Civic Intelligence

Belleville Widows & Orphans Home Incorporated

990 • Fiscal year 2015 • EIN 54-0830314

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 29, 2016

3927 Bridge RoadSuffolk, VA 23435

(757) 484-4311

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

69th percentile

7.4%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,783,860

Up $122,669 (+7.4%) from 2014

Net Assets

Up

$1,783,860

Up $122,669 (+7.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$53,707

Down $6,815 (-11%) from 2014

Expenses

Down

$21,038

Down $40,048 (-66%) from 2014

Net Income

Up

$32,669

Up $33,233 (+5892%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $2,999,038Liabilities 2010: $4,270,321Net Assets 2010: -$1,271,2832010Assets 2011: $3,013,970Liabilities 2011: $4,418,906Net Assets 2011: -$1,404,9362011Assets 2012: $3,046,630Liabilities 2012: $4,602,731Net Assets 2012: -$1,556,1012012Assets 2013: $1,540,505Liabilities 2013: $0Net Assets 2013: $1,540,5052013Assets 2014: $1,661,191Liabilities 2014: $0Net Assets 2014: $1,661,1912014Assets 2015: $1,783,860Liabilities 2015: $0Net Assets 2015: $1,783,8602015Assets 2016: $1,860,773Liabilities 2016: $0Net Assets 2016: $1,860,7732016Assets 2017: $1,842,488Liabilities 2017: $0Net Assets 2017: $1,842,4882017Assets 2018: $2,197,673Liabilities 2018: $0Net Assets 2018: $2,197,6732018Assets 2019: $2,148,171Liabilities 2019: $0Net Assets 2019: $2,148,1712019Assets 2020: $2,165,569Liabilities 2020: $0Net Assets 2020: $2,165,5692020

Highlighted filing

2015

Assets$1,783,860
Liabilities$0
Net Assets$1,783,860

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $240,1472010Expenses 2011: $224,5462011Expenses 2012: $216,1602012Revenue 2013: $3,291,095Expenses 2013: $194,489Net Income 2013: $3,096,6062013Revenue 2014: $60,522Expenses 2014: $61,086Net Income 2014: -$5642014Revenue 2015: $53,707Expenses 2015: $21,038Net Income 2015: $32,6692015Revenue 2016: $103,617Expenses 2016: $26,704Net Income 2016: $76,9132016Revenue 2017: $17,042Expenses 2017: $20,858Net Income 2017: -$3,8162017Revenue 2018: $399,109Expenses 2018: $43,924Net Income 2018: $355,1852018Revenue 2019: $18,535Expenses 2019: $68,037Net Income 2019: -$49,5022019Revenue 2020: $26,586Expenses 2020: $9,188Net Income 2020: $17,3982020

Highlighted filing

2015

Revenue$53,707
Expenses$21,038
Net Income$32,669
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 29, 2016
Return Version
2015v2.1
Gross Receipts
$67,590
Mission and Program Overview

Mission

To establish, own, conduct a home or homes for the care, maintenance and relief of the poor, needy or homeless persons, without regard to race, religion or national origin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$130,365$220,365▲ $90,000
Cash and Non-Interest-Bearing Accounts$37,946$70,542▲ $32,596
Investments Other Securities$14,974$16,404▲ $1,430
Total Assets$1,661,191$1,783,860▲ $122,669
Other Assets Total$1,477,906$1,476,549▼ $1,357
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,661,191$1,783,860▲ $122,669
Total Net Assets Fund Balance$1,661,191$1,783,860▲ $122,669
Total Liabilities and Net Assets / Fund Balance$1,661,191$1,783,860▲ $122,669

Asset Categories

AssetBook ValueDepreciationBasis
Land$220,365-$9,115
Other Assets Org$1,476,549--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Caleb F Medley Jr MdPresident
Philip E Mcneil Phd1st Vice President
L Eric Miller2nd Vice President
Austin L HousenTrustee
Charles N WatsonTrustee
Clifford L MonroeTrustee
D Serena FlippensTrustee
Doris SpauldingTrustee
H Rudolph DembyTrustee
Philip B Henry IiiTrustee
Royce PinnerTrustee
Tonya E NelsonTrustee
William Z ScottTrustee
Delzorra PreshaAssistant Secretary
Iona MonroeAssitant Treasurer
Tracy Reddick McneilSecretary
Ezra L LockeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$140
Program Service Revenue
$38,762
Investment Income
$0
Other Revenue
$14,805
All Other Contributions
$140
Change in Net Assets
$32,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$10,350-$10,350
Fees for Services Other-$3,357-$3,357
Office Expenses-$1,319-$1,319
Advertising-$150-$150
Other Expenses$25--$25
Conferences and Meetings$25--$25
Total Functional Expenses$5,862$15,176$0$21,038
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$28,688
Gaming Direct Expenses$13,883
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Directors review tax return before filing.

Form 990, Part VI, Section B, Line 12C

Annually, directors must disclose interest that could give rise to conflict. If a conflict arises, it is documented in the minutes and any vote requires abstinence of the affected board member.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Belleville Widows & Orphans Home
EIN
54-0830314
Phone
7574844311
Address
3927 BRIDGE ROAD, SUFFOLK, VA 23435

Signing Officer

Name
Ezra Locke
Title
Treasurer
Phone
7574844311
Signed
2016-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caleb F Medley Jr Md
Formed
1921
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Pbmares Llp
Address
701 TOWN CENTER DRIVE SUITE 900, NEWPORT NEWS, VA 23606
Preparer
Jennifer N French
Phone
7578731587
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: program service expenses 0. Management and general expenses 2,000. Fundraising expenses 0. Total expenses 2,000. Management fee: program service expenses 0. Management and general expenses 1,357. Fundraising expenses 0. Total expenses 1,357.

FORM 990, PART XI, LINE 9:

2012 receipt of donated land not presented on prior year returns 90,000.

Raw XML AppendixShowing 400 of 510 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.

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IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0BELLEVILLE SENIOR DEVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt038762
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt038762
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT OF RENTAL HOUSING FOR LOW INCOME AND ELDERLY INDIVIDUALS ANDFAMILIES BY PROVIDING REAL PROPERTY AT BELOW MARKET-RATE RENTAL RATES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01619
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt038762
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05665
IRS990/PYOtherExpensesAmt061086
IRS990/PYOtherRevenueAmt013875
IRS990/PYProgramServiceRevenueAmt040982
IRS990/PYRevenuesLessExpensesAmt0-564
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt061086
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt060522
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt032669
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt090100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091815
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05665
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011245
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012842
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038888
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038762
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt040982
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039763
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt063033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0232860
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05665
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011245
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012842
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038888
IRS990ScheduleA/InvestmentIncomeCYPct00.08440
IRS990ScheduleA/InvestmentIncomePYPct00.08410
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt028688
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt021552
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt025290
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt021525
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/OtherIncome509Grp/TotalAmt097077
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70480
IRS990ScheduleA/PublicSupportPY509Pct00.76730
IRS990ScheduleA/PublicSupportTotal509Amt0324675
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038902
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt050320
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0129863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064608
IRS990ScheduleA/Total509Grp/TotalAmt0324675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt067590
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084746
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0162633
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt077472
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0460640
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/LandGrp/BookValueAmt0220365
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0211250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt09115
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01476549
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LAND DEVELOPMENT COSTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0220365
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01476549
IRS990ScheduleG/CharitableDistributionRqrInd00
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd00
IRS990ScheduleG/ExplanationIfNoTxt0ORGANIZATION IS NOT REQUIRED TO HAVE A LICENSE SINCE IT IS BELOW FILING LIMITS.
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt0450
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt0450
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt013883
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt028688
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt028688
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt014805
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesOtherGamingAmt012600
IRS990ScheduleG/GamingInformationGrp/NonCashPrizesTotalGamingAmt012600
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt0833
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0833
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd01
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingManagerIsDirectorOfcrInd0X
IRS990ScheduleG/GamingManagerPersonNm0EZRA LOCKE
IRS990ScheduleG/GamingManagerServicesProvTxt0EZRA LOCKE PREPARES ANY TAX FILINGS FOR THE ORGANIZATION
IRS990ScheduleG/GamingWithNonmembersInd00
IRS990ScheduleG/IndividualWithBooksNm0EZRA LOCKE
IRS990ScheduleG/LicensedInd00
IRS990ScheduleG/LicenseSuspendedEtcInd00
IRS990ScheduleG/MemberOfOtherEntityInd00
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt03927 BRIDGE ROAD
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0SUFFOLK
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0VA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd023435
IRS990ScheduleG/StatesWhereGamingConductedCd0VA
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS REVIEW TAX RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, DIRECTORS MUST DISCLOSE INTEREST THAT COULD GIVE RISE TO CONFLICT. IF A CONFLICT ARISES, IT IS DOCUMENTED IN THE MINUTES AND ANY VOTE REQUIRES ABSTINENCE OF THE AFFECTED BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,000. MANAGEMENT FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,357. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,357.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42012 RECEIPT OF DONATED LAND NOT PRESENTED ON PRIOR YEAR RETURNS 90,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00

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