Civic Intelligence

Sandpoint Rotary Charitable Trust Inc.

990EZ • Fiscal year 2016 • EIN 26-3088309

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 08, 2017

708 Superior StSandpoint, ID 83864

(208) 265-5959

Siviq Scores

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

Liabilities / Assets

89th percentile

0.48x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

90th percentile

0.32x

Higher debt load relative to revenue than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

43rd percentile

0.3%

Higher net margin than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

88th percentile

67%

Faster asset growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-8.0%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$42,076

Up $16,834 (+67%) from 2015

Net Assets

Up

$21,900

Up $158 (+0.7%) from 2015

Liabilities

Up

$20,176

Up $16,676 (+476%) from 2015

Revenue

Down

$62,460

Down $5,401 (-8.0%) from 2015

Expenses

Down

$62,303

Down $5,118 (-7.6%) from 2015

Net Income

Down

$157

Down $283 (-64%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2014: $60,303Liabilities 2014: $39,000Net Assets 2014: $21,3032014Assets 2015: $25,242Liabilities 2015: $3,500Net Assets 2015: $21,7422015Assets 2016: $42,076Liabilities 2016: $20,176Net Assets 2016: $21,9002016Assets 2017: $105,820Liabilities 2017: $8,900Net Assets 2017: $96,9202017Assets 2018: $105,569Liabilities 2018: $4,695Net Assets 2018: $100,8742018Assets 2020: $130,150Liabilities 2020: $16,200Net Assets 2020: $113,9502020Assets 2021: $149,149Liabilities 2021: $21,735Net Assets 2021: $127,4142021Assets 2022: $158,377Liabilities 2022: $105,350Net Assets 2022: $53,0272022Assets 2024: $275,963Liabilities 2024: $165,710Net Assets 2024: $110,2532024

Highlighted filing

2016

Assets$42,076
Liabilities$20,176
Net Assets$21,900

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $49,574Expenses 2014: $46,129Net Income 2014: $3,4452014Revenue 2015: $67,861Expenses 2015: $67,421Net Income 2015: $4402015Revenue 2016: $62,460Expenses 2016: $62,303Net Income 2016: $1572016Revenue 2017: $165,644Expenses 2017: $99,300Net Income 2017: $66,3442017Revenue 2018: $121,074Expenses 2018: $117,120Net Income 2018: $3,9542018Revenue 2020: $102,250Expenses 2020: $60,199Net Income 2020: $42,0512020Revenue 2021: $99,806Expenses 2021: $86,342Net Income 2021: $13,4642021Revenue 2022: $148,563Expenses 2022: $222,950Net Income 2022: -$74,3872022Revenue 2024: $197,265Expenses 2024: $177,033Net Income 2024: $20,2322024

Highlighted filing

2016

Revenue$62,460
Expenses$62,303
Net Income$157
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 8, 2017
Return Version
2016v3.0
Gross Receipts
$104,279
Mission and Program Overview

Mission

To provide scholarships to individual students based on standard application process administered by the high school. Provide goods, services or funds to other 501(c)(3) or public educational entities. To support all the children in the community and region to reach their highest potential.

Program Services

DescriptionGrantsExpenses
PROVIDED FUNDS TO THE LAKE PEND OREILLE SCHOOL DISTRICT FOR PROGRAMS FOR CHILDREN ON THE AUTISM SPECTRUM, TO BE USED TO TRAIN TEACHERS IN EFFECTIVE METHODS FOR WORKING WITH AUTISTIC CHILDREN AND PROVIDING SUPPLIES, TOOLS, AND EDUCATIONAL MATERIALS FOR THESE SPECIAL NEEDS KIDS. ALSO PROVIDED FUNDS TO THE VILLAGE GREEN/BOOK TRUST THAT PROVIDES FREE BOOKS TO ALL ELEMENTARY SCHOOL CHILDREN.$52,848$52,848
PROVIDED SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS AT SANDPOINT HIGH SCHOOL. USED THE HIGH SCHOOL COUNSELING OFFICE AND ROTARY CLUB TO DETERMINE ELIGIBILITY. ALSO, PROVIDED FUNDING TO OTHER 501(C)3 ORGANIZATIONS ON A PROJECT BY PROJECT BASIS.$2,000$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA FREEMAN HALLTreasurer-$0--
PIERCE SMITHAssistant Tr-$0--
CLIFTON WARRENDirector-$0--
SERVE WILSONVice Preside-$0--
TIM COCHRANPresident-$0--
TOBY MCLAUGHLINDirector-$0--
CHRIS CHAMBERSDirector-$0--
DYNO WAHLDirector-$0--
MATT KERRSecretary-$0--
KENDON PERRYDirector-$0--
MARILYN SABELLADirector-$0--
MIKE MORGANSTERNDirector-$0--
DENIS TOCHTERMANDirector-$0--
ERIC PAULDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chafe150 Gran F$95,594$26,517$41,819$-15,302
Total Events$95,594$26,517$41,819$-15,302
Filing and Contact Details

Filer

Filer Name
Sandpoint Rotary Charitable Trust
EIN
26-3088309
Phone
2082655959
Address
708 SUPERIOR ST, SANDPOINT, ID 83864

Signing Officer

Name
Tim Cochran
Title
President
Phone
2082655959
Signed
2017-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Williams & Parsons Pc Cpas
Address
708 SUPERIOR ST STE A, SANDPOINT, ID 83864-1656
Preparer
Paula Freeman Hall
Phone
2082655959
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Lake pend oreille school district 08/17/2016 901 triangle drive ponderay, id 83852 50,000 0 0

Form 990-ez, Part I, Line 16

Chafe150 gran fondo 7,191 expenses office 264 total 7,455

Form 990-ez, Part II, Line 24

Accounts receivable 1,500 1,500 inventories for sale or use 747 963 prepaid expenses and deferred charges 2,195 0 total 4,442 2,463

Form 990-ez, Part II, Line 26

Grants payable 3,500 10,676 deferred revenue 0 9,500

Form 990-ez, Part III

To provide scholarships to individual students based on standard application process administered by the high school. Provide goods, services or funds to other 501(c)(3) or public educational entities. To support all the children in the community and region to reach their highest potential.

Form 990-ez, Part III, Line 28

Provided scholarships to graduating high school seniors at sandpoint high school. Used the high school counseling office and rotary club to determine eligibility. Also, provided funding to other 501(c)3 organizations on a project by project basis.

Form 990-ez, Part III, Line 29

Provided funds to the lake pend oreille school district for programs for children on the autism spectrum, to be used to train teachers in effective methods for working with autistic children and providing supplies, tools, and educational materials for these special needs kids. Also provided funds to the village green/book trust that provides free books to all elementary school children.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS AT SANDPOINT HIGH SCHOOL. USED THE HIGH SCHOOL COUNSELING OFFICE AND ROTARY CLUB TO DETERMINE ELIGIBILITY. ALSO, PROVIDED FUNDING TO OTHER 501(C)3 ORGANIZATIONS ON A PROJECT BY PROJECT BASIS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED FUNDS TO THE LAKE PEND OREILLE SCHOOL DISTRICT FOR PROGRAMS FOR CHILDREN ON THE AUTISM SPECTRUM, TO BE USED TO TRAIN TEACHERS IN EFFECTIVE METHODS FOR WORKING WITH AUTISTIC CHILDREN AND PROVIDING SUPPLIES, TOOLS, AND EDUCATIONAL MATERIALS FOR THESE SPECIAL NEEDS KIDS. ALSO PROVIDED FUNDS TO THE VILLAGE GREEN/BOOK TRUST THAT PROVIDES FREE BOOKS TO ALL ELEMENTARY SCHOOL CHILDREN.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAKE PEND OREILLE SCHOOL DISTRICT 08/17/2016 901 TRIANGLE DRIVE PONDERAY, ID 83852 50,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAFE150 GRAN FONDO 7,191 EXPENSES OFFICE 264 TOTAL 7,455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 1,500 1,500 INVENTORIES FOR SALE OR USE 747 963 PREPAID EXPENSES AND DEFERRED CHARGES 2,195 0 TOTAL 4,442 2,463
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANTS PAYABLE 3,500 10,676 DEFERRED REVENUE 0 9,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE SCHOLARSHIPS TO INDIVIDUAL STUDENTS BASED ON STANDARD APPLICATION PROCESS ADMINISTERED BY THE HIGH SCHOOL. PROVIDE GOODS, SERVICES OR FUNDS TO OTHER 501(C)(3) OR PUBLIC EDUCATIONAL ENTITIES. TO SUPPORT ALL THE CHILDREN IN THE COMMUNITY AND REGION TO REACH THEIR HIGHEST POTENTIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVIDED SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS AT SANDPOINT HIGH SCHOOL. USED THE HIGH SCHOOL COUNSELING OFFICE AND ROTARY CLUB TO DETERMINE ELIGIBILITY. ALSO, PROVIDED FUNDING TO OTHER 501(C)3 ORGANIZATIONS ON A PROJECT BY PROJECT BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROVIDED FUNDS TO THE LAKE PEND OREILLE SCHOOL DISTRICT FOR PROGRAMS FOR CHILDREN ON THE AUTISM SPECTRUM, TO BE USED TO TRAIN TEACHERS IN EFFECTIVE METHODS FOR WORKING WITH AUTISTIC CHILDREN AND PROVIDING SUPPLIES, TOOLS, AND EDUCATIONAL MATERIALS FOR THESE SPECIAL NEEDS KIDS. ALSO PROVIDED FUNDS TO THE VILLAGE GREEN/BOOK TRUST THAT PROVIDES FREE BOOKS TO ALL ELEMENTARY SCHOOL CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/ReturnTs02017-02-04T15:08:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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