Civic Intelligence

J E Wheelock Home Association

990 • Fiscal year 2022 • EIN 81-3617936

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
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

80th percentile

0.17x

Higher debt load relative to assets than 80% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.02x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

33rd percentile

-4.0%

Higher net margin than 33% 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

12th percentile

-26%

Faster asset growth than 12% of similar nonprofits.

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

Revenue Growth

28th percentile

-2.5%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$38,182

Down $13,282 (-26%) from 2021

Net Assets

Down

$31,705

Down $11,374 (-26%) from 2021

Liabilities

Down

$6,477

Down $1,908 (-23%) from 2021

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin33rd percentile

Revenue

Down

$285,509

Down $7,395 (-2.5%) from 2021

Expenses

Up

$296,883

Up $14,692 (+5.2%) from 2021

Net Income

Down

-$11,374

Down $22,087 (-206%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

2022

Assets$38,182
Liabilities$6,477
Net Assets$31,705
Open 2022 Filing

Operations Trend

Revenue Growth28th percentile

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

2022

Revenue$285,509
Expenses$296,883
Net Income-$11,374
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$480,421
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$32,207$20,290▼ $11,917
Land, Buildings, and Equipment, Net$19,257$17,892▼ $1,365
Total Assets$51,464$38,182▼ $13,282
Liabilities
Other Liabilities$8,385$6,477▼ $1,908
Total Liabilities$8,385$6,477▼ $1,908
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$43,079$31,705▼ $11,374
Total Net Assets Fund Balance$43,079$31,705▼ $11,374
Total Liabilities and Net Assets / Fund Balance$51,464$38,182▼ $13,282

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,892$27,792$45,684
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Elizabeth WagnerPresident
James SaxonTrustee
Margaret PriniziTrustee
Marvin StigerTrustee
Ronald LercheTrustee
Albert Corneby1st Vice Pre
Steven Salsman2nd Vice Pre
Dana MangielloSecretary
Christopher LercheTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$493
Investment Income
$29
Other Revenue
$284,987
Change in Net Assets
$-11,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,034
Salaries, Compensation, and Employee Benefits$122,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$112,407
Occupancy---$37,041
Payroll Taxes---$10,442
Insurance---$3,153
Advertising---$3,152
Fees for Services Accounting---$2,895
Office Expenses---$2,009
Other Expenses---$1,610
Depreciation Depletion---$1,124
All Other Expenses---$870
Total Functional Expenses$0$0$0$296,883
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$257,239
Gaming Direct Expenses$73,681
Fundraising Gross Income$16,698
Fundraising Direct Expenses$9,599
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$16,698$16,698$9,599$7,099
Total Events$16,698$16,698$9,599$7,099
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan From Affiliate-sal Post 283$6,372
Sales Tax Payable$105
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 2

“Christopher lerche ronald lerche treasurer trustee son/father”

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
Elizabeth Wagner
Title
President
Phone
5708882306
Signed
2023-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Wagner
Formed
2016
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
11

Preparer

Firm
Wiles and Morales LLC
Address
228 S MAIN STREET, ATHENS, PA 18810
Preparer
Ryan D Morales CPA
Phone
5708909500
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 will continue to operate a social club and bar for its members.”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHRISTOPHER LERCHE RONALD LERCHE TREASURER TRUSTEE SON/FATHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt051464
IRS990/TotalAssetsEOYAmt038182
IRS990/TotalAssetsGrp/BOYAmt051464
IRS990/TotalAssetsGrp/EOYAmt038182
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalGrossUBIAmt0255
IRS990/TotalLiabilitiesBOYAmt08385
IRS990/TotalLiabilitiesEOYAmt06477
IRS990/TotalLiabilitiesGrp/BOYAmt08385
IRS990/TotalLiabilitiesGrp/EOYAmt06477
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IRS990/TotalProgramServiceRevenueAmt0493
IRS990/TotalRevenueGrp/ExclusionAmt0284732
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0285509
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0255
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051464
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038182
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05708882306
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILES AND MORALES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0228 S MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATHENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018810
ReturnHeader/PreparerPersonGrp/PhoneNum05708909500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN D MORALES CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-12T10:04:15-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAGNER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,182
Liabilities
$6,477
Net assets
$31,705
Revenue
$285,509
Expenses
$296,883
Net income
-$11,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$3.22$3.23$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.34$0.02$0.33$3.35$3.34$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.06$0.32$2.86$2.97$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.08$0.43$2.93$2.82$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$2.40$2.53$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$3.02$3.20$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$3.03$3.36$0.34
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$3.01$2.98$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.59$1.64$0.95