Civic Intelligence

Keep IT in the Valley Foundation

990EZ • Fiscal year 2020 • EIN 46-0895569

Jul 01, 2019 to Jun 30, 2020 • Filed on May 04, 2021

CO Cla 517 N Mission St No Ste BWenatchee, WA 98801

(509) 667-8667

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

14th percentile

-31%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$18,649

Down $8,481 (-31%) from 2019

Net Assets

Down

$18,649

Down $8,481 (-31%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$0

Down $56,950 (-100%) from 2019

Expenses

Down

$8,481

Down $46,719 (-85%) from 2019

Net Income

Down

-$8,481

Down $10,231 (-585%) from 2019

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2013: $48,037Liabilities 2013: $40,0002013Assets 2014: $35,022Liabilities 2014: $20,000Net Assets 2014: $15,0222014Assets 2015: $36,272Liabilities 2015: $02015Assets 2016: $28,742Liabilities 2016: $0Net Assets 2016: $28,7422016Assets 2017: $25,959Liabilities 2017: $0Net Assets 2017: $25,9592017Assets 2018: $25,380Liabilities 2018: $0Net Assets 2018: $25,3802018Assets 2019: $27,130Liabilities 2019: $0Net Assets 2019: $27,1302019Assets 2020: $18,649Liabilities 2020: $0Net Assets 2020: $18,6492020Assets 2021: $28,556Liabilities 2021: $0Net Assets 2021: $28,5562021Assets 2022: $16,894Liabilities 2022: $0Net Assets 2022: $16,8942022Assets 2023: $11,261Liabilities 2023: $0Net Assets 2023: $11,2612023Assets 2024: $11,870Liabilities 2024: $0Net Assets 2024: $11,8702024Assets 2025: $10,280Net Assets 2025: $10,2802025

Highlighted filing

2020

Assets$18,649
Liabilities$0
Net Assets$18,649

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $76,689Expenses 2013: $68,652Net Income 2013: $8,0372013Revenue 2014: $86,010Expenses 2014: $79,025Net Income 2014: $6,9852014Revenue 2015: $95,811Expenses 2015: $74,561Net Income 2015: $21,2502015Revenue 2016: $48,577Expenses 2016: $56,107Net Income 2016: -$7,5302016Revenue 2017: $52,037Expenses 2017: $54,820Net Income 2017: -$2,7832017Revenue 2018: $55,117Expenses 2018: $55,696Net Income 2018: -$5792018Revenue 2019: $56,950Expenses 2019: $55,200Net Income 2019: $1,7502019Revenue 2020: $0Expenses 2020: $8,481Net Income 2020: -$8,4812020Revenue 2021: $76,415Expenses 2021: $66,508Net Income 2021: $9,9072021Revenue 2022: $60,514Expenses 2022: $72,176Net Income 2022: -$11,6622022Revenue 2023: $71,182Expenses 2023: $76,815Net Income 2023: -$5,6332023Revenue 2024: $64,414Expenses 2024: $63,805Net Income 2024: $6092024Revenue 2025: $63,655Expenses 2025: $65,245Net Income 2025: -$1,5902025

Highlighted filing

2020

Revenue$0
Expenses$8,481
Net Income-$8,481
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 4, 2021
Return Version
2019v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

The organization operates exclusively for charitable and educational purposes. The net profits raised from this activity will be donated to the community foundation of north central washington for scholarships as directed by the organization.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS FOR LOCAL GRADUATING HIGH SCHOOL SENIORS TO ATTEND WENATCHEE VALLEY COMMUNITY COLLEGE. THE ORGANIZATION AWARDS FUNDS TO THE COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON TO ADMINISTER SCHOLARSHIPS AS DIRECTED BY THE ORGANIZATION. THROUGH THE COMMUNITY FOUNDATION OF NCW, THE ORGANIZATION HAS HISTORICALLY AWARDED SCHOLARSHIPS TO 15 STUDENTS ANNUALLY. DUE TO THE COVID-19 PANDEMIC, THE ANNUAL FUNDRAISING EVENT WAS NOT ABLE TO BE HELD, AND AS A RESULT, NO REVENUES WERE EARNED DURING THE FISCAL YEAR ENDED JUNE 30, 2020 AND NO PROFITS WERE AVAILABLE TO BE DONATED TO THE COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON FOR SCHOLARSHIPS.$0$3,096
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSH HEINICKEPresident-$0--
ROBIN DELEBARRESecretary-$0--
ROBERT PAINETreasurer-$0--
SUSAN HEINICKEMember-$0--
WEST MATHISONMember-$0--
HEATHER OSTENSENMember (Thru 5/2020)-$0--
Filing and Contact Details

Filer

Filer Name
Keep It in the Valley Foundation
EIN
46-0895569
Phone
5096678667
Address
CO CLA 517 N MISSION ST NO STE B, WENATCHEE, WA 98801

Signing Officer

Name
Josh Heinicke
Title
President
Phone
5096678667
Signed
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
517 NORTH MISSION STREET SUITE B, WENATCHEE, WA 98801
Preparer
Kelli M Fletcher
Phone
5096635622
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: permits and fees. Amount: 68. Description: insurance. Amount: 1,048. Description: depreciation expense. Amount: 1,741. Description: fundraising expense. Amount: 5,317. Total to form 990-ez, line 16: 8,174.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 1,741. End of year amount: 0.

Raw XML Appendix166 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/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN HEINICKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WEST MATHISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HEATHER OSTENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER (THRU 5/2020)
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08174
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE NET PROFITS RAISED FROM THIS ACTIVITY WILL BE DONATED TO THE COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON FOR SCHOLARSHIPS AS DIRECTED BY THE ORGANIZATION.
IRS990EZ/PrintingPublicationsPostageAmt0307
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PERMITS AND FEES. AMOUNT: 68. DESCRIPTION: INSURANCE. AMOUNT: 1,048. DESCRIPTION: DEPRECIATION EXPENSE. AMOUNT: 1,741. DESCRIPTION: FUNDRAISING EXPENSE. AMOUNT: 5,317. TOTAL TO FORM 990-EZ, LINE 16: 8,174.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,741. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSH HEINICKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05096678667
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEEP IT IN THE VALLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KEEP
ReturnHeader/Filer/EIN0460895569
ReturnHeader/Filer/PhoneNum05096678667
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO CLA 517 N MISSION ST NO STE B
ReturnHeader/Filer/USAddress/CityNm0WENATCHEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098801
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0517 NORTH MISSION STREET SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WENATCHEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098801
ReturnHeader/PreparerPersonGrp/PhoneNum05096635622
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLI M FLETCHER
ReturnHeader/ReturnTs02021-05-12T11:53:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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