Civic Intelligence

Taala Fund

990 • Fiscal year 2024 • EIN 26-3980654

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 15, 2025

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

72nd percentile

0.25x

Higher debt load relative to assets than 72% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.74x

Higher debt load relative to revenue than 86% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

47th percentile

3.0%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-3.5%

Faster revenue growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$3,312,636

Up $740,991 (+29%) from 2022

Net Assets

Up

$2,491,084

Up $380,472 (+18%) from 2022

Liabilities

Up

$821,552

Up $360,519 (+78%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin47th percentile

Revenue

Up

$1,110,405

Up $363,790 (+49%) from 2022

Expenses

Up

$1,076,938

Up $430,447 (+67%) from 2022

Net Income

Down

$33,467

Down $66,657 (-67%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2024

Assets$3,312,636
Liabilities$821,552
Net Assets$2,491,084
Open 2024 Filing

Operations Trend

Revenue Growth29th 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

2024

Revenue$1,110,405
Expenses$1,076,938
Net Income$33,467
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$1,110,405
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$1,972,541$2,325,725▲ $353,184
Cash and Non-Interest-Bearing Accounts$583,863$873,458▲ $289,595
Land, Buildings, and Equipment, Net$71,464$85,066▲ $13,602
Accounts Receivable$23,698$1,213▼ $22,485
Prepaid Expenses and Deferred Charges$959$1,082▲ $123
Savings and Temporary Cash Investments-$0-
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-
Total Assets$2,670,806$3,312,636▲ $641,830
Other Assets Total$18,281$26,092▲ $7,811
Liabilities
Mortgage Notes Payable Secured by Investment Property-$700,000-
Deferred Revenue$124,973--
Accounts Payable and Accrued Expenses$83,960$77,158▼ $6,802
Other Liabilities-$42,750-
Escrow Account Liability$4,256$1,644▼ $2,612
Total Liabilities$213,189$821,552▲ $608,363
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,455,707$2,473,539▲ $17,832
Net Assets With Donor Restrictions$1,910$17,545▲ $15,635
Total Net Assets Fund Balance$2,457,617$2,491,084▲ $33,467
Total Liabilities and Net Assets / Fund Balance$2,670,806$3,312,636▲ $641,830

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$67,842$4,584$72,426
Equipment$17,224$27,080$44,304
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
David MontgomeryPresident
Edcelena JamesBoard Member
Francis RosanderBoard Member
James Marshall-wardBoard Member
Adam MalloySecretary
Alice MorrisVice Pres./Tre.
Revenue and Support

Revenue Composition

Contributions and Grants
$864,373
Program Service Revenue
$174,433
Investment Income
$49,431
Other Revenue
$22,168
All Other Contributions
$364,400
Change in Net Assets
$33,467

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,110,405
Total Revenue per Audited Statements
$1,110,405
Total Revenue per Form 990
$1,110,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$568,041
Other Expenses$508,897
Total Fundraising Expense$167,385
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$303,964$88,851$74,822$467,637
Fees for Services Other$144,303$42,181$35,521$222,005
Other Employee Benefits$38,152$11,152$9,391$58,695
Travel$32,366$9,461$7,968$49,795
Information Technology$30,746$8,987$7,568$47,301
Office Expenses$30,608$8,947$7,535$47,090
Payroll Taxes$23,850$6,971$5,871$36,692
Conferences and Meetings$18,207$5,322$4,482$28,011
Occupancy$17,201$5,028$4,234$26,463
Fees for Services Legal$13,853$4,050$3,410$21,313
Interest$17,147--$17,147
Fees for Services Accounting$9,295$2,717$2,288$14,300
Pension Plan Contributions$3,261$953$803$5,017
Depreciation Depletion$2,994$875$737$4,606
Other Expenses$1,109$324$273$1,706
All Other Expenses$599$918$118$1,635
Advertising$959$280$236$1,475
Insurance$645$189$159$993
Total Functional Expenses$710,009$199,544$167,385$1,076,938

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,076,938
Total Expenses per Audited Statements$1,076,938
Total Expenses per Form 990$1,076,938
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Undeposited Fund$35,194
Accrued Interest Payable$6,046
Fee Payable - Loan Fund$1,510
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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, Section B, Line 11B

“The board of directors will review before submission.”

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

“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, Section B, Line 15A

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

Form 990, Part VI, Section C, Line 19

“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
James Marshall-ward
Title
Treasurer
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Montgomery
Formed
2009
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
6
Employees
13

Preparer

Firm
Harshwal & Company Llp
Address
11405 W BERNARDO CT STE A, SAN DIEGO, CA 92127
Preparer
Sanwar Harshwal CPA
Phone
8589390017
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IRS990/OtherExpensesGrp/FundraisingAmt1932
IRS990/OtherExpensesGrp/FundraisingAmt2273
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01231
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11107
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2324
IRS990/OtherExpensesGrp/ProgramServicesAmt012750
IRS990/OtherExpensesGrp/ProgramServicesAmt14213
IRS990/OtherExpensesGrp/ProgramServicesAmt23787
IRS990/OtherExpensesGrp/ProgramServicesAmt31109
IRS990/OtherExpensesGrp/TotalAmt012750
IRS990/OtherExpensesGrp/TotalAmt16481
IRS990/OtherExpensesGrp/TotalAmt25826
IRS990/OtherExpensesGrp/TotalAmt31706
IRS990/OtherLiabilitiesGrp/EOYAmt042750
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0568
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0568
IRS990/OtherRevenueTotalAmt0568
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt074822
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088851
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0303964
IRS990/OtherSalariesAndWagesGrp/TotalAmt0467637
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01972541
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02325725
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05871
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06971
IRS990/PayrollTaxesGrp/ProgramServicesAmt023850
IRS990/PayrollTaxesGrp/TotalAmt036692
IRS990/PensionPlanContributionsGrp/FundraisingAmt0803
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0953
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03261
IRS990/PensionPlanContributionsGrp/TotalAmt05017
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0959
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01082
IRS990/PrincipalOfficerNm0David Montgomery
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Contract Income
IRS990/ProgramServiceRevenueGrp/Desc1Interest Revenue- Lending
IRS990/ProgramServiceRevenueGrp/Desc2Loan app. and other fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031756
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1133700
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031756
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1133700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28977
IRS990/ProgSrvcAccomActy2Grp/Desc0Education and Asset Building:Taala Fund offers training, technical assistance, and one-on-one services to assist our clients to start or expand businesses, improve their homes, and improve their financial condition.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0240611
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0939120
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt041773
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0340460
IRS990/PYProgramServiceRevenueAmt0169604
IRS990/PYRevenuesLessExpensesAmt0343523
IRS990/PYSalariesCompEmpBnftPaidAmt0466514
IRS990/PYTotalExpensesAmt0806974
IRS990/PYTotalRevenueAmt01150497
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt033467
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt021600
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0174433
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0864373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0939120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0606324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0497088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0563854
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03470759
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0213708
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0155926
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt075788
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063823
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt069426
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0578671
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0151709
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0568
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0568
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85700
IRS990ScheduleA/PublicSupportPY170Pct00.87470
IRS990ScheduleA/PublicSupportTotal170Amt03470759
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0864373
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0939120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0606324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0497088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0563854
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03470759
IRS990ScheduleA/TotalSupportAmt04049998
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt067842
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04584
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt072426
IRS990ScheduleD/EquipmentGrp/BookValueAmt017224
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027080
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044304
IRS990ScheduleD/ExpensesSubtotalAmt01076938
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06046
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt235194
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Interest Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Fee Payable - Loan Fund
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Undeposited Fund
IRS990ScheduleD/RevenueSubtotalAmt01110405
IRS990ScheduleD/TotalBookValueLandBuildingsAmt085066
IRS990ScheduleD/TotalExpensesPerForm990Amt01076938

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,312,636
Liabilities
$821,552
Net assets
$2,491,084
Revenue
$1,110,405
Expenses
$1,076,938
Net income
$33,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

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