Civic Intelligence

Kiwanis Foundation of Klamath Falls Inc.

990EZ • Fiscal year 2017 • EIN 93-6030780

Oct 01, 2016 to Sep 30, 2017 • Filed on Dec 05, 2017

Organization ProfileN/A
PO Box 1507Klamath Falls, OR 97601

(541) 884-8121

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

52nd percentile

4.2%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.3%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$133,505

Up $376 (+0.3%) from 2016

Net Assets

Up

$133,505

Up $376 (+0.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$8,949

Up $1,410 (+19%) from 2016

Expenses

Up

$8,573

Up $6,000 (+233%) from 2016

Net Income

Down

$376

Down $4,590 (-92%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$200K$150K$100K$50K$0Assets 2011: $108,155Liabilities 2011: $02011Assets 2012: $110,671Net Assets 2012: $110,6712012Assets 2013: $113,787Liabilities 2013: $3,000Net Assets 2013: $110,7872013Assets 2014: $110,930Net Assets 2014: $110,9302014Assets 2015: $128,163Net Assets 2015: $128,1632015Assets 2016: $133,129Net Assets 2016: $133,1292016Assets 2017: $133,505Net Assets 2017: $133,5052017Assets 2018: $138,462Net Assets 2018: $138,4622018Assets 2019: $143,972Net Assets 2019: $143,9722019Assets 2020: $149,613Liabilities 2020: $3,000Net Assets 2020: $146,6132020Assets 2021: $147,394Net Assets 2021: $147,3942021Assets 2022: $159,900Net Assets 2022: $159,9002022Assets 2023: $133,110Net Assets 2023: $133,1102023Assets 2024: $143,628Net Assets 2024: $143,6282024Assets 2025: $154,014Net Assets 2025: $154,0142025

Highlighted filing

2017

Assets$133,505
Liabilities-
Net Assets$133,505
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $5,528Expenses 2011: $3,268Net Income 2011: $2,2602011Revenue 2012: $3,087Expenses 2012: $571Net Income 2012: $2,5162012Revenue 2013: $3,187Expenses 2013: $3,071Net Income 2013: $1162013Revenue 2014: $7,769Expenses 2014: $7,626Net Income 2014: $1432014Revenue 2015: $19,804Expenses 2015: $2,571Net Income 2015: $17,2332015Revenue 2016: $7,539Expenses 2016: $2,573Net Income 2016: $4,9662016Revenue 2017: $8,949Expenses 2017: $8,573Net Income 2017: $3762017Revenue 2018: $12,527Expenses 2018: $7,570Net Income 2018: $4,9572018Revenue 2019: $12,370Expenses 2019: $6,860Net Income 2019: $5,5102019Revenue 2020: $16,203Expenses 2020: $13,562Net Income 2020: $2,6412020Revenue 2021: $12,571Expenses 2021: $11,790Net Income 2021: $7812021Revenue 2022: $16,591Expenses 2022: $4,085Net Income 2022: $12,5062022Revenue 2023: $11,956Expenses 2023: $38,746Net Income 2023: -$26,7902023Revenue 2024: $16,131Expenses 2024: $5,613Net Income 2024: $10,5182024Revenue 2025: $21,020Expenses 2025: $10,634Net Income 2025: $10,3862025

Highlighted filing

2017

Revenue$8,949
Expenses$8,573
Net Income$376
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Dec 5, 2017
Return Version
2016v3.0
Gross Receipts
$8,949
Mission and Program Overview

Mission

Granting scholarships to klamath county youth programs.

Program Services

DescriptionGrantsExpenses
Various Scholarships$8,500-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd GoebelTreasurer-$0--
Frank HernandezSecretary-$0--
Steven SpencerPresident-$0--
Marc KaneBoard Member-$0--
Shelby MooreheadVice President-$0--
Bob DaviesBoard Member-$0--
Heather TylerBoard Member-$0--
Royal WiseBoard Member-$0--
Bob MillardBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Kiwanis Foundation of Klamath Falls
EIN
93-6030780
Address
PO Box 1507, Klamath Falls, OR 97601

Signing Officer

Name
Steven Spencer
Title
President
Signed
2017-12-05
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Associate CPA Pc
Address
430 Walnut Avenue, KLAMATH FALLS, OR 97601-6073
Preparer
Todd Goebel CPA MBA
Phone
5418848121
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: SCHOLARSHIPS | Donee's Name: SCHOLARSHIPS KLAMATH FALLS OR 97601 | Cash Amount Given: $8500”

Raw XML Appendix154 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/PhoneNum05418848121
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Klamath Falls
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0133129
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IRS990EZ/ExcessOrDeficitForYearAmt0376
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt073
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt08751
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Todd Goebel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Frank Hernandez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steven Spencer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marc Kane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Shelby Moorehead
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Bob Davies
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Heather Tyler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Royal Wise
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Bob Millard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GRANTING SCHOLARSHIPS TO KLAMATH COUNTY YOUTH PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Various Scholarships
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08573
IRS990EZ/TotalProgramServiceExpensesAmt08500
IRS990EZ/TotalRevenueAmt08949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930205185
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Kiwanis Club of Klamath Falls
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: SCHOLARSHIPS | Donee's Name: SCHOLARSHIPS KLAMATH FALLS OR 97601 | Cash Amount Given: $8500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Spencer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kiwanis Foundation of Klamath Falls
ReturnHeader/Filer/BusinessNameControlTxt0KIWA
ReturnHeader/Filer/EIN0936030780
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1507
ReturnHeader/Filer/USAddress/CityNm0Klamath Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTING ASSOCIATE CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0430 Walnut Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KLAMATH FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0976016073
ReturnHeader/PreparerPersonGrp/PhoneNum05418848121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd Goebel CPA MBA
ReturnHeader/ReturnTs02017-12-06T08:02:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
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
$133,505
Liabilities
-
Net assets
$133,505
Revenue
$8,949
Expenses
$8,573
Net income
$376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$1.54$0.21$0.11$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.16$0.06$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.12$0.39$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.17$0.04$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.13$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.03$1.47$0.16$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.12$0.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.38$1.38$0.13$0.08$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.34$1.34$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.08$0.03$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.28$1.28$0.20$0.03$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.11$1.11$0.08$0.08$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.03$1.11$0.03$0.03$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$1.11$0.03$0.01$0.03
2011Summary only. Only limited summary data is available for this year.$1.08$0.00$0.06$0.03$0.02