Civic Intelligence

Roundtown Conservancy Inc.

990EZ • Fiscal year 2014 • EIN 37-1417465

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 29, 2015

Organization ProfileN/A
PO Box 501Circleville, OH 43113

(740) 477-8516

Siviq Scores

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

Liabilities / Assets

90th percentile

0.64x

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

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

Liabilities / Revenue

100th percentile

201.34x

Higher debt load relative to revenue than 100% of similar nonprofits.

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

Net Margin

1st percentile

-1265%

Higher net margin than 1% 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

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$223,132

Down $11,433 (-4.9%) from 2013

Net Assets

Down

$81,388

Down $8,908 (-9.9%) from 2013

Liabilities

Down

$141,744

Down $2,525 (-1.8%) from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$704

Down $53,272 (-99%) from 2013

Expenses

Up

$9,611

Up $4,853 (+102%) from 2013

Net Income

Down

-$8,907

Down $58,125 (-118%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2014

Assets$223,132
Liabilities$141,744
Net Assets$81,388
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

2014

Revenue$704
Expenses$9,611
Net Income-$8,907
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 29, 2015
Return Version
2014v5.0
Gross Receipts
$704
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.-$9,611
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY COOPERTrustee-$0--
BARBARA CRITESSecretary-$0--
KATIE MASSIETreasurer 1/-$0--
JP PENNELLTrustee-$0--
STEPHANIE SHARPNACKPresidentPT$0--
STUART SHARPNACKVP-$0--
JOSH FORDTreasurer 9/-$0--
Filing and Contact Details

Filer

Filer Name
Roundtown Conservancy Inc
EIN
37-1417465
Phone
7404778516
Address
PO BOX 501, CIRCLEVILLE, OH 43113

Signing Officer

Name
Stephanie Sharpnack
Title
President
Phone
7404778516
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Balestra Harr & Scherer Cpas Inc
Address
PO BOX 875, CIRCLEVILLE, OH 43113-0875
Preparer
Jeffrey a Harr
Phone
7404745210
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 15 office supplies 123 interest expense 4,395 insurance 2,294 licenses permits & fees 100 repairs & maint 1,267 landscapiing 1,020 miscellaneous 289 investment depreciation 108 total 9,611”

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 28,969 26,444 susan ramser loan 20,000 20,000 velma everhart loan 1,000 1,000 loans from officers 8,350 8,350”

Raw XML Appendix169 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/PersonNm0JOSH FORD
IRS990EZ/BooksInCareOfDetail/PhoneNum07404778516
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 501
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CIRCLEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043113
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084564
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073132
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0509
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8907
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0234564
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0223132
IRS990EZ/FundraisingGrossIncomeAmt0195
IRS990EZ/GrossReceiptsAmt0704
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0150000
IRS990EZ/LandAndBuildingsGrp/EOYAmt0150000
IRS990EZ/LoansToFromOfficersAmt08350
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090295
IRS990EZ/NetAssetsOrFundBalancesEOYAmt081388
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090295
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt081388
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt46.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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/PersonNm6JOSH FORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER 1/
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER 9/
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09611
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/ProgramServiceExpensesAmt09611
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0195
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0144269
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0141744
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09611
IRS990EZ/TotalProgramServiceExpensesAmt09611
IRS990EZ/TotalRevenueAmt0704
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054190
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt036101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021245
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0112045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0404
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0404
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0844
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02732
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01688
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05459
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0404
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.36190
IRS990ScheduleA/PublicSupportPY509Pct00.35810
IRS990ScheduleA/PublicSupportTotal509Amt042670
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt045000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt029834
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt074834
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt045000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt029834
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt074834
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0704
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038833
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022933
IRS990ScheduleA/Total509Grp/TotalAmt0117504
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0704
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055034
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039237
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022933
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0117908
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 ADVERTISING 15 OFFICE SUPPLIES 123 INTEREST EXPENSE 4,395 INSURANCE 2,294 LICENSES PERMITS & FEES 100 REPAIRS & MAINT 1,267 LANDSCAPIING 1,020 MISCELLANEOUS 289 INVESTMENT DEPRECIATION 108 TOTAL 9,611
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 28,969 26,444 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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE SHARPNACK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07404778516
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROUNDTOWN CONSERVANCY INC
ReturnHeader/Filer/BusinessNameControlTxt0ROUN
ReturnHeader/Filer/EIN0371417465
ReturnHeader/Filer/PhoneNum07404778516
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 501
ReturnHeader/Filer/USAddress/CityNm0CIRCLEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043113
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311413363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALESTRA HARR & SCHERER CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 875
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CIRCLEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0431130875
ReturnHeader/PreparerPersonGrp/PhoneNum07404745210
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY A HARR
ReturnHeader/ReturnTs02015-10-30T12:40:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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
$223,132
Liabilities
$141,744
Net assets
$81,388
Revenue
$704
Expenses
$9,611
Net income
-$8,907
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