Civic Intelligence

Roundtown Conservancy Inc.

990EZ • Fiscal year 2013 • EIN 37-1417465

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 31, 2014

Organization ProfileN/A
PO Box 50143113

(740) 477-8516

Siviq Scores

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

Liabilities / Assets

90th percentile

0.62x

Higher debt load relative to assets than 90% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

98th percentile

2.67x

Higher debt load relative to revenue than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

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

Source year 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets90th percentile

Assets

$234,565

No earlier filing loaded for comparison.

Net Assets

$90,296

No earlier filing loaded for comparison.

Liabilities

$144,269

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin98th percentile

Revenue

$53,976

No earlier filing loaded for comparison.

Expenses

$4,758

No earlier filing loaded for comparison.

Net Income

$49,218

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.

$300K$200K$100K$0Assets 2013: $234,565Liabilities 2013: $144,269Net Assets 2013: $90,2962013Assets 2014: $223,132Liabilities 2014: $141,744Net Assets 2014: $81,3882014Assets 2015: $211,496Liabilities 2015: $138,934Net Assets 2015: $72,5622015Assets 2016: $206,530Liabilities 2016: $135,951Net Assets 2016: $70,5792016Assets 2017: $204,747Liabilities 2017: $130,084Net Assets 2017: $74,6632017

Highlighted filing

2013

Assets$234,565
Liabilities$144,269
Net Assets$90,296
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2013: $53,976Expenses 2013: $4,758Net Income 2013: $49,2182013Revenue 2014: $704Expenses 2014: $9,611Net Income 2014: -$8,9072014Revenue 2015: $5,143Expenses 2015: $13,969Net Income 2015: -$8,8262015Revenue 2016: $14,709Expenses 2016: $16,692Net Income 2016: -$1,9832016Revenue 2017: $15,023Expenses 2017: $10,939Net Income 2017: $4,0842017

Highlighted filing

2013

Revenue$53,976
Expenses$4,758
Net Income$49,218
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 31, 2014
Return Version
2013v3.1
Gross Receipts
$55,034
Mission and Program Overview

Mission

Promote & preserve local history

Program Services

DescriptionGrantsExpenses
PRESERVING AND REFURBISHING THE INTERIOR BACK STEPS OF A HISTORIC OCTAGON HOUSE. EDUCATING THE COMMUNITY ON THE INTRINSIC VALUE OF LOCAL ARCHITECTURAL HERITAGE BY GIVING TOURS OF THE HOUSE.-$4,758
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY COOPERTrustee-$0--
BARBARA CRITESSecretary-$0--
KATIE MASSIETreasurer &-$0--
JP PENNELLTrustee-$0--
STEPHANIE SHARPNACKPresident-$0--
STUART SHARPNACKVP-$0--
Filing and Contact Details

Filer

EIN
37-1417465
Phone
7404778516

Signing Officer

Name
Stephanie Sharpnack
Title
President
Phone
7404778516
Signed
2014-10-31
Discuss with paid preparer
Yes

Preparer

Preparer
Jeffrey a Harr
Phone
7404745210
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 220 interest expense 1,529 insurance 2,252 licenses permits & fees 100 repairs & maint 358 investment depreciation 49 total 4,508”

Form 990-ez, Part II, Line 26

“Andrew ross loan 10,000 10,000 carol & wally higgins loan 500 500 cheryl & richard bircher loan 450 450 james r burchfield loan 10,000 10,000 national trust loan 65,000 65,000 savings bank loan 29,600 28,969 susan ramser loan 20,000 20,000 velma everhart loan 1,000 1,000 loans from officers 8,350 8,350”

Raw XML Appendix174 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DOROTHY COOPER
CompensationExplanation/CompensationExplanationGrp/PersonNm1BARBARA CRITES
CompensationExplanation/CompensationExplanationGrp/PersonNm2KATIE MASSIE
CompensationExplanation/CompensationExplanationGrp/PersonNm3JP PENNELL
CompensationExplanation/CompensationExplanationGrp/PersonNm4STEPHANIE SHARPNACK
CompensationExplanation/CompensationExplanationGrp/PersonNm5STUART SHARPNACK
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATIE MASSIE
IRS990EZ/BooksInCareOfDetail/PhoneNum07404778516
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 501
IRS990EZ/BooksInCareOfDetail/USAddress/City0CIRCLEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/State0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode043113
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035978
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084565
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054190
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt049218
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0250
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0185978
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0234565
IRS990EZ/FundraisingGrossIncomeAmt0844
IRS990EZ/GrossReceiptsAmt055034
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0150000
IRS990EZ/LandAndBuildingsGrp/EOYAmt0150000
IRS990EZ/LoansToFromOfficersAmt08350
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041078
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041078
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOROTHY COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BARBARA CRITES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE MASSIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JP PENNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHANIE SHARPNACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STUART SHARPNACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER &
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04508
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE & PRESERVE LOCAL HISTORY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVING AND REFURBISHING THE INTERIOR BACK STEPS OF A HISTORIC OCTAGON HOUSE. EDUCATING THE COMMUNITY ON THE INTRINSIC VALUE OF LOCAL ARCHITECTURAL HERITAGE BY GIVING TOURS OF THE HOUSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04758
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01058
IRS990EZ/SpecialEventsNetIncomeLossAmt0-214
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0144900
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0144269
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04758
IRS990EZ/TotalProgramServiceExpensesAmt04758
IRS990EZ/TotalRevenueAmt053976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0111536
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0404
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0404
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.35810
IRS990ScheduleA/PublicSupportTotal509Amt041966
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt045000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt029834
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt074834
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt045000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt029834
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt074834
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022933
IRS990ScheduleA/Total509Grp/TotalAmt0116800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt039237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022933
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0117204
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt08350
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0WORKING CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt08350
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0THOMAS N COOPER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FORMER TREASURER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt08350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 220 INTEREST EXPENSE 1,529 INSURANCE 2,252 LICENSES PERMITS & FEES 100 REPAIRS & MAINT 358 INVESTMENT DEPRECIATION 49 TOTAL 4,508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANDREW ROSS LOAN 10,000 10,000 CAROL & WALLY HIGGINS LOAN 500 500 CHERYL & RICHARD BIRCHER LOAN 450 450 JAMES R BURCHFIELD LOAN 10,000 10,000 NATIONAL TRUST LOAN 65,000 65,000 SAVINGS BANK LOAN 29,600 28,969 SUSAN RAMSER LOAN 20,000 20,000 VELMA EVERHART LOAN 1,000 1,000 LOANS FROM OFFICERS 8,350 8,350
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE SHARPNACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07404778516
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROUNDTOWN CONSERVANCY INC
ReturnHeader/Filer/BusinessNameControlTxt0ROUN
ReturnHeader/Filer/EIN0371417465
ReturnHeader/Filer/PhoneNum07404778516
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 501
ReturnHeader/Filer/USAddress/City0CIRCLEVILLE
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043113
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311413363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BALESTRA HARR & SCHERER CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CIRCLEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0431130875
ReturnHeader/PreparerPersonGrp/PhoneNum07404745210
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A HARR
ReturnHeader/ReturnTs02014-10-31T12:52:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$234,565
Liabilities
$144,269
Net assets
$90,296
Revenue
$53,976
Expenses
$4,758
Net income
$49,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$2.05$1.30$0.75$0.15$0.11$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.07$1.36$0.71$0.15$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.11$1.39$0.73$0.05$0.14$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.23$1.42$0.81$0.01$0.10$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.35$1.44$0.90$0.54$0.05$0.49
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits