Civic Intelligence

Heartland Widowed Persons Serv Inc

EIN 48-1042061 • 501(c)3 • Independence, MO

Profile

Give support to widows and widowers

2326 S Kings HwyIndependence, MO 64055-1990
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-67%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

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 2016

Asset Growth

41st percentile

-8.9%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

86%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$55,099

Down $5,400 (-8.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$55,099

Down $5,400 (-8.9%) from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin12th percentile

Revenue

Up

$8,071

Up $3,725 (+86%) from 2015

Expenses

Up

$13,471

Up $3,794 (+39%) from 2015

Net Income

Down

-$5,400

Down $69 (-1.3%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$80K$60K$40K$20K$0Assets 2010: $23,692Liabilities 2010: $0Net Assets 2010: $23,6922010Assets 2011: $75,303Liabilities 2011: $0Net Assets 2011: $75,3032011Assets 2012: $69,964Liabilities 2012: $0Net Assets 2012: $69,9642012Assets 2013: $69,522Liabilities 2013: $0Net Assets 2013: $69,5222013Assets 2014: $65,830Liabilities 2014: $0Net Assets 2014: $65,8302014Assets 2015: $60,499Liabilities 2015: $0Net Assets 2015: $60,4992015Assets 2016: $55,099Liabilities 2016: $0Net Assets 2016: $55,0992016

Highlighted filing

2016

Assets$55,099
Liabilities$0
Net Assets$55,099
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $6,385Expenses 2010: $6,789Net Income 2010: -$4042010Revenue 2011: $59,451Expenses 2011: $7,841Net Income 2011: $51,6102011Revenue 2012: $2,764Expenses 2012: $8,103Net Income 2012: -$5,3392012Revenue 2013: $5,442Expenses 2013: $5,884Net Income 2013: -$4422013Revenue 2014: $3,800Expenses 2014: $7,492Net Income 2014: -$3,6922014Revenue 2015: $4,346Expenses 2015: $9,677Net Income 2015: -$5,3312015Revenue 2016: $8,071Expenses 2016: $13,471Net Income 2016: -$5,4002016

Highlighted filing

2016

Revenue$8,071
Expenses$13,471
Net Income-$5,400
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,099
Liabilities
$0
Net assets
$55,099
Revenue
$8,071
Expenses
$13,471
Net income
-$5,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$8.07$13.5$5.40
2015Detailed filing. Detailed filing data is available for this year.$60.5$0.00$60.5$4.35$9.68$5.33
2014Detailed filing. Detailed filing data is available for this year.$65.8$0.00$65.8$3.80$7.49$3.69
2013Detailed filing. Detailed filing data is available for this year.$69.5$0.00$69.5$5.44$5.88$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.0$0.00$70.0$2.76$8.10$5.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.3$0.00$75.3$59.5$7.84$51.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$0.00$23.7$6.39$6.79$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 19, 2017
Return Version
2016v3.0
Gross Receipts
$8,071
Mission and Program Overview

Mission

Give support to widows and widowers

Program Services

DescriptionGrantsExpenses
GIVE DIRECTION AND PURPOSE TO WIDOWS AND WIDOWERS AFTER DEATH OF SPOUSE--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN E HAMILTONPresident-$0--
CAROL MCTAVSNEYSecretary-$0--
FRANK M LEWIS JRTreasurer-$0--
VICKIE L MEARSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Heartland Widowed Persons Serv Inc
EIN
48-1042061
Address
2326 S KINGS HWY, INDEPENDENCE, MO 64055-1990

Signing Officer

Name
Frank M Lewis Jr
Title
Treasurer
Phone
9134921299
Signed
2017-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Unger & Associates
Address
2303 Higgins Rd Ste E PO Box 405, Platte City, MO 64079
Preparer
David Marsh
Phone
8168585959
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountsecretary of state 40supplies 70advertising 4,428fee 65program cost 7,513copyright 55”

Raw XML Appendix151 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/PersonNm0STEPHEN E HAMILTON
CompensationExplanation/CompensationExplanationGrp/PersonNm1CAROL MCTAVSNEY
CompensationExplanation/CompensationExplanationGrp/PersonNm2FRANK M LEWIS JR
CompensationExplanation/CompensationExplanationGrp/PersonNm3VICKIE L MEARS
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0OFFICERS DO NOT RECEIVE COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1OFFICERS DO NOT RECEIVE COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2OFFICERS DO NOT RECEIVE COMPENSATION
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3OFFICERS DO NOT RECEIVE COMPENSATION
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0FRANK LEWIS
IRS990EZ/BooksInCareOfDetail/PhoneNum09134921299
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02326 S KINGS HIGHWAY APT 1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0INDEPENDENCE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064055
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060499
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt055099
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08065
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5400
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060499
IRS990EZ/Form990TotalAssetsGrp/EOYAmt055099
IRS990EZ/GrossReceiptsAmt08071
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060499
IRS990EZ/NetAssetsOrFundBalancesEOYAmt055099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060499
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt055099
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHEN E HAMILTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL MCTAVSNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANK M LEWIS JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICKIE L MEARS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt012171
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GIVE SUPPORT TO WIDOWS AND WIDOWERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GIVE DIRECTION AND PURPOSE TO WIDOWS AND WIDOWERS AFTER DEATH OF SPOUSE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013471
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08071
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAINTAINS PROGRAMS FOR DECEASED SPOUSES AND COLLECTS CONTRIBUTIONS FROM GENERAL PUBLIC AND ESTATES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024216
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportPY170Pct00.25550
IRS990ScheduleA/PublicSupportTotal170Amt024216
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02764
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024216
IRS990ScheduleA/TotalSupportAmt024225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSECRETARY OF STATE 40SUPPLIES 70ADVERTISING 4,428FEE 65PROGRAM COST 7,513COPYRIGHT 55
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK M LEWIS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09134921299
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTLAND WIDOWED PERSONS SERV INC
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0481042061
ReturnHeader/Filer/USAddress/AddressLine1Txt02326 S KINGS HWY
ReturnHeader/Filer/USAddress/CityNm0INDEPENDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0640551990
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F4EFB29DB9F914810413D86E8C55A9193654BB81
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F4EFB29DB9F914810413D86E8C55A9193654BB81
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04315152017174c2jabac
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-06-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.105.155.63
ReturnHeader/FilingSecurityInformation/IPDt02017-06-23
ReturnHeader/FilingSecurityInformation/IPTm012:02:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202928762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Unger & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02303 Higgins Rd Ste E PO Box 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Platte City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064079
ReturnHeader/PreparerPersonGrp/PhoneNum08168585959
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Marsh
ReturnHeader/ReturnTs02017-06-23T11:57:02-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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