Civic Intelligence

South Dunnellon Water Association Inc

EIN 59-3602999 • 501(c)12 • Dunnellon, FL

Profile

To provide quality and safe drinking water services to the customers of South Dunnellon Florida.

PO Box 608Dunnellon, FL 34430

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

501(c)12 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

501(c)12 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

9.4%

Faster asset growth than 75% of similar nonprofits.

501(c)12 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

4.7%

Faster revenue growth than 58% of similar nonprofits.

501(c)12 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$299,705

Up $25,843 (+9.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$299,705

Up $25,843 (+9.4%) from 2023

Revenue

Up

$90,445

Up $4,079 (+4.7%) from 2023

Expenses

Down

$58,610

Down $1,776 (-2.9%) from 2023

Net Income

Up

$31,835

Up $5,855 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $127,352Liabilities 2010: $0Net Assets 2010: $127,3522010Assets 2011: $130,253Liabilities 2011: $0Net Assets 2011: $130,2532011Assets 2012: $121,777Liabilities 2012: $0Net Assets 2012: $121,7772012Assets 2013: $123,014Liabilities 2013: $02013Assets 2014: $135,266Liabilities 2014: $0Net Assets 2014: $135,2662014Assets 2015: $137,332Liabilities 2015: $0Net Assets 2015: $137,3322015Assets 2016: $140,147Liabilities 2016: $0Net Assets 2016: $140,1472016Assets 2017: $138,465Liabilities 2017: $0Net Assets 2017: $138,4652017Assets 2018: $139,992Liabilities 2018: $02018Assets 2019: $143,114Liabilities 2019: $0Net Assets 2019: $143,1142019Assets 2020: $157,746Liabilities 2020: $0Net Assets 2020: $157,7462020Assets 2021: $202,861Liabilities 2021: $0Net Assets 2021: $202,8612021Assets 2022: $236,299Liabilities 2022: $0Net Assets 2022: $236,2992022Assets 2023: $273,862Liabilities 2023: $0Net Assets 2023: $273,8622023Assets 2024: $299,705Net Assets 2024: $299,7052024

Highlighted filing

2024

Assets$299,705
Liabilities-
Net Assets$299,705

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $80,014Expenses 2010: $77,483Net Income 2010: $2,5312010Revenue 2011: $79,107Expenses 2011: $76,206Net Income 2011: $2,9012011Revenue 2012: $60,113Expenses 2012: $68,589Net Income 2012: -$8,4762012Revenue 2013: $64,789Expenses 2013: $63,552Net Income 2013: $1,2372013Revenue 2014: $82,035Expenses 2014: $69,783Net Income 2014: $12,2522014Revenue 2015: $67,824Expenses 2015: $65,758Net Income 2015: $2,0662015Revenue 2016: $48,965Expenses 2016: $46,150Net Income 2016: $2,8152016Revenue 2017: $68,978Expenses 2017: $67,845Net Income 2017: $1,1332017Revenue 2018: $76,889Expenses 2018: $75,362Net Income 2018: $1,5272018Revenue 2019: $75,272Expenses 2019: $72,150Net Income 2019: $3,1222019Revenue 2020: $70,655Expenses 2020: $56,023Net Income 2020: $14,6322020Revenue 2021: $95,088Expenses 2021: $49,973Net Income 2021: $45,1152021Revenue 2022: $85,695Expenses 2022: $52,257Net Income 2022: $33,4382022Revenue 2023: $86,366Expenses 2023: $60,386Net Income 2023: $25,9802023Revenue 2024: $90,445Expenses 2024: $58,610Net Income 2024: $31,8352024

Highlighted filing

2024

Revenue$90,445
Expenses$58,610
Net Income$31,835

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$3.00$0.90$0.59$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.86$0.60$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.86$0.52$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.95$0.50$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.71$0.56$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.75$0.72$0.03
2018Summary only. Only limited summary data is available for this year.$1.40$0.00$0.77$0.75$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.69$0.68$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.49$0.46$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.68$0.66$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.82$0.70$0.12
2013Summary only. Only limited summary data is available for this year.$1.23$0.00$0.65$0.64$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.60$0.69$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.79$0.76$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.80$0.77$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.2
Gross Receipts
$90,445
Mission and Program Overview

Mission

South Dunnellon Water Association, Inc. serves approximately 165 customers and provides water resources / services to customers of South Dunnellon weekly.

South Dunnellon Water Association, Inc serves approximately 185 customers and provides water resources services to customers of South Dunnellon weekly.

Program Services

DescriptionGrantsExpenses
South Dunnellon Water Association is an exempt organization that provideswater resources at an affordable rate to South Dunnellon customers.Our primary exempt purposeis provide quality and safe drinking water to customers of South Dunnellon.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZOE MCLENDONPresident-$0--
LARRY CHESTEENVice President-$0--
PEGGY CHESTEENDirector-$0--
DELORIS CHESTEENDirector-$0--
BARBARA WASHINGTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
South Dunnellon Water Association Inc
EIN
59-3602999
Phone
3524891777
Address
PO BOX 608, DUNNELLON, FL 34430

Signing Officer

Name
Zoe G Mclendon
Title
President
Phone
3524891777
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
D'ARVILLE & CO INC
Address
20100 E PENNSYLVANIA AVE, DUNNELLON, FL 34432
Preparer
Janice R Lathamsmith
Phone
3524890202
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

INSURANCE 1588.

Form 990EZ, Part I, Line 16

MISC EXPENSES 1122.

Form 990EZ, Part I, Line 16

AT&T 1522.

Form 990EZ, Part I, Line 16

IRS 1846.

Form 990EZ, Part I, Line 16

STATE OF FL 61.

Form 990EZ, Part I, Line 16

Re taxes citrus county 385.

Form 990EZ, Part I, Line 16

Fl rural water assoc 197.

Form 990EZ, Part I, Line 16

ADT SECURITY 733.

Form 990EZ, Part I, Line 16

DUKE POWER 1594.

Form 990EZ, Part I, Line 16

COMCAST 407.

Form 990EZ, Part I, Line 16

SUNSHINE 811 39.

Form 990EZ, Part I, Line 16

WALMART 471.

Form 990EZ, Part I, Line 16

STAPLES 31.

Form 990EZ, Part I, Line 16

SAMS 231.

Form 990EZ, Part I, Line 16

REFUNDS 594.

Form 990EZ, Part I, Line 16

HARLAND CHECKS 221.

Form 990EZ, Part I, Line 20

Entry correction for 2023 fund/expense balance -5992.

Form 990EZ, Part I, Line 20

Expensed in 2023 however deducted in 2024 january

Raw XML Appendix156 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SOUTH DUNNELLON WATER ASSOCIATION I
IRS990EZ/BooksInCareOfDetail/PhoneNum03524891777
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 608
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUNNELLON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034430
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0273862
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0299705
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031835
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08092
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0273862
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0299705
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt090310
IRS990EZ/GrossReceiptsAmt090445
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GrossSalesOfInventoryAmt090310
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0135
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0273862
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0299705
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0273862
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0299705
IRS990EZ/OccupancyRentUtltsAndMaintAmt027310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ZOE MCLENDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY CHESTEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PEGGY CHESTEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DELORIS CHESTEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARBARA WASHINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-5992
IRS990EZ/OtherExpensesTotalAmt011042
IRS990EZ/PrimaryExemptPurposeTxt0South Dunnellon Water Association, Inc serves approximately 185 customers and provides water resources services to customers of South Dunnellon weekly.
IRS990EZ/PrintingPublicationsPostageAmt05181
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0South Dunnellon Water Association is an exempt organization that provideswater resources at an affordable rate to South Dunnellon customers.Our primary exempt purposeis provide quality and safe drinking water to customers of South Dunnellon.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06985
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058610
IRS990EZ/TotalRevenueAmt090445
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INSURANCE 1588.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISC EXPENSES 1122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT&T 1522.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IRS 1846.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4STATE OF FL 61.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RE TAXES CITRUS COUNTY 385.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FL RURAL WATER ASSOC 197.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADT SECURITY 733.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DUKE POWER 1594.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COMCAST 407.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUNSHINE 811 39.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11WALMART 471.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12STAPLES 31.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13SAMS 231.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14REFUNDS 594.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15HARLAND CHECKS 221.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16ENTRY CORRECTION FOR 2023 FUND/EXPENSE BALANCE -5992.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17EXPENSED IN 2023 HOWEVER DEDUCTED IN 2024 JANUARY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZOE G MCLENDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03524891777
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH DUNNELLON WATER ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0593602999
ReturnHeader/Filer/PhoneNum03524891777
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 608
ReturnHeader/Filer/USAddress/CityNm0DUNNELLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034430
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592263939
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D'ARVILLE & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020100 E PENNSYLVANIA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUNNELLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034432
ReturnHeader/PreparerPersonGrp/PhoneNum03524890202
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANICE R LATHAMSMITH
ReturnHeader/ReturnTs02025-09-08T04:36:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)12 • <$500k nonprofits