Civic Intelligence

Shared Journeys

990 • Fiscal year 2022 • EIN 27-0076239

Jan 01, 2022 to Dec 31, 2022 • Filed on May 30, 2023

1207 N 200th Street 211Shoreline, WA 98133-3213

(206) 367-2124

Siviq Scores

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

Liabilities / Assets

54th percentile

0.08x

Higher debt load relative to assets than 54% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.05x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

54th percentile

9.1%

Higher net margin than 54% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

78th percentile

21%

Faster asset growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2022

Revenue Growth

53rd percentile

7.7%

Faster revenue growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2022

Assets

Up

$2,568,542

Up $397,107 (+18%) from 2021

Net Assets

Up

$2,350,688

Up $423,055 (+22%) from 2021

Liabilities

Down

$217,854

Down $25,948 (-11%) from 2021

Revenue

Up

$4,631,809

Up $252,526 (+5.8%) from 2021

Expenses

Up

$4,208,754

Up $634,154 (+18%) from 2021

Net Income

Down

$423,055

Down $381,628 (-47%) from 2021

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $371,354Liabilities 2010: $140,107Net Assets 2010: $231,2472010Assets 2011: $377,399Liabilities 2011: $132,314Net Assets 2011: $245,0852011Assets 2012: $410,867Liabilities 2012: $143,860Net Assets 2012: $267,0072012Assets 2013: $420,041Liabilities 2013: $139,941Net Assets 2013: $280,1002013Assets 2014: $510,333Liabilities 2014: $208,540Net Assets 2014: $301,7932014Assets 2015: $477,981Liabilities 2015: $165,711Net Assets 2015: $312,2702015Assets 2016: $546,679Liabilities 2016: $245,865Net Assets 2016: $300,8142016Assets 2017: $684,612Liabilities 2017: $271,815Net Assets 2017: $412,7972017Assets 2018: $614,227Liabilities 2018: $173,341Net Assets 2018: $440,8862018Assets 2019: $594,256Liabilities 2019: $190,399Net Assets 2019: $403,8572019Assets 2020: $1,750,677Liabilities 2020: $627,905Net Assets 2020: $1,122,7722020Assets 2021: $2,171,435Liabilities 2021: $243,802Net Assets 2021: $1,927,6332021Assets 2022: $2,568,542Liabilities 2022: $217,854Net Assets 2022: $2,350,6882022Assets 2023: $2,542,484Liabilities 2023: $207,042Net Assets 2023: $2,335,4422023Assets 2024: $2,744,898Liabilities 2024: $242,182Net Assets 2024: $2,502,7162024

Highlighted filing

2022

Assets$2,568,542
Liabilities$217,854
Net Assets$2,350,688

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,911,3872010Expenses 2011: $1,970,5112011Expenses 2012: $2,076,4722012Revenue 2013: $2,212,051Expenses 2013: $2,198,958Net Income 2013: $13,0932013Revenue 2014: $2,494,729Expenses 2014: $2,473,036Net Income 2014: $21,6932014Revenue 2015: $2,761,313Expenses 2015: $2,750,836Net Income 2015: $10,4772015Revenue 2016: $2,697,224Expenses 2016: $2,708,680Net Income 2016: -$11,4562016Revenue 2017: $2,897,914Expenses 2017: $2,785,931Net Income 2017: $111,9832017Revenue 2018: $2,856,239Expenses 2018: $2,824,948Net Income 2018: $31,2912018Revenue 2019: $2,955,689Expenses 2019: $2,992,718Net Income 2019: -$37,0292019Revenue 2020: $3,990,011Expenses 2020: $3,271,096Net Income 2020: $718,9152020Revenue 2021: $4,379,283Expenses 2021: $3,574,600Net Income 2021: $804,6832021Revenue 2022: $4,631,809Expenses 2022: $4,208,754Net Income 2022: $423,0552022Revenue 2023: $4,489,675Expenses 2023: $4,556,804Net Income 2023: -$67,1292023Revenue 2024: $5,012,050Expenses 2024: $4,844,776Net Income 2024: $167,2742024

Highlighted filing

2022

Revenue$4,631,809
Expenses$4,208,754
Net Income$423,055
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 30, 2023
Return Version
2022v5.0
Gross Receipts
$4,631,809
Mission and Program Overview

Mission

To provide supported living services to clients with developmental disabilities.

To provide supported living services to clients with developmental disabilities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,927,633$2,350,688▲ $423,055
Savings and Temporary Cash Investments$1,199,382$1,899,605▲ $700,223
Pledges and Grants Receivable$318,459$395,955▲ $77,496
Cash and Non-Interest-Bearing Accounts$616,145$231,233▼ $384,912
Other Notes and Loans Receivable, Net$18,670$22,395▲ $3,725
Prepaid Expenses and Deferred Charges$18,779$17,906▼ $873
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,171,435$2,568,542▲ $397,107
Other Assets Total$0$1,448▲ $1,448
Liabilities
Accounts Payable and Accrued Expenses$243,802$217,854▼ $25,948
Total Liabilities$243,802$217,854▼ $25,948
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,927,633$2,350,688▲ $423,055
Total Liabilities and Net Assets / Fund Balance$2,171,435$2,568,542▲ $397,107
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie PoolePresidentFT$99,422$9,755$109,177

Board Members and Trustees

NameTitle
John CarlsonMember at Large
Ron RanheimMember at Large
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,629,794
Investment Income
$2,015
Other Revenue
$0
Change in Net Assets
$423,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,032,581
Other Expenses$176,173
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,238,045--$3,238,045
Other Employee Benefits$373,070$9,852-$382,922
Payroll Taxes$288,580$23,612-$312,192
Current Officers, Directors, Trustees, and Key Employees-$99,422-$99,422
Office Expenses$33,379$8,552-$41,931
Occupancy$20,881$15,044-$35,925
Travel$20,939$4,272-$25,211
Insurance$23,300--$23,300
Fees for Services Accounting$7,288$7,287-$14,575
All Other Expenses$4,872$1,672-$6,544
Other Expenses$3,039$2,612-$5,651
Total Functional Expenses$4,018,599$190,155$0$4,208,754
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 president reviews the form 990 prior to signing.

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

Reviewed and approved at regularly scheduled board meetings

Form 990, Part VI, Section C, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Shared Journeys
EIN
27-0076239
Phone
2063672124
Address
1207 N 200TH STREET 211, SHORELINE, WA 98133-3213

Signing Officer

Name
Stephanie Poole
Title
President
Phone
2063672124
Signed
2023-05-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Poole
Formed
2004
Legal Domicile
Wa
Voting Board Members
3
Independent Board Members
2
Employees
88
Volunteers
2

Preparer

Firm
Sweeney Conrad Ps
Address
10210 NE POINTS DRIVE SUITE 300, KIRKLAND, WA 98033
Preparer
Melanie M Abigania CPA
Phone
4256291990
Raw XML Appendix355 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT REVIEWS THE FORM 990 PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED AND APPROVED AT REGULARLY SCHEDULED BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02171435
IRS990/TotalAssetsEOYAmt02568542
IRS990/TotalAssetsGrp/BOYAmt02171435
IRS990/TotalAssetsGrp/EOYAmt02568542
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt088
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0190155
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04018599
IRS990/TotalFunctionalExpensesGrp/TotalAmt04208754
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0243802
IRS990/TotalLiabilitiesEOYAmt0217854
IRS990/TotalLiabilitiesGrp/BOYAmt0243802
IRS990/TotalLiabilitiesGrp/EOYAmt0217854
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01927633
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02350688
IRS990/TotalOtherCompensationAmt09755
IRS990/TotalProgramServiceExpensesAmt04018599
IRS990/TotalProgramServiceRevenueAmt04629794
IRS990/TotalReportableCompFromOrgAmt099422
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04631809
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04631809
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02171435
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02568542
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04272
IRS990/TravelGrp/ProgramServicesAmt020939
IRS990/TravelGrp/TotalAmt025211
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01207 N 200TH STREET STE 211
IRS990/USAddress/CityNm0SHORELINE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098133
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.SHAREDJOURNEYSSITE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE POOLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02063672124
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHARED JOURNEYS
ReturnHeader/Filer/BusinessNameControlTxt0SHAR
ReturnHeader/Filer/EIN0270076239
ReturnHeader/Filer/PhoneNum02063672124
ReturnHeader/Filer/USAddress/AddressLine1Txt01207 N 200TH STREET 211
ReturnHeader/Filer/USAddress/CityNm0SHORELINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981333213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911301672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEENEY CONRAD PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010210 NE POINTS DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098033
ReturnHeader/PreparerPersonGrp/PhoneNum04256291990
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE M ABIGANIA CPA
ReturnHeader/ReturnTs02023-06-05T12:51:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHANIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POOLE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.24$2.50$5.01$4.84$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.21$2.34$4.49$4.56$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.22$2.35$4.63$4.21$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.24$1.93$4.38$3.57$0.80
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.63$1.12$3.99$3.27$0.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.19$0.40$2.96$2.99$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.17$0.44$2.86$2.82$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.27$0.41$2.90$2.79$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.55$0.25$0.30$2.70$2.71$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.17$0.31$2.76$2.75$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.21$0.30$2.49$2.47$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.14$0.28$2.21$2.20$0.01
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.14$0.27$2.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.13$0.25$1.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.14$0.23$1.91