Civic Intelligence

Wellington Farms Homeowners Association

EIN 43-1971545 • 501(c)4 • Collierville, TN

Profile

To provide homeowners' services to people living in this community. These services include but are not limited to the maintenance of entrances to commmunity, updating informational website, and general community capital improvements plans.

PO Box 355Collierville, TN 38027

wellington-farms.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-12%

Faster asset growth than 34% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

-0.3%

Faster revenue growth than 51% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$144,668

Down $19,258 (-12%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$144,668

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$68,917

Down $237 (-0.3%) from 2024

Expenses

Up

$87,884

Up $23,032 (+36%) from 2024

Net Income

Down

-$18,967

Down $23,269 (-541%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $157,000Liabilities 2011: $22,545Net Assets 2011: $134,4552011Assets 2012: $107,901Liabilities 2012: $4,464Net Assets 2012: $103,4372012Assets 2013: $117,423Liabilities 2013: $0Net Assets 2013: $117,4232013Assets 2014: $122,927Net Assets 2014: $122,9272014Assets 2015: $161,808Net Assets 2015: $161,8082015Assets 2016: $141,360Net Assets 2016: $141,3602016Assets 2017: $142,971Net Assets 2017: $142,9712017Assets 2018: $149,849Liabilities 2018: $02018Assets 2019: $148,150Liabilities 2019: $02019Assets 2020: $117,456Net Assets 2020: $117,4562020Assets 2021: $130,287Net Assets 2021: $130,2872021Assets 2022: $140,284Net Assets 2022: $140,2842022Assets 2023: $159,624Net Assets 2023: $159,6242023Assets 2024: $163,926Liabilities 2024: $02024Assets 2025: $144,668Net Assets 2025: $144,6682025

Highlighted filing

2025

Assets$144,668
Liabilities-
Net Assets$144,668
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $58,4612011Revenue 2012: $69,646Expenses 2012: $100,664Net Income 2012: -$31,0182012Revenue 2013: $69,535Expenses 2013: $48,997Net Income 2013: $20,5382013Revenue 2014: $72,269Expenses 2014: $65,861Net Income 2014: $6,4082014Revenue 2015: $76,986Expenses 2015: $39,753Net Income 2015: $37,2332015Revenue 2016: $52,677Expenses 2016: $72,526Net Income 2016: -$19,8492016Revenue 2017: $66,948Expenses 2017: $65,337Net Income 2017: $1,6112017Revenue 2018: $69,725Expenses 2018: $62,847Net Income 2018: $6,8782018Revenue 2019: $62,661Expenses 2019: $64,360Net Income 2019: -$1,6992019Revenue 2020: $64,814Expenses 2020: $95,508Net Income 2020: -$30,6942020Revenue 2021: $62,002Expenses 2021: $56,188Net Income 2021: $5,8142021Revenue 2022: $62,626Expenses 2022: $52,629Net Income 2022: $9,9972022Revenue 2023: $65,791Expenses 2023: $46,451Net Income 2023: $19,3402023Revenue 2024: $69,154Expenses 2024: $64,852Net Income 2024: $4,3022024Revenue 2025: $68,917Expenses 2025: $87,884Net Income 2025: -$18,9672025

Highlighted filing

2025

Revenue$68,917
Expenses$87,884
Net Income-$18,967
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,668
Liabilities
-
Net assets
$144,668
Revenue
$68,917
Expenses
$87,884
Net income
-$18,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.45$1.45$0.69$0.88$0.19
2024Summary only. Only limited summary data is available for this year.$1.64$0.00$0.69$0.65$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.66$0.46$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$1.40$0.63$0.53$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.62$0.56$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$1.17$0.65$0.96$0.31
2019Summary only. Only limited summary data is available for this year.$1.48$0.00$0.63$0.64$0.02
2018Summary only. Only limited summary data is available for this year.$1.50$0.00$0.70$0.63$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$1.43$0.67$0.65$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$1.41$0.53$0.73$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.62$1.62$0.77$0.40$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.72$0.66$0.06
2013Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.70$0.49$0.21
2012Summary only. Only limited summary data is available for this year.$1.08$0.04$1.03$0.70$1.01$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.23$1.34$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Oct 20, 2025
Return Version
2024v5.0
Gross Receipts
$68,917
Mission and Program Overview

Mission

To provide homeowners' services to people living in this community. These services include but are not limited to the maintenance of entrances to community, updating informational website, and general community capital improvements plans.

Program Services

DescriptionGrantsExpenses
MAINTENANCE OF THE COMMON AREAS AND SIX ENTRANCES TO WELLINGTON FARMS SUBDIVISION.-$87,884
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEVERLY MICHALEKPresident-$0--
ROB RUSSELLVice Preside-$0--
BRITT BALKCOMTreasurer /-$0--
ANGELA LAWSONSecretary /-$0--
WHITTEN ORTEGARepresentati-$0--
JOE MICHALEKRepresentati-$0--
MARY LYNN NICHOLSONRepresentati-$0--
DAVE MONTEZRepresentati-$0--
BRANDON JAMESRepresentati-$0--
MARY PRASCAKRepresentati-$0--
Filing and Contact Details

Filer

Filer Name
Wellington Farms Homeowners
EIN
43-1971545
Phone
9018505876
Address
PO BOX 355, COLLIERVILLE, TN 38027

Signing Officer

Name
Beverly Michalek
Title
President
Phone
9018505876
Signed
2025-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Howell & Associates Pllc
Address
7240 GOODLETT FARMS PKWY STE 101, CORDOVA, TN 38016
Preparer
David L Jackson CPA
Phone
9016835100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 3,965 irrigation 4,352 landscaping 25,550 lighting repairs 355 misc. Expense 1,763 spray work 2,355 utilities 1,961 water 3,872 non-investment depreciation 42,000 total 86,173”

Form 990-ez, Part I, Line 20

“PRIOR PERIOD CASH ADJ 0”

Form 990-ez, Part II, Line 24

“Fence 0 87,260 lighting 0 0 lighting 0 0 less accumulated depreciation 0 87,260 total 0 0”

Form 990-ez, Part III

“To provide homeowners' services to people living in this community. These services include but are not limited to the maintenance of entrances to community, updating informational website, and general community capital improvements plans.”

Raw XML Appendix129 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/PersonNm0BRITT BALKCOM
IRS990EZ/BooksInCareOfDetail/PhoneNum09018505876
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 355
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLLIERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0163635
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0144668
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18967
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01711
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0163635
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0144668
IRS990EZ/GrossReceiptsAmt068917
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02759
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0163635
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0144668
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0163635
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0144668
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BEVERLY MICHALEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROB RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITT BALKCOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANGELA LAWSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WHITTEN ORTEGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOE MICHALEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY LYNN NICHOLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVE MONTEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRANDON JAMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MARY PRASCAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER /
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY /
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4REPRESENTATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5REPRESENTATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6REPRESENTATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7REPRESENTATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8REPRESENTATI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9REPRESENTATI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt086173
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HOMEOWNERS' SERVICES TO PEOPLE LIVING IN THIS COMMUNITY. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO THE MAINTENANCE OF ENTRANCES TO COMMUNITY, UPDATING INFORMATIONAL WEBSITE, AND GENERAL COMMUNITY CAPITAL IMPROVEMENTS PLANS.
IRS990EZ/ProgramServiceRevenueAmt066158
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTENANCE OF THE COMMON AREAS AND SIX ENTRANCES TO WELLINGTON FARMS SUBDIVISION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt087884
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087884
IRS990EZ/TotalProgramServiceExpensesAmt087884
IRS990EZ/TotalRevenueAmt068917
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WELLINGTON-FARMS.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 3,965 IRRIGATION 4,352 LANDSCAPING 25,550 LIGHTING REPAIRS 355 MISC. EXPENSE 1,763 SPRAY WORK 2,355 UTILITIES 1,961 WATER 3,872 NON-INVESTMENT DEPRECIATION 42,000 TOTAL 86,173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR PERIOD CASH ADJ 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FENCE 0 87,260 LIGHTING 0 0 LIGHTING 0 0 LESS ACCUMULATED DEPRECIATION 0 87,260 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE HOMEOWNERS' SERVICES TO PEOPLE LIVING IN THIS COMMUNITY. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO THE MAINTENANCE OF ENTRANCES TO COMMUNITY, UPDATING INFORMATIONAL WEBSITE, AND GENERAL COMMUNITY CAPITAL IMPROVEMENTS PLANS.
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 III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEVERLY MICHALEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09018505876
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELLINGTON FARMS HOMEOWNERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WELL
ReturnHeader/Filer/EIN0431971545
ReturnHeader/Filer/PhoneNum09018505876
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 355
ReturnHeader/Filer/USAddress/CityNm0COLLIERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203538074
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON HOWELL & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07240 GOODLETT FARMS PKWY STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORDOVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038016
ReturnHeader/PreparerPersonGrp/PhoneNum09016835100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L JACKSON CPA
ReturnHeader/ReturnTs02025-11-13T16:13:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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