Civic Intelligence

Windermere Inc

990EZ • Fiscal year 2022 • EIN 55-0386998

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 31, 2023

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

93rd percentile

0.66x

Higher debt load relative to assets than 93% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

2.07x

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

78th percentile

18%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

35th percentile

-4.3%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

68th percentile

30%

Faster revenue growth than 68% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$396,995

Down $17,963 (-4.3%) from 2021

Net Assets

Up

$134,778

Up $22,336 (+20%) from 2021

Liabilities

Down

$262,217

Down $40,299 (-13%) from 2021

Revenue

Up

$126,742

Up $29,569 (+30%) from 2021

Expenses

Up

$104,408

Up $27,623 (+36%) from 2021

Net Income

Up

$22,334

Up $1,946 (+9.5%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$396,995
Liabilities$262,217
Net Assets$134,778

Operations Trend

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

2022

Revenue$126,742
Expenses$104,408
Net Income$22,334
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 31, 2023
Return Version
2022v5.0
Gross Receipts
$131,773
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$2,056
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARA THOMASPresident-$0--
TYLER SPRINGERVice President-$0--
RYAN THOMASVice President-$0--
ASHLEY MURPHYVice President-$0--
MEREDITH FOSTERTreasurerPT$0--
STEPHANIE GALESecretary-$0--
MELINDA SUSSERBoard Member-$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
Kara Thomas
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: 3,896. Returns and allowances: 0. Less cost of goods sold: 5,031. Gross profit: -1,135. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 5,031. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 5,031. Total to form 990-ez, line 14: 26,796.

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

Description: guest fees. Amount: 434. Description: miscellaneous. Amount: 9,847. Description: ppp loan forgiveness. Amount: 24,000. Total to form 990-ez, line 8: 34,281.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 5,870. Description: other expenses. Amount: 20,926.

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

Description: advertising. Amount: 887. Description: bank fees. Amount: 228. Description: consumer sales tax. Amount: 14,665. Description: insurance. Amount: 5,644. Description: licenses. Amount: 225. Description: interest. Amount: 14,319. Description: office expense. Amount: 6,296. Description: swim team. Amount: 2,056. Description: pool. Amount: 850. Total to form 990-ez, line 16: 45,170.

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

Description: mortgage payable. Beg. Of year amount: 238,692. End of year amount: 224,247. Description: line of credit. Beg. Of year amount: 22,349. End of year amount: 21,995. Description: member loan. Beg. Of year amount: 17,475. End of year amount: 15,975. Description: ppp loan. Beg. Of year amount: 24,000. End of year amount: 0.

Raw XML Appendix142 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 WILLIAMSBURG WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd025314
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020887
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02922
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOfGoodsSoldAmt05031
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt022334
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/FundraisingGrossIncomeAmt02238
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-1135
IRS990EZ/GrossReceiptsAmt0131773
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt03896
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0394073
IRS990EZ/LandAndBuildingsGrp/EOYAmt0394073
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt085674
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112444
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134778
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112444
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134778
IRS990EZ/OccupancyRentUtltsAndMaintAmt026796
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KARA THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TYLER SPRINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RYAN THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ASHLEY MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MEREDITH FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE GALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MELINDA SUSSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt045170
IRS990EZ/OtherRevenueTotalAmt034281
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS ORGANIZED FOR RECREATION AND PERSONAL ENJOYMENT BY MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt05684
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PARTICIPATES IN SWIM MEET COMPETITIONS INVOLVING MEMBER'S CHILDREN OR DEPENDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02056
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt02238
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0302516
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0262217
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0104408
IRS990EZ/TotalProgramServiceExpensesAmt02056
IRS990EZ/TotalRevenueAmt0126742
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WINDERMEREPOOLWV.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 3,896. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 5,031. GROSS PROFIT: -1,135. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 5,031. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 5,031. TOTAL TO FORM 990-EZ, LINE 14: 26,796.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: GUEST FEES. AMOUNT: 434. DESCRIPTION: MISCELLANEOUS. AMOUNT: 9,847. DESCRIPTION: PPP LOAN FORGIVENESS. AMOUNT: 24,000. TOTAL TO FORM 990-EZ, LINE 8: 34,281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 5,870. DESCRIPTION: OTHER EXPENSES. AMOUNT: 20,926.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ADVERTISING. AMOUNT: 887. DESCRIPTION: BANK FEES. AMOUNT: 228. DESCRIPTION: CONSUMER SALES TAX. AMOUNT: 14,665. DESCRIPTION: INSURANCE. AMOUNT: 5,644. DESCRIPTION: LICENSES. AMOUNT: 225. DESCRIPTION: INTEREST. AMOUNT: 14,319. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 6,296. DESCRIPTION: SWIM TEAM. AMOUNT: 2,056. DESCRIPTION: POOL. AMOUNT: 850. TOTAL TO FORM 990-EZ, LINE 16: 45,170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MORTGAGE PAYABLE. BEG. OF YEAR AMOUNT: 238,692. END OF YEAR AMOUNT: 224,247. DESCRIPTION: LINE OF CREDIT. BEG. OF YEAR AMOUNT: 22,349. END OF YEAR AMOUNT: 21,995. DESCRIPTION: MEMBER LOAN. BEG. OF YEAR AMOUNT: 17,475. END OF YEAR AMOUNT: 15,975. DESCRIPTION: PPP LOAN. BEG. OF YEAR AMOUNT: 24,000. END OF YEAR AMOUNT: 0.
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 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KARA THOMAS
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02023-08-01T09:12:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMAS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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. 2022 filings • 501(c)7 • <$500k nonprofits