Civic Intelligence

Alta Foundation

990PF • Fiscal year 2010 • EIN 20-5675615

Jul 01, 2009 to Jun 30, 2010 • Filed on Feb 08, 2011

PO Box 109698275
Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2010 filings • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2010 filings • $500k-$1M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$876,069

No earlier filing loaded for comparison.

Net Assets

$876,069

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$58,025

No earlier filing loaded for comparison.

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.

$1.0M$500K$0Assets 2010: $876,069Liabilities 2010: $0Net Assets 2010: $876,0692010Assets 2011: $876,005Liabilities 2011: $0Net Assets 2011: $876,0052011Assets 2012: $826,582Liabilities 2012: $0Net Assets 2012: $826,5822012Assets 2013: $833,075Liabilities 2013: $0Net Assets 2013: $833,0752013Assets 2014: $822,272Liabilities 2014: $0Net Assets 2014: $822,2722014Assets 2015: $838,703Liabilities 2015: $0Net Assets 2015: $838,7032015Assets 2016: $848,365Liabilities 2016: $0Net Assets 2016: $848,3652016Assets 2017: $828,226Liabilities 2017: $0Net Assets 2017: $828,2262017Assets 2018: $769,346Liabilities 2018: $0Net Assets 2018: $769,3462018Assets 2019: $764,457Liabilities 2019: $0Net Assets 2019: $764,4572019Assets 2020: $739,161Liabilities 2020: $0Net Assets 2020: $739,1612020Assets 2021: $794,911Liabilities 2021: $0Net Assets 2021: $794,9112021Assets 2022: $778,108Liabilities 2022: $0Net Assets 2022: $778,1082022Assets 2023: $740,876Liabilities 2023: $0Net Assets 2023: $740,8762023Assets 2024: $760,758Liabilities 2024: $0Net Assets 2024: $760,7582024Assets 2025: $745,601Liabilities 2025: $0Net Assets 2025: $745,6012025

Highlighted filing

2010

Assets$876,069
Liabilities$0
Net Assets$876,069

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $58,0252010Expenses 2011: $29,2082011Expenses 2012: $52,5402012Expenses 2013: $47,8382013Revenue 2014: $38,790Expenses 2014: $49,593Net Income 2014: -$10,8032014Revenue 2015: $26,892Expenses 2015: $10,461Net Income 2015: $16,4312015Revenue 2016: $63,233Expenses 2016: $53,571Net Income 2016: $9,6622016Revenue 2017: $35,599Expenses 2017: $55,738Net Income 2017: -$20,1392017Revenue 2018: $42,207Expenses 2018: $101,087Net Income 2018: -$58,8802018Revenue 2019: $52,709Expenses 2019: $57,598Net Income 2019: -$4,8892019Revenue 2020: $28,610Expenses 2020: $53,906Net Income 2020: -$25,2962020Revenue 2021: $63,438Expenses 2021: $7,688Net Income 2021: $55,7502021Revenue 2022: $42,254Expenses 2022: $59,057Net Income 2022: -$16,8032022Revenue 2023: $20,242Expenses 2023: $57,474Net Income 2023: -$37,2322023Revenue 2024: $74,835Expenses 2024: $54,953Net Income 2024: $19,8822024Revenue 2025: $44,165Expenses 2025: $59,322Net Income 2025: -$15,1572025

Highlighted filing

2010

Revenue-
Expenses$58,025
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Feb 8, 2011
Return Version
2009v1.7
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA VAN ENKEVORTDirector/Vice President-$0--
GAELEN BILLINGSLEYDirector-$0--
DANA SWEANY-SCHUMACHERDirector/PresidentPT$0--
JASON SCHUMACHERDirector/Secretary/TreasurerPT$0--
TAMARA OSBORNDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSULTAN SCHOOL DISTRICTSULTAN MIDDLE SCHOOL - RESPONSE TO INTERVENTION PROGRAM (RTI)PUBLIC CHARITYSULTAN, WA, US$14,689
Paid GrantHOME PORT LEARNING CENTERGED SOFTWARE, STAFFING FOR COMPUTER LAB, SCHOLARSHIPSPUBLIC CHARITYBELLINGHAM, WA, US$10,652
Paid GrantOAK HARBOR SCHOOL DISTRICTMIDWAY HIGH SCHOOL - 18 COMPUTER STATIONSPUBLIC CHARITYOAK HARBOR, WA, US$7,500
Paid GrantEDMONDS SCHOOL DISTRICTHAZELWOOD ELEMENTARY SCHOOL - LEXIA READING PROGRAMSPUBLIC CHARITYLYNNWOOD, WA, US$3,978
Paid GrantOAK HARBOR SCHOOL DISTRICTHILLCREST ELEMENTARY - 2 MINI COMPUTERS, CARRYING BAGS, CLASSROOM SUITEPUBLIC CHARITYOAK HARBOR, WA, US$2,500
Paid GrantBLAINE SCHOOL DISTRICTASSESSMENT KIT TO IDENTIFY AAC CHILDRENPUBLIC CHARITYBLAINE, WA, US$2,498
Paid GrantOAK HARBOR SCHOOL DISTRICTHILLCREST ELEMENTARY - 3 MINI COMPUTERS, KIDSPIRATION, ETCPUBLIC CHARITYOAK HARBOR, WA, US$2,475
Paid GrantGENEVA ELEMENTARY SCHOOLWHATCOM MIDDLE SCHOOL - DIGI BLOCKS AND SPECIAL EDUCATION LARGE BUNDLEPUBLIC CHARITYBELLINGHAM, WA, US$2,200
Paid GrantMT BAKER SCHOOL DISTRICTHARMONY ELEMENTARY - STAR PROGRAM, FACTER ELEMENTARY KIT, BOARDMAKERPUBLIC CHARITYDEMING, WA, US$1,737
Paid GrantSHOULTES ELEMENTARY SCHOOLDADS OF GREAT STUDENTS (WATCH DOGS)PUBLIC CHARITYMARYSVILLE, WA, US$1,249
Filing and Contact Details

Filer

EIN
20-5675615
Raw XML AppendixShowing 400 of 684 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 RETURN FEES - VON HARTEN & COMPANY INC PS
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome03215
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue024750
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV027719
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0MCGRAW-HILL INC MHP 5.9% 11/15/17
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue051800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0680
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0FANNIE MAE PFD 8.25%
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue1928136
InvestmentsOtherSchedule2/InvestmentsOther/BookValue200
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FEDERAL INSTL HIGH YIELD BOND FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1FEDERATED INTERNATIONAL BOND FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2FEDERATED TOTAL RETURN BOND FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3FEDERATED MORTGAGE FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4T ROWE PRICE INSTL EMERGING MARKET BOND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-12-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182008-01-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02009-09-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82010-03-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112010-04-07
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132009-11-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172009-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182009-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset069.744 BLACKROCK EQUITY DIVIDEND FD
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2447.005 FEDERATED TOTAL RETURN BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31,108.721 GOLDMAN SACHS MID CAP VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4197.704 GOLDMAN SACHS SMALL CAP VAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5254.598 GOLDMAN SACHS SMALL CAP VAL FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset74,907.628 GOLDMAN SACHS STR SMALL INTL EQUITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8564.175 GOLDMAN SACHS STR SMALL INTL EQUITY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LISA VAN ENKEVORT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GAELEN BILLINGSLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DANA SWEANY-SCHUMACHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JASON SCHUMACHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4TAMARA OSBORN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR/VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR/PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR/SECRETARY/TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 1096
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 1096
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 1096
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 1096
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14PO BOX 1096

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.44$0.59$0.15
2024Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.75$0.55$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.20$0.57$0.37
2022Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.42$0.59$0.17
2021Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.63$0.08$0.56
2020Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.29$0.54$0.25
2019Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.53$0.58$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.42$1.01$0.59
2017Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$0.36$0.56$0.20
2016Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.63$0.54$0.10
2015Detailed filing. Detailed filing data is available for this year.$8.39$0.00$8.39$0.27$0.10$0.16
2014Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.39$0.50$0.11
2013Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.48
2012Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.53
2011Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.29
2010Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.58