Civic Intelligence

North American Template-West Newman

990EZ • Fiscal year 2020 • EIN 16-1723685

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 27, 2021

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

76th percentile

0.12x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.47x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Net Margin

75th percentile

16%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2020 filings • 501(c)7 • <$500k nonprofits • Source year 2020

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

-7.9%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)7 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$255,892

Up $41,463 (+19%) from 2019

Net Assets

Up

$225,068

Up $10,639 (+5.0%) from 2019

Liabilities

$30,824

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin75th percentile

Revenue

Down

$65,253

Down $5,602 (-7.9%) from 2019

Expenses

Down

$54,615

Down $4,929 (-8.3%) from 2019

Net Income

Down

$10,638

Down $673 (-5.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2020

Assets$255,892
Liabilities$30,824
Net Assets$225,068
Open 2020 Filing

Operations Trend

Revenue Growth60th 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

2020

Revenue$65,253
Expenses$54,615
Net Income$10,638
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 27, 2021
Return Version
2020v4.0
Gross Receipts
$65,253
Mission and Program Overview

Mission

MEMBERS' PERSONAL GROWTH

Program Services

DescriptionGrantsExpenses
OFFERED SEMINARS, LECTURES, AND COURSES TO BOTH MEMBERS AND THE GENERAL PUBLIC.-$54,615
Compensation and Service Providers
Top Officer Pay92nd 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
2021-07-27
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 445 business registration fee 21 conference/meetings 3,000 telephone/telecomm 263 investment depreciation 940 total 4,669”

Form 990-ez, Part II, Line 24

“Accounts receivable 816 0 security deposits 1,025 1,231 total 1,841 1,231”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 142 future possibilites 0 30,682”

Raw XML Appendix114 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0AVIV SHAHAR
CompensationExplanation/CompensationExplanationGrp/PersonNm1PAUL STONE
CompensationExplanation/CompensationExplanationGrp/PersonNm2MONA MARTIN
CompensationExplanation/CompensationExplanationGrp/PersonNm3LILACH GRIMMINGER
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/BOYAmt0212589
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0254661
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010638
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032907
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0214430
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0255892
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0627
IRS990EZ/GrossReceiptsAmt065253
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0320
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt064306
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0214430
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0225068
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0214430
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0225068
IRS990EZ/OccupancyRentUtltsAndMaintAmt017039
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/BOYAmt01841
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01231
IRS990EZ/OtherExpensesTotalAmt04669
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBERS' PERSONAL GROWTH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OFFERED SEMINARS, LECTURES, AND COURSES TO BOTH MEMBERS AND THE GENERAL PUBLIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054615
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0627
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt030824
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054615
IRS990EZ/TotalProgramServiceExpensesAmt054615
IRS990EZ/TotalRevenueAmt065253
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK CHARGES 445 BUSINESS REGISTRATION FEE 21 CONFERENCE/MEETINGS 3,000 TELEPHONE/TELECOMM 263 INVESTMENT DEPRECIATION 940 TOTAL 4,669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 816 0 SECURITY DEPOSITS 1,025 1,231 TOTAL 1,841 1,231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 142 FUTURE POSSIBILITES 0 30,682
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LILACH GRIMMINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02069303423
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH AMERICAN TEMPLATE-WEST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GRIMMINGER
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/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/PreparationDt02021-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL DELONG
ReturnHeader/ReturnTs02021-07-27T19:19:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LILACH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIMMINGER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$255,892
Liabilities
$30,824
Net assets
$225,068
Revenue
$65,253
Expenses
$54,615
Net income
$10,638
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