Civic Intelligence

Historic Downtown Chelan Association

990EZ • Fiscal year 2018 • EIN 20-4075007

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 15, 2019

PO Box 3071Chelan, WA 98816

(509) 682-4322

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

39th percentile

-0.6%

Higher net margin than 39% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$51,800

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$329,670

Down $914 (-0.3%) from 2017

Net Assets

Down

$329,670

Down $914 (-0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$164,893

Down $47,687 (-22%) from 2017

Expenses

Up

$165,807

Up $49,409 (+42%) from 2017

Net Income

Down

-$914

Down $97,096 (-101%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $96,510Liabilities 2010: $73Net Assets 2010: $96,4372010Assets 2011: $108,785Net Assets 2011: $108,7852011Assets 2012: $80,866Liabilities 2012: $02012Assets 2013: $167,840Net Assets 2013: $167,8402013Assets 2014: $189,561Net Assets 2014: $189,5612014Assets 2015: $218,117Liabilities 2015: $1,650Net Assets 2015: $216,4672015Assets 2016: $238,630Liabilities 2016: $4,228Net Assets 2016: $234,4022016Assets 2017: $330,584Liabilities 2017: $0Net Assets 2017: $330,5842017Assets 2018: $329,670Liabilities 2018: $0Net Assets 2018: $329,6702018Assets 2019: $253,718Liabilities 2019: $791Net Assets 2019: $252,9272019Assets 2020: $293,307Liabilities 2020: $0Net Assets 2020: $293,3072020Assets 2021: $382,408Liabilities 2021: $14,153Net Assets 2021: $368,2552021Assets 2022: $393,386Liabilities 2022: $0Net Assets 2022: $393,3862022Assets 2023: $310,948Liabilities 2023: $0Net Assets 2023: $310,9482023Assets 2024: $488,715Liabilities 2024: $0Net Assets 2024: $488,7152024

Highlighted filing

2018

Assets$329,670
Liabilities$0
Net Assets$329,670

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $66,062Expenses 2010: $105,801Net Income 2010: -$39,7392010Revenue 2011: $90,013Expenses 2011: $77,665Net Income 2011: $12,3482011Revenue 2012: $67,263Expenses 2012: $95,182Net Income 2012: -$27,9192012Revenue 2013: $161,679Expenses 2013: $74,705Net Income 2013: $86,9742013Revenue 2014: $145,265Expenses 2014: $123,544Net Income 2014: $21,7212014Revenue 2015: $144,205Expenses 2015: $117,299Net Income 2015: $26,9062015Revenue 2016: $119,711Expenses 2016: $101,776Net Income 2016: $17,9352016Revenue 2017: $212,580Expenses 2017: $116,398Net Income 2017: $96,1822017Revenue 2018: $164,893Expenses 2018: $165,807Net Income 2018: -$9142018Revenue 2019: $128,905Expenses 2019: $205,648Net Income 2019: -$76,7432019Revenue 2020: $194,167Expenses 2020: $153,722Net Income 2020: $40,4452020Revenue 2021: $396,142Expenses 2021: $321,087Net Income 2021: $75,0552021Revenue 2022: $288,508Expenses 2022: $262,969Net Income 2022: $25,5392022Revenue 2023: $297,093Expenses 2023: $379,531Net Income 2023: -$82,4382023Revenue 2024: $413,780Expenses 2024: $236,013Net Income 2024: $177,7672024

Highlighted filing

2018

Revenue$164,893
Expenses$165,807
Net Income-$914
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 15, 2019
Return Version
2018v3.1
Gross Receipts
$179,949
Mission and Program Overview

Mission

To engage in educational and charitable activities in order to preserve and develop the beauty, historic qualities and economic stability of the downtown chelan area

Program Services

DescriptionGrantsExpenses
0$0$18,349
SMALL TOWN CHRISTMAS - BRINGS TOURISTS AND LOCAL FAMILIES TOGETHER FOR A STROLL DOWN MAIN STREET WITH SANTA AND DECORATIONS$0$14,728
HOLIDAY LIGHTING/DECORATIONS - MAIN STREET CHELAN IS DECORATEDFOR THE HOLIDAY SEASON TO PROVIDE A WARM AND INVITING PLACEFOR RESIDENTS AND TOURISTS TO STROLL$0$14,373
FESTIVAL OF TREES - SPONSORED EVENT THAT SHOWCASES LOCAL SHOP OWNER DONATED DECORATED XMAS TREES AUCTIONED OFF TO SUPPORT LOCAL YOUTH$0$12,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN MCCARDLEOperations ManagerFT$51,800-$51,800
JOANNE STRANDBERGPresidentPT$0--
STEVE CLARKVice President-$0--
NESTOR LEMUSTreasurer-$0--
ERIN PETERSONSecretary-$0--
LINDA VAN LUNSENDirector-$0--
GARTH DONALDDirector-$0--
CHRIS RAINESDirector-$0--
KATE TOMLINSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Historic Downtown Chelan Association
EIN
20-4075007
Phone
5096824322
Address
PO BOX 3071, CHELAN, WA 98816

Signing Officer

Name
Erin Mccardle
Title
Managing Director
Phone
5096824322
Signed
2019-04-15
Discuss with paid preparer
Yes

Preparer

Firm
SGR Company LLC
Address
16625 Redmond Way Suite M 417, Redmond, WA 98052
Preparer
Lori Burge CPA
Phone
4259859972
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Downtown promotional services - fall decorations, flower baskets, historic plaques

Pt III, Line 31

Sponsorships - bach fest, bridge dance, ice sculptures, farmers market, fireworks, top dog parade, winterfest

Form 990EZ, Part I, Line 16

Volunteer appreciation 51.

Form 990EZ, Part I, Line 16

Dues and subscriptions 1199.

Form 990EZ, Part I, Line 16

Amortization 233.

Form 990EZ, Part I, Line 16

SUPPLIES 4028.

Form 990EZ, Part I, Line 16

INSURANCE 3194.

Form 990EZ, Part I, Line 16

ADVERTISING 3429.

Form 990EZ, Part I, Line 16

WEBSITE MAINTENANCE 492.

Form 990EZ, Part I, Line 16

Downtown promotional events 19472.

Form 990EZ, Part I, Line 16

SPONSORSHIPS 13250.

Form 990EZ, Part I, Line 16

Meetings/conferences 4565.

Form 990EZ, Part I, Line 16

Contribution to thrive from festival of trees 12000.

Form 990EZ, Part I, Line 16

Music in the park entertainment 9505.

Form 990EZ, Part I, Line 16

Small town christmas event expenses 14728.

Form 990EZ, Part I, Line 16

Trick or treat supplies 36.

Form 990EZ, Part II, Line 24

Employee receivable 0. 0.

Form 990EZ, Part II, Line 24

WEBSITE 3170. 2937.

Form 990EZ, Part II, Line 24

Prepaid expenses 1907. 0.

Form 990EZ, Part II, Line 26

PAYROLL LIABILITIES 0.

Form 990EZ, Part II, Line 26

ACCOUNTS PAYABLE 0.

Raw XML Appendix255 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/BooksInCareOfDetail/USAddress/CityNm0CHELAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN PETERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KATE TOMLINSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8OPERATIONS MANAGER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0TO ENGAGE IN EDUCATIONAL AND CHARITABLE ACTIVITIES IN ORDER TO PRESERVE AND DEVELOP THE BEAUTY, HISTORIC QUALITIES AND ECONOMIC STABILITY OF THE DOWNTOWN CHELAN AREA
IRS990EZ/PrintingPublicationsPostageAmt03057
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SMALL TOWN CHRISTMAS - BRINGS TOURISTS AND LOCAL FAMILIES TOGETHER FOR A STROLL DOWN MAIN STREET WITH SANTA AND DECORATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FESTIVAL OF TREES - SPONSORED EVENT THAT SHOWCASES LOCAL SHOP OWNER DONATED DECORATED XMAS TREES AUCTIONED OFF TO SUPPORT LOCAL YOUTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2HOLIDAY LIGHTING/DECORATIONS - MAIN STREET CHELAN IS DECORATEDFOR THE HOLIDAY SEASON TO PROVIDE A WARM AND INVITING PLACEFOR RESIDENTS AND TOURISTS TO STROLL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt30
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DOWNTOWN PROMOTIONAL SERVICES - FALL DECORATIONS, FLOWER BASKETS, HISTORIC PLAQUES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPONSORSHIPS - BACH FEST, BRIDGE DANCE, ICE SCULPTURES, FARMERS MARKET, FIREWORKS, TOP DOG PARADE, WINTERFEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VOLUNTEER APPRECIATION 51.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES AND SUBSCRIPTIONS 1199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Amortization 233.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES 4028.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE 3194.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADVERTISING 3429.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8WEBSITE MAINTENANCE 492.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DOWNTOWN PROMOTIONAL EVENTS 19472.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SPONSORSHIPS 13250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEETINGS/CONFERENCES 4565.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CONTRIBUTION TO THRIVE FROM FESTIVAL OF TREES 12000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MUSIC IN THE PARK ENTERTAINMENT 9505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SMALL TOWN CHRISTMAS EVENT EXPENSES 14728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TRICK OR TREAT SUPPLIES 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16EMPLOYEE RECEIVABLE 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17WEBSITE 3170. 2937.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PREPAID EXPENSES 1907. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PAYROLL LIABILITIES 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20ACCOUNTS PAYABLE 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt III, Line 31
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 II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN MCCARDLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05096824322
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC DOWNTOWN CHELAN ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0204075007
ReturnHeader/Filer/PhoneNum05096824322
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3071
ReturnHeader/Filer/USAddress/CityNm0CHELAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098816
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB4E1399D87EF050A14C495D59009AC7BF589B70
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB4E1399D87EF050A14C495D59009AC7BF589B70
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.46.22.214
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:25:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SGR Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016625 Redmond Way Suite M 417
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Redmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098052
ReturnHeader/PreparerPersonGrp/PhoneNum04259859972
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI BURGE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T12:25:42-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$4.14$2.36$1.78
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$2.97$3.80$0.82
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$2.89$2.63$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.82$0.14$3.68$3.96$3.21$0.75
2020Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$1.94$1.54$0.40
2019Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$1.29$2.06$0.77
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$1.65$1.66$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.13$1.16$0.96
2016Detailed filing. Detailed filing data is available for this year.$2.39$0.04$2.34$1.20$1.02$0.18
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.02$2.16$1.44$1.17$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.90$1.90$1.45$1.24$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.68$1.68$1.62$0.75$0.87
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.67$0.95$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$1.09$0.90$0.78$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.96$0.66$1.06$0.40