Civic Intelligence

Sandpoint Rotary Charitable Trust Inc.

990 • Fiscal year 2017 • EIN 26-3088309

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 15, 2018

Organization ProfileN/A
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

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

94th percentile

151%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

95th percentile

165%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$105,820

Up $63,744 (+151%) from 2016

Net Assets

Up

$96,920

Up $75,020 (+343%) from 2016

Liabilities

Down

$8,900

Down $11,276 (-56%) from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin88th percentile

Revenue

Up

$165,644

Up $103,184 (+165%) from 2016

Expenses

Up

$99,300

Up $36,997 (+59%) from 2016

Net Income

Up

$66,344

Up $66,187 (+42157%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2017

Assets$105,820
Liabilities$8,900
Net Assets$96,920
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

2017

Revenue$165,644
Expenses$99,300
Net Income$66,344
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 15, 2018
Return Version
2017v2.2
Gross Receipts
$214,098
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$39,613$103,677▲ $64,064
Inventories for Sale or Use$963$2,143▲ $1,180
Accounts Receivable$1,500--
Total Assets$42,076$105,820▲ $63,744
Liabilities
Grants Payable$10,676--
Deferred Revenue$9,500$8,750▼ $750
Other Liabilities-$150-
Total Liabilities$20,176$8,900▼ $11,276
Net Assets / Fund Balance
Temporarily Rstr Net Assets$16,733$80,273▲ $63,540
Unrestricted Net Assets$5,167$16,647▲ $11,480
Total Net Assets Fund Balance$21,900$96,920▲ $75,020
Total Liabilities and Net Assets / Fund Balance$42,076$105,820▲ $63,744
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Tim CochranPresident
Bob GummermanDirector
Chris ChambersDirector
Clifton WarrenDirector
Denis TochtermanDirector
Dyno WahlDirector
Eric PaulDirector
Kendon PerryDirector
Marilyn SabellaDirector
Mike MorgansternDirector
Pierce SmithAssistant Tr
Matt KerrSecretary
Paula Freeman HallTreasurer
Serve WilsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$149,803
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$15,841
All Other Contributions
$59,729
Change in Net Assets
$66,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$88,125
Other Expenses$11,175
Total Fundraising Expense$10,572
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,725--$80,725
Advertising--$9,355$9,355
Grants to Domestic Individuals$5,500--$5,500
Foreign Grants$1,900--$1,900
Other Expenses--$1,217$1,217
Fees for Services Accounting-$491-$491
Office Expenses$112--$112
Total Functional Expenses$88,237$491$10,572$99,300
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Pend Oreille School DistrictPonderay, IDGovAutism$50,000
East Bonner County Library DistrictSandpoint, IDGovLibrary Expansion$30,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$64,295
Fundraising Direct Expenses$48,454
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$46,975$39,232$1,850$37,382
Chafe150 Gran F$107,394$25,063$35,998$-10,935
Total Events$154,369$64,295$48,454$15,841
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$150
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

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
2082554093
Signed
2018-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Cochran
Formed
2009
Legal Domicile
Id
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
100

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Page 2, Part III, Line 4D

“Charitable work for the community with an emphasis on youth and education.”

Form 990, Part XI, Line 9

“RECLASSIFICATION 8,676”

Raw XML Appendix392 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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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED 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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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt082331
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt07743
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048454
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CHAFE150 GRAN F
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt010606
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010606
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0107394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt046975
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0154369
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt039232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt064295
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015841
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt037848
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt035998
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01850
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt130000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0AUTISM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1LIBRARY EXPANSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LAKE PEND OREILLE SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1EAST BONNER COUNTY LIBRARY DISTRICT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0901 TRIANGLE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11407 CEDAR STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PONDERAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SANDPOINT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ID
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1ID
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd083852
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd183864
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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/ExplanationTxt1CHARITABLE WORK FOR THE COMMUNITY WITH AN EMPHASIS ON YOUTH AND EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RECLASSIFICATION 8,676
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt016733
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt080273
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt042076
IRS990/TotalAssetsEOYAmt0105820
IRS990/TotalAssetsGrp/BOYAmt042076
IRS990/TotalAssetsGrp/EOYAmt0105820
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0149803
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt010572
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0491
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt088237
IRS990/TotalFunctionalExpensesGrp/TotalAmt099300
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020176
IRS990/TotalLiabilitiesEOYAmt08900
IRS990/TotalLiabilitiesGrp/BOYAmt020176
IRS990/TotalLiabilitiesGrp/EOYAmt08900
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021900
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt096920
IRS990/TotalOtherProgSrvcExpenseAmt0112
IRS990/TotalProgramServiceExpensesAmt088237
IRS990/TotalRevenueGrp/ExclusionAmt015841
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165644
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt042076
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0105820
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05167
IRS990/UnrestrictedNetAssetsGrp/EOYAmt016647
IRS990/USAddress/AddressLine1Txt0708 SUPERIOR ST
IRS990/USAddress/CityNm0SANDPOINT
IRS990/USAddress/StateAbbreviationCd0ID
IRS990/USAddress/ZIPCd083864
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM COCHRAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02082554093
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANDPOINT ROTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0263088309
ReturnHeader/Filer/PhoneNum02082655959
ReturnHeader/Filer/USAddress/AddressLine1Txt0708 SUPERIOR ST
ReturnHeader/Filer/USAddress/CityNm0SANDPOINT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083864
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CAFE01AAA7F393A09FCDDE898EA8E51347F4CD93
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01E3EA9D8DD93D9F081D382455DE19EA41DCEA066
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.59.125.20
ReturnHeader/FilingSecurityInformation/IPDt02018-02-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:42:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0820496415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMS & PARSONS PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0708 SUPERIOR ST STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANDPOINT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0838641656
ReturnHeader/PreparerPersonGrp/PhoneNum02082655959
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAULA FREEMAN HALL CPA
ReturnHeader/ReturnTs02018-02-28T17:42:06-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,820
Liabilities
$8,900
Net assets
$96,920
Revenue
$165,644
Expenses
$99,300
Net income
$66,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$1.66$1.10$1.97$1.77$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$1.05$0.53$1.49$2.23$0.74
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.22$1.27$1.00$0.86$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.16$1.14$1.02$0.60$0.42
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.05$1.01$1.21$1.17$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.09$0.97$1.66$0.99$0.66
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.20$0.22$0.62$0.62$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.04$0.22$0.68$0.67$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.39$0.21$0.50$0.46$0.03