Civic Intelligence

The Novalis Project

EIN 47-5389198 • 501(c)3 • Ashland, OR

Profile

Educational facility for teaching all aspects of sustainability

635 Lit WayAshland, OR 97520

www.novalisproject.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

70.00x

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

501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-164700%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

43rd percentile

-6.7%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$68,458

Down $4,941 (-6.7%) from 2018

Liabilities

Flat

$210

Flat from 2018

Net Assets

Down

$68,248

Down $4,941 (-6.8%) from 2018

Operations
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$3

Down $58,066 (-100%) from 2018

Expenses

Down

$4,944

Down $36,981 (-88%) from 2018

Net Income

Down

-$4,941

Down $21,085 (-131%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2016: $40,050Net Assets 2016: $40,0502016Assets 2017: $57,045Net Assets 2017: $57,0452017Assets 2018: $73,399Liabilities 2018: $210Net Assets 2018: $73,1892018Assets 2019: $68,458Liabilities 2019: $210Net Assets 2019: $68,2482019

Highlighted filing

2019

Assets$68,458
Liabilities$210
Net Assets$68,248
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $148,512Expenses 2016: $114,943Net Income 2016: $33,5692016Revenue 2017: $43,582Expenses 2017: $26,587Net Income 2017: $16,9952017Revenue 2018: $58,069Expenses 2018: $41,925Net Income 2018: $16,1442018Revenue 2019: $3Expenses 2019: $4,944Net Income 2019: -$4,9412019

Highlighted filing

2019

Revenue$3
Expenses$4,944
Net Income-$4,941
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,458
Liabilities
$210
Net assets
$68,248
Revenue
$3
Expenses
$4,944
Net income
-$4,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.00$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.58$0.42$0.16
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.44$0.27$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.49$1.15$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$3
Mission and Program Overview

Mission

Educational facility for teaching all aspects of sustainability

Program Services

DescriptionGrantsExpenses
Land use demonstration sites to improve organic farming, forest management and fire reduction. During the fiscal year, the Organization operated the Biochar and Pollinator Station projects.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg CareyChairman-$0--
Angelica LemkeSecretary-$0--
Ryan KirkbyTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Novalis Project
EIN
47-5389198
Address
635 LIT WAY, ASHLAND, OR 97520

Signing Officer

Name
Greg Carey
Title
President
Signed
2020-11-12
Discuss with paid preparer
Yes

Preparer

Firm
M Peterson LLC
Address
PO Box 280, Ashland, OR 97520
Preparer
Marlin J Peterson
Phone
5414889700
Supplemental Narrative

Additional Explanations

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

“Meals and entertainment 113”

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

“Supplies 28”

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

“Marketing and Advertising 956”

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

“Subscription Services 56”

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

“Fees amd Licenses 50”

Form 990-EZ, Part II, Line 26, Liabilities

“Line of Credit Beginning of year 210, End of year 210”

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0RB Business Services
IRS990EZ/BooksInCareOfDetail/PhoneNum05419997913
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0635 Lit Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ashland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097520
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt073399
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068458
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4941
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01916
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073399
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068458
IRS990EZ/GrossReceiptsAmt03
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt073189
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068248
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt073189
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068248
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Greg Carey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Angelica Lemke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ryan Kirkby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01203
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational facility for teaching all aspects of sustainability
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Land use demonstration sites to improve organic farming, forest management and fire reduction. During the fiscal year, the Organization operated the Biochar and Pollinator Station projects.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01825
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0210
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0210
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt04944
IRS990EZ/TotalRevenueAmt03
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.novalisproject.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0148688
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0250267
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt072
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt017149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017149
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt072
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt075
IRS990ScheduleA/InvestmentIncomeCYPct00.00030
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0267416
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057997
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043582
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0165837
IRS990ScheduleA/Total509Grp/TotalAmt0267416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058069
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0165837
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0267491
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Marketing and Advertising 956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Subscription Services 56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Fees amd Licenses 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Line of Credit Beginning of year 210, End of year 210
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Greg Carey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NOVALIS PROJECT
ReturnHeader/Filer/BusinessNameControlTxt0NOVA
ReturnHeader/Filer/EIN0475389198
ReturnHeader/Filer/USAddress/AddressLine1Txt0635 LIT WAY
ReturnHeader/Filer/USAddress/CityNm0ASHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097520
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E882C1526EAC2A37B680EE472BC1DEDB098248F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E882C1526EAC2A37B680EE472BC1DEDB098248F3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.142.131.4
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:31:53
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M PETERSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ashland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097520
ReturnHeader/PreparerPersonGrp/PhoneNum05414889700
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marlin J Peterson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-12T12:34:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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