Civic Intelligence

Willmore Lodge Foundation

990EZ • Fiscal year 2013 • EIN 43-1809312

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

1 Willmore Lodge Lane65049

(573) 964-1011

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

7th percentile

-58%

Higher net margin than 7% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

34th percentile

-6.3%

Faster asset growth than 34% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$325,265

Down $21,709 (-6.3%) from 2012

Net Assets

Down

$324,765

Down $22,209 (-6.4%) from 2012

Liabilities

$500

No earlier filing loaded for comparison.

Revenue

Down

$38,499

Down $8,924 (-19%) from 2012

Expenses

Up

$60,708

Up $2,378 (+4.1%) from 2012

Net Income

Down

-$22,209

Down $11,302 (-104%) from 2012

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $357,881Liabilities 2011: $02011Assets 2012: $346,974Net Assets 2012: $346,9742012Assets 2013: $325,265Liabilities 2013: $500Net Assets 2013: $324,7652013Assets 2014: $303,655Liabilities 2014: $100Net Assets 2014: $303,5552014Assets 2015: $282,648Net Assets 2015: $282,6482015Assets 2016: $268,376Net Assets 2016: $268,3762016

Highlighted filing

2013

Assets$325,265
Liabilities$500
Net Assets$324,765

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $53,702Expenses 2011: $75,570Net Income 2011: -$21,8682011Revenue 2012: $47,423Expenses 2012: $58,330Net Income 2012: -$10,9072012Revenue 2013: $38,499Expenses 2013: $60,708Net Income 2013: -$22,2092013Revenue 2014: $34,781Expenses 2014: $55,991Net Income 2014: -$21,2102014Revenue 2015: $32,641Expenses 2015: $53,548Net Income 2015: -$20,9072015Revenue 2016: $34,380Expenses 2016: $48,652Net Income 2016: -$14,2722016

Highlighted filing

2013

Revenue$38,499
Expenses$60,708
Net Income-$22,209
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.1
Gross Receipts
$38,499
Mission and Program Overview

Mission

Historical site preservation & operation

Program Services

DescriptionGrantsExpenses
THE FOUNDATION RENOVATED AND OPERATES WILLMORE LODGE, A DESIGNATED HISTORICAL SITE FOR THE BENEFIT OF THE PUBLIC. TOURS AND INFORMATION ARE PROVIDED ON A DAILY BASIS. GROSS RECEIPTS ARE FROM FURNISHING OF FACILITIES RELATED TO THE FOUNDATIONS CHARITABLE PURPOSE.-$60,709
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GENIECE TYLERPresident-$0--
TERRI HALLDirector-$0--
ALAN SULLIVANVice-Preside-$0--
BARB PAINTERSecretary-$0--
ELDON BECKERTreasurer-$0--
JOE ROEGERDirector-$0--
JOE LOTHDirector-$0--
Filing and Contact Details

Filer

EIN
43-1809312
Phone
5739641011

Signing Officer

Name
Eldon Becker
Title
Treasurer
Phone
5739641011
Signed
2014-05-01

Preparer

Preparer
Ronald G Declue
Phone
5733925643
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses insurance 8,964 dues & subscriptions 50 supplies 1,137 staff - clean-up/maint. 6,950 advertising 107 office supplies 162 bank service charges 633 non-investment depreciation 27,737 total 45,740

Form 990-ez, Part II, Line 24

Accounts receivable 3,625 0 land, building, equipment 657,897 657,897 less accumulated depreciation 358,541 386,277 furniture & fixtures 0 0 total 302,981 271,620

Form 990-ez, Part II, Line 26

Prepaid rental deposits 0 500

Form 990-ez, Part III, Line 28

The foundation renovated and operates willmore lodge, a designated historical site for the benefit of the public. Tours and information are provided on a daily basis. Gross receipts are from furnishing of facilities related to the foundations charitable purpose.

Raw XML Appendix186 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0GENIECE TYLER
CompensationExplanation/CompensationExplanationGrp/PersonNm1TERRI HALL
CompensationExplanation/CompensationExplanationGrp/PersonNm2ALAN SULLIVAN
CompensationExplanation/CompensationExplanationGrp/PersonNm3BARB PAINTER
CompensationExplanation/CompensationExplanationGrp/PersonNm4ELDON BECKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0302981
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0271620
IRS990EZ/OtherExpensesTotalAmt045740
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL SITE PRESERVATION & OPERATION
IRS990EZ/PrintingPublicationsPostageAmt046
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION RENOVATED AND OPERATES WILLMORE LODGE, A DESIGNATED HISTORICAL SITE FOR THE BENEFIT OF THE PUBLIC. TOURS AND INFORMATION ARE PROVIDED ON A DAILY BASIS. GROSS RECEIPTS ARE FROM FURNISHING OF FACILITIES RELATED TO THE FOUNDATIONS CHARITABLE PURPOSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060709
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060708
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IRS990EZ/TotalRevenueAmt038499
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0MISC. INCOME 2
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020519
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0234683
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 8,964 DUES & SUBSCRIPTIONS 50 SUPPLIES 1,137 STAFF - CLEAN-UP/MAINT. 6,950 ADVERTISING 107 OFFICE SUPPLIES 162 BANK SERVICE CHARGES 633 NON-INVESTMENT DEPRECIATION 27,737 TOTAL 45,740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 3,625 0 LAND, BUILDING, EQUIPMENT 657,897 657,897 LESS ACCUMULATED DEPRECIATION 358,541 386,277 FURNITURE & FIXTURES 0 0 TOTAL 302,981 271,620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID RENTAL DEPOSITS 0 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION RENOVATED AND OPERATES WILLMORE LODGE, A DESIGNATED HISTORICAL SITE FOR THE BENEFIT OF THE PUBLIC. TOURS AND INFORMATION ARE PROVIDED ON A DAILY BASIS. GROSS RECEIPTS ARE FROM FURNISHING OF FACILITIES RELATED TO THE FOUNDATIONS CHARITABLE PURPOSE.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELDON BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05739641011
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLMORE LODGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0431809312
ReturnHeader/Filer/PhoneNum05739641011
ReturnHeader/Filer/USAddress/AddressLine101 WILLMORE LODGE LANE
ReturnHeader/Filer/USAddress/City0LAKE OZARK
ReturnHeader/Filer/USAddress/State0MO
ReturnHeader/Filer/USAddress/ZIPCode065049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DECLUE & DUNSTAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10401 E NORTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ELDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0650261748
ReturnHeader/PreparerPersonGrp/PhoneNum05733925643
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD G DECLUE
ReturnHeader/ReturnTs02014-05-05T09:05:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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