Civic Intelligence

The Willowbrook Foundation Willowbrook Visiting Nurse Assn

990 • Fiscal year 2020 • EIN 64-0303074

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 23, 2021

4514 E Woodlawn CircleCollierville, TN 38017

(901) 221-8551

Siviq Scores

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

Liabilities / Assets

71st percentile

0.23x

Higher debt load relative to assets than 71% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.20x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$11,450

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

95th percentile

202%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-34%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$672,463

Up $449,799 (+202%) from 2019

Net Assets

Up

$520,179

Up $460,688 (+774%) from 2019

Liabilities

Down

$152,284

Down $10,889 (-6.7%) from 2019

Revenue

Down

$771,497

Down $402,927 (-34%) from 2019

Expenses

Down

$310,809

Down $1,105,330 (-78%) from 2019

Net Income

Up

$460,688

Up $702,403 (+291%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,054,771Liabilities 2010: $253,568Net Assets 2010: $1,801,2032010Assets 2011: $1,855,770Liabilities 2011: $205,632Net Assets 2011: $1,650,1382011Assets 2012: $1,713,413Liabilities 2012: $221,905Net Assets 2012: $1,491,5082012Assets 2013: $1,802,270Liabilities 2013: $262,290Net Assets 2013: $1,539,9802013Assets 2014: $1,848,773Liabilities 2014: $352,979Net Assets 2014: $1,495,7942014Assets 2015: $1,662,635Liabilities 2015: $340,897Net Assets 2015: $1,321,7382015Assets 2016: $1,558,577Liabilities 2016: $450,673Net Assets 2016: $1,107,9042016Assets 2017: $1,285,649Liabilities 2017: $485,087Net Assets 2017: $800,5622017Assets 2018: $788,172Liabilities 2018: $451,432Net Assets 2018: $336,7402018Assets 2019: $222,664Liabilities 2019: $163,173Net Assets 2019: $59,4912019Assets 2020: $672,463Liabilities 2020: $152,284Net Assets 2020: $520,1792020Assets 2021: $647,395Liabilities 2021: $153,084Net Assets 2021: $494,3112021Assets 2022: $118,659Liabilities 2022: $4,084Net Assets 2022: $114,5752022Assets 2023: $116,171Liabilities 2023: $4,084Net Assets 2023: $112,0872023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$672,463
Liabilities$152,284
Net Assets$520,179

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,206,6572010Expenses 2011: $2,174,5932011Expenses 2012: $2,165,0412012Revenue 2013: $1,675,441Expenses 2013: $1,817,017Net Income 2013: -$141,5762013Revenue 2014: $1,742,865Expenses 2014: $1,814,448Net Income 2014: -$71,5832014Revenue 2015: $1,791,304Expenses 2015: $1,905,843Net Income 2015: -$114,5392015Revenue 2016: $1,734,639Expenses 2016: $1,994,102Net Income 2016: -$259,4632016Revenue 2017: $1,470,574Expenses 2017: $1,875,982Net Income 2017: -$405,4082017Revenue 2018: $1,606,092Expenses 2018: $1,909,124Net Income 2018: -$303,0322018Revenue 2019: $1,174,424Expenses 2019: $1,416,139Net Income 2019: -$241,7152019Revenue 2020: $771,497Expenses 2020: $310,809Net Income 2020: $460,6882020Revenue 2021: $339Expenses 2021: $26,207Net Income 2021: -$25,8682021Revenue 2022: $9,354Expenses 2022: $389,090Net Income 2022: -$379,7362022Revenue 2023: $947Expenses 2023: $3,435Net Income 2023: -$2,4882023Revenue 2024: $1,014Expenses 2024: $1,837Net Income 2024: -$8232024

Highlighted filing

2020

Revenue$771,497
Expenses$310,809
Net Income$460,688
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 23, 2021
Return Version
2020v4.0
Gross Receipts
$772,109
Mission and Program Overview

Mission

Medical services for the elderly

Provide medical services to elderly and indigent

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$70,961$578,463▲ $507,502
Rtn Earn Endowment Incm Other Fnds$26,091$486,779▲ $460,688
Loans From Officers Directors$110,000$152,284▲ $42,284
Accounts Receivable$56,320--
Pd in Cap Srpls Land Bldg Eqp Fund$33,400$33,400→ $0
Land, Buildings, and Equipment, Net$918--
Total Assets$222,664$672,463▲ $449,799
Other Assets Total$94,465$94,000▼ $465
Liabilities
Other Liabilities$53,173--
Total Liabilities$163,173$152,284▼ $10,889
Net Assets / Fund Balance
Total Net Assets Fund Balance$59,491$520,179▲ $460,688
Total Liabilities and Net Assets / Fund Balance$222,664$672,463▲ $449,799

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$94,000--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Donna WolfordChairman$11,450$11,450

Board Members and Trustees

NameTitle
Bubba WolfordPresident
Donna WardDirector
Douglas DosterDirector
Fred HayslettDirector
Howard SharpSecretary
Robert a WolfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,490
Investment Income
$-48
Other Revenue
$757,055
Change in Net Assets
$460,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$234,544
Salaries, Compensation, and Employee Benefits$76,265
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$48,953$8,544-$57,497
Occupancy-$49,895-$49,895
Fees for Services Legal-$49,757-$49,757
All Other Expenses$14,319$14,246-$28,565
Insurance-$18,809-$18,809
Fees for Services Accounting-$16,062-$16,062
Current Officers, Directors, Trustees, and Key Employees-$11,450-$11,450
Fees for Services Management-$10,254-$10,254
Other Expenses$8,750$19,669-$8,750
Payroll Taxes$3,838$2,559-$6,397
Fees for Service Investment Mgmnt Fees-$3,297-$3,297
Pension Plan Contributions$921--$921
Office Expenses-$760-$760
Depreciation Depletion$513--$513
Advertising-$121-$121
Interest-$11-$11
Total Functional Expenses$105,375$205,434$0$310,809
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$110,000$152,284▲ $42,284
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

Copy of 990 is furnished to each director for review prior to filing

Form 990, Page 6, Part VI, Line 12C

Each director, officer and member of a committee with governing board delegated powers annualy sign a statement with affirms such person: a. Has received a copy of the conflicts of interest policy. B. Has read and understands the policy c. Has agreed to comply with the policy d. Understands the organization is charitable and in order to maintain its federal tax exemption it must engage in activities which accomplish one or more of its tax exempt purposes

Form 990, Page 6, Part VI, Line 19

UPON WRITTEN REQUEST

Filing and Contact Details

Filer

Filer Name
The Willowbrook Foundation
EIN
64-0303074
Phone
9012218551
Address
4514 E WOODLAWN CIRCLE, COLLIERVILLE, TN 38017

Signing Officer

Name
Donna Wolford
Title
Chairman
Phone
9012768300
Signed
2021-08-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donna Wolford
Formed
1939
Legal Domicile
Ms
Voting Board Members
7
Independent Board Members
7
Employees
7

Preparer

Firm
Jackson Howell & Associates Pllc
Address
7240 GOODLETT FARMS PKWY STE 101, CORDOVA, TN 38016
Preparer
Mark Lauber CPA
Phone
9016835100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Provide medical services to elderly and indigent patients at their residence

Raw XML Appendix392 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt045823
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt094737
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98540
IRS990ScheduleA/PublicSupportPY509Pct00.97880
IRS990ScheduleA/PublicSupportTotal509Amt06411447
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0771545
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01088084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01425725
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01437277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01688816
IRS990ScheduleA/Total509Grp/TotalAmt06411447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0771902
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01094530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01444128
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01460985
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01734639
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06506184
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt094000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0457 RETIREMENT ACCOUNT
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IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0152284
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0FUNDING OF OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0110000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0DONNA WOLFORD
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt0152284
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0SALE OF ASSETS/CON
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02020-02-28
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0700000
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0TN QUALITY HOMECARE INC
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE MEDICAL SERVICES TO ELDERLY AND INDIGENT PATIENTS AT THEIR RESIDENCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF 990 IS FURNISHED TO EACH DIRECTOR FOR REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALY SIGN A STATEMENT WITH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY. B. HAS READ AND UNDERSTANDS THE POLICY C. HAS AGREED TO COMPLY WITH THE POLICY D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0222664
IRS990/TotalAssetsEOYAmt0672463
IRS990/TotalAssetsGrp/BOYAmt0222664
IRS990/TotalAssetsGrp/EOYAmt0672463
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0205434
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0105375
IRS990/TotalFunctionalExpensesGrp/TotalAmt0310809
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0163173
IRS990/TotalLiabilitiesEOYAmt0152284
IRS990/TotalLiabilitiesGrp/BOYAmt0163173
IRS990/TotalLiabilitiesGrp/EOYAmt0152284
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt059491
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0520179
IRS990/TotalProgramServiceExpensesAmt0105375
IRS990/TotalProgramServiceRevenueAmt014490
IRS990/TotalReportableCompFromOrgAmt011450
IRS990/TotalRevenueGrp/ExclusionAmt0357
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0771140
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0771497
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0222664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0672463
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04514 E WOODLAWN CIR
IRS990/USAddress/CityNm0COLLIERVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038017
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA WOLFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09012768300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLOWBROOK FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WILLOWBROOK VISITING NURSE ASSN
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0640303074
ReturnHeader/Filer/PhoneNum09012218551
ReturnHeader/Filer/USAddress/AddressLine1Txt04514 E WOODLAWN CIRCLE
ReturnHeader/Filer/USAddress/CityNm0COLLIERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203538074
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON HOWELL & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07240 GOODLETT FARMS PKWY STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORDOVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038016
ReturnHeader/PreparerPersonGrp/PhoneNum09016835100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK LAUBER CPA
ReturnHeader/ReturnTs02021-08-23T17:37:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WOLFORD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.11$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.11$0.01$0.39$0.38
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.15$0.49$0.00$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.15$0.52$0.77$0.31$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.16$0.06$1.17$1.42$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.45$0.34$1.61$1.91$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.49$0.80$1.47$1.88$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.45$1.11$1.73$1.99$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.66$0.34$1.32$1.79$1.91$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.35$1.50$1.74$1.81$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.26$1.54$1.68$1.82$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.22$1.49$2.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.21$1.65$2.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.05$0.25$1.80$2.21