Civic Intelligence

Windermere Inc

990EZ • Fiscal year 2020 • EIN 55-0386998

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 31, 2023

Organization ProfileWWW.WINDERMEREPOOLWV.COM
PO Box 8233South Charleston, WV 25303

(304) 421-1580

Siviq Scores

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

Liabilities / Assets

94th percentile

0.77x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

3.36x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

25%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

-4.4%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$407,719

Up $11,236 (+2.8%) from 2019

Net Assets

$92,054

No earlier filing loaded for comparison.

Liabilities

Down

$315,665

Down $12,087 (-3.7%) from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin84th percentile

Revenue

Down

$93,880

Down $4,298 (-4.4%) from 2019

Expenses

Down

$70,557

Down $27,135 (-28%) from 2019

Net Income

Up

$23,323

Up $22,837 (+4699%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2011: $89,686Liabilities 2011: $16,5002011Assets 2012: $89,267Liabilities 2012: $10,0002012Assets 2013: $88,844Liabilities 2013: $16,0002013Assets 2014: $438,405Liabilities 2014: $333,3832014Assets 2015: $439,340Liabilities 2015: $333,3832015Assets 2016: $441,798Liabilities 2016: $331,6002016Assets 2017: $426,204Liabilities 2017: $339,9252017Assets 2018: $412,522Liabilities 2018: $339,3262018Assets 2019: $396,483Liabilities 2019: $327,7522019Assets 2020: $407,719Liabilities 2020: $315,665Net Assets 2020: $92,0542020Assets 2021: $414,958Liabilities 2021: $302,516Net Assets 2021: $112,4422021Assets 2022: $396,995Liabilities 2022: $262,217Net Assets 2022: $134,7782022Assets 2023: $397,811Liabilities 2023: $247,003Net Assets 2023: $150,8082023Assets 2024: $388,856Liabilities 2024: $233,519Net Assets 2024: $155,3372024

Highlighted filing

2020

Assets$407,719
Liabilities$315,665
Net Assets$92,054
Open 2020 Filing

Operations Trend

Revenue Growth65th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $76,114Expenses 2011: $89,545Net Income 2011: -$13,4312011Revenue 2012: $73,457Expenses 2012: $67,376Net Income 2012: $6,0812012Revenue 2013: $1,850Expenses 2013: $8,273Net Income 2013: -$6,4232013Revenue 2014: $124,619Expenses 2014: $125,432Net Income 2014: -$8132014Revenue 2015: $83,544Expenses 2015: $82,608Net Income 2015: $9362015Revenue 2016: $86,280Expenses 2016: $86,095Net Income 2016: $1852016Revenue 2017: $87,682Expenses 2017: $87,318Net Income 2017: $3642017Revenue 2018: $90,394Expenses 2018: $77,398Net Income 2018: $12,9962018Revenue 2019: $98,178Expenses 2019: $97,692Net Income 2019: $4862019Revenue 2020: $93,880Expenses 2020: $70,557Net Income 2020: $23,3232020Revenue 2021: $97,173Expenses 2021: $76,785Net Income 2021: $20,3882021Revenue 2022: $126,742Expenses 2022: $104,408Net Income 2022: $22,3342022Revenue 2023: $120,895Expenses 2023: $104,865Net Income 2023: $16,0302023Revenue 2024: $123,335Expenses 2024: $118,806Net Income 2024: $4,5292024

Highlighted filing

2020

Revenue$93,880
Expenses$70,557
Net Income$23,323
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 31, 2023
Return Version
2020v4.2
Gross Receipts
$96,735
Mission and Program Overview

Mission

The organization is organized for recreation and personal enjoyment by members.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PARTICIPATES IN SWIM MEET COMPETITIONS INVOLVING MEMBER'S CHILDREN OR DEPENDENTS.$0$2,000
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD DEELPresident-$0--
JENNIFER KAYVice-President-$0--
JAY CARPENTERVice-President-$0--
ERNIE BLEVINSVice-President-$0--
MICHAEL CRUMTreasurer-$0--
BONNIE WYNNSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Windermere Inc
EIN
55-0386998
Phone
3044211580
Address
PO BOX 8233, SOUTH CHARLESTON, WV 25303

Signing Officer

Name
Meredith Foster
Title
President
Phone
3044211580
Signed
2023-07-31
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

“Income: gross receipts: 5,630. Returns and allowances: 0. Less cost of goods sold: 2,855. Gross profit: 2,775. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 2,855. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 2,855.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellaneous. Amount: 9,804. Description: interest income. Amount: 1. Total to form 990-ez, line 8: 9,805.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 35. Description: consumer sales tax. Amount: 4,332. Description: insurance. Amount: 5,876. Description: licenses. Amount: 126. Description: office/supplies. Amount: 1,309. Description: pool. Amount: 4,598. Total to form 990-ez, line 16: 16,276.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: mortgage payable. Beg. Of year amount: 287,000. End of year amount: 250,168. Description: line of credit. Beg. Of year amount: 23,277. End of year amount: 24,022. Description: member loan. Beg. Of year amount: 17,475. End of year amount: 17,475. Description: ppp loan. Beg. Of year amount: 0. End of year amount: 24,000.”

Raw XML Appendix132 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/PersonNm0MEREDITH FOSTER
IRS990EZ/BooksInCareOfDetail/PhoneNum03045436374
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01207 WILLLIAMSBURG WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd025314
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt05630
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt092054
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt068731
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092054
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD DEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER KAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAY CARPENTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERNIE BLEVINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL CRUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BONNIE WYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016276
IRS990EZ/OtherRevenueTotalAmt09805
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS ORGANIZED FOR RECREATION AND PERSONAL ENJOYMENT BY MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PARTICIPATES IN SWIM MEET COMPETITIONS INVOLVING MEMBER'S CHILDREN OR DEPENDENTS.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt01715
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt070557
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt093880
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WINDERMEREPOOLWV.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 5,630. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 2,855. GROSS PROFIT: 2,775. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 2,855. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 2,855.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 9,804. DESCRIPTION: INTEREST INCOME. AMOUNT: 1. TOTAL TO FORM 990-EZ, LINE 8: 9,805.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK FEES. AMOUNT: 35. DESCRIPTION: CONSUMER SALES TAX. AMOUNT: 4,332. DESCRIPTION: INSURANCE. AMOUNT: 5,876. DESCRIPTION: LICENSES. AMOUNT: 126. DESCRIPTION: OFFICE/SUPPLIES. AMOUNT: 1,309. DESCRIPTION: POOL. AMOUNT: 4,598. TOTAL TO FORM 990-EZ, LINE 16: 16,276.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MORTGAGE PAYABLE. BEG. OF YEAR AMOUNT: 287,000. END OF YEAR AMOUNT: 250,168. DESCRIPTION: LINE OF CREDIT. BEG. OF YEAR AMOUNT: 23,277. END OF YEAR AMOUNT: 24,022. DESCRIPTION: MEMBER LOAN. BEG. OF YEAR AMOUNT: 17,475. END OF YEAR AMOUNT: 17,475. DESCRIPTION: PPP LOAN. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 24,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03044211580
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINDERMERE INC
ReturnHeader/Filer/BusinessNameControlTxt0WIND
ReturnHeader/Filer/EIN0550386998
ReturnHeader/Filer/PhoneNum03044211580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8233
ReturnHeader/Filer/USAddress/CityNm0SOUTH CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025303
ReturnHeader/ReturnTs02023-08-01T09:12:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEREDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FOSTER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$407,719
Liabilities
$315,665
Net assets
$92,054
Revenue
$93,880
Expenses
$70,557
Net income
$23,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.89$2.34$1.55$1.23$1.19$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.98$2.47$1.51$1.21$1.05$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.97$2.62$1.35$1.27$1.04$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.15$3.03$1.12$0.97$0.77$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.08$3.16$0.92$0.94$0.71$0.23
2019Summary only. Only limited summary data is available for this year.$3.96$3.28$0.98$0.98$0.00
2018Summary only. Only limited summary data is available for this year.$4.13$3.39$0.90$0.77$0.13
2017Summary only. Only limited summary data is available for this year.$4.26$3.40$0.88$0.87$0.00
2016Summary only. Only limited summary data is available for this year.$4.42$3.32$0.86$0.86$0.00
2015Summary only. Only limited summary data is available for this year.$4.39$3.33$0.84$0.83$0.01
2014Summary only. Only limited summary data is available for this year.$4.38$3.33$1.25$1.25$0.01
2013Summary only. Only limited summary data is available for this year.$0.89$0.16$0.02$0.08$0.06
2012Summary only. Only limited summary data is available for this year.$0.89$0.10$0.73$0.67$0.06
2011Summary only. Only limited summary data is available for this year.$0.90$0.17$0.76$0.90$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)7 • <$500k nonprofits