Civic Intelligence

Alta Foundation

990PF • Fiscal year 2021 • EIN 20-5675615

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization Profile
11053 NE Oregon StreetKingston, WA 98346

(425) 466-9072

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

52nd percentile

7.5%

Faster asset growth than 52% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

122%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$794,911

Up $55,750 (+7.5%) from 2020

Net Assets

Up

$794,911

Up $55,750 (+7.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin96th percentile

Revenue

Up

$63,438

Up $34,828 (+122%) from 2020

Expenses

Down

$7,688

Down $46,218 (-86%) from 2020

Net Income

Up

$55,750

Up $81,046 (+320%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2021

Assets$794,911
Liabilities$0
Net Assets$794,911
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

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

2021

Revenue$63,438
Expenses$7,688
Net Income$55,750
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANA C SWEANY-SCHUMACHERPresident-$0--
LISA A VAN ENKEVORTVice President-$0--
JASON M SCHUMACHERSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Alta Foundation
EIN
20-5675615
Phone
4254669072
Address
11053 NE OREGON STREET, KINGSTON, WA 98346

Signing Officer

Name
Dana C Schumacher-sweany
Title
President
Phone
4254669072
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Von Harten & Company Inc Ps
Address
2101 4TH AVENUE SUITE 2050, SEATTLE, WA 98121
Preparer
Elizabeth C Hedlund CPA
Phone
2064439017
Raw XML Appendix367 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011053 NE OREGON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0KINGSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098346
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04254669072
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt00 - 3 PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1GENERAL PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0THE MEMORIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1TREEHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2THE MEMORIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt02701 TIETON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt12100 24TH AVENUE S 200
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt22701 TIETON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0YAKIMA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2YAKIMA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd098902
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd198144
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd298902
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt050000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0799
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02918
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05619
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08553
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0799
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08553
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt041038
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME REPORTED ON TAX RETURN NOT YET RECEIVED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT AGENCY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1504
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04016
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1560
TaxesSchedule/TaxesDetail/Amt0162
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0162
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA C SCHUMACHER-SWEANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04254669072
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALTA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALTA
ReturnHeader/Filer/EIN0205675615
ReturnHeader/Filer/PhoneNum04254669072
ReturnHeader/Filer/USAddress/AddressLine1Txt011053 NE OREGON STREET
ReturnHeader/Filer/USAddress/CityNm0KINGSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098346
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911741928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VON HARTEN & COMPANY INC PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 4TH AVENUE SUITE 2050
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098121
ReturnHeader/PreparerPersonGrp/PhoneNum02064439017
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH C HEDLUND CPA
ReturnHeader/ReturnTs02022-05-12T11:26:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHUMACHER-SWEANY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$794,911
Liabilities
$0
Net assets
$794,911
Revenue
$63,438
Expenses
$7,688
Net income
$55,750
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