Civic Intelligence

Roots and Wings

990PF • Fiscal year 2011 • EIN 20-3885457

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

816 35th Avenue98122
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$14,319,612

Flat from 2011

Net Assets

$14,319,612

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$530,356

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2010: $14,284,542Liabilities 2010: $0Net Assets 2010: $14,284,5422010Assets 2011: $14,319,612Liabilities 2011: $0Net Assets 2011: $14,319,6122011Assets 2011: $14,319,612Liabilities 2011: $12011Assets 2012: $14,231,651Liabilities 2012: $0Net Assets 2012: $14,231,6512012Assets 2013: $7,140,655Liabilities 2013: $0Net Assets 2013: $7,140,6552013Assets 2014: $7,472,031Liabilities 2014: $12014Assets 2015: $8,112,349Liabilities 2015: $0Net Assets 2015: $8,112,3492015Assets 2016: $9,256,697Liabilities 2016: $0Net Assets 2016: $9,256,6972016Assets 2017: $9,984,396Liabilities 2017: $8,365Net Assets 2017: $9,976,0312017Assets 2018: $12,266,136Liabilities 2018: $30,414Net Assets 2018: $12,235,7222018Assets 2019: $12,725,123Liabilities 2019: $74,340Net Assets 2019: $12,650,7832019Assets 2020: $13,688,094Liabilities 2020: $12020Assets 2021: $17,726,046Liabilities 2021: -$1,909Net Assets 2021: $17,727,9552021Assets 2022: $17,582,310Liabilities 2022: $19,463Net Assets 2022: $17,562,8472022Assets 2023: $18,090,072Liabilities 2023: $12023Assets 2024: $19,919,271Liabilities 2024: $0Net Assets 2024: $19,919,2712024

Highlighted filing

2011

Assets$14,319,612
Liabilities$0
Net Assets$14,319,612

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $502,6882010Expenses 2011: $530,3562011Revenue 2011: $575,292Expenses 2011: $530,356Net Income 2011: $44,9362011Expenses 2012: $907,8302012Revenue 2013: $1,028,886Expenses 2013: $9,395,081Net Income 2013: -$8,366,1952013Revenue 2014: $605,233Expenses 2014: $264,189Net Income 2014: $341,0442014Revenue 2015: $781,172Expenses 2015: $157,876Net Income 2015: $623,2962015Revenue 2016: $1,235,927Expenses 2016: $115,929Net Income 2016: $1,119,9982016Revenue 2017: $909,023Expenses 2017: $199,193Net Income 2017: $709,8302017Revenue 2018: $2,414,001Expenses 2018: $152,582Net Income 2018: $2,261,4192018Revenue 2019: $622,015Expenses 2019: $207,085Net Income 2019: $414,9302019Revenue 2020: $1,663,339Expenses 2020: $622,126Net Income 2020: $1,041,2132020Revenue 2021: $4,937,985Expenses 2021: $847,710Net Income 2021: $4,090,2752021Revenue 2022: $1,036,215Expenses 2022: $1,208,639Net Income 2022: -$172,4242022Revenue 2023: $1,710,521Expenses 2023: $1,183,947Net Income 2023: $526,5742023Revenue 2024: $3,025,594Expenses 2024: $1,196,395Net Income 2024: $1,829,1992024

Highlighted filing

2011

Revenue-
Expenses$530,356
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL T GALGONDirector-$0--
GRETL DUPRE' GALGONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLE GIFT FUNDGIFTS TO PUBLIC CHARITY(IES) THROUGH A DONOR ADVISED FUND509(A)(1)CINCINNATI, OH, US$180,000
Paid GrantGLOBAL PARTNERSHIPS MICROFINANCE FDMICROFINANCE FUND TO ASSIST IMPOVERISHED FAMILIES509(A)(1)SEATTLE, WA, US$171,900
Paid GrantTHE BUSH SCHOOLGENERAL FUND509(A)(1)SEATTLE, WA, US$20,000
Paid GrantMARY'S PLACEGENERAL FUND509(A)(1)SEATTLE, WA, US$20,000
Paid GrantWASHINGTON STATE PARKS AND RECREATION COMMISSIONGENERAL FUND509(A)(1)OLYMPIA, WA, US$80
Filing and Contact Details

Filer

EIN
20-3885457
Raw XML AppendixShowing 400 of 690 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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AccountingFeesSchedule/AccountingFees/Category0TAX PREP FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome09750
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE DISTRIBUTION TO THE DONOR ADVISED FUND, FIDELITY CHARITABLE GIFT FUND, IS TREATED AS QUALIFYING DISTRIBUTION. THE DISTRIBUTION TO THE DONOR ADVISED FUND WILL BE USED TO PROMOTE THE CHARITABLE INTENT OF THE FOUNDATION AS DESCRIBED IN SECTION 170(C)(2)(B) AND THE FOUNDATION'S MISSION STATEMENT.
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF, PART VII-A, LINE 12
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0121342
InvestmentsOtherSchedule2/InvestmentsOther/BookValue12175000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue250000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3306838
InvestmentsOtherSchedule2/InvestmentsOther/BookValue4135529
InvestmentsOtherSchedule2/InvestmentsOther/BookValue5203943
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue7600000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue8335725
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue111388900
InvestmentsOtherSchedule2/InvestmentsOther/BookValue122175000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0AETHER REAL ASSETS I, LP AND AETHER REAL ASSETS II, LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1AURORA OFFSHORE FUND II
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2DRIPTECH, INC.
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3FLAG INTERNATIONAL PARTNERS II, LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4FLAG PRIVATE EQUITY IV, LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5FLAG VENTURE PARTNERS VII, LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6GLOBAL PARTNERSHIP MICROFINANCE FUND 2008, LLC - PROGRAM RELATED INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7GLOBAL PARTNERSHIP SOCIAL INVESTMENT FUND 2010, LLC - PROGRAM RELATED INVMT
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-09-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0AETHER REAL ASSETS I, LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1AETHER REAL ASSETS I, LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2MCCUTCHEN GROUP INVESTMENT FUND SERIES 2011 OPPORTUNISTIC PORTFOLIO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3MCCUTCHEN GROUP INVESTMENT FUND SERIES 2011 OPPORTUNISTIC PORTFOLIO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4METROPOLITAN REAL ESTATE PARTNERS VII, LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5METROPOLITAN REAL ESTATE PARTNERS VII, LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6VANGUARD INFLATION 418.7770 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7VANGUARD INFLATION 16,049.5130 SHS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9APPLE INC 292 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10APPLE INC 59 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11ARIBA INC 398 SHS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16MOTOROLA SOLUTIONS INC 141 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17MOTOROLA SOLUTIONS INC 257 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18SIMON PPTY GROUP REIT 91 SHS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired19D
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses044936
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases09866
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal014329478
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY014284542
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY014319612
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0750737
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03851
IRS990PF/DistributableAmount/TotalTax03851
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment03455
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment034
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03851
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03851
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension04000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments07340
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY015606389
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets015321582
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01902794
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities013418788
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0229824
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MICHAEL T GALGON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10609 34TH AVENUE E
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11816 35TH AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SEATTLE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0736980
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10674438
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20481649
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30208104
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear402167
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.096942
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0733129
IRS990PF/QualifyingDistributions/ExpensesAndContributions0391980
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm03851
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal0345000
IRS990PF/QualifyingDistributions/QualifyingDistributions0736980
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract01
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10THE FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02067251961
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10816 35TH AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SEATTLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode098122
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$0.00$19.9$3.03$1.20$1.83
2023Summary only. Only limited summary data is available for this year.$18.1$0.00$1.71$1.18$0.53
2022Detailed filing. Detailed filing data is available for this year.$17.6$0.02$17.6$1.04$1.21$0.17
2021Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$4.94$0.85$4.09
2020Summary only. Only limited summary data is available for this year.$13.7$0.00$1.66$0.62$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.07$12.7$0.62$0.21$0.41
2018Detailed filing. Detailed filing data is available for this year.$12.3$0.03$12.2$2.41$0.15$2.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.98$0.01$9.98$0.91$0.20$0.71
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$0.00$9.26$1.24$0.12$1.12
2015Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.78$0.16$0.62
2014Summary only. Only limited summary data is available for this year.$7.47$0.00$0.61$0.26$0.34
2013Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.14$1.03$9.40$8.37
2012Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.91
2011Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.53
2011Summary only. Only limited summary data is available for this year.$14.3$0.00$0.58$0.53$0.04
2010Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.50