Civic Intelligence

Platteview Recreation Association

990 • Fiscal year 2022 • EIN 47-0497748

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 19, 2023

4215 Platteview RoadBellevue, NE 68123

(402) 291-5766

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.81x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.95x

Higher debt load relative to revenue than 74% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Net Margin

60th percentile

10%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)7 • $1M-$5M nonprofits • Source year 2022

Asset Growth

78th percentile

11%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

22%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)7 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$2,820,631

Up $281,992 (+11%) from 2021

Net Assets

Up

$525,730

Up $226,344 (+76%) from 2021

Liabilities

Up

$2,294,901

Up $55,648 (+2.5%) from 2021

Revenue

Up

$2,407,684

Up $427,655 (+22%) from 2021

Expenses

Up

$2,157,929

Up $275,622 (+15%) from 2021

Net Income

Up

$249,755

Up $152,033 (+156%) from 2021

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $950,934Liabilities 2011: $1,299,430Net Assets 2011: -$348,4962011Assets 2012: $946,856Liabilities 2012: $1,354,163Net Assets 2012: -$407,3072012Assets 2013: $900,136Liabilities 2013: $1,419,009Net Assets 2013: -$518,8732013Assets 2014: $1,160,694Liabilities 2014: $1,793,179Net Assets 2014: -$632,4852014Assets 2015: $1,146,175Liabilities 2015: $1,780,430Net Assets 2015: -$634,2552015Assets 2016: $1,001,100Liabilities 2016: $1,599,482Net Assets 2016: -$598,3822016Assets 2017: $985,309Liabilities 2017: $1,631,509Net Assets 2017: -$646,2002017Assets 2018: $1,496,874Liabilities 2018: $2,047,519Net Assets 2018: -$550,6452018Assets 2019: $1,314,940Liabilities 2019: $1,738,809Net Assets 2019: -$423,8692019Assets 2020: $1,887,258Liabilities 2020: $2,122,396Net Assets 2020: -$235,1382020Assets 2021: $2,538,639Liabilities 2021: $2,239,253Net Assets 2021: $299,3862021Assets 2022: $2,820,631Liabilities 2022: $2,294,901Net Assets 2022: $525,7302022Assets 2023: $2,893,106Liabilities 2023: $2,170,402Net Assets 2023: $722,7042023Assets 2024: $3,163,377Liabilities 2024: $2,131,416Net Assets 2024: $1,031,9612024

Highlighted filing

2022

Assets$2,820,631
Liabilities$2,294,901
Net Assets$525,730

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,260,280Expenses 2011: $1,300,106Net Income 2011: -$39,8262011Revenue 2012: $1,269,159Expenses 2012: $1,319,470Net Income 2012: -$50,3112012Revenue 2013: $1,141,117Expenses 2013: $1,248,683Net Income 2013: -$107,5662013Revenue 2014: $1,123,688Expenses 2014: $1,236,800Net Income 2014: -$113,1122014Revenue 2015: $1,242,856Expenses 2015: $1,242,125Net Income 2015: $7312015Revenue 2016: $1,396,050Expenses 2016: $1,359,327Net Income 2016: $36,7232016Revenue 2017: $1,338,086Expenses 2017: $1,370,707Net Income 2017: -$32,6212017Revenue 2018: $1,541,976Expenses 2018: $1,446,420Net Income 2018: $95,5562018Revenue 2019: $1,684,842Expenses 2019: $1,557,568Net Income 2019: $127,2742019Revenue 2020: $1,826,934Expenses 2020: $1,645,703Net Income 2020: $181,2312020Revenue 2021: $1,980,029Expenses 2021: $1,882,307Net Income 2021: $97,7222021Revenue 2022: $2,407,684Expenses 2022: $2,157,929Net Income 2022: $249,7552022Revenue 2023: $2,536,980Expenses 2023: $2,340,005Net Income 2023: $196,9752023Revenue 2024: $2,831,515Expenses 2024: $2,521,755Net Income 2024: $309,7602024

Highlighted filing

2022

Revenue$2,407,684
Expenses$2,157,929
Net Income$249,755
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 19, 2023
Return Version
2022v5.0
Gross Receipts
$2,795,163
Mission and Program Overview

Mission

To provide for members participation in club activities and access to facilities (golf course)

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,168,688$1,680,952▲ $512,264
Cap Stk Tr Prin Current Funds$586,100$584,100▼ $2,000
Accounts Receivable$636,844$561,121▼ $75,723
Cash and Non-Interest-Bearing Accounts$623,445$392,713▼ $230,732
Inventories for Sale or Use$97,656$164,395▲ $66,739
Intangible Assets$8,564$11,184▲ $2,620
Prepaid Expenses and Deferred Charges$3,442$10,266▲ $6,824
Rtn Earn Endowment Incm Other Fnds$-286,714$-58,370▲ $228,344
Total Assets$2,538,639$2,820,631▲ $281,992
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,278,472$1,359,453▲ $80,981
Deferred Revenue$733,847$715,653▼ $18,194
Accounts Payable and Accrued Expenses$189,211$181,846▼ $7,365
Other Liabilities$37,723$37,949▲ $226
Total Liabilities$2,239,253$2,294,901▲ $55,648
Net Assets / Fund Balance
Total Net Assets Fund Balance$299,386$525,730▲ $226,344
Total Liabilities and Net Assets / Fund Balance$2,538,639$2,820,631▲ $281,992

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,058,931$2,498,945-
Other Land Buildings$65,000--
Land$63,011--
Equipment$494,010$751,442-
Compensation and Service Providers

Board Members and Trustees

NameTitle
-President
-Vice-president
-Board Member
-Secretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,109,098
Investment Income
$2,001
Other Revenue
$296,585
Change in Net Assets
$249,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,226,965
Salaries, Compensation, and Employee Benefits$930,964
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$709,237$93,189$0$802,426
Depreciation Depletion$205,514$0$0$205,514
Other Expenses$87,236$0$0$87,236
Fees for Services Management$80,541$0$0$80,541
Payroll Taxes$62,818$8,254$0$71,072
Interest$59,466$0$0$59,466
Advertising$51,950$0$0$51,950
Insurance$49,227$0$0$49,227
Other Employee Benefits$42,775$5,620$0$48,395
Occupancy$44,235$0$0$44,235
Office Expenses$37,635$4,909$0$42,544
Fees for Services Other$30,222$0$0$30,222
All Other Expenses$17,916$0$0$17,916
Information Technology$16,396$0$0$16,396
Pension Plan Contributions$8,018$1,053$0$9,071
Conferences and Meetings$2,821$0$0$2,821
Travel$2,574$0$0$2,574
Total Functional Expenses$2,044,904$113,025$0$2,157,929
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$24,242
Book Account$13,707
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Platteview Recreation Association
EIN
47-0497748
Phone
4022915766
Address
4215 PLATTEVIEW ROAD, BELLEVUE, NE 68123

Signing Officer

Name
James Paschal
Title
President
Phone
4022915766
Signed
2023-08-19
Discuss with paid preparer
Yes

Organization Details

Formed
1966
Legal Domicile
Ne
Voting Board Members
5
Independent Board Members
5
Employees
85
Volunteers
0

Preparer

Firm
Susan Wiggins CPA LLC
Address
5267 Waterford Ave Cir, Bellevue, NE 68133
Preparer
Susan Wiggins CPA
Phone
4026515602
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization is comprised of club members and social members.

Pt VI, Line 7A

The members of the organization elect officers to serve a three-year term as board of directors. Currently there are 317 active members and 91 social members.

Pt VI, Line 8B

The board of directors makes club decisions and there are no committees that act on the board's behalf.

Pt VI, Line 11B

The governing body reviews the form 990 tax return at a board meeting and the president signs the form 990 prior to filing.

Pt VI, Line 19

The information is available to members on the organization's website.

Pt XI

Termination of a membership interest of $2,000.

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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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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1116159
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2264826
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0SNACK BAR FOR MEMBERS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0387479
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0684064
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYOtherExpensesAmt01085911
IRS990/PYOtherRevenueAmt0289890
IRS990/PYProgramServiceRevenueAmt01690139
IRS990/PYRevenuesLessExpensesAmt097722
IRS990/PYSalariesCompEmpBnftPaidAmt0796396
IRS990/PYTotalExpensesAmt01882307
IRS990/PYTotalRevenueAmt01980029
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0249755
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02111099
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-286714
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-58370
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01058931
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02498945
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03557876
IRS990ScheduleD/EquipmentGrp/BookValueAmt0494010
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0751442
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01245452
IRS990ScheduleD/LandGrp/BookValueAmt063011
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt063011
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt065000
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt065000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013707
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124242
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BOOK ACCOUNT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01680952
IRS990ScheduleD/TotalLiabilityAmt037949
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS COMPRISED OF CLUB MEMBERS AND SOCIAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE ORGANIZATION ELECT OFFICERS TO SERVE A THREE-YEAR TERM AS BOARD OF DIRECTORS. CURRENTLY THERE ARE 317 ACTIVE MEMBERS AND 91 SOCIAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MAKES CLUB DECISIONS AND THERE ARE NO COMMITTEES THAT ACT ON THE BOARD'S BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING BODY REVIEWS THE FORM 990 TAX RETURN AT A BOARD MEETING AND THE PRESIDENT SIGNS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE INFORMATION IS AVAILABLE TO MEMBERS ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TERMINATION OF A MEMBERSHIP INTEREST OF $2,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XI
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02538639
IRS990/TotalAssetsEOYAmt02820631
IRS990/TotalAssetsGrp/BOYAmt02538639
IRS990/TotalAssetsGrp/EOYAmt02820631
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt085
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0113025
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02044904
IRS990/TotalFunctionalExpensesGrp/TotalAmt02157929
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02239253
IRS990/TotalLiabilitiesEOYAmt02294901
IRS990/TotalLiabilitiesGrp/BOYAmt02239253
IRS990/TotalLiabilitiesGrp/EOYAmt02294901
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0299386
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0525730
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01407705
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt02044904
IRS990/TotalProgramServiceRevenueAmt02109098
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02407684
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02407684
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02538639
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02820631
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt02574
IRS990/TravelGrp/TotalAmt02574
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04215 PLATTEVIEW ROAD
IRS990/USAddress/CityNm0BELLEVUE
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd068123
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0PLATTEVIEWCC.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES PASCHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04022915766
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLATTEVIEW RECREATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0PLAT
ReturnHeader/Filer/EIN0470497748
ReturnHeader/Filer/PhoneNum04022915766
ReturnHeader/Filer/USAddress/AddressLine1Txt04215 PLATTEVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0BELLEVUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068123
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823459502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Susan Wiggins CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05267 Waterford Ave Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellevue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068133
ReturnHeader/PreparerPersonGrp/PhoneNum04026515602
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-16

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$2.13$1.03$2.83$2.52$0.31
2023Summary only. Only limited summary data is available for this year.$2.89$2.17$0.72$2.54$2.34$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.82$2.29$0.53$2.41$2.16$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$2.24$0.30$1.98$1.88$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$2.12$0.24$1.83$1.65$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$1.74$0.42$1.68$1.56$0.13
2018Summary only. Only limited summary data is available for this year.$1.50$2.05$0.55$1.54$1.45$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$1.63$0.65$1.34$1.37$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$1.60$0.60$1.40$1.36$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$1.78$0.63$1.24$1.24$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.16$1.79$0.63$1.12$1.24$0.11
2013Summary only. Only limited summary data is available for this year.$0.90$1.42$0.52$1.14$1.25$0.11
2012Summary only. Only limited summary data is available for this year.$0.95$1.35$0.41$1.27$1.32$0.05
2011Summary only. Only limited summary data is available for this year.$0.95$1.30$0.35$1.26$1.30$0.04