Civic Intelligence

Greentree Swimming Pool Association

990EZ • Fiscal year 2020 • EIN 93-0807071

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 13, 2021

PO Box 72Lake Oswego, OR 97034

(503) 303-5285

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

8th percentile

-34%

Faster asset growth than 8% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-56%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$46,504

Down $23,553 (-34%) from 2019

Net Assets

Up

$46,404

Up $6,347 (+16%) from 2019

Liabilities

Down

$100

Down $29,900 (-100%) from 2019

Revenue

Down

$42,845

Down $54,643 (-56%) from 2019

Expenses

Down

$36,498

Down $49,467 (-58%) from 2019

Net Income

Down

$6,347

Down $5,176 (-45%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2019: $70,057Liabilities 2019: $30,000Net Assets 2019: $40,0572019Assets 2020: $46,504Liabilities 2020: $100Net Assets 2020: $46,4042020Assets 2021: $46,135Net Assets 2021: $46,1352021Assets 2022: $66,682Net Assets 2022: $66,6822022Assets 2023: $75,082Net Assets 2023: $75,0822023Assets 2024: $92,155Net Assets 2024: $92,1552024

Highlighted filing

2020

Assets$46,504
Liabilities$100
Net Assets$46,404

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2019: $97,488Expenses 2019: $85,965Net Income 2019: $11,5232019Revenue 2020: $42,845Expenses 2020: $36,498Net Income 2020: $6,3472020Revenue 2021: $88,166Expenses 2021: $88,435Net Income 2021: -$2692021Revenue 2022: $103,284Expenses 2022: $82,737Net Income 2022: $20,5472022Revenue 2023: $108,807Expenses 2023: $100,407Net Income 2023: $8,4002023Revenue 2024: $123,231Expenses 2024: $106,158Net Income 2024: $17,0732024

Highlighted filing

2020

Revenue$42,845
Expenses$36,498
Net Income$6,347
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 13, 2021
Return Version
2020v4.0
Gross Receipts
$42,845
Mission and Program Overview

Mission

Greentree pool is a private neighborhood pool for members and their guests.

Program Services

DescriptionGrantsExpenses
GREENTREE OPERATES A PRIVATE NEIGHBORHOOD POOL. THE ORGANIZATION OFFERS SWIM LESSONS AND FREE SWIM TIME TO MEMBERS.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMY STUPFELPresident-$0--
LAUREL BOVERHOFTreasurer-$0--
KARI GASTICHDirector-$0--
KJERSTEN DARCYDirector-$0--
JOHANNA COHENDirector-$0--
Filing and Contact Details

Filer

Filer Name
Greentree Swimming Pool Association
EIN
93-0807071
Phone
5033035285
Address
PO Box 72, Lake Oswego, OR 97034

Signing Officer

Name
Laurel Boverhof
Title
Treasurer
Signed
2021-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Cheryl L Morgan CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $2398

Other Expenses.1008

Interest $766

Other Expenses.1009

Depreciation $309

Other Expenses.1012

Insurance $7426

Other Expenses.1

Pool supplies and maint. $9415

Other Expenses.2

Repairs & maintenance $3996

Other Expenses.3

OTHER TAXES $3931

Other Expenses.4

LANDSCAPING $973

Other Expenses.5

BANK FEES $352

Other Expenses.6

Cleaning & paper supplies $131

Other Expenses.7

LICENSES AND PERMITS $50

Other Assets.1003

Machinery and Equipment - Beginning $415 Machinery and Equipment - Ending $106

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $615 Accounts Payable and Accrued Expenses - Ending $100

Total Liabilities.1007

Secured Mortgages and Notes Payable - Beginning $29385 Secured Mortgages and Notes Payable - Ending $0

Raw XML Appendix149 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Laurel Boverhof
IRS990EZ/BooksInCareOfDetail/PhoneNum05034259592
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 72
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lake Oswego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064642
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041398
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06347
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01251
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt070057
IRS990EZ/Form990TotalAssetsGrp/EOYAmt046504
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt042845
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LandAndBuildingsGrp/BOYAmt05000
IRS990EZ/LandAndBuildingsGrp/EOYAmt05000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt042725
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040057
IRS990EZ/NetAssetsOrFundBalancesEOYAmt046404
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040057
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046404
IRS990EZ/OccupancyRentUtltsAndMaintAmt05500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEREMY STUPFEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAUREL BOVERHOF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KARI GASTICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KJERSTEN DARCY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHANNA COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0415
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0106
IRS990EZ/OtherExpensesTotalAmt029747
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GREENTREE POOL IS A PRIVATE NEIGHBORHOOD POOL FOR MEMBERS AND THEIR GUESTS.
IRS990EZ/ProgramServiceRevenueAmt0115
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GREENTREE OPERATES A PRIVATE NEIGHBORHOOD POOL. THE ORGANIZATION OFFERS SWIM LESSONS AND FREE SWIM TIME TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt030000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036498
IRS990EZ/TotalRevenueAmt042845
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Interest $766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $7426
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POOL SUPPLIES AND MAINT. $9415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REPAIRS & MAINTENANCE $3996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER TAXES $3931
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LANDSCAPING $973
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CLEANING & PAPER SUPPLIES $131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LICENSES AND PERMITS $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Machinery and Equipment - Beginning $415 Machinery and Equipment - Ending $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $615 Accounts Payable and Accrued Expenses - Ending $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Secured Mortgages and Notes Payable - Beginning $29385 Secured Mortgages and Notes Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.1007
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREL BOVERHOF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Greentree Swimming Pool Association
ReturnHeader/Filer/BusinessNameControlTxt0GREE
ReturnHeader/Filer/EIN0930807071
ReturnHeader/Filer/PhoneNum05033035285
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 72
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931157146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kern & Thompson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW First Avenue Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05032223338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryl L Morgan CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-19T07:31:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAUREL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOVERHOF
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings