Civic Intelligence

Windermere Inc

990EZ • Fiscal year 2023 • EIN 55-0386998

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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

93rd percentile

0.62x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

2.04x

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

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-4.6%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$397,811

Up $816 (+0.2%) from 2022

Net Assets

Up

$150,808

Up $16,030 (+12%) from 2022

Liabilities

Down

$247,003

Down $15,214 (-5.8%) from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin74th percentile

Revenue

Down

$120,895

Down $5,847 (-4.6%) from 2022

Expenses

Up

$104,865

Up $457 (+0.4%) from 2022

Net Income

Down

$16,030

Down $6,304 (-28%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$397,811
Liabilities$247,003
Net Assets$150,808
Open 2023 Filing

Operations Trend

Revenue Growth30th 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

2023

Revenue$120,895
Expenses$104,865
Net Income$16,030
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$130,245
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$3,952
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KARA THOMASPresident-$0--
TYLER SPRINGERVice Pres - Above Ground-$0--
RYAN THOMASVice Pres. - Below Ground-$0--
ASHLEY MURPHYVice Pres - Membership-$0--
MEREDITH FOSTERTreasurerPT$0--
STEPHANIE GALESecretary-$0--
MICHAEL FINLAYSONMember At Large-$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
Treasurer
Phone
3045436374
Signed
2024-05-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^GUEST FEES;737|PAVILLION RENTAL;2025|INSURANCE CLAIMS;10482|MISCELLANEOUS;8353^Total;21597^”

Form 990-EZ, Part I, Line 16

“Description;Amount^ADVERTISING;182|BANK FEES;647|CONSUMER SALES TAX;5956|INSURANCE;6141|LICENSES;290|INTEREST;14609|OFFICE EXPENSE;1950|SWIM TEAM;3952|POOL;2480|MISC;195^Total;36402^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^MORTGAGE PAYABLE;210970|LINE OF CREDIT;20539|MEMBER LOAN;15494^Total;247003^”

Raw XML Appendix152 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum03045436374
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01207 WILLIAMSBURG WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd025314
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IRS990EZ/GrossSalesOfInventoryAmt011612
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MembershipDuesAmt088345
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134778
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150808
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150808
IRS990EZ/OccupancyRentUtltsAndMaintAmt030929
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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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/PersonNm6MICHAEL FINLAYSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRES - ABOVE GROUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRES. - BELOW GROUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRES - MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LARGE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036402
IRS990EZ/OtherRevenueTotalAmt021597
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION IS ORGANIZED FOR RECREATION AND PERSONAL ENJOYMENT BY MEMBERS.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt04957
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PARTICIPATES IN SWIM MEET COMPETITIONS INVOLVING MEMBER'S CHILDREN OR DEPENDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03952
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt037534
IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WV
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0104865
IRS990EZ/TotalProgramServiceExpensesAmt03952
IRS990EZ/TotalRevenueAmt0120895
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WINDERMEREPOOLWV.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^GUEST FEES;737|PAVILLION RENTAL;2025|INSURANCE CLAIMS;10482|MISCELLANEOUS;8353^Total;21597^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^ADVERTISING;182|BANK FEES;647|CONSUMER SALES TAX;5956|INSURANCE;6141|LICENSES;290|INTEREST;14609|OFFICE EXPENSE;1950|SWIM TEAM;3952|POOL;2480|MISC;195^Total;36402^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description;EOY Amount^MORTGAGE PAYABLE;210970|LINE OF CREDIT;20539|MEMBER LOAN;15494^Total;247003^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Meredith Foster
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03045436374
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-05-14T21:58:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Meredith
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Foster
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,811
Liabilities
$247,003
Net assets
$150,808
Revenue
$120,895
Expenses
$104,865
Net income
$16,030
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