Civic Intelligence

Shared Journeys

990 • Fiscal year 2023 • EIN 27-0076239

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

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

(206) 367-2124

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$2,542,484

Down $26,058 (-1.0%) from 2022

Net Assets

Down

$2,335,442

Down $15,246 (-0.6%) from 2022

Liabilities

Down

$207,042

Down $10,812 (-5.0%) from 2022

Revenue And Expenses

Revenue

Down

$4,489,675

Down $142,134 (-3.1%) from 2022

Expenses

Up

$4,556,804

Up $348,050 (+8.3%) from 2022

Net Income

Down

-$67,129

Down $490,184 (-116%) from 2022

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

2023

Assets$2,542,484
Liabilities$207,042
Net Assets$2,335,442

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

2023

Revenue$4,489,675
Expenses$4,556,804
Net Income-$67,129
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$4,689,675
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$2,350,688$2,335,442▼ $15,246
Savings and Temporary Cash Investments$1,899,605$1,652,928▼ $246,677
Cash and Non-Interest-Bearing Accounts$231,233$493,050▲ $261,817
Pledges and Grants Receivable$395,955$357,004▼ $38,951
Prepaid Expenses and Deferred Charges$17,906$22,176▲ $4,270
Other Notes and Loans Receivable, Net$22,395$15,878▼ $6,517
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,568,542$2,542,484▼ $26,058
Other Assets Total$1,448$1,448→ $0
Liabilities
Accounts Payable and Accrued Expenses$217,854$207,042▼ $10,812
Total Liabilities$217,854$207,042▼ $10,812
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,350,688$2,335,442▼ $15,246
Total Liabilities and Net Assets / Fund Balance$2,568,542$2,542,484▼ $26,058
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephanie PoolePresidentFT$100,308$12,098$112,406

Board Members and Trustees

NameTitle
Jamie GreenMember at Large
John CarsonMember at Large
Ron RanheimMember at Large
Terri IsraelMember at Large
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,437,955
Investment Income
$51,720
Other Revenue
$0
Change in Net Assets
$-67,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,367,615
Other Expenses$189,189
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,458,949--$3,458,949
Other Employee Benefits$433,841$12,098-$445,939
Payroll Taxes$337,897$24,522-$362,419
Current Officers, Directors, Trustees, and Key Employees-$100,308-$100,308
Occupancy$28,710$22,692-$51,402
Travel$23,670$2,279-$25,949
Insurance$24,724--$24,724
Fees for Services Accounting$11,910$11,910-$23,820
Office Expenses$16,805$3,772-$20,577
All Other Expenses$4,326$4,662-$8,988
Other Expenses$5,091$5,145-$5,145
Total Functional Expenses$4,358,398$198,406$0$4,556,804
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
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
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
2024-11-05
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
97
Volunteers
4

Preparer

Firm
Sweeney Conrad Ps
Address
10210 NE POINTS DRIVE SUITE 300, KIRKLAND, WA 98033
Preparer
Melanie M Abigania CPA
Phone
4256291990
Raw XML Appendix370 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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02568542
IRS990/TotalAssetsEOYAmt02542484
IRS990/TotalAssetsGrp/BOYAmt02568542
IRS990/TotalAssetsGrp/EOYAmt02542484
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt097
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0198406
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04358398
IRS990/TotalFunctionalExpensesGrp/TotalAmt04556804
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0217854
IRS990/TotalLiabilitiesEOYAmt0207042
IRS990/TotalLiabilitiesGrp/BOYAmt0217854
IRS990/TotalLiabilitiesGrp/EOYAmt0207042
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02350688
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02335442
IRS990/TotalOtherCompensationAmt012098
IRS990/TotalProgramServiceExpensesAmt04358398
IRS990/TotalProgramServiceRevenueAmt04437955
IRS990/TotalReportableCompFromOrgAmt0100308
IRS990/TotalRevenueGrp/ExclusionAmt0-270
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04489945
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04489675
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02568542
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02542484
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02279
IRS990/TravelGrp/ProgramServicesAmt023670
IRS990/TravelGrp/TotalAmt025949
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE POOLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02063672124
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-05
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/PreparationDt02024-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE M ABIGANIA CPA
ReturnHeader/ReturnTs02024-11-11T10:51:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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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
2023Detailed filing. Detailed filing data is available for this year.$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