Civic Intelligence

J E Wheelock Home Association

990 • Fiscal year 2017 • EIN 81-3617936

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

171 Cayuta StSayre, PA 18840

(570) 888-2306

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

43rd percentile

0.8%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

2.5%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

16%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$97,693

Up $2,355 (+2.5%) from 2016

Net Assets

Up

$97,693

Up $2,355 (+2.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$300,693

Up $41,746 (+16%) from 2016

Expenses

Up

$298,338

Up $134,729 (+82%) from 2016

Net Income

Down

$2,355

Down $92,983 (-98%) from 2016

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2016: $95,338Liabilities 2016: $0Net Assets 2016: $95,3382016Assets 2017: $97,693Liabilities 2017: $0Net Assets 2017: $97,6932017Assets 2018: $63,955Liabilities 2018: $0Net Assets 2018: $63,9552018Assets 2019: $45,774Liabilities 2019: $0Net Assets 2019: $45,7742019Assets 2020: $32,424Liabilities 2020: $58Net Assets 2020: $32,3662020Assets 2021: $51,464Liabilities 2021: $8,385Net Assets 2021: $43,0792021Assets 2022: $38,182Liabilities 2022: $6,477Net Assets 2022: $31,7052022Assets 2023: $34,333Liabilities 2023: $1,645Net Assets 2023: $32,6882023Assets 2024: $31,889Liabilities 2024: $158Net Assets 2024: $31,7312024

Highlighted filing

2017

Assets$97,693
Liabilities$0
Net Assets$97,693

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2016: $258,947Expenses 2016: $163,609Net Income 2016: $95,3382016Revenue 2017: $300,693Expenses 2017: $298,338Net Income 2017: $2,3552017Revenue 2018: $302,682Expenses 2018: $336,420Net Income 2018: -$33,7382018Revenue 2019: $302,119Expenses 2019: $320,300Net Income 2019: -$18,1812019Revenue 2020: $239,827Expenses 2020: $253,235Net Income 2020: -$13,4082020Revenue 2021: $292,904Expenses 2021: $282,191Net Income 2021: $10,7132021Revenue 2022: $285,509Expenses 2022: $296,883Net Income 2022: -$11,3742022Revenue 2023: $335,360Expenses 2023: $334,377Net Income 2023: $9832023Revenue 2024: $321,854Expenses 2024: $322,811Net Income 2024: -$9572024

Highlighted filing

2017

Revenue$300,693
Expenses$298,338
Net Income$2,355
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$480,762
Mission and Program Overview

Mission

Je wheelock home association was organized to carry out the business of the american legion club, which has operated the american legion location known as post 283 since 1925. First, the j.e. Wheelock home association will continue to operate a social club and bar for its members.

Je wheelock home association was organized to carry out the business of the american legion club, which has operated the american legion location known as post 283 since 1925. First, the j.e. Wheelock home association eill continue to operate a social club and bar for its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$76,983$81,282▲ $4,299
Land, Buildings, and Equipment, Net$18,355$16,411▼ $1,944
Total Assets$95,338$97,693▲ $2,355
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$95,338$97,693▲ $2,355
Total Net Assets Fund Balance$95,338$97,693▲ $2,355
Total Liabilities and Net Assets / Fund Balance$95,338$97,693▲ $2,355

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$16,411$19,888$36,299
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bruce NewmanPresident
Chris Lerke1st Vice Pre
Mike Palumbo2nd Vice Pre
James SaxonAt Large
Jim GayAt Large
Margaret PrinziSecretary
Marve StigerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200
Program Service Revenue
$280
Investment Income
$0
Other Revenue
$300,213
All Other Contributions
$200
Change in Net Assets
$2,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$202,673
Salaries, Compensation, and Employee Benefits$95,665
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$86,733
Occupancy---$39,090
Payroll Taxes---$8,932
Fees for Services Accounting---$7,958
Insurance---$5,523
Advertising---$4,273
Office Expenses---$2,362
All Other Expenses---$1,987
Other Expenses---$1,945
Depreciation Depletion---$1,254
Conferences and Meetings---$1,214
Total Functional Expenses$0$0$0$298,338
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$291,944
Gaming Direct Expenses$68,341
Fundraising Gross Income$23,553
Fundraising Direct Expenses$5,804
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$23,553$23,553$5,804$17,749
Total Events$23,553$23,553$5,804$17,749
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
J E Wheelock Home Association
EIN
81-3617936
Phone
5708882306
Address
171 CAYUTA ST, SAYRE, PA 18840

Signing Officer

Name
Bruce Newman
Title
President
Phone
5708882306
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Newman
Formed
2016
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
11

Preparer

Firm
Labarr & Labarr LLC
Address
467 N KEYSTONE AVE, SAYRE, PA 18840
Preparer
Ryan D Morales CPA
Phone
5708882359
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Je wheelock home association was organized to carry out the business of the american legion club, which has operated the american legion location known as post 283 since 1925. First, the j.e. Wheelock home association eill continue to operate a social club and bar for its members.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05708882306
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J E WHEELOCK HOME ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0JEWH
ReturnHeader/Filer/EIN0813617936
ReturnHeader/Filer/PhoneNum05708882306
ReturnHeader/Filer/USAddress/AddressLine1Txt0171 CAYUTA ST
ReturnHeader/Filer/USAddress/CityNm0SAYRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018840
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FB02C58338FD3B4BB8CE0635760D4EC282EEECFC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FB02C58338FD3B4BB8CE0635760D4EC282EEECFC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.246.142.1
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:30:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0236419005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LABARR & LABARR LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0467 N KEYSTONE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAYRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018840
ReturnHeader/PreparerPersonGrp/PhoneNum05708882359
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN D MORALES CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-13T14:30:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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