Liabilities / Assets
32nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Fern Valley Estates Improvement District
990EZ • Fiscal year 2024 • EIN 93-0764522
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
32nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
8th percentile
Higher net margin than 8% of similar nonprofits.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Top officer pay equals 1.5% of source-year revenue.
Asset Growth
5th percentile
Faster asset growth than 5% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Balance Sheet
Assets
Flat$43,529
Flat from 2024
Net Assets
$43,529
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2024
Revenue And Expenses
Revenue
Flat$81,497
Flat from 2024
Expenses
Flat$123,795
Flat from 2024
Net Income
Flat-$42,298
Flat from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2023 to Mar 31, 2024
- Signed
- Aug 3, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $81,497
Mission and Program Overview
Mission
Provide potable and irrigation water to members
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Frances Ramey | Director, Treasurer | - | $1,200 | - | $1,200 |
| Harold Center | Director, President | - | $0 | - | - |
| Jeannette Center | Director, Secretary | - | $0 | - | - |
| Susan Nevue | Director, Secretary | - | $0 | - | - |
| Brian Dunagan | Director | - | $0 | - | - |
| Gary Roeloffs | Director | - | $0 | - | - |
| Tim Ponzoha | Director | - | $0 | - | - |
| Mike Gibson | Director | - | $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
- 2024-08-03
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16
“Description;Amount^ASSOCIATION FEES;272|CHLORINE AND CHLORINE SUPPLIES;396|CORPORATE FEES;100|CROSS CONNECTION FEES;30|INSURANCE;4488|OFFICE EXPENSES;1385|PROPERTY TAXES;27|SUPPLIES;37|SYSTEM MAINTENANCE;80914|SYSTEM UTILITIES;9981|WATER TESTS AND SYSTEM FEES;753|PAYMENT PROCESSING FEES;1845^Total;100228^”
Form 990-EZ, Part I, Line 20
“Description;Amount^INCREASE IN PAYROLL TAX LIABILITY;124|DECREASE IN DEPOSITS ON FUTURE ASSESSMENTS;-938^Total;-814^”
Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Frances Ramey |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5418906327 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2656 David Ln |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Medford |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 975049402 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 86641 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 43529 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3250 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -42298 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1999 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 86641 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 43529 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 81497 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 14 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 86641 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 43529 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 86641 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 43529 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 968 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 1200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Harold Center |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Jeannette Center |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Susan Nevue |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Frances Ramey |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Brian Dunagan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Gary Roeloffs |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Tim Ponzoha |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Mike Gibson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director, President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director, Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director, Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director, Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -814 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 100228 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 0 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provide potable and irrigation water to members |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 0 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 78233 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Potable water meeting Oregon clean water standards was provided to all 54 residences for the entire year |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 20600 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 123795 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 81497 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description;Amount^ASSOCIATION FEES;272|CHLORINE AND CHLORINE SUPPLIES;396|CORPORATE FEES;100|CROSS CONNECTION FEES;30|INSURANCE;4488|OFFICE EXPENSES;1385|PROPERTY TAXES;27|SUPPLIES;37|SYSTEM MAINTENANCE;80914|SYSTEM UTILITIES;9981|WATER TESTS AND SYSTEM FEES;753|PAYMENT PROCESSING FEES;1845^Total;100228^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description;Amount^INCREASE IN PAYROLL TAX LIABILITY;124|DECREASE IN DEPOSITS ON FUTURE ASSESSMENTS;-938^Total;-814^ |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 20 |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Frances Ramey |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5418906327 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-08-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FERN VALLEY ESTATES IMPROVEMENT DISTRICT |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FERN |
| ReturnHeader/Filer/EIN | 0 | 930764522 |
| ReturnHeader/Filer/PhoneNum | 0 | 5418906327 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2387 TERRI DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MEDFORD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 975049421 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/ReturnTs | 0 | 2024-08-03T00:05:56-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-03-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $43,529
- Liabilities
- $0
- Net assets
- $43,529
- Revenue
- $81,497
- Expenses
- $123,795
- Net income
- -$42,298