Civic Intelligence

Lake Chelan Rec Development Founda Lake Chelan Community Pool Foundati

990EZ • Fiscal year 2024 • EIN 31-1633981

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 20, 2025

Organization ProfileN/A
PO Box 202Chelan, WA 98816

(509) 682-4066

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

33%

Faster asset growth than 80% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

64%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$72,907

Up $33,037 (+83%) from 2022

Net Assets

Up

$72,907

Up $33,037 (+83%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Up

$116,173

Up $52,502 (+82%) from 2022

Expenses

Up

$98,029

Up $23,021 (+31%) from 2022

Net Income

Up

$18,144

Up $29,481 (+260%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$150K$100K$50K$0Assets 2015: $14,025Net Assets 2015: $14,0252015Assets 2016: $14,787Net Assets 2016: $14,7872016Assets 2017: $15,931Net Assets 2017: $15,9312017Assets 2018: $13,263Net Assets 2018: $13,2632018Assets 2019: $18,657Net Assets 2019: $18,6572019Assets 2020: $28,394Net Assets 2020: $28,3942020Assets 2021: $51,206Net Assets 2021: $51,2062021Assets 2022: $39,870Net Assets 2022: $39,8702022Assets 2024: $72,907Net Assets 2024: $72,9072024Assets 2025: $101,879Net Assets 2025: $101,8792025

Highlighted filing

2024

Assets$72,907
Liabilities-
Net Assets$72,907
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $352Expenses 2015: $10,802Net Income 2015: -$10,4502015Revenue 2016: $11,889Expenses 2016: $12,127Net Income 2016: -$2382016Revenue 2017: $6,100Expenses 2017: $4,956Net Income 2017: $1,1442017Revenue 2018: $22,123Expenses 2018: $24,791Net Income 2018: -$2,6682018Revenue 2019: $15,675Expenses 2019: $10,281Net Income 2019: $5,3942019Revenue 2020: $20,453Expenses 2020: $10,716Net Income 2020: $9,7372020Revenue 2021: $46,803Expenses 2021: $23,992Net Income 2021: $22,8112021Revenue 2022: $63,671Expenses 2022: $75,008Net Income 2022: -$11,3372022Revenue 2024: $116,173Expenses 2024: $98,029Net Income 2024: $18,1442024Revenue 2025: $166,738Expenses 2025: $137,765Net Income 2025: $28,9732025

Highlighted filing

2024

Revenue$116,173
Expenses$98,029
Net Income$18,144
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 20, 2025
Return Version
2024v5.0
Gross Receipts
$116,173
Mission and Program Overview

Mission

Raising funds for public recreation, facilities, and trails and water quality.

Program Services

DescriptionGrantsExpenses
RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.-$53,578
RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.-$44,451
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP LONGPresident-$0--
ZACH KERSHNERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lake Chelan Rec Development Founda
EIN
31-1633981
Phone
5096824066
Address
PO BOX 202, CHELAN, WA 98816

Signing Officer

Name
Zach Kershner
Title
Treasurer
Phone
5096824066
Signed
2025-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Evergreen Accounting Pllc
Address
PO BOX 788, CHELAN, WA 98816-0788
Preparer
Zach Kershner CPA
Phone
5092937870
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“INTEREST 216 TOTAL 216”

Form 990-ez, Part I, Line 16

“Expenses advertising 2,089 office exp. 270 computer costs 1,311 travel 74 insurance 5,313 non-investment depreciation 2,187 total 11,244”

Form 990-ez, Part II, Line 24

“31,247 31,247 less accumulated depreciation 25,778 27,965 total 5,469 3,282”

Form 990-ez, Part III

“Raising funds for public recreation, facilities, and trails and water quality.”

Form 990-ez, Part III, Line 31

“Raising funds for public recreation, facilities, trails and water quality.”

Raw XML Appendix129 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/PersonNm0ZACH KERSHNER
IRS990EZ/BooksInCareOfDetail/PhoneNum05096824066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 201
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHELAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098816
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049294
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069625
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0115957
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018144
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt045452
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054763
IRS990EZ/Form990TotalAssetsGrp/EOYAmt072907
IRS990EZ/GrossReceiptsAmt0116173
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt054763
IRS990EZ/NetAssetsOrFundBalancesEOYAmt072907
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt054763
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt072907
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILIP LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ZACH KERSHNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05469
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03282
IRS990EZ/OtherExpensesTotalAmt011244
IRS990EZ/OtherRevenueTotalAmt0216
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, AND TRAILS AND WATER QUALITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053578
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt144451
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt041333
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098029
IRS990EZ/TotalProgramServiceExpensesAmt098029
IRS990EZ/TotalRevenueAmt0116173
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0115957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt063670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt046788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0317492
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0299
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0317492
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0115957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt070624
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt063670
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt046788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020453
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0317492
IRS990ScheduleA/TotalSupportAmt0317492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST 216 TOTAL 216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 2,089 OFFICE EXP. 270 COMPUTER COSTS 1,311 TRAVEL 74 INSURANCE 5,313 NON-INVESTMENT DEPRECIATION 2,187 TOTAL 11,244
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt231,247 31,247 LESS ACCUMULATED DEPRECIATION 25,778 27,965 TOTAL 5,469 3,282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, AND TRAILS AND WATER QUALITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RAISING FUNDS FOR PUBLIC RECREATION, FACILITIES, TRAILS AND WATER QUALITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ZACH KERSHNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05096824066
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE CHELAN REC DEVELOPMENT FOUNDA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAKE CHELAN COMMUNITY POOL FOUNDATI
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0311633981
ReturnHeader/Filer/PhoneNum05096824066
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 202
ReturnHeader/Filer/USAddress/CityNm0CHELAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098816
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471713916
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EVERGREEN ACCOUNTING PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 788
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHELAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988160788
ReturnHeader/PreparerPersonGrp/PhoneNum05092937870
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACH KERSHNER CPA
ReturnHeader/ReturnTs02025-02-20T20:38:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,907
Liabilities
-
Net assets
$72,907
Revenue
$116,173
Expenses
$98,029
Net income
$18,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$1.02$1.67$1.38$0.29
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.16$0.98$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.64$0.75$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.47$0.24$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.28$0.20$0.11$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.19$0.16$0.10$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.13$0.22$0.25$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.16$0.06$0.05$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.15$0.12$0.12$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.14$0.00$0.11$0.10