Civic Intelligence

Ponderay Rotary Charitable Trust Inc.

990EZ • Fiscal year 2014 • EIN 27-5362307

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 21, 2014

Organization ProfileN/A
PO Box 81383852

(208) 263-0959

Siviq Scores

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

Liabilities / Assets

79th percentile

0.15x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.03x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

$11,730

No earlier filing loaded for comparison.

Net Assets

$10,021

No earlier filing loaded for comparison.

Liabilities

$1,709

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin64th percentile

Revenue

$67,538

No earlier filing loaded for comparison.

Expenses

$60,570

No earlier filing loaded for comparison.

Net Income

$6,968

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2014: $11,730Liabilities 2014: $1,709Net Assets 2014: $10,0212014Assets 2015: $6,856Liabilities 2015: $86Net Assets 2015: $6,7702015Assets 2016: $14,155Net Assets 2016: $14,1552016Assets 2018: $20,051Liabilities 2018: $3,519Net Assets 2018: $16,5322018

Highlighted filing

2014

Assets$11,730
Liabilities$1,709
Net Assets$10,021
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $67,538Expenses 2014: $60,570Net Income 2014: $6,9682014Revenue 2015: $57,378Expenses 2015: $60,629Net Income 2015: -$3,2512015Revenue 2016: $68,910Expenses 2016: $61,525Net Income 2016: $7,3852016Revenue 2018: $56,306Expenses 2018: $46,436Net Income 2018: $9,8702018

Highlighted filing

2014

Revenue$67,538
Expenses$60,570
Net Income$6,968
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 21, 2014
Return Version
2013v3.1
Gross Receipts
$83,414
Mission and Program Overview

Mission

To accept, receive and administer any gift, grant, conveyance, devise or bequest for the purpose of carrying on adult, child or youth welfare activities or rehabilitation, and any and all similar welfare or charitable activities.

Program Services

DescriptionGrantsExpenses
To accept, receive and administer any gift, grant, conveyance, devise or bequest for the purpose of carrying on adult, child or youth welfare activities or rehabilitation, and any and all similar welfare or charitable activities. In the fiscal year ended 6/30/2013 the Organization raised over $45,000 which went to support Community Cancer Services a local 501(c)(3) organization that provides services to persons diagnosed with cancer.$76,445-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JP CarverPresident-$0--
Kevin KluenderTreasurer-$0--
Tom GibsonSecretary-$0--
Jamie GavinVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$78,414$46,979$2,044$44,935
Total Events$78,414$46,979$15,876$31,103
Filing and Contact Details

Filer

EIN
27-5362307

Signing Officer

Name
Kevin Kluender
Title
Treasurer
Signed
2014-11-21
Discuss with paid preparer
Yes

Preparer

Preparer
Kevin Kluender CPA CFP
Phone
2082631040
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Community Cancer Services Inc | Donee's Address: 1215 Michigan Street Suite B Sandpoint, ID 83864 | Cash Amount Given: $60300”

Other Expenses.1

“Bank Service Charges $44”

Other Expenses.2

“Rounding $1”

Other Assets.1005

“Accounts Receivable - Beginning $64 Accounts Receivable - Ending $3761”

Other Assets.1

“Due From Rotary Club of Ponderay - Beginning $716 Due From Rotary Club of Ponderay - Ending $0”

Total Liabilities.1

“Due to Rotary Club of Ponderay - Beginning $0 Due to Rotary Club of Ponderay - Ending $1709”

Raw XML Appendix178 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kevin Kluender CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum02082630959
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10120 E Lake Street Ste 202
IRS990EZ/BooksInCareOfDetail/USAddress/City0Sandpoint
IRS990EZ/BooksInCareOfDetail/USAddress/State0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode083864
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02273
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07969
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036435
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06968
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03053
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011730
IRS990EZ/FundraisingGrossIncomeAmt046979
IRS990EZ/GrantsAndSimilarAmountsPaidAmt060300
IRS990EZ/GrossReceiptsAmt083414
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03053
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010021
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03053
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010021
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JP Carver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kevin Kluender
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Gibson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jamie Gavin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0780
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03761
IRS990EZ/OtherExpensesTotalAmt045
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To accept, receive and administer any gift, grant, conveyance, devise or bequest for the purpose of carrying on adult, child or youth welfare activities or rehabilitation, and any and all similar welfare or charitable activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To accept, receive and administer any gift, grant, conveyance, devise or bequest for the purpose of carrying on adult, child or youth welfare activities or rehabilitation, and any and all similar welfare or charitable activities. In the fiscal year ended 6/30/2013 the Organization raised over $45,000 which went to support Community Cancer Services a local 501(c)(3) organization that provides services to persons diagnosed with cancer.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt076445
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015876
IRS990EZ/SpecialEventsNetIncomeLossAmt031103
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01709
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060570
IRS990EZ/TotalProgramServiceExpensesAmt076445
IRS990EZ/TotalRevenueAmt067538
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036435
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020409
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt058744
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt046979
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt037965
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt047523
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0132467
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt07
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0191211
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt049323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/Total509Grp/TotalAmt0191211
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083414
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049323
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0191218
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031435
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt031435
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015876
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010232
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010232
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt046979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt046979
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0A Night to Remember
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031103
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02044
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02044
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02300
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Community Cancer Services Inc | Donee's Address: 1215 Michigan Street Suite B Sandpoint, ID 83864 | Cash Amount Given: $60300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bank Service Charges $44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Rounding $1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $64 Accounts Receivable - Ending $3761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Due From Rotary Club of Ponderay - Beginning $716 Due From Rotary Club of Ponderay - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Due to Rotary Club of Ponderay - Beginning $0 Due to Rotary Club of Ponderay - Ending $1709
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Kluender
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10Ponderay Rotary Charitable Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0POND
ReturnHeader/Filer/EIN0275362307
ReturnHeader/Filer/USAddress/AddressLine10PO Box 813
ReturnHeader/Filer/USAddress/City0Ponderay
ReturnHeader/Filer/USAddress/State0ID
ReturnHeader/Filer/USAddress/ZIPCode083852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KEVIN KLUENDER CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10101 N 1st Ave Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Sandpoint
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode083864
ReturnHeader/PreparerPersonGrp/PhoneNum02082631040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Kluender CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-21T19:23:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,730
Liabilities
$1,709
Net assets
$10,021
Revenue
$67,538
Expenses
$60,570
Net income
$6,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$20.1$3.52$16.5$56.3$46.4$9.87
2016Detailed filing. Detailed filing data is available for this year.$14.2$14.2$68.9$61.5$7.39
2015Detailed filing. Detailed filing data is available for this year.$6.86$0.09$6.77$57.4$60.6$3.25
2014Detailed filing. Detailed filing data is available for this year.$11.7$1.71$10.0$67.5$60.6$6.97