Civic Intelligence

The Novalis Project

990EZ • Fiscal year 2016 • EIN 47-5389198

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profilewww.novalisproject.org
635 Lit WayAshland, OR 97520

(541) 999-7913

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$40,050

No earlier filing loaded for comparison.

Net Assets

$40,050

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

$148,512

No earlier filing loaded for comparison.

Expenses

$114,943

No earlier filing loaded for comparison.

Net Income

$33,569

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$40,050
Liabilities-
Net Assets$40,050
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$148,512
Expenses$114,943
Net Income$33,569
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$165,836
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.$148,688$3,990
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shady SirotkinPresident-$0--
Karen O'DoughertySecretary-$0--
Greg CareyBoard Member-$0--
Melanie MindlinBoard Member-$0--
Sheri ZyskTreasurer-$0--
Karen TaylorBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Andrew Harvey$17,148$17,148$16,201$947
Total Events$17,148$17,148$17,324$-176
Filing and Contact Details

Filer

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

Signing Officer

Name
Shady Sirotkin
Title
President
Signed
2017-11-14
Discuss with paid preparer
No

Preparer

Firm
Norris & Peterson LLC
Address
993 Siskiyou Boulevard 4, Ashland, OR 97520
Preparer
Marlin J Peterson
Phone
5414889700
Supplemental Narrative

Additional Explanations

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

“Travel 8,147”

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

“Meals and entertainment 452”

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

“Conferences, conventions, and meetings 748”

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

“Supplies 1,175”

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

“Marketing and Advertising 9,050”

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

“Project Expenses 3,990”

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

“Insurance 980”

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

“Subscription Services 439”

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

“Fees amd Licenses 909”

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

“Bank Fees 118”

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

“Misc Expenses 1,054”

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

“rounding 1”

Raw XML Appendix181 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/BooksInCareOfDetail/USAddress/CityNm0Ashland
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shady Sirotkin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen O'Dougherty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Greg Carey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Melanie Mindlin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Sheri Zysk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Karen Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt027063
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Educational facility for teaching all aspects of sustainability
IRS990EZ/PrintingPublicationsPostageAmt047
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0148688
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03990
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt081932
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017324
IRS990EZ/SpecialEventsNetIncomeLossAmt0-176
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0114943
IRS990EZ/TotalProgramServiceExpensesAmt03990
IRS990EZ/TotalRevenueAmt0148512
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.novalisproject.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0148688
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0148688
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017149
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0165837
IRS990ScheduleA/Total509Grp/TotalAmt0165837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0165837
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0165837
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017324
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Andrew Harvey
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt017148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017148
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt017148
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-176
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016201
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016201
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01123
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 8,147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 1,175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Marketing and Advertising 9,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Project Expenses 3,990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance 980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Subscription Services 439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Fees amd Licenses 909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Fees 118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Misc Expenses 1,054
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11rounding 1
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 I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Shady Sirotkin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.94.246.17
ReturnHeader/FilingSecurityInformation/IPDt02017-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm016:59:38
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norris & Peterson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0993 Siskiyou Boulevard 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ashland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097520
ReturnHeader/PreparerPersonGrp/PhoneNum05414889700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marlin J Peterson
ReturnHeader/ReturnTs02017-11-14T10:43:57-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,050
Liabilities
-
Net assets
$40,050
Revenue
$148,512
Expenses
$114,943
Net income
$33,569
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