Civic Intelligence

Willowbank Foundation USA Inc

990EZ • Fiscal year 2014 • EIN 45-2203904

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 26, 2015

Organization ProfileN/A
45 Bryant Woods North14228

(905) 262-1239

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

34th percentile

-2.8%

Higher net margin than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

30th percentile

-8.4%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$2,600

Down $500 (-16%) from 2012

Net Assets

Down

$2,600

Down $500 (-16%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin34th percentile

Revenue

Up

$71,000

Up $16,006 (+29%) from 2012

Expenses

Up

$73,000

Up $20,727 (+40%) from 2012

Net Income

Down

-$2,000

Down $4,721 (-174%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$30K$20K$10K$0Assets 2011: $25,379Liabilities 2011: $25,0002011Assets 2012: $3,100Liabilities 2012: $0Net Assets 2012: $3,1002012Assets 2014: $2,600Liabilities 2014: $0Net Assets 2014: $2,6002014Assets 2015: $7,696Liabilities 2015: $0Net Assets 2015: $7,6962015Assets 2016: $9,003Liabilities 2016: $0Net Assets 2016: $9,0032016Assets 2017: $5,595Liabilities 2017: $0Net Assets 2017: $5,5952017Assets 2018: $5,579Liabilities 2018: $0Net Assets 2018: $5,5792018

Highlighted filing

2014

Assets$2,600
Liabilities$0
Net Assets$2,600
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $32,906Expenses 2011: $32,527Net Income 2011: $3792011Revenue 2012: $54,994Expenses 2012: $52,273Net Income 2012: $2,7212012Revenue 2014: $71,000Expenses 2014: $73,000Net Income 2014: -$2,0002014Revenue 2015: $238,700Expenses 2015: $233,604Net Income 2015: $5,0962015Revenue 2016: $592,848Expenses 2016: $591,541Net Income 2016: $1,3072016Revenue 2017: $55,000Expenses 2017: $58,408Net Income 2017: -$3,4082017Revenue 2018: $2,500Expenses 2018: $2,516Net Income 2018: -$162018

Highlighted filing

2014

Revenue$71,000
Expenses$73,000
Net Income-$2,000
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 26, 2015
Return Version
2013v4.0
Gross Receipts
$71,000
Mission and Program Overview

Mission

The mission of the organization is to promote arts and culture among the general public by providing financial support to non-profit organizations that provide training in heritage conservation, restoration arts, and proper management of cultural resources.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION SUPPORTS THE FOLLOWING PROGRAMS IN COLLABORATION WITH THE SCHOOL OF RESTORATION ARTS AT WILLOWBANK, A CANADIAN REGISTERED CHARITY:1) ESTABLISHMENT OF THE PRINCIPLES AND PRACTICES THAT ALLOW A DIVERSE CULTURAL LEGACY TO BECOME A SUSTAINABLE PART OF LIVING COMMUNITIES2) FUNDING FOR 3-YEAR DIPLOMA PROGRAM IN HERITAGE CONSERVATION AND SHORT COURSES IN MASONRY AND CULTURAL LANDSCAPE THEORY3) FUNDING FOR THE WILLOWBANK ESTATE, A NATIONAL HISTORIC SITE AND A LIVING LABORATORY FOR STUDENTS$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIKKI BROERChair-$0--
ANDY DORNTreasurer-$0--
JORDAN WALBESSERSecretary-$0--
Filing and Contact Details

Filer

EIN
45-2203904
Phone
9052621239

Signing Officer

Name
Vikki Broer
Title
Chair
Phone
9052621239
Signed
2015-02-26
Discuss with paid preparer
Yes

Preparer

Preparer
David Urban
Phone
7166302400
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable grant. Grantee name: the school of restoration arts at willowbank. Grantee address: 14487 niagara parkway box 212 queenston, ontario, canada l0s 1l0. Grantee relationship: none. Property description: cash. Date of gift: various. Amount given: 73,000.”

Raw XML Appendix136 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10CTBK OFFICE
IRS990EZ/BooksInCareOfDetail/PhoneNum09052621239
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1045 BRYANT WOODS NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/City0AMHERST
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode014228
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE ORGANIZATION IS TO PROMOTE ARTS AND CULTURE AMONG THE GENERAL PUBLIC BY PROVIDING FINANCIAL SUPPORT TO NON-PROFIT ORGANIZATIONS THAT PROVIDE TRAINING IN HERITAGE CONSERVATION, RESTORATION ARTS, AND PROPER MANAGEMENT OF CULTURAL RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION SUPPORTS THE FOLLOWING PROGRAMS IN COLLABORATION WITH THE SCHOOL OF RESTORATION ARTS AT WILLOWBANK, A CANADIAN REGISTERED CHARITY:1) ESTABLISHMENT OF THE PRINCIPLES AND PRACTICES THAT ALLOW A DIVERSE CULTURAL LEGACY TO BECOME A SUSTAINABLE PART OF LIVING COMMUNITIES2) FUNDING FOR 3-YEAR DIPLOMA PROGRAM IN HERITAGE CONSERVATION AND SHORT COURSES IN MASONRY AND CULTURAL LANDSCAPE THEORY3) FUNDING FOR THE WILLOWBANK ESTATE, A NATIONAL HISTORIC SITE AND A LIVING LABORATORY FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt071000
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054994
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt032906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0159900
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.13820
IRS990ScheduleA/PublicSupportPY170Pct00.17640
IRS990ScheduleA/PublicSupportTotal170Amt022098
IRS990ScheduleA/SubstantialContributorsTotAmt0137802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt032906
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0159900
IRS990ScheduleA/TotalSupportAmt0159900
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/ExplanationTxt0ACTIVITY CLASSIFICATION: CHARITABLE GRANT. GRANTEE NAME: THE SCHOOL OF RESTORATION ARTS AT WILLOWBANK. GRANTEE ADDRESS: 14487 NIAGARA PARKWAY BOX 212 QUEENSTON, ONTARIO, CANADA L0S 1L0. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 73,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VIKKI BROER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09052621239
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLOWBANK FOUNDATION USA INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0452203904
ReturnHeader/Filer/PhoneNum09052621239
ReturnHeader/Filer/USAddress/AddressLine1045 BRYANT WOODS NORTH
ReturnHeader/Filer/USAddress/City0AMHERST
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014228
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161468002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CHIAMPOU TRAVIS BESAW & KERSHNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1045 BRYANT WOODS NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0AMHERST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014228
ReturnHeader/PreparerPersonGrp/PhoneNum07166302400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID URBAN
ReturnHeader/ReturnTs02015-03-03T15:56:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,600
Liabilities
$0
Net assets
$2,600
Revenue
$71,000
Expenses
$73,000
Net income
-$2,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.03$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.55$0.58$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$5.93$5.92$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$2.39$2.34$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.71$0.73$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.55$0.52$0.03
2011Summary only. Only limited summary data is available for this year.$0.25$0.25$0.33$0.33$0.00