Civic Intelligence

Appleton City Landmarks Restoration Inc.

990 • Fiscal year 2018 • EIN 43-1410799

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

503 N Maple StAppleton City, MO 64724

(660) 598-4151

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$473,741

Up $13,542 (+2.9%) from 2017

Net Assets

Up

$473,741

Up $13,542 (+2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$32,479

Up $3,232 (+11%) from 2017

Expenses

Down

$18,937

Down $10,671 (-36%) from 2017

Net Income

Up

$13,542

Up $13,903 (+3851%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2009: $323,811Liabilities 2009: $0Net Assets 2009: $323,8112009Assets 2010: $363,879Liabilities 2010: $0Net Assets 2010: $363,8792010Assets 2011: $372,903Liabilities 2011: $0Net Assets 2011: $372,9032011Assets 2013: $390,651Liabilities 2013: $0Net Assets 2013: $390,6512013Assets 2014: $484,766Liabilities 2014: $0Net Assets 2014: $484,7662014Assets 2015: $458,805Liabilities 2015: $0Net Assets 2015: $458,8052015Assets 2016: $460,560Liabilities 2016: $0Net Assets 2016: $460,5602016Assets 2017: $460,199Liabilities 2017: $0Net Assets 2017: $460,1992017Assets 2018: $473,741Liabilities 2018: $0Net Assets 2018: $473,7412018Assets 2019: $490,207Liabilities 2019: $0Net Assets 2019: $490,2072019Assets 2020: $492,570Liabilities 2020: $0Net Assets 2020: $492,5702020Assets 2021: $477,897Liabilities 2021: $0Net Assets 2021: $477,8972021Assets 2022: $481,244Liabilities 2022: $0Net Assets 2022: $481,2442022Assets 2023: $485,856Liabilities 2023: $0Net Assets 2023: $485,8562023

Highlighted filing

2018

Assets$473,741
Liabilities$0
Net Assets$473,741

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2009: $20,379Expenses 2009: $5,730Net Income 2009: $14,6492009Revenue 2010: $46,373Expenses 2010: $6,409Net Income 2010: $39,9642010Revenue 2011: $17,540Expenses 2011: $9,445Net Income 2011: $8,0952011Revenue 2013: $18,755Expenses 2013: $16,434Net Income 2013: $2,3212013Revenue 2014: $119,288Expenses 2014: $25,173Net Income 2014: $94,1152014Revenue 2015: $19,444Expenses 2015: $45,405Net Income 2015: -$25,9612015Revenue 2016: $21,192Expenses 2016: $19,437Net Income 2016: $1,7552016Revenue 2017: $29,247Expenses 2017: $29,608Net Income 2017: -$3612017Revenue 2018: $32,479Expenses 2018: $18,937Net Income 2018: $13,5422018Revenue 2019: $34,256Expenses 2019: $18,739Net Income 2019: $15,5172019Revenue 2020: $25,969Expenses 2020: $23,360Net Income 2020: $2,6092020Revenue 2021: $21,188Expenses 2021: $35,861Net Income 2021: -$14,6732021Revenue 2022: $20,539Expenses 2022: $17,503Net Income 2022: $3,0362022Revenue 2023: $26,529Expenses 2023: $21,917Net Income 2023: $4,6122023

Highlighted filing

2018

Revenue$32,479
Expenses$18,937
Net Income$13,542
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Gross Receipts
$84,746
Mission and Program Overview

Mission

Restoration and maintenance of historic landmarks in the City of Appleton City, MO such as M-K-T Railroad Depot. George W Clark Home Museum is a historical residence that was converted to a museum for display of historic artifacts for the education and entertainment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$323,588$323,588→ $0
Investments in Publicly Traded Securities$102,197$113,859▲ $11,662
Savings and Temporary Cash Investments$21,014$21,098▲ $84
Cash and Non-Interest-Bearing Accounts$13,400$15,196▲ $1,796
Total Assets$460,199$473,741▲ $13,542
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$408,785$414,130▲ $5,345
Temporarily Rstr Net Assets$51,414$59,611▲ $8,197
Total Net Assets Fund Balance$460,199$473,741▲ $13,542
Total Liabilities and Net Assets / Fund Balance$460,199$473,741▲ $13,542

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$323,588--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Susan RotertPresident
Leland BrowningVice President
Dorthy PierceBoard Member
Linda LampkinBoard Member
Martina GilmoreBoard Member
Roxy RotertBoard Member
Steven CrossBoard Member
Patricia BartzSecretary
Grace BartzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,856
Program Service Revenue
$0
Investment Income
$9,443
Other Revenue
$1,180
All Other Contributions
$15,045
Change in Net Assets
$13,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,937
Total Fundraising Expense$785
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$3,192-$3,192
Other Expenses$686$60$699$1,445
Advertising-$310$86$396
Fees for Services Accounting-$206-$206
Office Expenses-$102-$102
Total Functional Expenses$14,282$3,870$785$18,937
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

Patricia Bartz, Secretary and Grace Bartz, Treasurer have a family relationship

Governing body decisions Part VI line 7B

The Secretary attends all governing body meetings for Appleton City Landmarks Inc. and takes notes during the meeting. The notes are then typed for reading and approval at the next board meeting. Appleton City Landmarks Inc does not have any committees with the authority to act on behalf of the governing body.

Form 990 governing body review Part VI line 11

The Form 990 is presented at the monthly meeting for all the directors to review. After the review, the return is filed in the organizations office for review by any individual that requests it.

Conflict of interest policy compliance Part VI line 12C

The organization has monthly meetings to approve all expenses. During the meetings all members review expenses and analyze any possible conflicts of interest.

Governing documents etc available to public Part VI line 19

The organizations tax returns, creation records, an financial records are maintained at the museum complex office. Any individual may review the returns upon request during normal museum office hours. They are additionally available upon request of any director with an appointment.

Filing and Contact Details

Filer

Filer Name
Appleton City Landmarks Restoration Inc
EIN
43-1410799
Address
503 N Maple St, Appleton City, MO 64724

Signing Officer

Name
Patricia Bartz
Title
President
Phone
6605984151
Signed
2019-05-01
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Mo
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Bartz Tax and Accounting LLC
Address
14378 NE County Road 4, Appleton City, MO 64724
Preparer
Lori Bartz CPA
Phone
6604762610
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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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IRS990/ActivityOrMissionDesc0Restoration and maintenance of historic landmarks in the City of Appleton City, MO such as M-K-T Railroad Depot. George W Clark Home Museum is a historical residence that was converted to a museum for display of historic artifacts for the education and entertainment.
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IRS990/Desc0George W Clark Home and Musuem Annex Building houses the historic artificats donated and purchased by the organizaion.The goal of this program is to maintain and improve artificat collections, house the geneology research equipment, and documents pertaining to the Appleton City area so that future and current generations may be informed and entertained. Fourth grade students from local school utilize the facility to learn about local and Missouri history.Approximately 1000 people served.
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IRS990/ProgSrvcAccomActy2Grp/Desc0M-K-T Depot and Original AC LibraryThe MKT Depot building is used by the organization to host the Annual Christmas in the Country festivities, St Patricks Potato fund raiser, and the Taco Lunch. It is also available to be rented by the members and public for wedding and baby showers, birthday and graduation parties and other various civic events.The original MKT caboose is open for people to go through.The park surrounding the depot is used as backdrop for senior pictures and a gathering place for prom pictures.The AC Library building is open for public viewing.Approximately 4000 people served.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Moore School HouseOriginal rural school house moved to the museum complex in 2011. It is open for public viewing and contains items from various rural school houses that have been destroyed. It also contains projects and essays from area individuals.Children are invited to attend Moore School Day to experience what a day at a country school would have been like 100 years ago.Approximately 650 people served.
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt039502
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01250
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06928
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05809
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05771
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039502
IRS990ScheduleA/InvestmentIncomeCYPct00.20000
IRS990ScheduleA/InvestmentIncomePYPct00.17000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79980
IRS990ScheduleA/PublicSupportPY509Pct00.82600
IRS990ScheduleA/PublicSupportTotal509Amt0157853
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021856
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011019
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06823
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0108080
IRS990ScheduleA/Total509Grp/TotalAmt0157853
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt017947
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015884
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0113851
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197355
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0323588
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0323588
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0323588
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Patricia Bartz, Secretary and Grace Bartz, Treasurer have a family relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Secretary attends all governing body meetings for Appleton City Landmarks Inc. and takes notes during the meeting. The notes are then typed for reading and approval at the next board meeting. Appleton City Landmarks Inc does not have any committees with the authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is presented at the monthly meeting for all the directors to review. After the review, the return is filed in the organizations office for review by any individual that requests it.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has monthly meetings to approve all expenses. During the meetings all members review expenses and analyze any possible conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organizations tax returns, creation records, an financial records are maintained at the museum complex office. Any individual may review the returns upon request during normal museum office hours. They are additionally available upon request of any director with an appointment.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MO
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt051414
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt059611
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0460199
IRS990/TotalAssetsEOYAmt0473741
IRS990/TotalAssetsGrp/BOYAmt0460199
IRS990/TotalAssetsGrp/EOYAmt0473741
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021856
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0785
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03870
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014282
IRS990/TotalFunctionalExpensesGrp/TotalAmt018937
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0460199
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0473741
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014282
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010623
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt032479
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0460199
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0473741
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0408785
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0414130
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Bartz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06605984151
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Appleton City Landmarks Restoration Inc
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0431410799
ReturnHeader/Filer/USAddress/AddressLine1Txt0503 N Maple St
ReturnHeader/Filer/USAddress/CityNm0Appleton City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064724
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId029C101E9C8DFBF331EA3B4F071ED1735E88F1312
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029C101E9C8DFBF331EA3B4F071ED1735E88F1312
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04361542019122dnsvtb3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.53.33.137
ReturnHeader/FilingSecurityInformation/IPDt02019-05-02
ReturnHeader/FilingSecurityInformation/IPTm010:38:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134229662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bartz Tax and Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014378 NE County Road 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Appleton City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064724
ReturnHeader/PreparerPersonGrp/PhoneNum06604762610
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Bartz CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-02T10:35:09-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.86$0.00$4.86$0.27$0.22$0.05
2022Summary only. Only limited summary data is available for this year.$4.81$0.00$4.81$0.21$0.18$0.03
2021Summary only. Only limited summary data is available for this year.$4.78$0.00$4.78$0.21$0.36$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$0.26$0.23$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.90$0.00$4.90$0.34$0.19$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.32$0.19$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.60$0.00$4.60$0.29$0.30$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$0.21$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.19$0.45$0.26
2014Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$1.19$0.25$0.94
2013Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.19$0.16$0.02
2011Summary only. Only limited summary data is available for this year.$3.73$0.00$3.73$0.18$0.09$0.08
2010Summary only. Only limited summary data is available for this year.$3.64$0.00$3.64$0.46$0.06$0.40
2009Summary only. Only limited summary data is available for this year.$3.24$0.00$3.24$0.20$0.06$0.15