Civic Intelligence

Invested

990 • Fiscal year 2019 • EIN 23-7189670

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 14, 2020

Organization ProfileWWW.INVESTED.ORG
606 Oakesdale Avenue SW No C-202Renton, WA 98057

(206) 352-1199

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.07x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

6th percentile

-48%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$105,475

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

28th percentile

-1.9%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$9,804,938

Down $185,895 (-1.9%) from 2018

Net Assets

Down

$9,732,162

Down $194,177 (-2.0%) from 2018

Liabilities

Up

$72,776

Up $8,282 (+13%) from 2018

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin6th percentile

Revenue

Down

$994,846

Down $642,642 (-39%) from 2018

Expenses

Up

$1,475,368

Up $129,638 (+9.6%) from 2018

Net Income

Down

-$480,522

Down $772,280 (-265%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$15M$10M$5.0M$0Assets 2015: $9,528,652Liabilities 2015: $41,487Net Assets 2015: $9,487,1652015Assets 2016: $9,586,912Liabilities 2016: $68,602Net Assets 2016: $9,518,3102016Assets 2018: $9,990,833Liabilities 2018: $64,494Net Assets 2018: $9,926,3392018Assets 2019: $9,804,938Liabilities 2019: $72,776Net Assets 2019: $9,732,1622019Assets 2020: $9,331,013Liabilities 2020: $174,149Net Assets 2020: $9,156,8642020Assets 2021: $10,800,874Liabilities 2021: $194,411Net Assets 2021: $10,606,4632021Assets 2022: $8,513,458Liabilities 2022: $95,359Net Assets 2022: $8,418,0992022Assets 2025: $8,863,182Liabilities 2025: $226,650Net Assets 2025: $8,636,5322025

Highlighted filing

2019

Assets$9,804,938
Liabilities$72,776
Net Assets$9,732,162
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $997,736Expenses 2015: $1,098,393Net Income 2015: -$100,6572015Revenue 2016: $1,279,933Expenses 2016: $1,204,110Net Income 2016: $75,8232016Revenue 2018: $1,637,488Expenses 2018: $1,345,730Net Income 2018: $291,7582018Revenue 2019: $994,846Expenses 2019: $1,475,368Net Income 2019: -$480,5222019Revenue 2020: $1,893,581Expenses 2020: $2,563,741Net Income 2020: -$670,1602020Revenue 2021: $5,096,103Expenses 2021: $5,148,850Net Income 2021: -$52,7472021Revenue 2022: $1,260,215Expenses 2022: $1,663,908Net Income 2022: -$403,6932022Revenue 2025: $2,844,686Expenses 2025: $1,099,703Net Income 2025: $1,744,9832025

Highlighted filing

2019

Revenue$994,846
Expenses$1,475,368
Net Income-$480,522
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 14, 2020
Return Version
2018v3.2
Gross Receipts
$1,377,074
Mission and Program Overview

Mission

Invested supports washington state secondary schools with resources to help students get to school, engage in school, and graduate. Our funding allows schools to help students with basic supplies and access programs and other assistance.

Assist needy students in washington to help them get to school, stay in school and graduate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,136,775$9,358,286▲ $221,511
Cash and Non-Interest-Bearing Accounts$472,459$213,441▼ $259,018
Savings and Temporary Cash Investments$292,556$141,585▼ $150,971
Pledges and Grants Receivable$47,334$28,895▼ $18,439
Prepaid Expenses and Deferred Charges$22,163$26,954▲ $4,791
Intangible Assets$0$24,097▲ $24,097
Land, Buildings, and Equipment, Net$17,046$11,680▼ $5,366
Inventories for Sale or Use$2,500$0▼ $2,500
Total Assets$9,990,833$9,804,938▼ $185,895
Liabilities
Accounts Payable and Accrued Expenses$64,494$72,776▲ $8,282
Total Liabilities$64,494$72,776▲ $8,282
Net Assets / Fund Balance
Unrestricted Net Assets$9,923,068$9,716,805▼ $206,263
Temporarily Rstr Net Assets$3,271$15,357▲ $12,086
Total Net Assets Fund Balance$9,926,339$9,732,162▼ $194,177
Total Liabilities and Net Assets / Fund Balance$9,990,833$9,804,938▼ $185,895

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,680$17,491$29,171
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joyce WaltersExecutive DirectorFT$102,385$3,090$105,475

Board Members and Trustees

NameTitle
Tom HortonBoard President
Donald MillerBoard 1st Vice President
Sam HowardBoard 2nd Vice President
Andy KnappBoard Member
Brian KistlerBoard Member
Damien PattenaudeBoard Member
Dave WilsonBoard Member
Jeff RichardsBoard Member
Joe OsborneBoard Member
Kerry SwansonBoard Member
Marcie MaxwellBoard Member
Mia CoffmanBoard Member
Steven BrownBoard Member
Thomas GilbertBoard Member
Trevor CarlsonBoard Member
Trish Millines DzikoBoard Member
Sandi Bennett-scottBoard Secretary
Sourabh MathurBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$719,245
Program Service Revenue
$0
Investment Income
$327,744
Other Revenue
$-52,143
All Other Contributions
$240,102
Change in Net Assets
$-480,522

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table34$28,543Fair Market Value
Total Noncash Contributions34$28,543-

Audited Revenue Reconciliation

Revenue per Audited Statements
$994,846
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$300,346
Total Revenue per Audited Statements
$1,295,192
Total Revenue per Form 990
$994,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$721,895
Salaries, Compensation, and Employee Benefits$428,111
Total Fundraising Expense$340,626
Other Expenses$325,362
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$721,895--$721,895
Other Salaries and Wages$82,702$38,766$136,975$258,443
Current Officers, Directors, Trustees, and Key Employees$36,583$17,184$60,590$114,357
Fees for Services Accounting-$82,140-$82,140
Occupancy$18,834$11,866$34,277$64,977
Fees for Services Other$11,470$6,523$37,725$55,718
Payroll Taxes$9,600$4,465$15,900$29,965
Information Technology$11,475$12,793$4,014$28,282
Fees for Service Investment Mgmnt Fees-$24,537-$24,537
Office Expenses$1,047$10,109$12,422$23,578
Other Employee Benefits$6,434$3,016$10,656$20,106
Advertising--$16,070$16,070
Depreciation Depletion$3,078$1,443$5,098$9,619
Insurance-$5,802-$5,802
Pension Plan Contributions$1,677$786$2,777$5,240
Travel$10$1,257$3,723$4,990
Conferences and Meetings-$3,943$68$4,011
Interest-$1,997-$1,997
Fees for Services Legal-$660-$660
Other Expenses$18$573$231$573
Total Functional Expenses$905,175$229,567$340,626$1,475,368

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,489,369
Total Expenses per Form 990$1,475,368
Expenses per Audited Statements$1,450,831
Expenses Not Reported on Form 990$38,538
Expenses Not Reported on Financial Statements$24,537
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
North Creek High SchoolBothell, WAGovernmentImmediate Assistance to Students$11,700
John R Rogers High SchoolSpokane, WAGovernmentImmediate Assistance to Students$9,290
Bothell High SchoolBothell, WAGovernmentImmediate Assistance to Students$6,560
Washington High SchoolTacoma, WAGovernmentImmediate Assistance to Students$6,533
Chelan High SchoolChelan, WAGovernmentImmediate Assistance to Students$6,350
Lindbergh Senior High SchoolRenton, WAGovernmentImmediate Assistance to Students$6,320
Newport High SchoolNewport, WAGovernmentImmediate Assistance to Students$6,230
Evergreen High SchoolSeattle, WAGovernmentImmediate Assistance to Students$6,000
Woodland High SchoolWoodland, WAGovernmentImmediate Assistance to Students$5,890
Sultan High SchoolSultan, WAGovernmentImmediate Assistance to Students$5,870
Tonasket High SchoolTonasket, WAGovernmentImmediate Assistance to Students$5,770
Mount Vernon High SchoolMount Vernon, WAGovernmentImmediate Assistance to Students$5,120
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$89,507
Fundraising Gross Income$37,364
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Seattle Gala$160,175$32,193$37,660$-5,467
Spokane Event$22,170$5,171$2,690$2,481
Total Events$182,345$37,364$89,507$-52,143
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return will be reviewed by the finance committee and the entire board will receive a copy of the form 990 prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy applies to officers, directors and committee members. The policy is monitored by the board and committee members. Board members must recuse themselves from voting on issues where they have a conflict of interest.”

Form 990, Part VI, Section B, Line 15A

“A committee of three board members conducted the review of the executive director. The organization has no other compensated officers or key employees. The executive director completed a self-evaluation which was used by the committee to evaluate her performance. The results of the evaluation were reported to the board and minutes of the meeting were kept. The last compensation review was completed at the end of the 2019 fiscal year.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Invested
EIN
23-7189670
Phone
2063521199
Address
606 OAKESDALE AVENUE SW NO C-202, RENTON, WA 98057

Signing Officer

Name
Joyce Walters
Title
Executive Director
Phone
2063521199
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joyce Walters
Formed
1963
Legal Domicile
Wa
Voting Board Members
18
Independent Board Members
18
Employees
7
Volunteers
65

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1400, BELLEVUE, WA 98004
Preparer
Sarah B Huang
Phone
4254544919
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

“The organization had over 65 volunteers during the year. This included 18 board members. Volunteers assisted with events and provided program support. Invested requires that each active school identify a 3-person invested team consisting of the principal, an invested coordinator and an alternate coordinator. They serve without additional compensation and are considered volunteers. There are well over 1,000 school-based volunteers.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment fees netted with revenue on financial statements -24,537.”

Raw XML AppendixShowing 400 of 687 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD 1ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD 2ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0144981
IRS990/FundraisingDirectExpensesAmt089507
IRS990/FundraisingGrossIncomeAmt037364
IRS990/GainOrLossGrp/SecuritiesAmt096701
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0334162
IRS990/GrantAmt0511260
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0721895
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0721895
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0389422
IRS990/GrossReceiptsAmt01377074
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04014
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012793
IRS990/InformationTechnologyGrp/ProgramServicesAmt011475
IRS990/InformationTechnologyGrp/TotalAmt028282
IRS990/InsuranceGrp/ManagementAndGeneralAmt05802
IRS990/InsuranceGrp/TotalAmt05802
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt024097
IRS990/InterestGrp/ManagementAndGeneralAmt01997
IRS990/InterestGrp/TotalAmt01997
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02500
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0231043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0231043
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09136775
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09358286
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017491
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017046
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011680
IRS990/LandBldgEquipCostOrOtherBssAmt029171
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0292721
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0INVESTED SUPPORTS WASHINGTON STATE SECONDARY SCHOOLS WITH RESOURCES TO HELP STUDENTS GET TO SCHOOL, ENGAGE IN SCHOOL, AND GRADUATE. OUR FUNDING ALLOWS SCHOOLS TO HELP STUDENTS WITH BASIC SUPPLIES AND ACCESS PROGRAMS AND OTHER ASSISTANCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09926339
IRS990/NetAssetsOrFundBalancesEOYAmt09732162
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt096701
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt096701
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-52143
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-52143
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0286345
IRS990/NoncashContributionsAmt028543
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt034277
IRS990/OccupancyGrp/ManagementAndGeneralAmt011866
IRS990/OccupancyGrp/ProgramServicesAmt018834
IRS990/OccupancyGrp/TotalAmt064977
IRS990/OfficeExpensesGrp/FundraisingAmt012422
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010109
IRS990/OfficeExpensesGrp/ProgramServicesAmt01047
IRS990/OfficeExpensesGrp/TotalAmt023578
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010656
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03016
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06434
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020106
IRS990/OtherExpensesGrp/Desc0PAYROLL FEES
IRS990/OtherExpensesGrp/Desc1RECRUITING
IRS990/OtherExpensesGrp/Desc2GIFTS
IRS990/OtherExpensesGrp/Desc3TRAINING
IRS990/OtherExpensesGrp/FundraisingAmt0100
IRS990/OtherExpensesGrp/FundraisingAmt1231
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01044
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1300
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3573
IRS990/OtherExpensesGrp/ProgramServicesAmt0352
IRS990/OtherExpensesGrp/ProgramServicesAmt118
IRS990/OtherExpensesGrp/TotalAmt01044
IRS990/OtherExpensesGrp/TotalAmt1752
IRS990/OtherExpensesGrp/TotalAmt2612
IRS990/OtherExpensesGrp/TotalAmt3573
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0136975
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038766
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt082702
IRS990/OtherSalariesAndWagesGrp/TotalAmt0258443
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015900
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04465
IRS990/PayrollTaxesGrp/ProgramServicesAmt09600
IRS990/PayrollTaxesGrp/TotalAmt029965
IRS990/PensionPlanContributionsGrp/FundraisingAmt02777
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0786
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01677
IRS990/PensionPlanContributionsGrp/TotalAmt05240
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt047334
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt028895
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022163
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026954
IRS990/PrincipalOfficerNm0JOYCE WALTERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION HAS A CHALLENGE MATCHING PROGRAM TO ENCOURAGE SCHOOLS TO GROW LOCAL SUPPORT FOR THE INVESTED PROGRAM AND AN ADOPT A SCHOOL PROGRAM TO ALLOW DONORS TO DESIGNATE FUNDS TO BE USED AT SPECIFIC SCHOOLS. THE ORGANIZATION PROVIDED $98,489 IN MATCHING FUNDS AND $70,413 IN ADOPT A SCHOOL FUNDS DURING THE YEAR. DURING THE 2018-2019 SCHOOL YEAR 23,664 STUDENTS WERE ASSISTED WITH $927,323 OF IMMEDIATE SUPPORT HELPING THEM STAY ENGAGED IN SCHOOL AND REACH THEIR POTENTIAL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0260542
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0168902
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION RECRUITED FOUR SCHOOLS TO PARTICIPATE IN A PILOT PROGRAM TO MEASURE THE IMPACT OF FOCUSED FUNDING ON HIGHER RISK STUDENTS. THIS PILOT PROGRAM WAS DESIGNED AND CONDUCTED IN PARTNERSHIP WITH THE OFFICE OF SUPERINTENDENT OF PUBLIC INSTRUCTION (OSPI). THE SCHOOLS WERE SELECTED FROM ACROSS THE STATE AND VARIED IN SIZE FROM LARGE TO SMALL SCHOOLS. THE SCHOOLS MEASURED STUDENT PROGRESS ON ATTENDANCE, COURSE SUCCESS AND SCHOOL ENGAGEMENT. STUDENTS WERE SELECTED BASED ON 8TH GRADE DATA INDICATING ISSUES IN ONE OR MORE AREAS (ATTENDANCE, GPA, SCHOOL ENGAGEMENT). EACH SCHOOL RECEIVED AN ADDITIONAL $5,000 TO CREATE A STRONG NETWORK OF SUPPORT FOR STUDENTS TO SUCCEED IN THEIR FRESHMAN YEAR AND BE ON TRACK TO GRADUATE ON TIME.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt041733
IRS990/ProgSrvcAccomActy3Grp/GrantAmt041733
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0813673
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0709781
IRS990/PYInvestmentIncomeAmt0888742
IRS990/PYOtherExpensesAmt0308497
IRS990/PYOtherRevenueAmt0-64927
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0291758
IRS990/PYSalariesCompEmpBnftPaidAmt0327452
IRS990/PYTotalExpensesAmt01345730
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01637488
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-480522
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0292556
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0141585
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EXCISE TAX REFUND - 2015 AMOUNT: $ 2,758.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0719245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0813673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0798312
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0884192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0773103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03988525
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0231043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0269328
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0256341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0218413

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,804,938
Liabilities
$72,776
Net assets
$9,732,162
Revenue
$994,846
Expenses
$1,475,368
Net income
-$480,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.86$0.23$8.64$2.84$1.10$1.74
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.51$0.10$8.42$1.26$1.66$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.19$10.6$5.10$5.15$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.33$0.17$9.16$1.89$2.56$0.67
2019Detailed filing. Detailed filing data is available for this year.$9.80$0.07$9.73$0.99$1.48$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.99$0.06$9.93$1.64$1.35$0.29
2016Detailed filing. Detailed filing data is available for this year.$9.59$0.07$9.52$1.28$1.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$9.53$0.04$9.49$1.00$1.10$0.10
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