Civic Intelligence

Lamontai Improvement District

990EZ • Fiscal year 2019 • EIN 93-0850945

Sep 01, 2018 to Aug 31, 2019 • Filed on Nov 07, 2019

Organization ProfileN/A
P O Box 69Lebanon, OR 97355

(541) 912-4170

Siviq Scores

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

Liabilities / Assets

59th percentile

0.03x

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

2019 filings • 501(c)12 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.14x

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

2019 filings • 501(c)12 • <$500k nonprofits • Source year 2019

Net Margin

59th percentile

12%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)12 • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2019 filings • 501(c)12 • <$500k nonprofits • Source year 2019

Asset Growth

56th percentile

2.9%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)12 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

9.6%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)12 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Flat

$416,821

Flat from 2019

Net Assets

$404,021

No earlier filing loaded for comparison.

Liabilities

Flat

$12,800

Flat from 2019

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin59th percentile

Revenue

Flat

$89,013

Flat from 2019

Expenses

Flat

$78,051

Flat from 2019

Net Income

Flat

$10,962

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth56th 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: $12,800Net Assets 2019: $404,0212019Assets 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

2019

Assets$416,821
Liabilities$12,800
Net Assets$404,021
Open 2019 Filing

Operations Trend

Revenue Growth74th 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 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

2019

Revenue$89,013
Expenses$78,051
Net Income$10,962
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$89,013
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 Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William HamannPresidentPT$0--
Scott JohnsonMember, Board Of Directors-$0--
Gary GroveMember, Board Of Directors-$0--
Mike VogtMember, Board Of Directors-$0--
Peter HillMember, Board Of Directors-$0--
Filing and Contact Details

Filer

Filer Name
Lamontai Improvement District
EIN
93-0850945
Phone
5419124170
Address
P O Box 69, Lebanon, OR 97355

Signing Officer

Name
William Hamann
Title
President
Phone
5419124170
Signed
2019-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Tax Advantage Inc
Address
3461 Hawk Arrow Drive, Lebanon, OR 97355
Preparer
Shelia L Zoglman
Phone
5413151978
Supplemental Narrative

Additional Explanations

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

“Association Dues 321”

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

“Government Fees 207”

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

“Insurance 4,237”

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

“Water Quality Testing 1,220”

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

“Utilities 8,006”

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 157”

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

“Merchant Services Fees 205”

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

“Meeting Room Rental 550”

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

“Chlorination Supplies 117”

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 266,116, 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 10,835, End of year 15,746”

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

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

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
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/BOYAmt0127782
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0134634
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010962
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038335
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0405058
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0416821
IRS990EZ/GrossReceiptsAmt089013
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0284
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0393058
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0404021
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0393058
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0404021
IRS990EZ/OccupancyRentUtltsAndMaintAmt021983
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0William Hamann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Scott Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gary Grove
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mike Vogt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Peter Hill
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Member, Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Member, Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member, Board of Directors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member, Board of Directors
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0277276
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0282187
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt016196
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0501c12 Mutual Benefit - Communit Water District
IRS990EZ/PrintingPublicationsPostageAmt01537
IRS990EZ/ProgramServiceRevenueAmt088729
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide domestic water service to 99 homes within the district
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012800
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078051
IRS990EZ/TotalRevenueAmt089013
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Association Dues 321
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Government Fees 207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 4,237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Water Quality Testing 1,220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utilities 8,006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Land Usage Fees 1,176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Fees 157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Merchant Services Fees 205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Meeting Room Rental 550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Chlorination Supplies 117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Rounding 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Water System Beginning of year 266,116, End of year 266,116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Computer Beginning of year 325, End of year 325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Equipment Beginning of year 10,835, End of year 15,746
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Refundable Deposits Beginning of year 12,000, End of year 12,800
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 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Hamann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05419124170
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lamontai Improvement District
ReturnHeader/Filer/BusinessNameControlTxt0LAMO
ReturnHeader/Filer/EIN0930850945
ReturnHeader/Filer/PhoneNum05419124170
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 69
ReturnHeader/Filer/USAddress/CityNm0Lebanon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097355
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0743471556F7B6A943F4DE735F19DC7CF8BCC4342
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0743471556F7B6A943F4DE735F19DC7CF8BCC4342
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.238.18.84
ReturnHeader/FilingSecurityInformation/IPDt02019-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:14:45
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Advantage Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03461 Hawk Arrow Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lebanon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097355
ReturnHeader/PreparerPersonGrp/PhoneNum05413151978
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shelia L Zoglman
ReturnHeader/ReturnTs02019-11-07T11:02:43-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$416,821
Liabilities
$12,800
Net assets
$404,021
Revenue
$89,013
Expenses
$78,051
Net income
$10,962
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
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.13$4.04$0.89$0.78$0.11
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
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