Civic Intelligence

Keep IT in the Valley Foundation

990EZ • Fiscal year 2024 • EIN 46-0895569

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 30, 2024

CO Cla 517 N Mission St 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

56th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

45th percentile

0.9%

Higher net margin than 45% 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

57th percentile

5.4%

Faster asset growth than 57% of similar nonprofits.

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

Revenue Growth

35th percentile

-9.5%

Faster revenue growth than 35% of similar nonprofits.

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

Assets

Up

$11,870

Up $609 (+5.4%) from 2023

Net Assets

Up

$11,870

Up $609 (+5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$64,414

Down $6,768 (-9.5%) from 2023

Expenses

Down

$63,805

Down $13,010 (-17%) from 2023

Net Income

Up

$609

Up $6,242 (+111%) from 2023

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

2024

Assets$11,870
Liabilities$0
Net Assets$11,870

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

2024

Revenue$64,414
Expenses$63,805
Net Income$609
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$97,947
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 DONATES ALL PROFITS FROM FUNDRAISING TO THE COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON TO ADMINISTER SCHOLARSHIPS. THROUGH THE COMMUNITY FOUNDATION OF NCW, THE ORGANIZATION AWARDS SCHOLARSHIPS TO 15 STUDENTS ANNUALLY. TO DATE, THE ORGANIZATION HAS AWARDED 180 SCHOLARSHIPS, WITH 15 MORE DUE TO BE AWARDED IN MAY OF 2025.$60,500$61,222
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE MOTTMember-$0--
JOSH HEINICKEPresident-$0--
REILLY KNEEDLERVice President-$0--
ROBIN DELABARRESecretary-$0--
ROBERT PAINETreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Funnel Cakes$97,947$97,947$14,683$83,264
Total Events$97,947$97,947$33,533$64,414
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 STE B, WENATCHEE, WA 98801

Signing Officer

Name
Robert Paine
Title
Treasurer
Phone
5096678667
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8101 WEST GRANDRIDGE BLVD SUITE 130, KENNEWICK, WA 99336
Preparer
Emily Mccann
Phone
5097351561
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: community foundation of ncw. Grantee address: 9 south wenatchee ave wenatchee, wa 98801. Amount given: 60,500.

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

Description: insurance. Amount: 723. Description: advertising. Amount: 1,259. Total to form 990-ez, line 16: 1,982.

Raw XML Appendix170 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/TitleTxt0MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
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IRS990EZ/OperateHospitalInd00
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: COMMUNITY FOUNDATION OF NCW. GRANTEE ADDRESS: 9 SOUTH WENATCHEE AVE WENATCHEE, WA 98801. AMOUNT GIVEN: 60,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INSURANCE. AMOUNT: 723. DESCRIPTION: ADVERTISING. AMOUNT: 1,259. TOTAL TO FORM 990-EZ, LINE 16: 1,982.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT PAINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05096678667
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
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 STE B
ReturnHeader/Filer/USAddress/CityNm0WENATCHEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08101 WEST GRANDRIDGE BLVD SUITE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNEWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099336
ReturnHeader/PreparerPersonGrp/PhoneNum05097351561
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY MCCANN
ReturnHeader/ReturnTs02024-11-18T16:21:26-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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