Civic Intelligence

Lake Chelan Rec Development Founda Lake Chelan Community Pool Foundati

990EZ • Fiscal year 2017 • EIN 31-1633981

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

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

75th percentile

19%

Higher net margin than 75% 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

59th percentile

7.7%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

10th percentile

-49%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$15,931

Up $1,144 (+7.7%) from 2016

Net Assets

Up

$15,931

Up $1,144 (+7.7%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin75th percentile

Revenue

Down

$6,100

Down $5,789 (-49%) from 2016

Expenses

Down

$4,956

Down $7,171 (-59%) from 2016

Net Income

Up

$1,144

Up $1,382 (+581%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th 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 2025: $101,879Net Assets 2025: $101,8792025

Highlighted filing

2017

Assets$15,931
Liabilities-
Net Assets$15,931
Open 2017 Filing

Operations Trend

Revenue Growth10th 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 2025: $166,738Expenses 2025: $137,765Net Income 2025: $28,9732025

Highlighted filing

2017

Revenue$6,100
Expenses$4,956
Net Income$1,144
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$6,100
Mission and Program Overview

Mission

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

Raising funds for public recreation facilities and trails.

Program Services

DescriptionGrantsExpenses
Raising funds for public recreation facilities and trails$1,845-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip LongPresident-$0--
Zach KershnerTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lake Chelan Rec Development Foundation
EIN
31-1633981
Phone
5096824066
Address
PO Box 202, Chelan, WA 98816

Signing Officer

Name
Zach Kershner CPA
Title
Treasurer
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Evergreen Accounting
Address
PO Box 788, Chelan, WA 98816-0788
Preparer
Zach Kershner CPA
Phone
5092937870
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $64”

Other Expenses.1012

“Insurance $1197”

Other Expenses.1

“Program Expense $1845”

Other Expenses.2

“Permits $190”

Raw XML Appendix132 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/PersonNm0Evergreen Accounting
IRS990EZ/BooksInCareOfDetail/PhoneNum05096824066
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 788
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chelan
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098816
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014787
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015931
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01144
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01660
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt014787
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015931
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt06100
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014787
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015931
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014787
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015931
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03296
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raising funds for public recreation facilities and trails.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Raising funds for public recreation facilities and trails
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01845
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04956
IRS990EZ/TotalProgramServiceExpensesAmt01845
IRS990EZ/TotalRevenueAmt06100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt035546
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt035546
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011888
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014332
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02876
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt035546
IRS990ScheduleA/TotalSupportAmt035553
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Expense $1845
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Permits $190
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Zach Kershner CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lake Chelan Rec Development Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Lake Chelan Community Pool Foundation
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/PreparerFirmGrp/PreparerFirmEIN0471713916
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Evergreen Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 788
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chelan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0988160788
ReturnHeader/PreparerPersonGrp/PhoneNum05092937870
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zach Kershner CPA
ReturnHeader/ReturnTs02018-11-15T09:05:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,931
Liabilities
-
Net assets
$15,931
Revenue
$6,100
Expenses
$4,956
Net income
$1,144
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
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
2017Detailed filing. Detailed filing data is available for this year.$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