Civic Intelligence

Taala Fund

990 • Fiscal year 2019 • EIN 26-3980654

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profilewww.taalafund.org
PO Box 702Taholah, WA 98587

(360) 276-0118

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.05x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

63rd percentile

8.8%

Higher net margin than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

31st percentile

-2.0%

Faster asset growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

40%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,831,221

Down $244,728 (-12%) from 2016

Net Assets

Up

$1,807,520

Up $7,109 (+0.4%) from 2016

Liabilities

Down

$23,701

Down $251,837 (-91%) from 2016

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin63rd percentile

Revenue

Up

$512,387

Up $89,218 (+21%) from 2016

Expenses

Down

$467,087

Down $40,083 (-7.9%) from 2016

Net Income

Up

$45,300

Up $129,301 (+154%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $2,075,949Liabilities 2016: $275,538Net Assets 2016: $1,800,4112016Assets 2019: $1,831,221Liabilities 2019: $23,701Net Assets 2019: $1,807,5202019Assets 2020: $2,279,632Liabilities 2020: $323,671Net Assets 2020: $1,955,9612020Assets 2021: $2,310,362Liabilities 2021: $299,874Net Assets 2021: $2,010,4882021Assets 2022: $2,571,645Liabilities 2022: $461,033Net Assets 2022: $2,110,6122022Assets 2024: $3,312,636Liabilities 2024: $821,552Net Assets 2024: $2,491,0842024

Highlighted filing

2019

Assets$1,831,221
Liabilities$23,701
Net Assets$1,807,520
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $423,169Expenses 2016: $507,170Net Income 2016: -$84,0012016Revenue 2019: $512,387Expenses 2019: $467,087Net Income 2019: $45,3002019Revenue 2020: $640,556Expenses 2020: $530,340Net Income 2020: $110,2162020Revenue 2021: $564,258Expenses 2021: $549,727Net Income 2021: $14,5312021Revenue 2022: $746,615Expenses 2022: $646,491Net Income 2022: $100,1242022Revenue 2024: $1,110,405Expenses 2024: $1,076,938Net Income 2024: $33,4672024

Highlighted filing

2019

Revenue$512,387
Expenses$467,087
Net Income$45,300
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$512,387
Mission and Program Overview

Mission

To provide business development and build assets on the Quinault Indian Reservation and among Quinault tribal members improving the quality of life for its people and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$909,868$917,939▲ $8,071
Cash and Non-Interest-Bearing Accounts$724,511$620,301▼ $104,210
Savings and Temporary Cash Investments$199,210$184,915▼ $14,295
Accounts Receivable$20,079$103,301▲ $83,222
Land, Buildings, and Equipment, Net$1,230$0▼ $1,230
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,868,967$1,831,221▼ $37,746
Other Assets Total$14,069$4,765▼ $9,304
Liabilities
Unsecured Notes Loans Payable$79,588--
Accounts Payable and Accrued Expenses$27,159$23,701▼ $3,458
Total Liabilities$106,747$23,701▼ $83,046
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,404,231$1,440,328▲ $36,097
Net Assets With Donor Restrictions$357,989$367,192▲ $9,203
Total Net Assets Fund Balance$1,762,220$1,807,520▲ $45,300
Total Liabilities and Net Assets / Fund Balance$1,868,967$1,831,221▼ $37,746

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$29,608$29,608
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Tracy AndersonPresident
Edcelena JamesBoard Member
Francis RosanderBoard Member
David MontgomeryV.P./Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$440,726
Program Service Revenue
$71,661
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$45,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$260,499
Other Expenses$206,588
Total Fundraising Expense$19,502
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$160,282$39,042$6,164$205,488
Fees for Services Management$53,222$42,254$8,801$104,277
Other Employee Benefits$30,114$7,335$1,158$38,607
Travel$21,827$5,317$840$27,984
Office Expenses$16,445$4,006$632$21,083
Payroll Taxes$12,795$3,117$492$16,404
Fees for Services Accounting$6,159$4,890$1,018$12,067
Occupancy$3,608$878$139$4,625
Other Expenses$1,523$374$62$1,959
Depreciation Depletion$980$239$38$1,257
Interest$464--$464
All Other Expenses$43$11$2$56
Total Functional Expenses$339,131$108,454$19,502$467,087
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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, Line 11B: Form 990 Review Process

“The board of directors will review before submission.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers and directors are required to disclose possible conflicts and remove themselves from action items and report conflict at the regular quarterly board meetings.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board of directors approve the executive director's salary and performs an annual performance evaluation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All governing documents, audits and policies are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Taala Fund
EIN
26-3980654
Phone
3602760118
Address
PO BOX 702, TAHOLAH, WA 98587

Signing Officer

Name
David Montgomery
Title
Vice President
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
4
Volunteers
4

Preparer

Firm
Stauffer & Associates PLLC
Address
2501 N Fairway Rd, Liberty Lake, WA 99019
Preparer
Jeffery M Uptmor
Phone
5093443200
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt029608
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029608
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS WILL REVIEW BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS AND REMOVE THEMSELVES FROM ACTION ITEMS AND REPORT CONFLICT AT THE REGULAR QUARTERLY BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS APPROVE THE EXECUTIVE DIRECTOR'S SALARY AND PERFORMS AN ANNUAL PERFORMANCE EVALUATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS, AUDITS AND POLICIES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/WebsiteAddressTxt0http://www.taalafund.org/
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAALA FUND
ReturnHeader/Filer/BusinessNameControlTxt0TAAL
ReturnHeader/Filer/EIN0263980654
ReturnHeader/Filer/PhoneNum03602760118
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 702

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,831,221
Liabilities
$23,701
Net assets
$1,807,520
Revenue
$512,387
Expenses
$467,087
Net income
$45,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.82$2.49$1.11$1.08$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.46$2.11$0.75$0.65$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.30$2.01$0.56$0.55$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.32$1.96$0.64$0.53$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.83$0.02$1.81$0.51$0.47$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.28$1.80$0.42$0.51$0.08