Civic Intelligence

Ponderay Rotary Charitable Trust Inc.

990EZ • Fiscal year 2015 • EIN 27-5362307

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 13, 2016

Organization ProfileN/A
PO Box 813Ponderay, ID 83852

(208) 263-0959

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

29th percentile

-5.7%

Higher net margin than 29% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

11th percentile

-42%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$6,856

Down $4,874 (-42%) from 2014

Net Assets

Down

$6,770

Down $3,251 (-32%) from 2014

Liabilities

Down

$86

Down $1,623 (-95%) from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin29th percentile

Revenue

Down

$57,378

Down $10,160 (-15%) from 2014

Expenses

Up

$60,629

Up $59 (+0.1%) from 2014

Net Income

Down

-$3,251

Down $10,219 (-147%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2015

Assets$6,856
Liabilities$86
Net Assets$6,770
Open 2015 Filing

Operations Trend

Revenue Growth28th percentile

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

2015

Revenue$57,378
Expenses$60,629
Net Income-$3,251
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 13, 2016
Return Version
2014v6.0
Gross Receipts
$71,772
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.$64$60,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
A Night to Remember$64,766$64,766$1,135$63,631
Total Events$64,766$64,766$14,394$50,372
Filing and Contact Details

Filer

Filer Name
Ponderay Rotary Charitable Trust Inc
EIN
27-5362307
Address
PO Box 813, Ponderay, ID 83852

Signing Officer

Name
Kevin Kluender
Title
Treasurer
Signed
2016-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Kevin Kluender CPA Cfp
Address
101 N 1st Ave Ste 2, Sandpoint, ID 83864
Preparer
Kevin Kluender CPA CFP
Phone
2082631040
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$1”

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: $50000”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Rotary Club of Ponderay Centennial | Donee's Address: PO Box 813 Ponderay, ID 83852 | Cash Amount Given: $10000”

Other Expenses.1

“Dues and Subscriptions $240”

Other Expenses.2

“Bank Service Charges $64”

Other Assets.1005

“Accounts Receivable - Beginning $3761 Accounts Receivable - Ending $5061”

Other Assets.1

“Due From Ponderay Rotary - Beginning $0 Due From Ponderay Rotary - Ending $435”

Total Liabilities.1

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

Raw XML Appendix187 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/CityNm0Sandpoint
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JP Carver
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kevin Kluender
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Gibson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherExpensesTotalAmt0304
IRS990EZ/OtherRevenueTotalAmt01
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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt064
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014394
IRS990EZ/SpecialEventsNetIncomeLossAmt050372
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01709
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt086
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060629
IRS990EZ/TotalProgramServiceExpensesAmt064
IRS990EZ/TotalRevenueAmt057378
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07005
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036435
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt065749
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt07
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt07
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071781
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0262999
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IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0450
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0450
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0A Night to Remember
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09628
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09628
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt064766
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01135
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Community Cancer Services Inc | Donee's Address: 1215 Michigan Street Suite B Sandpoint, ID 83864 | Cash Amount Given: $50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Rotary Club of Ponderay Centennial | Donee's Address: PO Box 813 Ponderay, ID 83852 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues and Subscriptions $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Service Charges $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Receivable - Beginning $3761 Accounts Receivable - Ending $5061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Due From Ponderay Rotary - Beginning $0 Due From Ponderay Rotary - Ending $435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Due to Rotary Club of Ponderay - Beginning $1709 Due to Rotary Club of Ponderay - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Kluender
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ponderay Rotary Charitable Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0POND
ReturnHeader/Filer/EIN0275362307
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 813
ReturnHeader/Filer/USAddress/CityNm0Ponderay
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEVIN KLUENDER CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 N 1st Ave Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sandpoint
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ID
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083864
ReturnHeader/PreparerPersonGrp/PhoneNum02082631040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Kluender CPA CFP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-13T20:05:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,856
Liabilities
$86
Net assets
$6,770
Revenue
$57,378
Expenses
$60,629
Net income
-$3,251
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