Civic Intelligence

North American Template-West Newman

990EZ • Fiscal year 2017 • EIN 16-1723685

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 18, 2018

Organization ProfileN/A
PO Box 2873Woodinville, WA 98072

(206) 930-3423

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

77th percentile

15%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

5.9%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-6.4%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$200,752

Up $11,127 (+5.9%) from 2016

Net Assets

Up

$200,752

Up $11,127 (+5.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Down

$75,484

Down $5,159 (-6.4%) from 2016

Expenses

Up

$64,357

Up $1,707 (+2.7%) from 2016

Net Income

Down

$11,127

Down $6,866 (-38%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2011: $130,444Liabilities 2011: $5672011Assets 2012: $156,815Net Assets 2012: $156,8152012Assets 2013: $151,001Liabilities 2013: $72Net Assets 2013: $150,9292013Assets 2014: $154,395Liabilities 2014: $48Net Assets 2014: $154,3472014Assets 2015: $168,986Net Assets 2015: $168,9862015Assets 2016: $189,625Net Assets 2016: $189,6252016Assets 2017: $200,752Net Assets 2017: $200,7522017Assets 2018: $203,117Net Assets 2018: $203,1172018Assets 2019: $214,429Net Assets 2019: $214,4292019Assets 2020: $255,892Liabilities 2020: $30,824Net Assets 2020: $225,0682020Assets 2021: $247,489Liabilities 2021: $10,371Net Assets 2021: $237,1182021Assets 2022: $254,685Liabilities 2022: $144Net Assets 2022: $254,5412022Assets 2023: $278,056Liabilities 2023: $1,001Net Assets 2023: $277,0552023Assets 2024: $297,256Liabilities 2024: $3,717Net Assets 2024: $293,5392024

Highlighted filing

2017

Assets$200,752
Liabilities-
Net Assets$200,752
Open 2017 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0Revenue 2011: $86,255Expenses 2011: $84,780Net Income 2011: $1,4752011Revenue 2012: $94,228Expenses 2012: $67,290Net Income 2012: $26,9382012Revenue 2013: $79,297Expenses 2013: $75,043Net Income 2013: $4,2542013Revenue 2014: $95,887Expenses 2014: $87,447Net Income 2014: $8,4402014Revenue 2015: $89,322Expenses 2015: $71,225Net Income 2015: $18,0972015Revenue 2016: $80,643Expenses 2016: $62,650Net Income 2016: $17,9932016Revenue 2017: $75,484Expenses 2017: $64,357Net Income 2017: $11,1272017Revenue 2018: $76,573Expenses 2018: $74,208Net Income 2018: $2,3652018Revenue 2019: $70,855Expenses 2019: $59,544Net Income 2019: $11,3112019Revenue 2020: $65,253Expenses 2020: $54,615Net Income 2020: $10,6382020Revenue 2021: $65,811Expenses 2021: $53,760Net Income 2021: $12,0512021Revenue 2022: $76,772Expenses 2022: $59,349Net Income 2022: $17,4232022Revenue 2023: $70,168Expenses 2023: $47,655Net Income 2023: $22,5132023Revenue 2024: $64,771Expenses 2024: $48,286Net Income 2024: $16,4852024

Highlighted filing

2017

Revenue$75,484
Expenses$64,357
Net Income$11,127
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 18, 2018
Return Version
2017v2.3
Gross Receipts
$75,484
Mission and Program Overview

Mission

MEMBERS' PERSONAL GROWTH

Program Services

DescriptionGrantsExpenses
OFFERED SEMINARS, LECTURES, AND COURSES TO BOTH MEMBERS AND THE GENERAL PUBLIC.-$64,357
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AVIV SHAHARPrincipalPT$0--
PAUL STONEPrincipal-$0--
MONA MARTINSecretary-$0--
LILACH GRIMMINGERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
North American Template-west
EIN
16-1723685
Phone
2069303423
Address
PO BOX 2873, WOODINVILLE, WA 98072

Signing Officer

Name
Lilach Grimminger
Title
Treasurer
Phone
2069303423
Signed
2018-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Paul Delong CPA
Address
14522 NE N WOODINVILLE WAY STE 204, WOODINVILLE, WA 98072-6427
Preparer
Paul Delong
Phone
4254028815
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank charges 418 business registration fee 10 conference/meetings 1,971 insurance 658 supplies 3,593 foriegn tax 2 investment depreciation 1,304 total 7,956”

Form 990-ez, Part II, Line 24

“Accounts receivable 343 718 security deposits 1,175 1,175 total 1,518 1,893”

Raw XML Appendix115 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/PersonNm0LILACH GRIMMINGER
IRS990EZ/BooksInCareOfDetail/PhoneNum02069303423
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012127 215TH PLSE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SNOHOMISH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098296
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0188107
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0198859
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0150
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011127
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt039181
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0189625
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0200752
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0149
IRS990EZ/GrossReceiptsAmt075484
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0826
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt070502
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0189625
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0200752
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0189625
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0200752
IRS990EZ/OccupancyRentUtltsAndMaintAmt016864
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AVIV SHAHAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL STONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MONA MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LILACH GRIMMINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01518
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01893
IRS990EZ/OtherExpensesTotalAmt07956
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERS' PERSONAL GROWTH
IRS990EZ/PrintingPublicationsPostageAmt0356
IRS990EZ/ProgramServiceRevenueAmt03857
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OFFERED SEMINARS, LECTURES, AND COURSES TO BOTH MEMBERS AND THE GENERAL PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064357
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0149
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064357
IRS990EZ/TotalProgramServiceExpensesAmt064357
IRS990EZ/TotalRevenueAmt075484
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 418 BUSINESS REGISTRATION FEE 10 CONFERENCE/MEETINGS 1,971 INSURANCE 658 SUPPLIES 3,593 FORIEGN TAX 2 INVESTMENT DEPRECIATION 1,304 TOTAL 7,956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 343 718 SECURITY DEPOSITS 1,175 1,175 TOTAL 1,518 1,893
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LILACH GRIMMINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02069303423
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH AMERICAN TEMPLATE-WEST
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0161723685
ReturnHeader/Filer/PhoneNum02069303423
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2873
ReturnHeader/Filer/USAddress/CityNm0WOODINVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098072
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01C4E955B474CBF78C4332D03ED60587586CEF83E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EA4BB1591EF24329FCA8E43DB25D34866F9170EA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.93.96.73
ReturnHeader/FilingSecurityInformation/IPDt02018-07-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:23:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0912014945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL DELONG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014522 NE N WOODINVILLE WAY STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODINVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0980726427
ReturnHeader/PreparerPersonGrp/PhoneNum04254028815
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL DELONG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-07-19T17:23:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$200,752
Liabilities
-
Net assets
$200,752
Revenue
$75,484
Expenses
$64,357
Net income
$11,127
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.04$2.94$0.65$0.48$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.01$2.77$0.70$0.48$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.77$0.59$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.10$2.37$0.66$0.54$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.56$0.31$2.25$0.65$0.55$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.14$2.14$0.71$0.60$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.03$2.03$0.77$0.74$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.01$2.01$0.75$0.64$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.81$0.63$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.69$1.69$0.89$0.71$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.96$0.87$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.79$0.75$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$1.57$0.94$0.67$0.27
2011Summary only. Only limited summary data is available for this year.$1.30$0.01$0.86$0.85$0.01