Lamontai Improvement District

990EZ • Fiscal year 2018 • EIN 93-0850945

Sep 01, 2017 to Aug 31, 2018 • Filed on Sep 19, 2018

Organization Profile N/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.

0.03x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)12 • <$500k nonprofits • Source year 2018

0.15x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)12 • <$500k nonprofits • Source year 2018

-4.1%

Higher net margin than 31% of similar nonprofits.

2018 filings • 501(c)12 • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • 501(c)12 • <$500k nonprofits • Source year 2018

-0.6%

Faster asset growth than 38% of similar nonprofits.

2018 filings • 501(c)12 • <$500k nonprofits • Annualized from 2017 to 2018

-4.6%

Faster revenue growth than 24% of similar nonprofits.

2018 filings • 501(c)12 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$405,058

Down $2,404 (-0.6%) from 2017

Net Assets

Down

$393,058

Down $3,317 (-0.8%) from 2017

Liabilities

$12,000

Up $913 (+8.2%) from 2017

Revenue And Expenses

Liabilities / Revenue68th percentile Net Margin31st percentile

Revenue

Down

$81,182

Down $3,930 (-4.6%) from 2017

Expenses

$84,500

Up $31,530 (+60%) from 2017

Net Income

Down

-$3,318

Down $35,460 (-110%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

Highlighted filing

2018

Assets$405,058

Liabilities$12,000

Net Assets$393,058

Open 2018 Filing

Operations Trend

Revenue Growth24th percentile

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

Highlighted filing

2018

Revenue$81,182

Expenses$84,500

Net Income-$3,318

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Sep 1, 2017 to Aug 31, 2018
Signed: Sep 19, 2018
Return Version: 2017v2.3
Gross Receipts: $81,182

Mission and Program Overview

Mission

501c12 Mutual Benefit - Communit Water District

Program Services

Description	Grants	Expenses
Provide domestic water service to 99 homes within the district	-	-

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
William Hamann	President	PT	$0	-	-
Scott Johnson	Member, Board Of Directors	-	$0	-	-
Gary Grove	Member, Board Of Directors	-	$0	-	-
Mike Vogt	Member, Board Of Directors	-	$0	-	-
Peter Hill	Member, 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
Phone: 5419124170
Signed: 2018-09-19
Discuss with paid preparer: Yes

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

“Supplies 353”

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

“Association Dues 461”

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

“Government Fees 336”

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

“Insurance 4,109”

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

“Water Quality Testing 1,270”

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

“Utilities 7,633”

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

“Repairs Maint 28,150”

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

“Payroll Taxes 432”

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

“Operations Contractor 23,000”

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

“Meter Reading Service 200”

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

“Land Usage Fees 1,176”

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

“Bank Fees 44”

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

“Backflow Testing 4,370”

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

“Meeting Room Rental 75”

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 266,830, End of year 266,116”

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

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

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

“Equipment Beginning of year 0, End of year 10,835”

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

“Payroll Liabilities Beginning of year 287, End of year 0”

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

“Refundable Deposits Beginning of year 10,800, End of year 12,000”

Raw XML Appendix153 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	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	Tax Advantage Inc
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	5419424320
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	20 N 5th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Cottage Grove
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	97424
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	140307
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	127782
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-3318
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	10050
IRS990EZ/FiledScheduleAInd	0	false
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	407462
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	405058
IRS990EZ/GrossReceiptsAmt	0	81182
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	290
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	396375
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	393058
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	396375
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	393058
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	William Hamann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Scott Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Gary Grove
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Mike Vogt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Peter Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Member, Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Member, Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Member, Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Member, Board of Directors
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	267155
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	277276
IRS990EZ/OtherChangesInNetAssetsAmt	0	1
IRS990EZ/OtherExpensesTotalAmt	0	71609
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	501c12 Mutual Benefit - Communit Water District
IRS990EZ/PrintingPublicationsPostageAmt	0	1091
IRS990EZ/ProgramServiceRevenueAmt	0	80892
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Provide domestic water service to 99 homes within the district
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	1750
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	11087
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	12000
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	84500
IRS990EZ/TotalRevenueAmt	0	81182
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Supplies 353
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Association Dues 461
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Government Fees 336
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Insurance 4,109
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Water Quality Testing 1,270
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	Utilities 7,633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	Repairs Maint 28,150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	7	Payroll Taxes 432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	8	Operations Contractor 23,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	9	Meter Reading Service 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	10	Land Usage Fees 1,176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	11	Bank Fees 44
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	12	Backflow Testing 4,370
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	13	Meeting Room Rental 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	14	Rounding 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	15	Water System Beginning of year 266,830, End of year 266,116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	16	Computer Beginning of year 325, End of year 325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	17	Equipment Beginning of year 0, End of year 10,835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	18	Payroll Liabilities Beginning of year 287, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	19	Refundable Deposits Beginning of year 10,800, End of year 12,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	7	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	8	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	9	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	10	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	11	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	12	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	13	Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	14	Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	15	Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	16	Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	17	Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	18	Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	19	Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	William Hamann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5419124170
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Lamontai Improvement District
ReturnHeader/Filer/BusinessNameControlTxt	0	LAMO
ReturnHeader/Filer/EIN	0	930850945
ReturnHeader/Filer/PhoneNum	0	5419124170
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O Box 1257
ReturnHeader/Filer/USAddress/CityNm	0	Cottage Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97424
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	743471556F7B6A943F4DE735F19DC7CF8BCC4342
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	743471556F7B6A943F4DE735F19DC7CF8BCC4342
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	97.90.77.133
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-10-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	PD
ReturnHeader/FilingSecurityInformation/IPTm	0	22:24:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Tax Advantage Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	20 N 5th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Cottage Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	97424
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5419424320
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Shelia L Zoglman
ReturnHeader/ReturnTs	0	2018-09-19T02:44:34-00:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-09-01
ReturnHeader/TaxPeriodEndDt	0	2018-08-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $405,058
Liabilities: $12,000
Net assets: $393,058
Revenue: $81,182
Expenses: $84,500
Net income: -$3,318

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2018Detailed filing. Detailed filing data is available for this year.	$4.05	$0.12	$3.93	$0.81	$0.85	$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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