Civic Intelligence

Taala Fund

990 • Fiscal year 2020 • EIN 26-3980654

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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

56th percentile

0.14x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

77th percentile

0.51x

Higher debt load relative to revenue than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$2,279,632

Up $448,411 (+24%) from 2019

Net Assets

Up

$1,955,961

Up $148,441 (+8.2%) from 2019

Liabilities

Up

$323,671

Up $299,970 (+1266%) from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin70th percentile

Revenue

Up

$640,556

Up $128,169 (+25%) from 2019

Expenses

Up

$530,340

Up $63,253 (+14%) from 2019

Net Income

Up

$110,216

Up $64,916 (+143%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2020

Assets$2,279,632
Liabilities$323,671
Net Assets$1,955,961
Open 2020 Filing

Operations Trend

Revenue Growth78th 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

2020

Revenue$640,556
Expenses$530,340
Net Income$110,216
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$640,556
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$917,939$855,093▼ $62,846
Cash and Non-Interest-Bearing Accounts$620,301$854,345▲ $234,044
Savings and Temporary Cash Investments$184,915$477,906▲ $292,991
Accounts Receivable$103,301$86,886▼ $16,415
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,831,221$2,279,632▲ $448,411
Other Assets Total$4,765$5,402▲ $637
Liabilities
Deferred Revenue-$276,516-
Accounts Payable and Accrued Expenses$23,701$47,155▲ $23,454
Total Liabilities$23,701$323,671▲ $299,970
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,440,328$1,633,224▲ $192,896
Net Assets With Donor Restrictions$367,192$322,737▼ $44,455
Total Net Assets Fund Balance$1,807,520$1,955,961▲ $148,441
Total Liabilities and Net Assets / Fund Balance$1,831,221$2,279,632▲ $448,411

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$29,608$29,608
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Tracy AndersenPresident
Francis RosanderBoard Member
Edcelena JamesSecretary
David MontgomeryV.P./Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$569,789
Program Service Revenue
$70,767
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$110,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$276,896
Other Expenses$253,444
Total Fundraising Expense$26,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$159,852$38,937$6,148$204,937
Fees for Services Management$102,970$81,750$17,027$201,747
Other Employee Benefits$43,519$10,601$1,674$55,794
Office Expenses$21,529$5,244$827$27,600
Payroll Taxes$12,609$3,071$485$16,165
Travel$6,102$1,487$235$7,824
Occupancy$3,164$770$122$4,056
Other Expenses$2,340$575$96$3,011
Fees for Services Accounting$319$253$53$625
All Other Expenses$-50,981$44$7$-50,930
Total Functional Expenses$359,198$144,232$26,910$530,340
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
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
2009
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
5
Volunteers
4

Preparer

Firm
Stauffer & Associates PLLC
Address
2501 N Fairway Rd, Liberty Lake, WA 99019
Preparer
Anna Vaughan
Phone
5093443200
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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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,279,632
Liabilities
$323,671
Net assets
$1,955,961
Revenue
$640,556
Expenses
$530,340
Net income
$110,216
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
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.32$1.96$0.64$0.53$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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