Civic Intelligence

The Novalis Project

990EZ • Fiscal year 2017 • EIN 47-5389198

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

42%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,045

Up $16,995 (+42%) from 2016

Net Assets

Up

$57,045

Up $16,995 (+42%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Down

$43,582

Down $104,930 (-71%) from 2016

Expenses

Down

$26,587

Down $88,356 (-77%) from 2016

Net Income

Down

$16,995

Down $16,574 (-49%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

2017

Assets$57,045
Liabilities-
Net Assets$57,045
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

2017

Revenue$43,582
Expenses$26,587
Net Income$16,995
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$43,582
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shady SirotkinPresident-$0--
Karen O'DoughertySecretary-$0--
Greg CareyBoard Member-$0--
Sheri ZyskBoard Member-$0--
David SteinfeldTreasurer-$0--
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
2018-11-14
Discuss with paid preparer
No

Preparer

Firm
M Peterson LLC
Address
750 A Street Unit D, Ashland, OR 97520
Preparer
Marlin J Peterson
Phone
5414889700
Supplemental Narrative

Additional Explanations

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

“Travel 402”

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

“Meals and entertainment 18”

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

“Supplies 871”

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

“Marketing and Advertising 6,991”

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

“Project Expenses 725”

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

“Insurance 980”

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

“Subscription Services 635”

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

“Fees amd Licenses 200”

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

“Bank Fees 19”

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

“Accounting Fees 1,862”

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

“Event Expenses 114”

Raw XML Appendix152 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt040050
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057045
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt043582
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016995
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02770
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040050
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057045
IRS990EZ/GrossReceiptsAmt043582
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040050
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057045
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040050
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057045
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shady Sirotkin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karen O'Dougherty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Greg Carey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sheri Zysk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4David Steinfeld
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012817
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/SalariesOtherCompEmplBnftAmt011000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt026587
IRS990EZ/TotalRevenueAmt043582
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.novalisproject.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0148688
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0192270
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt017149
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt017149
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0209419
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043582
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0165837
IRS990ScheduleA/Total509Grp/TotalAmt0209419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043582
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0165837
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0209419
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Marketing and Advertising 6,991
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Project Expenses 725
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Subscription Services 635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fees amd Licenses 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Bank Fees 19
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounting Fees 1,862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Event Expenses 114
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Shady Sirotkin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04C2657D7F6FCE83AB197D498BE5921B64736FFF6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F4B002ADC040D6391F370B63C3C9D4344EF22C21
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.94.246.146
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:30:41
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M Peterson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 A Street Unit D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ashland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097520
ReturnHeader/PreparerPersonGrp/PhoneNum05414889700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marlin J Peterson
ReturnHeader/ReturnTs02018-11-14T11:12:41-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,045
Liabilities
-
Net assets
$57,045
Revenue
$43,582
Expenses
$26,587
Net income
$16,995
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