Civic Intelligence

Lockwood Housing Association Inc

990EZ • Fiscal year 2016 • EIN 43-1148209

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 15, 2017

Organization ProfileN/A
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

89th percentile

0.39x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

0.68x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

1.8%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$174,776

Up $13,010 (+8.0%) from 2015

Net Assets

Up

$105,852

Up $13,887 (+15%) from 2015

Liabilities

Down

$68,924

Down $877 (-1.3%) from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin71st percentile

Revenue

Up

$101,872

Up $1,754 (+1.8%) from 2015

Expenses

Down

$87,981

Down $4,429 (-4.8%) from 2015

Net Income

Up

$13,891

Up $6,183 (+80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0Assets 2010: $112,165Liabilities 2010: $74,550Net Assets 2010: $37,6152010Assets 2011: $128,737Liabilities 2011: $76,905Net Assets 2011: $51,8322011Assets 2012: $122,048Liabilities 2012: $73,752Net Assets 2012: $48,2962012Assets 2013: $138,812Liabilities 2013: $73,035Net Assets 2013: $65,7772013Assets 2014: $156,836Liabilities 2014: $72,580Net Assets 2014: $84,2562014Assets 2015: $161,766Liabilities 2015: $69,801Net Assets 2015: $91,9652015Assets 2016: $174,776Liabilities 2016: $68,924Net Assets 2016: $105,8522016Assets 2017: $209,677Liabilities 2017: $86,060Net Assets 2017: $123,6172017Assets 2018: $195,143Liabilities 2018: $67,032Net Assets 2018: $128,1112018Assets 2019: $208,484Liabilities 2019: $65,557Net Assets 2019: $142,9272019Assets 2020: $214,898Liabilities 2020: $61,876Net Assets 2020: $153,0222020Assets 2021: $221,785Liabilities 2021: $60,795Net Assets 2021: $160,9902021Assets 2022: $193,581Liabilities 2022: $56,0382022Assets 2023: $199,710Liabilities 2023: $57,9432023

Highlighted filing

2016

Assets$174,776
Liabilities$68,924
Net Assets$105,852
Open 2016 Filing

Operations Trend

Revenue Growth54th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $80,701Expenses 2010: $74,121Net Income 2010: $6,5802010Revenue 2011: $89,983Expenses 2011: $75,769Net Income 2011: $14,2142011Revenue 2012: $90,408Expenses 2012: $93,941Net Income 2012: -$3,5332012Revenue 2013: $99,195Expenses 2013: $81,707Net Income 2013: $17,4882013Revenue 2014: $104,509Expenses 2014: $86,034Net Income 2014: $18,4752014Revenue 2015: $100,118Expenses 2015: $92,410Net Income 2015: $7,7082015Revenue 2016: $101,872Expenses 2016: $87,981Net Income 2016: $13,8912016Revenue 2017: $105,779Expenses 2017: $88,014Net Income 2017: $17,7652017Revenue 2018: $103,992Expenses 2018: $99,498Net Income 2018: $4,4942018Revenue 2019: $106,673Expenses 2019: $91,857Net Income 2019: $14,8162019Revenue 2020: $108,009Expenses 2020: $97,914Net Income 2020: $10,0952020Revenue 2021: $110,706Expenses 2021: $102,738Net Income 2021: $7,9682021Revenue 2022: $110,804Expenses 2022: $134,251Net Income 2022: -$23,4472022Revenue 2023: $114,527Expenses 2023: $110,303Net Income 2023: $4,2242023

Highlighted filing

2016

Revenue$101,872
Expenses$87,981
Net Income$13,891
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 15, 2017
Return Version
2016v3.0
Gross Receipts
$101,872
Mission and Program Overview

Mission

Provide affordable housing

Provide affordable housing for low to moderate income individuals.

Program Services

DescriptionGrantsExpenses
PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME INDIVIDUALS.-$86,581
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARUE LEMONSMember-$0--
ELLA WHALEYPresident-$0--
PATRICK THEURERSecretary/Tr-$0--
SUE SPARKMANMember-$0--
NANCY BAKERMember-$0--
DAVID RUSCHMember-$0--
Filing and Contact Details

Filer

Filer Name
Lockwood Housing Association Inc
EIN
43-1148209
Address
3609 E 20TH STREET, JOPLIN, MO 64801

Signing Officer

Name
Ella Whaley
Title
President
Signed
2017-04-15
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 2,120 total 2,120”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 5,090 5,735 total 5,090 5,735”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 3,658 4,282 security deposits-tenants 7,455 7,312 mortgage and other notes payable 58,692 57,330”

Raw XML Appendix115 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/PersonNm0BELL MANAGEMENT INC
IRS990EZ/BooksInCareOfDetail/PhoneNum04176244144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03609 E 20TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOPLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065718
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013891
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0161766
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0174776
IRS990EZ/GrossReceiptsAmt0101872
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt090958
IRS990EZ/LandAndBuildingsGrp/EOYAmt091445
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt091961
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105852
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt091961
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105852
IRS990EZ/OccupancyRentUtltsAndMaintAmt078506
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LARUE LEMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELLA WHALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PATRICK THEURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUE SPARKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NANCY BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID RUSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05090
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05735
IRS990EZ/OtherExpensesTotalAmt02120
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME INDIVIDUALS.
IRS990EZ/ProgramServiceRevenueAmt0101872
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE AFFORDABLE HOUSING FOR LOW TO MODERATE INCOME INDIVIDUALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt086581
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05955
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt069805
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt068924
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087981
IRS990EZ/TotalProgramServiceExpensesAmt086581
IRS990EZ/TotalRevenueAmt0101872
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTEREST EXPENSE 2,120 TOTAL 2,120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 5,090 5,735 TOTAL 5,090 5,735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,658 4,282 SECURITY DEPOSITS-TENANTS 7,455 7,312 MORTGAGE AND OTHER NOTES PAYABLE 58,692 57,330
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLA WHALEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKWOOD HOUSING ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0431148209
ReturnHeader/Filer/USAddress/AddressLine1Txt03609 E 20TH STREET
ReturnHeader/Filer/USAddress/CityNm0JOPLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ED16624D962277B6B243D3F4B9912079328ABEB6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED16624D962277B6B243D3F4B9912079328ABEB6
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/PreparationDt02017-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A TURK
ReturnHeader/ReturnTs02017-03-21T15:37:40+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,776
Liabilities
$68,924
Net assets
$105,852
Revenue
$101,872
Expenses
$87,981
Net income
$13,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.00$0.58$1.15$1.10$0.04
2022Summary only. Only limited summary data is available for this year.$1.94$0.56$1.11$1.34$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.22$0.61$1.61$1.11$1.03$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.62$1.53$1.08$0.98$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.66$1.43$1.07$0.92$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.67$1.28$1.04$0.99$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.86$1.24$1.06$0.88$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.69$1.06$1.02$0.88$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.70$0.92$1.00$0.92$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.73$0.84$1.05$0.86$0.18
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.73$0.66$0.99$0.82$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.74$0.48$0.90$0.94$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.77$0.52$0.90$0.76$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.75$0.38$0.81$0.74$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits