$1.99$3.09$3.21$0.13
2024Detailed filing. Detailed filing data is available for this year.$4.53$2.41$2.12$2.75$2.22$0.52
2023Detailed filing. Detailed filing data is available for this year.$4.14$2.54$1.60$2.21$3.13$0.93
2022Detailed filing. Detailed filing data is available for this year.$5.09$2.57$2.53$2.09$2.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.24$2.72$2.52$2.07$2.29$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.71$2.98$2.73$2.10$1.95$0.15
2019Detailed filing. Detailed filing data is available for this year.$5.48$2.90$2.58$2.11$2.01$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.45$2.97$2.49$2.10$1.97$0.13
2017Detailed filing. Detailed filing data is available for this year.$5.39$3.03$2.36$2.11$1.98$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.49$3.25$2.23$1.93$2.00$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.44$3.14$2.30$1.90$1.95$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.56$3.21$2.35$1.90$1.83$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.55$3.28$2.28$1.90$1.76$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$3.32$2.14$1.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$3.38$2.07$1.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.43$3.42$2.00$1.71