Civic Intelligence

Winterspring Center Transforming Grief and Loss

990EZ • Fiscal year 2017 • EIN 93-0998418

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

PO 8169Medford, OR 97501

(541) 552-0621

Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

90th percentile

$42,964

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$255,086

Down $61,774 (-19%) from 2016

Net Assets

Down

$229,575

Down $43,336 (-16%) from 2016

Liabilities

Down

$25,511

Down $18,438 (-42%) from 2016

Revenue

Down

$186,717

Down $157,357 (-46%) from 2016

Expenses

Up

$230,053

Up $45,823 (+25%) from 2016

Net Income

Down

-$43,336

Down $203,180 (-127%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $57,568Liabilities 2011: $10,230Net Assets 2011: $47,3382011Assets 2012: $55,082Liabilities 2012: $8,263Net Assets 2012: $46,8192012Assets 2013: $54,006Liabilities 2013: $17,926Net Assets 2013: $36,0802013Assets 2014: $66,313Liabilities 2014: $38,012Net Assets 2014: $28,3012014Assets 2015: $134,130Liabilities 2015: $21,063Net Assets 2015: $113,0672015Assets 2016: $316,860Liabilities 2016: $43,949Net Assets 2016: $272,9112016Assets 2017: $255,086Liabilities 2017: $25,511Net Assets 2017: $229,5752017Assets 2018: $215,993Liabilities 2018: $26,371Net Assets 2018: $189,6222018Assets 2019: $57,821Liabilities 2019: $23,278Net Assets 2019: $34,5432019Assets 2020: $344,978Liabilities 2020: $43,607Net Assets 2020: $301,3712020Assets 2021: $327,164Liabilities 2021: $2,950Net Assets 2021: $324,2142021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$255,086
Liabilities$25,511
Net Assets$229,575

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $82,167Expenses 2011: $92,151Net Income 2011: -$9,9842011Revenue 2012: $100,252Expenses 2012: $100,771Net Income 2012: -$5192012Revenue 2013: $109,029Expenses 2013: $119,768Net Income 2013: -$10,7392013Revenue 2014: $115,946Expenses 2014: $123,725Net Income 2014: -$7,7792014Revenue 2015: $227,641Expenses 2015: $142,875Net Income 2015: $84,7662015Revenue 2016: $344,074Expenses 2016: $184,230Net Income 2016: $159,8442016Revenue 2017: $186,717Expenses 2017: $230,053Net Income 2017: -$43,3362017Revenue 2018: $213,622Expenses 2018: $253,575Net Income 2018: -$39,9532018Revenue 2019: $140,589Expenses 2019: $295,683Net Income 2019: -$155,0942019Revenue 2020: $474,178Expenses 2020: $208,412Net Income 2020: $265,7662020Revenue 2021: $186,386Expenses 2021: $163,543Net Income 2021: $22,8432021Revenue 2022: $78,224Expenses 2022: $199,232Net Income 2022: -$121,0082022

Highlighted filing

2017

Revenue$186,717
Expenses$230,053
Net Income-$43,336
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$188,001
Mission and Program Overview

Mission

Provide emotional support to anyone facing a life threatening illness or the trauma of having a loved one die.

We help children, teens, and adults, who are experiencing the pain of loss, to embrace life again.

Program Services

DescriptionGrantsExpenses
PROVISION OF ONE-ON-ONE AND GROUP SUPPORT TO ADULTS AND CHILDREN EXPERIENCING LOSS AND GRIEF. COMMUNITY EDUCATION AND TRAINING IN AREAS OF LOSS AND GRIEF. REFERRAL SERVICES.$187,951-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE LOCKHARTFormer Executive DirectorFT$42,964-$42,964
ANYA NEHERAdult Program ManagerPT$33,039-$33,039
STEVE DEL VALLEOffice ManagerPT$30,397-$30,397
CHI YOUNG KIMYouth Program ManagerPT$25,859-$25,859
AMANDA CONSTABLEYouth CoordinatorPT$21,860-$21,860
JODIE SNELLETExecutive DirectorPT$4,280-$4,280
ANGEL DESHANEDir, Child Pgm-$2,755-$2,755
JAN MURPHYVice President-$0--
JAMES TITUSTreasurer-$0--
JUDY HILYARDPresident-$0--
ADAM MARXDirector-$0--
CAROLYN SHAFFERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Winterspring Center Transforming
EIN
93-0998418
Phone
5415520621
Address
PO 8169, MEDFORD, OR 97501

Signing Officer

Name
Judy Hilyard
Title
President
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Nagel & Padilla LLC
Address
290 N MAIN ST STE 8, ASHLAND, OR 97520-7701
Preparer
Glenn M Cunningham CPA Pfs Cfp
Phone
5414881551
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $601

Other Expenses.1002

Office Expenses $11894

Other Expenses.1003

Information Technology $927

Other Expenses.1005

Travel $3600

Other Expenses.1007

Conferences, Conventions, and Meetings $505

Other Expenses.1009

Depreciation $225

Other Expenses.1012

Insurance $4539

Other Expenses.1

Camp WinterSpring paid to YMCA $2500

Other Expenses.2

Bank Fees $967

Other Expenses.3

Training Expenses $899

Other Expenses.4

Intern Stipend $825

Other Assets.1003

Machinery and Equipment - Beginning $225 Machinery and Equipment - Ending $0

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $600 Prepaid Expenses and Deferred Charges - Ending $0

Other Assets.1

Deposit for Office - Beginning $0 Deposit for Office - Ending $1613

Total Liabilities.1003

Deferred Revenue - Beginning $39503 Deferred Revenue - Ending $19900

Total Liabilities.1

PAYROLL TAX LIABILITIES - Beginning $4446 PAYROLL TAX LIABILITIES - Ending $0

Raw XML Appendix216 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE DEL VALLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ANYA NEHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHI YOUNG KIM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIR, CHILD PGM
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FORMER EXECUTIVE DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10YOUTH PROGRAM MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11YOUTH COORDINATOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/ProgramServiceRevenueAmt08173
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0187951
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
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IRS990EZ/WebsiteAddressTxt0WWW.WINTERSPRING.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0170621
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $11894
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $927
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $3600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation $225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $4539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Camp WinterSpring paid to YMCA $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Fees $967
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Training Expenses $899
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Intern Stipend $825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $225 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Prepaid Expenses and Deferred Charges - Beginning $600 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Deposit for Office - Beginning $0 Deposit for Office - Ending $1613
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Deferred Revenue - Beginning $39503 Deferred Revenue - Ending $19900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PAYROLL TAX LIABILITIES - Beginning $4446 PAYROLL TAX LIABILITIES - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY HILYARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WINTERSPRING CENTER TRANSFORMING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GRIEF AND LOSS
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0930998418
ReturnHeader/Filer/PhoneNum05415520621
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0290 N MAIN ST STE 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0975207701
ReturnHeader/PreparerPersonGrp/PhoneNum05414881551
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN M CUNNINGHAM CPA PFS CFP
ReturnHeader/ReturnTs02017-11-07T15:55:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.78$1.99$1.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.03$3.24$1.86$1.64$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.44$3.01$4.74$2.08$2.66
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.23$0.35$1.41$2.96$1.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.26$1.90$2.14$2.54$0.40
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.26$2.30$1.87$2.30$0.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.44$2.73$3.44$1.84$1.60
2015Detailed filing. Detailed filing data is available for this year.$1.34$0.21$1.13$2.28$1.43$0.85
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.38$0.28$1.16$1.24$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.18$0.36$1.09$1.20$0.11
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.08$0.47$1.00$1.01$0.01
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.10$0.47$0.82$0.92$0.10