Civic Intelligence

Lake Wales Heritage Inc

EIN 47-4258468 • 501(c)3 • Lake Wales, FL

Profile

To recognize, sustain, and enhance the natural and human heritage of the lake wales, florida area

PO Box 323Lake Wales, FL 33859

lakewalesheritage.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

0.31x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

52nd percentile

2.5%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$37,703

Up $15,612 (+71%) from 2018

Liabilities

$7,137

No earlier filing loaded for comparison.

Net Assets

Up

$30,566

Up $8,475 (+38%) from 2018

Operations
Liabilities / Revenue89th percentileNet Margin52nd percentile

Revenue

Up

$23,305

Up $15,799 (+210%) from 2018

Expenses

Up

$22,725

Up $21,243 (+1433%) from 2018

Net Income

Down

$580

Down $5,444 (-90%) from 2018

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$30K$20K$10K$0Assets 2018: $22,091Net Assets 2018: $22,0912018Assets 2022: $37,703Liabilities 2022: $7,137Net Assets 2022: $30,5662022

Highlighted filing

2022

Assets$37,703
Liabilities$7,137
Net Assets$30,566
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0Revenue 2018: $7,506Expenses 2018: $1,482Net Income 2018: $6,0242018Revenue 2022: $23,305Expenses 2022: $22,725Net Income 2022: $5802022

Highlighted filing

2022

Revenue$23,305
Expenses$22,725
Net Income$580
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,703
Liabilities
$7,137
Net assets
$30,566
Revenue
$23,305
Expenses
$22,725
Net income
$580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$37.7$7.14$30.6$23.3$22.7$0.58
2018Detailed filing. Detailed filing data is available for this year.$22.1$22.1$7.51$1.48$6.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 15, 2023
Return Version
2022v5.0
Gross Receipts
$23,305
Mission and Program Overview

Mission

To recognize, sustain, and enhance the natural and human heritage of the lake wales, florida area

Program Services

DescriptionGrantsExpenses
RESTORATION OF THE OLMSTEAD PLAN FOR LANDSCAPE ARCHITECTURE IN THE LAKE WALES AREA-$19,125
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT CONNERSPresident-$0--
CYNTHIA MATTESONVice Preside-$0--
PRESTON TROUTMANVice Preside-$0--
MARY WALKUPTreasurer-$0--
CHANDA BENNETTDirector-$0--
DEMING COWLESDirector-$0--
TIFFANY DAVISDirector-$0--
RON POLLERDirector-$0--
NICOLE SEALEYDirector-$0--
TISH SHEESLEYDirector-$0--
KARYN THOMPSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lake Wales Heritage Inc
EIN
47-4258468
Phone
8636050200
Address
PO BOX 323, LAKE WALES, FL 33859

Signing Officer

Name
Mary Walkup
Title
Treasurer
Phone
8636050200
Signed
2023-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Bunting Tripp & Ingley Llp
Address
230 EAST TILLMAN AVENUE, LAKE WALES, FL 33853-3714
Preparer
Michelle G Hurst
Phone
8636767981
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 1,351 office 1,683 information technology 642 travel 209 insurance 1,473 trees/cuttings/seed 11,250 in-kind contributions 1,420 total 18,028”

Form 990-ez, Part II, Line 24

“Furniture and equipment 696 696 less accumulated depreciation 0 0 total 696 696”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 645 7,137”

Form 990-ez, Part III

“To recognize, sustain, and enhance the natural and human heritage of the lake wales, florida area”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE WALES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033859
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY WALKUP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHANDA BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEMING COWLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TIFFANY DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RON POLLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NICOLE SEALEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KARYN THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0696
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0696
IRS990EZ/OtherExpensesTotalAmt018028
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RECOGNIZE, SUSTAIN, AND ENHANCE THE NATURAL AND HUMAN HERITAGE OF THE LAKE WALES, FLORIDA AREA
IRS990EZ/PrintingPublicationsPostageAmt0339
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019125
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0645
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07137
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022725
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IRS990EZ/TotalRevenueAmt023305
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationAssocInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023305
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023305
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023305
IRS990ScheduleA/TotalSupportAmt023305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,351 OFFICE 1,683 INFORMATION TECHNOLOGY 642 TRAVEL 209 INSURANCE 1,473 TREES/CUTTINGS/SEED 11,250 IN-KIND CONTRIBUTIONS 1,420 TOTAL 18,028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURNITURE AND EQUIPMENT 696 696 LESS ACCUMULATED DEPRECIATION 0 0 TOTAL 696 696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 645 7,137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO RECOGNIZE, SUSTAIN, AND ENHANCE THE NATURAL AND HUMAN HERITAGE OF THE LAKE WALES, FLORIDA AREA
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
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY WALKUP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08636050200
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE WALES HERITAGE INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0474258468
ReturnHeader/Filer/PhoneNum08636050200
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ReturnHeader/Filer/USAddress/CityNm0LAKE WALES
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ReturnHeader/Filer/USAddress/ZIPCd033859
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 EAST TILLMAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE WALES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338533714
ReturnHeader/PreparerPersonGrp/PhoneNum08636767981
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE G HURST
ReturnHeader/ReturnTs02023-05-15T13:22:28-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALKUP
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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