Civic Intelligence

Lamontai Improvement District

990EZ • Fiscal year 2017 • EIN 93-0850945

Sep 01, 2016 to Aug 31, 2017 • Filed on Sep 18, 2017

Organization ProfileN/A
P O Box 1257Cottage Grove, OR 97424

(541) 912-4170

Siviq Scores

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

Liabilities / Assets

61st percentile

0.03x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)12 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.13x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)12 • <$500k nonprofits • Source year 2017

Net Margin

89th percentile

38%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)12 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$10,500

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2017 filings • 501(c)12 • <$500k nonprofits • Source year 2017

Asset Growth

71st percentile

8.6%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)12 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

7.2%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)12 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$407,462

Up $32,366 (+8.6%) from 2016

Net Assets

$396,375

No earlier filing loaded for comparison.

Liabilities

Up

$11,087

Up $198 (+1.8%) from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin89th percentile

Revenue

Up

$85,112

Up $5,702 (+7.2%) from 2016

Expenses

Up

$52,970

Up $8,915 (+20%) from 2016

Net Income

Down

$32,142

Down $3,213 (-9.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$600K$400K$200K$0Assets 2011: $339,410Liabilities 2011: $7,7482011Assets 2012: $333,415Liabilities 2012: $9,8702012Assets 2013: $372,861Liabilities 2013: $11,4222013Assets 2014: $409,936Liabilities 2014: $10,0642014Assets 2015: $444,769Liabilities 2015: $10,6752015Assets 2016: $375,096Liabilities 2016: $10,8892016Assets 2017: $407,462Liabilities 2017: $11,087Net Assets 2017: $396,3752017Assets 2018: $405,058Liabilities 2018: $12,000Net Assets 2018: $393,0582018Assets 2019: $416,821Liabilities 2019: $12,8002019Assets 2020: $425,601Liabilities 2020: $13,100Net Assets 2020: $412,5012020Assets 2021: $448,223Liabilities 2021: $13,600Net Assets 2021: $434,6232021Assets 2022: $452,511Liabilities 2022: $13,800Net Assets 2022: $438,7112022Assets 2023: $412,189Liabilities 2023: $14,3002023Assets 2024: $388,557Liabilities 2024: $14,3002024Assets 2025: $396,623Liabilities 2025: $14,400Net Assets 2025: $382,2232025

Highlighted filing

2017

Assets$407,462
Liabilities$11,087
Net Assets$396,375
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $64,853Expenses 2011: $51,871Net Income 2011: $12,9822011Revenue 2012: $65,320Expenses 2012: $71,315Net Income 2012: -$5,9952012Revenue 2013: $66,236Expenses 2013: $38,133Net Income 2013: $28,1032013Revenue 2014: $86,871Expenses 2014: $46,997Net Income 2014: $39,8742014Revenue 2015: $81,724Expenses 2015: $47,402Net Income 2015: $34,3222015Revenue 2016: $79,410Expenses 2016: $44,055Net Income 2016: $35,3552016Revenue 2017: $85,112Expenses 2017: $52,970Net Income 2017: $32,1422017Revenue 2018: $81,182Expenses 2018: $84,500Net Income 2018: -$3,3182018Revenue 2019: $89,013Expenses 2019: $78,051Net Income 2019: $10,9622019Revenue 2020: $80,047Expenses 2020: $71,567Net Income 2020: $8,4802020Revenue 2021: $83,500Expenses 2021: $61,378Net Income 2021: $22,1222021Revenue 2022: $82,420Expenses 2022: $78,332Net Income 2022: $4,0882022Revenue 2023: $81,212Expenses 2023: $122,034Net Income 2023: -$40,8222023Revenue 2024: $106,145Expenses 2024: $119,016Net Income 2024: -$12,8712024Revenue 2025: $108,268Expenses 2025: $100,302Net Income 2025: $7,9662025

Highlighted filing

2017

Revenue$85,112
Expenses$52,970
Net Income$32,142
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$85,112
Mission and Program Overview

Mission

501c12 Mutual Benefit - Communit Water District

Program Services

DescriptionGrantsExpenses
Provide domestic water service to 99 homes within the district--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bill CoslerWater System OperatorPT$10,500-$10,500
William HamannPresidentPT$0--
Scott JohnsonMember, Board Of Directors-$0--
Jean Nesta-BerryMember, Board Of Directors-$0--
Gary GroveMember, Board Of Directors-$0--
Mike VogtMember, Board Of Directors-$0--
Filing and Contact Details

Filer

Filer Name
Lamontai Improvement District
EIN
93-0850945
Phone
5419124170
Address
P O Box 1257, Cottage Grove, OR 97424

Signing Officer

Name
William Hamann
Title
President
Signed
2017-09-18
Discuss with paid preparer
No

Preparer

Firm
Tax Advantage Inc
Address
20 N 5th Street, Cottage Grove, OR 97424
Preparer
Shelia L Zoglman
Phone
5419424320
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Equipment rental and maintenance 13,071”

Form 990-EZ, Part I, Line 16, Other Expenses

“Supplies 1,061”

Form 990-EZ, Part I, Line 16, Other Expenses

“Association Dues 298”

Form 990-EZ, Part I, Line 16, Other Expenses

“Government Fees 558”

Form 990-EZ, Part I, Line 16, Other Expenses

“Insurance 4,457”

Form 990-EZ, Part I, Line 16, Other Expenses

“Water Quality Testing 2,822”

Form 990-EZ, Part I, Line 20, Net Assets

“Rounding -1”

Form 990-EZ, Part II, Line 24, Other Assets

“Water System Beginning of year 254,854, End of year 266,830”

Form 990-EZ, Part II, Line 24, Other Assets

“Computer Beginning of year 325, End of year 325”

Form 990-EZ, Part II, Line 26, Liabilities

“Payroll Liabilities Beginning of year 289, End of year 287”

Form 990-EZ, Part II, Line 26, Liabilities

“Refundable Deposits Beginning of year 10,600, End of year 10,800”

Raw XML Appendix141 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/BusinessName/BusinessNameLine1Txt0Tax Advantage Inc
IRS990EZ/BooksInCareOfDetail/PhoneNum05419424320
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt020 N 5th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cottage Grove
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097424
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0119944
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140307
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt032142
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010224
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0375123
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0407462
IRS990EZ/GrossReceiptsAmt085112
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0171
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0364234
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0396375
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0364234
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0396375
IRS990EZ/OccupancyRentUtltsAndMaintAmt08115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt010500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bill Cosler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Hamann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Scott Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jean Nesta-Berry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gary Grove
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mike Vogt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Water System Operator
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Member, Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member, Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member, Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member, Board of Directors
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0255179
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0267155
IRS990EZ/OtherChangesInNetAssetsAmt0-1
IRS990EZ/OtherExpensesTotalAmt022267
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0501c12 Mutual Benefit - Communit Water District
IRS990EZ/PrintingPublicationsPostageAmt0850
IRS990EZ/ProgramServiceRevenueAmt084941
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide domestic water service to 99 homes within the district
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011514
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt010889
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011087
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052970
IRS990EZ/TotalRevenueAmt085112
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Equipment rental and maintenance 13,071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 1,061
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Association Dues 298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Government Fees 558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 4,457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Water Quality Testing 2,822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding -1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Water System Beginning of year 254,854, End of year 266,830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Computer Beginning of year 325, End of year 325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Payroll Liabilities Beginning of year 289, End of year 287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Refundable Deposits Beginning of year 10,600, End of year 10,800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0William Hamann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lamontai Improvement District
ReturnHeader/Filer/BusinessNameControlTxt0LAMO
ReturnHeader/Filer/EIN0930850945
ReturnHeader/Filer/PhoneNum05419124170
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 1257
ReturnHeader/Filer/USAddress/CityNm0Cottage Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097424
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06540C8AC14E716C7A56CE011E11B7AA1E584B7C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06540C8AC14E716C7A56CE011E11B7AA1E584B7C2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.90.77.133
ReturnHeader/FilingSecurityInformation/IPDt02017-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm019:59:55
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Advantage Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 N 5th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cottage Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097424
ReturnHeader/PreparerPersonGrp/PhoneNum05419424320
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelia L Zoglman
ReturnHeader/ReturnTs02017-09-18T01:17:48-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$407,462
Liabilities
$11,087
Net assets
$396,375
Revenue
$85,112
Expenses
$52,970
Net income
$32,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.14$3.82$1.08$1.00$0.08
2024Summary only. Only limited summary data is available for this year.$3.89$0.14$1.06$1.19$0.13
2023Summary only. Only limited summary data is available for this year.$4.12$0.14$0.81$1.22$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.14$4.39$0.82$0.78$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.48$0.14$4.35$0.84$0.61$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.13$4.13$0.80$0.72$0.08
2019Summary only. Only limited summary data is available for this year.$4.17$0.13$0.89$0.78$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.12$3.93$0.81$0.85$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.07$0.11$3.96$0.85$0.53$0.32
2016Summary only. Only limited summary data is available for this year.$3.75$0.11$0.79$0.44$0.35
2015Summary only. Only limited summary data is available for this year.$4.45$0.11$0.82$0.47$0.34
2014Summary only. Only limited summary data is available for this year.$4.10$0.10$0.87$0.47$0.40
2013Summary only. Only limited summary data is available for this year.$3.73$0.11$0.66$0.38$0.28
2012Summary only. Only limited summary data is available for this year.$3.33$0.10$0.65$0.71$0.06
2011Summary only. Only limited summary data is available for this year.$3.39$0.08$0.65$0.52$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)12 • <$500k nonprofits