Civic Intelligence

Miami Valley Restaurant Association

990 • Fiscal year 2017 • EIN 23-7045692

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 2018

2207 Cybelle CTMiamisburg, OH 45342

(937) 428-0898

Siviq Scores

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

Liabilities / Assets

89th percentile

0.39x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.19x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$37,200

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 44.5% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

87th percentile

39%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-14%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$41,085

Up $11,449 (+39%) from 2016

Net Assets

Up

$25,203

Up $4,004 (+19%) from 2016

Liabilities

Up

$15,882

Up $7,445 (+88%) from 2016

Revenue

Down

$83,521

Down $13,340 (-14%) from 2016

Expenses

Down

$79,517

Down $13,130 (-14%) from 2016

Net Income

Down

$4,004

Down $210 (-5.0%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$100K$0-$100K-$200KAssets 2010: $50,045Liabilities 2010: $0Net Assets 2010: $50,0452010Assets 2012: $64,895Liabilities 2012: $5,974Net Assets 2012: $58,9212012Assets 2013: $57,452Liabilities 2013: $6,053Net Assets 2013: $51,3992013Assets 2014: $45,771Liabilities 2014: $7,353Net Assets 2014: $38,4182014Assets 2015: $25,729Liabilities 2015: $8,744Net Assets 2015: $16,9852015Assets 2016: $29,636Liabilities 2016: $8,437Net Assets 2016: $21,1992016Assets 2017: $41,085Liabilities 2017: $15,882Net Assets 2017: $25,2032017Assets 2018: $37,888Liabilities 2018: $15,930Net Assets 2018: $21,9582018Assets 2019: $27,768Liabilities 2019: $15,395Net Assets 2019: $12,3732019Assets 2020: $36,139Liabilities 2020: $15,468Net Assets 2020: $20,6712020Assets 2021: $30,365Liabilities 2021: $39,630Net Assets 2021: -$9,2652021Assets 2022: $101,783Liabilities 2022: $154,273Net Assets 2022: -$52,4902022Assets 2023: $80,365Liabilities 2023: $175,549Net Assets 2023: -$95,1842023Assets 2024: $89,355Liabilities 2024: $189,358Net Assets 2024: -$100,0032024

Highlighted filing

2017

Assets$41,085
Liabilities$15,882
Net Assets$25,203

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $112,271Expenses 2010: $108,366Net Income 2010: $3,9052010Expenses 2012: $97,2932012Expenses 2013: $109,7292013Revenue 2014: $126,927Expenses 2014: $139,909Net Income 2014: -$12,9822014Revenue 2015: $96,122Expenses 2015: $117,555Net Income 2015: -$21,4332015Revenue 2016: $96,861Expenses 2016: $92,647Net Income 2016: $4,2142016Revenue 2017: $83,521Expenses 2017: $79,517Net Income 2017: $4,0042017Revenue 2018: $93,944Expenses 2018: $97,189Net Income 2018: -$3,2452018Revenue 2019: $60,597Expenses 2019: $70,182Net Income 2019: -$9,5852019Revenue 2020: $90,736Expenses 2020: $82,438Net Income 2020: $8,2982020Revenue 2021: $77,945Expenses 2021: $107,881Net Income 2021: -$29,9362021Revenue 2022: $110,835Expenses 2022: $154,459Net Income 2022: -$43,6242022Revenue 2023: $119,489Expenses 2023: $161,866Net Income 2023: -$42,3772023Revenue 2024: $183,288Expenses 2024: $183,104Net Income 2024: $1842024

Highlighted filing

2017

Revenue$83,521
Expenses$79,517
Net Income$4,004
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.0
Gross Receipts
$177,837
Mission and Program Overview

Mission

To maintain a high standard of integrity in the conduct of the restaurant industry

To help our members prosper and grow through education, training, community involvement and networking events locally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$29,550-
Rtn Earn Endowment Incm Other Fnds$21,199$25,203▲ $4,004
Savings and Temporary Cash Investments$28,746$11,535▼ $17,211
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$29,636$41,085▲ $11,449
Other Assets Total$890$0▼ $890
Liabilities
Accounts Payable and Accrued Expenses-$13,163-
Other Liabilities$8,437$0▼ $8,437
Deferred Revenue-$2,719-
Total Liabilities$8,437$15,882▲ $7,445
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,199$25,203▲ $4,004
Total Liabilities and Net Assets / Fund Balance$29,636$41,085▲ $11,449
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Amy ZahoraExecutive DirectorFT$37,200$37,200

Board Members and Trustees

NameTitle
Shanon MorganPresident
Brian PohlVice President
Chris CassanoBoard Member
Chris LloydBoard Member
Jon DurenBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$121,933
Investment Income
$54
Other Revenue
$-38,466
Change in Net Assets
$4,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,436
Salaries, Compensation, and Employee Benefits$33,081
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$32,225
Advertising---$13,457
Occupancy---$6,406
Office Expenses---$5,922
Travel---$4,869
Insurance---$3,407
Fees for Services Other---$2,138
Fees for Services Accounting---$1,630
Payroll Taxes---$718
Interest---$698
Other Expenses---$390
All Other Expenses---$380
Other Employee Benefits---$138
Total Functional Expenses$0$0$0$79,517
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$94,316
Fundraising Gross Income$55,850
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of Miami Valley$55,850$55,850$94,316$-38,466
Total Events$55,850$55,850$94,316$-38,466
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11B

A copy of form 990 is reviewed with the president of the board prior to its filing with the internal revenue service.

Form 990, Part VI, Section C, Line 19

The association makes its governing documents availale to the public upon request.

Filing and Contact Details

Filer

Filer Name
Miami Valley Restaurant Association
EIN
23-7045692
Phone
9374280898
Address
2207 CYBELLE CT, MIAMISBURG, OH 45342

Signing Officer

Name
Amy Zahora
Title
Executive Director
Phone
9374280898
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Zahora
Formed
2007
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
110

Preparer

Firm
Flagel Huber Flagel
Address
3400 SOUTH DIXIE DRIVE, DAYTON, OH 45439
Preparer
Christopher Mccaskey
Phone
9372993400
Raw XML Appendix305 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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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310796034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FLAGEL HUBER FLAGEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 SOUTH DIXIE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045439
ReturnHeader/PreparerPersonGrp/PhoneNum09372993400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER MCCASKEY
ReturnHeader/ReturnTs02018-05-10T14:17:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$1.89$1.00$1.83$1.83$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.80$1.76$0.95$1.19$1.62$0.42
2022Detailed filing. Detailed filing data is available for this year.$1.02$1.54$0.52$1.11$1.54$0.44
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.40$0.09$0.78$1.08$0.30
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.15$0.21$0.91$0.82$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.15$0.12$0.61$0.70$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.16$0.22$0.94$0.97$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.16$0.25$0.84$0.80$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.08$0.21$0.97$0.93$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.09$0.17$0.96$1.18$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.07$0.38$1.27$1.40$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.06$0.51$1.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.06$0.59$0.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$1.12$1.08$0.04