Civic Intelligence

Sugarloaf Community Association

990EZ • Fiscal year 2023 • EIN 93-1266381

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 14, 2023

Organization ProfileHTTP//WWW.SUGARLOAFCOMMUNITYASSOCIATION.ORG

View Organization Page

PO Box 440Williams, OR 97544

(541) 846-6417

Siviq Scores

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

Liabilities / Assets

87th percentile

0.31x

Higher debt load relative to assets than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

0.45x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

40th percentile

-0.8%

Higher net margin than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

100%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$242,141

Up $14,702 (+6.5%) from 2022

Net Assets

Down

$167,140

Down $1,385 (-0.8%) from 2022

Liabilities

Up

$75,001

Up $16,087 (+27%) from 2022

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin40th percentile

Revenue

Up

$165,179

Up $82,661 (+100%) from 2022

Expenses

Up

$166,564

Up $80,966 (+95%) from 2022

Net Income

Up

-$1,385

Up $1,695 (+55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2018: $172,297Liabilities 2018: $17,449Net Assets 2018: $154,8482018Assets 2019: $185,731Liabilities 2019: $28,801Net Assets 2019: $156,9302019Assets 2020: $213,938Liabilities 2020: $55,017Net Assets 2020: $158,9212020Assets 2021: $215,545Liabilities 2021: $44,023Net Assets 2021: $171,5222021Assets 2022: $227,439Liabilities 2022: $58,914Net Assets 2022: $168,5252022Assets 2023: $242,141Liabilities 2023: $75,001Net Assets 2023: $167,1402023Assets 2024: $354,650Liabilities 2024: $4,934Net Assets 2024: $349,7162024Assets 2025: $360,400Liabilities 2025: $0Net Assets 2025: $360,4002025

Highlighted filing

2023

Assets$242,141
Liabilities$75,001
Net Assets$167,140
Open 2023 Filing

Operations Trend

Revenue Growth90th percentile

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

$300K$200K$100K$0-$100KRevenue 2018: $109,873Expenses 2018: $113,960Net Income 2018: -$4,0872018Revenue 2019: $126,520Expenses 2019: $124,438Net Income 2019: $2,0822019Revenue 2020: $102,136Expenses 2020: $100,145Net Income 2020: $1,9912020Revenue 2021: $58,613Expenses 2021: $46,012Net Income 2021: $12,6012021Revenue 2022: $82,518Expenses 2022: $85,598Net Income 2022: -$3,0802022Revenue 2023: $165,179Expenses 2023: $166,564Net Income 2023: -$1,3852023Revenue 2024: $234,857Expenses 2024: $208,137Net Income 2024: $26,7202024Revenue 2025: $283,337Expenses 2025: $272,653Net Income 2025: $10,6842025

Highlighted filing

2023

Revenue$165,179
Expenses$166,564
Net Income-$1,385
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 14, 2023
Return Version
2022v5.0
Gross Receipts
$165,179
Mission and Program Overview

Mission

Provide Educational & Community Opportun

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
EDUCATING PRESCHOOL CHILDREN IN THE COMMUNITY--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY VAN WINKLEDirector-$0--
INKA JUNGWIRTHDirector-$0--
BARRY MARTINDirector-$0--
JESSICA CASEYPresident-$0--
MATTEW EDWARDTreasure-$0--
WINDSONG MARTINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sugarloaf Community Association
EIN
93-1266381
Phone
5418466417
Address
PO BOX 440, WILLIAMS, OR 97544

Signing Officer

Name
Jessica Casey
Title
President
Phone
5418466417
Signed
2023-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Kay Rabjohn Ltc 1299
Address
1695 KINCAID ROAD, WILLIAMS, OR 97544
Preparer
Kay Rabjohn Ltc 1299
Phone
5418466941
Supplemental Narrative

Additional Explanations

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

“Equipment rental and maintenance 22,804”

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

“Supplies 2,572”

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

“Depreciation 83”

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

“Fees 626”

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

“Insurance 4,939”

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

“Contract Labor 5,373”

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

“Advertising 66”

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

“Preschool expenses 27,932”

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

“Payroll Taxes 7,916”

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

“Real Estate and State taxes 1,174”

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

“Accounts Receivable Beginning of year 20,015, End of year 25,338”

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

“Payroll Taxes, Grants, Preschool, Unearned income Beginning of year 58,914, End of year 75,001”

Raw XML Appendix177 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WILLIAMS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097544
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061354
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JENNY VAN WINKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1INKA JUNGWIRTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARRY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA CASEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATTEW EDWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WINDSONG MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt020015
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025338
IRS990EZ/OtherExpensesTotalAmt073485
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/PrintingPublicationsPostageAmt0103
IRS990EZ/ProgramServiceRevenueAmt019764
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt088053
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt058914
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt075001
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP//WWW.SUGARLOAFCOMMUNITYASSOCIATION.ORG/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt069281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt072366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0102135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0335209
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0335209
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt069281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt072366
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036888
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0102135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054539
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0335209
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Equipment rental and maintenance 22,804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 2,572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation 83
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fees 626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 4,939
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Contract Labor 5,373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Advertising 66
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Preschool expenses 27,932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll Taxes 7,916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Real Estate and State taxes 1,174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Receivable Beginning of year 20,015, End of year 25,338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payroll Taxes, Grants, Preschool, Unearned income Beginning of year 58,914, End of year 75,001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
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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 II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA CASEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05418466417
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUGARLOAF COMMUNITY ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0SUGA
ReturnHeader/Filer/EIN0931266381
ReturnHeader/Filer/PhoneNum05418466417
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 440
ReturnHeader/Filer/USAddress/CityNm0WILLIAMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097544
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931257843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAY RABJOHN LTC 1299
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01695 KINCAID ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097544
ReturnHeader/PreparerPersonGrp/PhoneNum05418466941
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAY RABJOHN LTC 1299
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-09-14T10:55:51-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CASEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,141
Liabilities
$75,001
Net assets
$167,140
Revenue
$165,179
Expenses
$166,564
Net income
-$1,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$2.83$2.73$0.11
2024Detailed filing. Detailed filing data is available for this year.$3.55$0.05$3.50$2.35$2.08$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.75$1.67$1.65$1.67$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.59$1.69$0.83$0.86$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.44$1.72$0.59$0.46$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.14$0.55$1.59$1.02$1.00$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.29$1.57$1.27$1.24$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.17$1.55$1.10$1.14$0.04