Civic Intelligence

Fern Valley Estates Improvement District

990EZ • Fiscal year 2013 • EIN 93-0764522

Apr 01, 2012 to Mar 31, 2013 • Filed on Aug 08, 2013

Organization Profile
PO Box 98297535
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

48th percentile

5.2%

Higher net margin than 48% of similar nonprofits.

2013 filings • 501(c)12 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

60th percentile

3.9%

Faster asset growth than 60% of similar nonprofits.

2013 filings • 501(c)12 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

16th percentile

-8.8%

Faster revenue growth than 16% of similar nonprofits.

2013 filings • 501(c)12 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$55,469

Up $2,088 (+3.9%) from 2012

Net Assets

$55,469

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin48th percentile

Revenue

Down

$40,511

Down $3,912 (-8.8%) from 2012

Expenses

Up

$38,423

Up $9,922 (+35%) from 2012

Net Income

Down

$2,088

Down $13,834 (-87%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$100K$50K$0Assets 2012: $53,381Liabilities 2012: $02012Assets 2013: $55,469Net Assets 2013: $55,4692013Assets 2016: $41,812Liabilities 2016: $2,4072016Assets 2017: $49,351Liabilities 2017: $6342017Assets 2018: $57,398Liabilities 2018: $6292018Assets 2019: $50,927Liabilities 2019: $1,2492019Assets 2020: $56,914Liabilities 2020: $9852020Assets 2021: $75,719Liabilities 2021: $29,636Net Assets 2021: $46,0832021Assets 2022: $26,708Liabilities 2022: $1,678Net Assets 2022: $25,0302022Assets 2023: $86,641Liabilities 2023: $0Net Assets 2023: $86,6412023Assets 2024: $43,529Liabilities 2024: $02024Assets 2025: $65,727Liabilities 2025: $0Net Assets 2025: $65,7272025

Highlighted filing

2013

Assets$55,469
Liabilities-
Net Assets$55,469
Open 2013 Filing

Operations Trend

Revenue Growth16th percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $44,423Expenses 2012: $28,501Net Income 2012: $15,9222012Revenue 2013: $40,511Expenses 2013: $38,423Net Income 2013: $2,0882013Revenue 2016: $54,378Expenses 2016: $72,440Net Income 2016: -$18,0622016Revenue 2017: $55,781Expenses 2017: $46,469Net Income 2017: $9,3122017Revenue 2018: $53,590Expenses 2018: $45,538Net Income 2018: $8,0522018Revenue 2019: $51,577Expenses 2019: $58,668Net Income 2019: -$7,0912019Revenue 2020: $55,042Expenses 2020: $48,791Net Income 2020: $6,2512020Revenue 2021: $56,931Expenses 2021: $66,777Net Income 2021: -$9,8462021Revenue 2022: $62,882Expenses 2022: $83,935Net Income 2022: -$21,0532022Revenue 2023: $128,261Expenses 2023: $69,223Net Income 2023: $59,0382023Revenue 2024: $81,497Expenses 2024: $123,795Net Income 2024: -$42,2982024Revenue 2025: $83,346Expenses 2025: $60,903Net Income 2025: $22,4432025

Highlighted filing

2013

Revenue$40,511
Expenses$38,423
Net Income$2,088
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Aug 8, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

Provide potable and irrigation water to members

Filing and Contact Details

Filer

EIN
93-0764522
Raw XML Appendix133 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY053381
IRS990EZ/CashSavingsAndInvestments/EOY055469
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear02088
IRS990EZ/FeesAndOthPymtToIndContractors0905
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrossReceipts040511
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome033
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY053381
IRS990EZ/NetAssetsOrFundBalancesBOY053381
IRS990EZ/NetAssetsOrFundBalances/EOY055469
IRS990EZ/NetAssetsOrFundBalancesEOY055469
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation1150
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation22
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0NO OTHER COMPENSATED OFFICERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DAWN SINNOTT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2GEORGE BADURA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0MEMBERS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2BOARD MEMBER
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal029693
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0WATER DISTRICT OPERATIONS.
IRS990EZ/PrintingPublicationsPostage070
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0IMPROVEMENT DISTRICT: PROVIDE DOMESTIC WATER TO SERVICE AREA HOMES. PROVIDE IRRIGATION TO SURROUNDING HOMES.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations038423
IRS990EZ/ProgramServiceRevenue040478
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits07755
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine102900 DAVID LANE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0MEDFORD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode097504
IRS990EZ/TheBooksAreInCareOf/NamePerson0WOLFGANG PLATZER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05415350186
IRS990EZ/TotalAssets/BOY053381
IRS990EZ/TotalAssets/EOY055469
IRS990EZ/TotalExpenses038423
IRS990EZ/TotalProgramServiceExpenses038423
IRS990EZ/TotalRevenue040511
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0PROPERTY TAXES $-30
IRS990ScheduleO/GeneralExplanation/Explanation1CORPORATE FEES $50
IRS990ScheduleO/GeneralExplanation/Explanation2ASSOCIATION FEES $120
IRS990ScheduleO/GeneralExplanation/Explanation3SUPPLIES $153
IRS990ScheduleO/GeneralExplanation/Explanation4SAIF INSURANCE $313
IRS990ScheduleO/GeneralExplanation/Explanation5TRAINING $316
IRS990ScheduleO/GeneralExplanation/Explanation6CONTRACTED SERVICES $448
IRS990ScheduleO/GeneralExplanation/Explanation7WATER TESTS $497
IRS990ScheduleO/GeneralExplanation/Explanation8CHLORINE SUPPLIES $1206
IRS990ScheduleO/GeneralExplanation/Explanation9UTILITIES $11591
IRS990ScheduleO/GeneralExplanation/Explanation10MAINTENANCE $13085
IRS990ScheduleO/GeneralExplanation/Explanation11Insurance $1944
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 16.12
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.11
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.9
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Expenses.12
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.11
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.9
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference11Other Expenses.1012
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0930764522
ReturnHeader/Filer/Name/BusinessNameLine10FERN VALLEY ESTATES IMPROVEMENT DISTRICT
ReturnHeader/Filer/NameControl0FERN
ReturnHeader/Filer/Phone05415351086
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 982
ReturnHeader/Filer/USAddress/City0PHOENIX
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097535
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-08-08
ReturnHeader/Officer/Name0WOLFGANG PLATZER
ReturnHeader/Officer/Title0Treasurer
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Capital Accounting Services
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10310 Crater Lake Ave Suite 103
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Medford
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097504
ReturnHeader/Preparer/Name0Gregory Lathrop4302C
ReturnHeader/Preparer/Phone05417796350
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-08T12:26:02-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$55,469
Liabilities
-
Net assets
$55,469
Revenue
$40,511
Expenses
$38,423
Net income
$2,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.83$0.61$0.22
2024Summary only. Only limited summary data is available for this year.$0.44$0.00$0.81$1.24$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$1.28$0.69$0.59
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.02$0.25$0.63$0.84$0.21
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.30$0.46$0.57$0.67$0.10
2020Summary only. Only limited summary data is available for this year.$0.57$0.01$0.55$0.49$0.06
2019Summary only. Only limited summary data is available for this year.$0.51$0.01$0.52$0.59$0.07
2018Summary only. Only limited summary data is available for this year.$0.57$0.01$0.54$0.46$0.08
2017Summary only. Only limited summary data is available for this year.$0.49$0.01$0.56$0.46$0.09
2016Summary only. Only limited summary data is available for this year.$0.42$0.02$0.54$0.72$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.55$0.41$0.38$0.02
2012Summary only. Only limited summary data is available for this year.$0.53$0.00$0.44$0.29$0.16