Civic Intelligence

Financial Services Coalition-

EIN 26-1801775 • 501(c)3 • Seattle, WA

Profile

To support the mission of the urban financial service coalition in being the preeminent financial services organization that provide professional development programs, support educational advancement, and promote economic empowerment to its members and minority communities at large. We also fiscally sponsor and support community projects that align with our mission, goals and values.

Seattle-columbia Center 4200Seattle, WA 98104

www.fsc-ps.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

4.34x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

1.49x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

4th percentile

-511%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

12th percentile

-93%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-83%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$8,811

Down $123,566 (-93%) from 2020

Liabilities

Up

$38,200

Up $7,605 (+25%) from 2020

Net Assets

Down

-$29,389

Down $131,171 (-129%) from 2020

Revenue

Down

$25,666

Down $129,007 (-83%) from 2020

Expenses

Up

$156,837

Up $77,493 (+98%) from 2020

Net Income

Down

-$131,171

Down $206,500 (-274%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0-$50KAssets 2020: $132,377Liabilities 2020: $30,595Net Assets 2020: $101,7822020Assets 2021: $8,811Liabilities 2021: $38,200Net Assets 2021: -$29,3892021

Highlighted filing

2021

Assets$8,811
Liabilities$38,200
Net Assets-$29,389

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2020: $154,673Expenses 2020: $79,344Net Income 2020: $75,3292020Revenue 2021: $25,666Expenses 2021: $156,837Net Income 2021: -$131,1712021

Highlighted filing

2021

Revenue$25,666
Expenses$156,837
Net Income-$131,171

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.0
Gross Receipts
$25,666
Mission and Program Overview

Mission

To support the mission of the urban financial service coalition in being the preeminent financial services organization that provide professional development programs, support educational advancement, and promote economic empowerment to its members and minority communities at large. We also fiscally sponsor and support community projects that align with our mission, goals and values.

Program Services

DescriptionGrantsExpenses
THE FINANCIAL SERVICES COALITION-PUGET SOUND CHARTIABLE FOUNDATION (FSC-PS) FUNDS FINANCIAL LITERACY, PROFESSIONAL AND YOUTH DEVELOPMENT PROGRAMS, AS WELL AS COMMUNITY AND ECONOMIC ENPOWERMENT PROGRAMS FOR UNDERSERVED COMMUNITIES. FSC-PS ALSO FISCALLY SPONSORS START-UP COMMUNITY ORGANIZATIONS, OFFERS PROFESSIONAL SCHOLARSHIPS, AND PROMOTES MINORITY SMALL BUSINESS RESOURCES, ENTREPENEURSHIP AND WORKFORCE DEVELOPMENT PROGRAMS.$50,131$78,005
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIZZIE MARTINEZ ALVAREZPresident & CEOPT$0--
CHEUNG VONGDirector-$0--
JULIE CHANTreasurer-$0--
AZADE TEKINDirector-$0--
ROGER FLYGAREDirector-$0--
VALERIE READSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Financial Services Coalition-
EIN
26-1801775
Phone
2062627316
Address
SEATTLE-COLUMBIA CENTER 4200, SEATTLE, WA 98104

Signing Officer

Name
Julie Chan
Title
Treasurer
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Loughrin & Company CPAs
Address
433 Sprague Street, Edmonds, WA 98020
Preparer
Veronica Pohl EA
Phone
4257748815
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: COMMUNITY GRANT | Donee's Name: INTEGRATION FAMILY SERVCIES SEATTLE WA 98104 | Cash Amount Given: $67198

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: E ENTERPRISES INTL LLC | Donee's Address: SEATTLE COLUMBIA CTR #4200 SEATTLE WA 98104 | Cash Amount Given: $49882

Other Expenses.1001

Advertising and Promotion $235

Other Expenses.1002

Office Expenses $132

Other Expenses.1003

Information Technology $1414

Other Expenses.1012

Insurance $550

Other Expenses.1

VOLUNTEER EXPENSES $1206

Other Expenses.2

MEMBERSHIP DUES $1050

Other Expenses.3

TRAINING $330

Other Expenses.4

Business license and fees $68

Other Expenses.5

REFERENCE MATERIALS $60

Other Assets.1005

Accounts Receivable - Beginning $38000 Accounts Receivable - Ending $0

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $698 Prepaid Expenses and Deferred Charges - Ending $698

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $450

Total Liabilities.1002

Grants Payable - Beginning $26076 Grants Payable - Ending $37750

Total Liabilities.1008

Unsecured Notes and Loans Payable - Beginning $4519 Unsecured Notes and Loans Payable - Ending $0

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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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