Civic Intelligence

Whitney Barns Group

990EZ • Fiscal year 2017 • EIN 47-3668315

Nov 01, 2016 to Oct 31, 2017 • Filed on Jun 12, 2018

Organization ProfileN/A
314 Barnard AvenueAiken, SC 29801

(803) 649-2626

Siviq Scores

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

Liabilities / Assets

91st percentile

0.64x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

2.52x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-52%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-63%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$226,366

Down $49,231 (-18%) from 2016

Net Assets

Down

$81,211

Down $29,830 (-27%) from 2016

Liabilities

Down

$145,155

Down $19,401 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin8th percentile

Revenue

Down

$57,659

Down $96,748 (-63%) from 2016

Expenses

Up

$87,489

Up $17,652 (+25%) from 2016

Net Income

Down

-$29,830

Down $114,400 (-135%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$600K$400K$200K$0Assets 2016: $275,597Liabilities 2016: $164,556Net Assets 2016: $111,0412016Assets 2017: $226,366Liabilities 2017: $145,155Net Assets 2017: $81,2112017Assets 2018: $168,519Liabilities 2018: $128,132Net Assets 2018: $40,3872018Assets 2019: $147,720Liabilities 2019: $41,693Net Assets 2019: $106,0272019Assets 2020: $113,019Liabilities 2020: $20,576Net Assets 2020: $92,4432020Assets 2021: $310,524Liabilities 2021: $150,000Net Assets 2021: $160,5242021Assets 2022: $424,553Liabilities 2022: $192,849Net Assets 2022: $231,7042022Assets 2023: $396,885Liabilities 2023: $177,753Net Assets 2023: $219,1322023Assets 2024: $363,009Liabilities 2024: $166,441Net Assets 2024: $196,5682024

Highlighted filing

2017

Assets$226,366
Liabilities$145,155
Net Assets$81,211
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $154,407Expenses 2016: $69,837Net Income 2016: $84,5702016Revenue 2017: $57,659Expenses 2017: $87,489Net Income 2017: -$29,8302017Revenue 2018: $25,753Expenses 2018: $66,577Net Income 2018: -$40,8242018Revenue 2019: $128,636Expenses 2019: $62,997Net Income 2019: $65,6392019Revenue 2020: $69,749Expenses 2020: $83,333Net Income 2020: -$13,5842020Revenue 2021: $133,901Expenses 2021: $65,819Net Income 2021: $68,0822021Revenue 2022: $153,030Expenses 2022: $81,851Net Income 2022: $71,1792022Revenue 2023: $65,344Expenses 2023: $77,915Net Income 2023: -$12,5712023Revenue 2024: $49,796Expenses 2024: $72,360Net Income 2024: -$22,5642024

Highlighted filing

2017

Revenue$57,659
Expenses$87,489
Net Income-$29,830
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Jun 12, 2018
Return Version
2016v3.1
Gross Receipts
$62,612
Mission and Program Overview

Mission

Whitney barns restoration & operation for the public

Program Services

DescriptionGrantsExpenses
RESTORATION AND OPERATION OF THREE HISTORIC BARNS FOR THE PUBLIC-$80,967
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARY FROMMERDirector/Sec-$0--
JACK WETZELDirector/Pre-$0--
ALICE R KNOWLESVice PresidePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Party$21,725$21,725-$21,725
Total Events$21,725$21,725$4,953$16,772
Filing and Contact Details

Filer

Filer Name
Whitney Barns Group
EIN
47-3668315
Address
314 BARNARD AVENUE, AIKEN, SC 29801

Signing Officer

Name
Alice R Knowles
Title
Vice President/treas
Signed
2018-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Overstreet & Associates Cpas LLC
Address
PO BOX 6866, AIKEN, SC 29804-6866
Preparer
Juanita L Woods
Phone
8032260101
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expenses 45 interest expense 3,540 insurance 2,271 business taxes/fees 3,536 telephone 1,258 total 10,650”

Form 990-ez, Part II, Line 26

“Loans from officers 66,468 66,468 mortgage and other notes payable 98,088 78,687”

Raw XML Appendix169 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/PersonNm0ALICE R KNOWLES
IRS990EZ/BooksInCareOfDetail/PhoneNum08036492626
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0314 BARNARD AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AIKEN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012844
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016164
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06150
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29830
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05699
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0275597
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0226366
IRS990EZ/FundraisingGrossIncomeAmt021725
IRS990EZ/GrossReceiptsAmt062612
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0147
IRS990EZ/LandAndBuildingsGrp/BOYAmt0262753
IRS990EZ/LandAndBuildingsGrp/EOYAmt0210202
IRS990EZ/LoansToFromOfficersAmt066468
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111041
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081211
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111041
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081211
IRS990EZ/OccupancyRentUtltsAndMaintAmt071041
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARY FROMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACK WETZEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALICE R KNOWLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR/SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR/PRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010650
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WHITNEY BARNS RESTORATION & OPERATION FOR THE PUBLIC
IRS990EZ/PrintingPublicationsPostageAmt099
IRS990EZ/ProgramServiceRevenueAmt034590
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RESTORATION AND OPERATION OF THREE HISTORIC BARNS FOR THE PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080967
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04953
IRS990EZ/SpecialEventsNetIncomeLossAmt016772
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0164556
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0145155
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087489
IRS990EZ/TotalProgramServiceExpensesAmt080967
IRS990EZ/TotalRevenueAmt057659
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt092267
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0138717
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0147
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021725
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt021725
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt034590
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt062140
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt05976
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0102706
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0147
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal509Amt0263148
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt062465
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0154407
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046276
IRS990ScheduleA/Total509Grp/TotalAmt0263148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt062612
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0154407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046276
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0263295
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04953
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021725
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016772
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04953
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04953
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt033968
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt132500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0GENERAL OPERATING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1GENERAL OPERATING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt033968
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt132500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JACK WETZEL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1ALICE KNOWLES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/TotalBalanceDueAmt066468
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 45 INTEREST EXPENSE 3,540 INSURANCE 2,271 BUSINESS TAXES/FEES 3,536 TELEPHONE 1,258 TOTAL 10,650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LOANS FROM OFFICERS 66,468 66,468 MORTGAGE AND OTHER NOTES PAYABLE 98,088 78,687
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALICE R KNOWLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITNEY BARNS GROUP
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0473668315
ReturnHeader/Filer/USAddress/AddressLine1Txt0314 BARNARD AVENUE
ReturnHeader/Filer/USAddress/CityNm0AIKEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0976230BF01ACC0834941E3DFF3C61C9E6BE5ECD8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0976230BF01ACC0834941E3DFF3C61C9E6BE5ECD8
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813064503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OVERSTREET & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 6866
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AIKEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0298046866
ReturnHeader/PreparerPersonGrp/PhoneNum08032260101
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUANITA L WOODS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-28T12:07:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-11-01
ReturnHeader/TaxPeriodEndDt02017-10-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,366
Liabilities
$145,155
Net assets
$81,211
Revenue
$57,659
Expenses
$87,489
Net income
-$29,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$1.66$1.97$0.50$0.72$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.97$1.78$2.19$0.65$0.78$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.25$1.93$2.32$1.53$0.82$0.71
2021Detailed filing. Detailed filing data is available for this year.$3.11$1.50$1.61$1.34$0.66$0.68
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.21$0.92$0.70$0.83$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.42$1.06$1.29$0.63$0.66
2018Detailed filing. Detailed filing data is available for this year.$1.69$1.28$0.40$0.26$0.67$0.41
2017Detailed filing. Detailed filing data is available for this year.$2.26$1.45$0.81$0.58$0.87$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.76$1.65$1.11$1.54$0.70$0.85