Civic Intelligence

Summit Lake Dillon Optimist Foundation

990EZ • Fiscal year 2017 • EIN 84-1570437

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization ProfileN/A
PO Box 2414Dillon, CO 80435

(970) 485-1594

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.

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

100th percentile

100%

Higher net margin than 100% 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

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$122,712

Up $14,457 (+13%) from 2016

Net Assets

$122,712

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin100th percentile

Revenue

Up

$7,695

Up $13,966 (+223%) from 2016

Expenses

Flat

$0

Flat from 2016

Net Income

Up

$7,695

Up $13,966 (+223%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2011: $98,284Liabilities 2011: $02011Assets 2012: $100,866Liabilities 2012: $02012Assets 2013: $106,170Liabilities 2013: $02013Assets 2015: $119,211Liabilities 2015: $02015Assets 2016: $108,255Liabilities 2016: $02016Assets 2017: $122,712Liabilities 2017: $0Net Assets 2017: $122,7122017Assets 2019: $135,462Liabilities 2019: $0Net Assets 2019: $135,4622019

Highlighted filing

2017

Assets$122,712
Liabilities$0
Net Assets$122,712
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$10K$0-$10KRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $2,717Expenses 2012: $130Net Income 2012: $2,5872012Revenue 2013: $5,304Expenses 2013: $0Net Income 2013: $5,3042013Revenue 2015: $8,475Expenses 2015: $0Net Income 2015: $8,4752015Revenue 2016: -$6,271Expenses 2016: $0Net Income 2016: -$6,2712016Revenue 2017: $7,695Expenses 2017: $0Net Income 2017: $7,6952017Revenue 2019: $14,900Expenses 2019: $2,150Net Income 2019: $12,7502019

Highlighted filing

2017

Revenue$7,695
Expenses$0
Net Income$7,695
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Gross Receipts
$134,121
Mission and Program Overview

Mission

Support for a 501(c)4 that provides activities for youth at not cost.

Program Services

DescriptionGrantsExpenses
Support to a non-profit organization which provides activities for youth without cost.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE SPENCERChairman-$0--
BILL WALLACESecretary-$0--
MERLE KLOCKETreasurer-$0--
ED CASIASVice Chairman-$0--
IAN DONOVANMember-$0--
Filing and Contact Details

Filer

Filer Name
Summit Lake Dillon Optimist Club Fdn
EIN
84-1570437
Phone
9704851594
Address
PO BOX 2414, DILLON, CO 80435

Signing Officer

Name
Bill Wallace
Title
Treasurer
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Swift Snow & Associates LLC
Address
PO BOX 5630, FRISCO, CO 80443-5630
Preparer
Laura R Snow CPA
Phone
9706685850
Raw XML Appendix146 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/CityNm0DILLON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080435
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0108255
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IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt0126426
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IRS990EZ/ExcessOrDeficitForYearAmt07695
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt03174
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MERLE KLOCKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED CASIAS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06762
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support for a 501(c)4 that provides activities for youth at not cost.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support to a non-profit organization which provides activities for youth without cost.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt0129600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt07695
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Foundation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0All support provided to Summit Lake Dillon Optimists, a 501 C4.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The foundation was created solely for supporting the Summit Lake Dillon Optimist,
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237236006
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SUMMIT LAKE DILLON OPTIMISTS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL WALLACE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT LAKE DILLON OPTIMIST CLUB FDN
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0841570437
ReturnHeader/Filer/PhoneNum09704851594
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2414
ReturnHeader/Filer/USAddress/CityNm0DILLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080435
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841564678
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5630
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0804435630
ReturnHeader/PreparerPersonGrp/PhoneNum09706685850
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura R Snow CPA
ReturnHeader/ReturnTs02018-05-21T10:57:36-07:00
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
$122,712
Liabilities
$0
Net assets
$122,712
Revenue
$7,695
Expenses
$0
Net income
$7,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.15$0.02$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.00$0.08
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.06$0.00$0.06
2015Summary only. Only limited summary data is available for this year.$1.19$0.00$0.08$0.00$0.08
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$0.05$0.00$0.05
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$0.03$0.00$0.03
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.00$0.00$0.00