Civic Intelligence

Fern Valley Estates Improvement District

990EZ • Fiscal year 2021 • EIN 93-0764522

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 31, 2021

Organization Profile
2387 Terri DrMedford, OR 97504-9421

(541) 890-6327

Siviq Scores

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

Liabilities / Assets

84th percentile

0.39x

Higher debt load relative to assets than 84% of similar nonprofits.

2021 filings • 501(c)12 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.52x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)12 • <$500k nonprofits • Source year 2021

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2021 filings • 501(c)12 • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$600

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • 501(c)12 • <$500k nonprofits • Source year 2021

Asset Growth

91st percentile

33%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)12 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

57th percentile

3.4%

Faster revenue growth than 57% of similar nonprofits.

2021 filings • 501(c)12 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$75,719

Up $18,805 (+33%) from 2020

Net Assets

$46,083

No earlier filing loaded for comparison.

Liabilities

Up

$29,636

Up $28,651 (+2909%) from 2020

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin17th percentile

Revenue

Up

$56,931

Up $1,889 (+3.4%) from 2020

Expenses

Up

$66,777

Up $17,986 (+37%) from 2020

Net Income

Down

-$9,846

Down $16,097 (-258%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2021

Assets$75,719
Liabilities$29,636
Net Assets$46,083
Open 2021 Filing

Operations Trend

Revenue Growth57th 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

2021

Revenue$56,931
Expenses$66,777
Net Income-$9,846
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 31, 2021
Return Version
2020v4.0
Gross Receipts
$56,931
Mission and Program Overview

Mission

Provide potable and irrigation water to members

Program Services

DescriptionGrantsExpenses
Potable water meeting Oregon clean water standards was provided to all 54 residences for the entire year--
Irrigation water was delivered to all 45 properties for which pressurized irrigation is available for the entire irrigation season as determined by the Talent Irrigation District.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frances RameyDirector, Treasurer-$600-$600
Harold CenterDirector, President-$0--
Jeannette CenterDirector, Secretary-$0--
Tom DamonDirector-$0--
Karen McQueenDirector-$0--
Susan St MartinDirector-$0--
Gary RoeloffsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Fern Valley Estates Improvement District
EIN
93-0764522
Phone
5418906327
Address
2387 TERRI DR, MEDFORD, OR 97504-9421

Signing Officer

Name
Frances Ramey
Title
Treasurer
Phone
5418906327
Signed
2021-07-31
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^ASSOCIATION FEES;247|CHLORINE AND CHLORINE SUPPLIES;369|CORPORATE FEES;50|CROSS CONNECTION FEES;30|INSURANCE;3135|OFFICE EXPENSES;597|PROPERTY TAXES;27|SUPPLIES;134|SYSTEM MAINTENANCE;35862|SYSTEM UTILITIES;9758|WATER TESTS AND SYSTEM FEES;733^Total;50942^”

Form 990-EZ, Part II, Line 26

“Description;EOY Amount^PAYROLL TAX LIABILITY;1007|DEPOSITS ON FUTURE ASSESSMENTS;28629^Total;29636^”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Frances Ramey
IRS990EZ/BooksInCareOfDetail/PhoneNum05418906327
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02656 David Ln
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Medford
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0975049402
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056914
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt075719
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-9846
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056914
IRS990EZ/Form990TotalAssetsGrp/EOYAmt075719
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt056931
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt055929
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046083
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt055929
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046083
IRS990EZ/OccupancyRentUtltsAndMaintAmt0528
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3600
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/PersonNm0Harold Center
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeannette Center
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tom Damon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Frances Ramey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Karen McQueen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Susan St Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Gary Roeloffs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director, President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director, Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director, Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt050942
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide potable and irrigation water to members
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt056923
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Potable water meeting Oregon clean water standards was provided to all 54 residences for the entire year
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Irrigation water was delivered to all 45 properties for which pressurized irrigation is available for the entire irrigation season as determined by the Talent Irrigation District.
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt015307
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0985
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt029636
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt066777
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt056931
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^ASSOCIATION FEES;247|CHLORINE AND CHLORINE SUPPLIES;369|CORPORATE FEES;50|CROSS CONNECTION FEES;30|INSURANCE;3135|OFFICE EXPENSES;597|PROPERTY TAXES;27|SUPPLIES;134|SYSTEM MAINTENANCE;35862|SYSTEM UTILITIES;9758|WATER TESTS AND SYSTEM FEES;733^Total;50942^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^PAYROLL TAX LIABILITY;1007|DEPOSITS ON FUTURE ASSESSMENTS;28629^Total;29636^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Frances Ramey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05418906327
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FERN VALLEY ESTATES IMPROVEMENT DISTRICT
ReturnHeader/Filer/BusinessNameControlTxt0FERN
ReturnHeader/Filer/EIN0930764522
ReturnHeader/Filer/PhoneNum05418906327
ReturnHeader/Filer/USAddress/AddressLine1Txt02387 TERRI DR
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0975049421
ReturnHeader/ReturnTs02021-07-31T22:00:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,719
Liabilities
$29,636
Net assets
$46,083
Revenue
$56,931
Expenses
$66,777
Net income
-$9,846
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)12 • <$500k nonprofits