Civic Intelligence

Jefferson Beach Estates Community Inc

990EZ • Fiscal year 2022 • EIN 91-0845679

Jan 01, 2022 to Dec 31, 2022 • Filed on Dec 11, 2023

Organization Profilejeffersonbeach.org
P O Box 88Kingston, WA 98346

(360) 930-3041

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.07x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

66th percentile

9.2%

Faster asset growth than 66% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

49%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$495,000

Up $41,631 (+9.2%) from 2021

Net Assets

Up

$489,622

Up $40,827 (+9.1%) from 2021

Liabilities

Up

$5,378

Up $804 (+18%) from 2021

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin92nd percentile

Revenue

Up

$82,572

Up $27,065 (+49%) from 2021

Expenses

Down

$41,745

Down $10,007 (-19%) from 2021

Net Income

Up

$40,827

Up $37,072 (+987%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0Assets 2010: $476,867Liabilities 2010: $1,521Net Assets 2010: $475,3462010Assets 2011: $459,679Liabilities 2011: $1,718Net Assets 2011: $457,9612011Assets 2012: $448,331Liabilities 2012: $1,499Net Assets 2012: $446,8322012Assets 2013: $453,811Liabilities 2013: $2,506Net Assets 2013: $451,3052013Assets 2021: $453,369Liabilities 2021: $4,574Net Assets 2021: $448,7952021Assets 2022: $495,000Liabilities 2022: $5,378Net Assets 2022: $489,6222022Assets 2023: $465,022Liabilities 2023: $67Net Assets 2023: $464,9552023Assets 2024: $486,374Liabilities 2024: $10,962Net Assets 2024: $475,4122024

Highlighted filing

2022

Assets$495,000
Liabilities$5,378
Net Assets$489,622
Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50KExpenses 2010: $37,7982010Expenses 2011: $37,5102011Expenses 2012: $40,5942012Revenue 2013: $39,011Expenses 2013: $41,518Net Income 2013: -$2,5072013Revenue 2021: $55,507Expenses 2021: $51,752Net Income 2021: $3,7552021Revenue 2022: $82,572Expenses 2022: $41,745Net Income 2022: $40,8272022Revenue 2023: $50,348Expenses 2023: $44,481Net Income 2023: $5,8672023Revenue 2024: $57,931Expenses 2024: $47,475Net Income 2024: $10,4562024

Highlighted filing

2022

Revenue$82,572
Expenses$41,745
Net Income$40,827
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Dec 11, 2023
Return Version
2022v5.0
Gross Receipts
$86,586
Mission and Program Overview

Mission

Homeowners Association

Program Services

DescriptionGrantsExpenses
Maintain common areas for propertry owners in Jefferson Beach Estates including park and communitycenter including mowing andmaintaining park, repairs of all facilities and groun-$24,184
Provide clerical support for financial transactionsinvolving the homeownerls community including collecting members dues, paying bills, Member events and newsletter.Distributing-$12,781
Maintain and repair fishing pier common beach area and gate system-$4,800
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Everett SimalaPresidentPT$0--
Boyd MalloyVice Preeident-$0--
Gayle WaxonSecretlaryPT$0--
Kim DrewDirector-$0--
Karen BerltramDirectorPT$0--
Susan BergTreasurerPT$0--
Carl WatsonGrounds Manager-$0--
Filing and Contact Details

Filer

Filer Name
Jefferson Beach Estates Community Inc
EIN
91-0845679
Address
P O Box 88, Kingston, WA 98346

Signing Officer

Name
Everett Simila
Title
President
Signed
2023-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Duane E Anderson CPA
Address
261 Margaret Street, Port Ludlow, WA 98365
Preparer
Duane E Anderson
Phone
3604371392
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOther expenses 872”

Description of other assets Part II line 24

“Category Beginning of Year End of YearOther assets 125,554 109,352Other 0 18,011”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearOther liabilities 4,574 5,378”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Susan Berg
IRS990EZ/BooksInCareOfDetail/PhoneNum03609303041
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 88
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kingston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098346
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072484
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112306
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IRS990EZ/CostOrOtherBasisExpenseSaleAmt04014
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt040827
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010730
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0495000
IRS990EZ/GainOrLossFromSaleOfAssetsAmt030986
IRS990EZ/GrossReceiptsAmt086586
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IRS990EZ/InvestmentIncomeAmt0106
IRS990EZ/LandAndBuildingsGrp/BOYAmt0255331
IRS990EZ/LandAndBuildingsGrp/EOYAmt0255331
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt051480
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0448795
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0489622
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0448795
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0489622
IRS990EZ/OccupancyRentUtltsAndMaintAmt022123
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Everett Simala
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Boyd Malloy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gayle Waxon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kim Drew
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Karen Berltram
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Susan Berg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Carl Watson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Preeident
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretlary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Grounds Manager
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0125554
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0127363
IRS990EZ/OtherExpensesTotalAmt0872
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Homeowners Association
IRS990EZ/PrintingPublicationsPostageAmt01472
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Maintain common areas for propertry owners in Jefferson Beach Estates including park and communitycenter including mowing andmaintaining park, repairs of all facilities and groun
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provide clerical support for financial transactionsinvolving the homeownerls community including collecting members dues, paying bills, Member events and newsletter.Distributing
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Maintain and repair fishing pier common beach area and gate system
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024184
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112781
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24800
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06548
IRS990EZ/SaleOfAssetsGrossAmt035000
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04574
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05378
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041745
IRS990EZ/TotalProgramServiceExpensesAmt041765
IRS990EZ/TotalRevenueAmt082572
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOther expenses 872
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearOther assets 125,554 109,352Other 0 18,011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearOther liabilities 4,574 5,378
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Everett Simila
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON BEACH ESTATES COMMUNITY INC
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0910845679
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 88
ReturnHeader/Filer/USAddress/CityNm0Kingston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098346
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911829654
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Duane E Anderson CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0261 Margaret Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Ludlow
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098365
ReturnHeader/PreparerPersonGrp/PhoneNum03604371392
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Duane E Anderson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-11T13:37:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Everett
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Simila
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,000
Liabilities
$5,378
Net assets
$489,622
Revenue
$82,572
Expenses
$41,745
Net income
$40,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.86$0.11$4.75$0.58$0.47$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.50$0.44$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.95$0.05$4.90$0.83$0.42$0.41
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.05$4.49$0.56$0.52$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.54$0.03$4.51$0.39$0.42$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$0.01$4.47$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$0.02$4.58$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.02$4.75$0.38