Civic Intelligence

Community Roots Holding Foundation

990 • Fiscal year 2016 • EIN 27-1682190

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

1620 12th Ave No 205Seattle, WA 98122

(206) 329-7303

Siviq Scores

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

Liabilities / Assets

29th percentile

0.02x

Higher debt load relative to assets than 29% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$544,765

Up $112,738 (+26%) from 2015

Net Assets

Up

$535,659

Up $103,755 (+24%) from 2015

Liabilities

Up

$9,106

Up $8,983 (+7303%) from 2015

Revenue

Down

$981,789

Down $1,276,303 (-57%) from 2015

Expenses

Down

$878,034

Down $2,217,321 (-72%) from 2015

Net Income

Up

$103,755

Up $941,018 (+112%) from 2015

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: $29,625Liabilities 2010: $0Net Assets 2010: $29,6252010Assets 2012: $1,893,286Liabilities 2012: $0Net Assets 2012: $1,893,2862012Assets 2013: $1,337,901Liabilities 2013: $123Net Assets 2013: $1,337,7782013Assets 2014: $1,279,990Liabilities 2014: $5,823Net Assets 2014: $1,274,1672014Assets 2015: $432,027Liabilities 2015: $123Net Assets 2015: $431,9042015Assets 2016: $544,765Liabilities 2016: $9,106Net Assets 2016: $535,6592016Assets 2018: $754,554Liabilities 2018: $186,001Net Assets 2018: $568,5532018Assets 2020: $2,144,615Liabilities 2020: $128,007Net Assets 2020: $2,016,6082020Assets 2021: $1,111,043Liabilities 2021: $47,792Net Assets 2021: $1,063,2512021Assets 2022: $1,604,596Liabilities 2022: $74,756Net Assets 2022: $1,529,8402022Assets 2024: $653,535Liabilities 2024: $57,159Net Assets 2024: $596,3762024

Highlighted filing

2016

Assets$544,765
Liabilities$9,106
Net Assets$535,659

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $76,980Expenses 2010: $47,355Net Income 2010: $29,6252010Expenses 2012: $1,024,6232012Revenue 2013: $1,131,411Expenses 2013: $1,684,806Net Income 2013: -$553,3952013Revenue 2014: $1,017,398Expenses 2014: $994,506Net Income 2014: $22,8922014Revenue 2015: $2,258,092Expenses 2015: $3,095,355Net Income 2015: -$837,2632015Revenue 2016: $981,789Expenses 2016: $878,034Net Income 2016: $103,7552016Revenue 2018: $1,454,499Expenses 2018: $1,231,127Net Income 2018: $223,3722018Revenue 2020: $6,018,678Expenses 2020: $4,684,976Net Income 2020: $1,333,7022020Revenue 2021: $1,434,819Expenses 2021: $2,388,176Net Income 2021: -$953,3572021Revenue 2022: $2,457,461Expenses 2022: $1,990,872Net Income 2022: $466,5892022Revenue 2024: $1,337,968Expenses 2024: $2,262,860Net Income 2024: -$924,8922024

Highlighted filing

2016

Revenue$981,789
Expenses$878,034
Net Income$103,755
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,039,612
Mission and Program Overview

Mission

The community roots housing foundation is a 501(c)(3) nonprofit that raises funds to sustain operations and support specific initiatives of community roots housing, a public development authority that strives to build vibrant and engaged communities in the seattle area. Founded in 1976, community roots has focused its work on building and operating affordable housing, providing stability services to our residents, and developing healthy and sustainable communities.

The Capitol Hill Housing Foundation mobilizes resources for Capitol Hill Housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$352,798$418,273▲ $65,475
Pledges and Grants Receivable$79,229$126,492▲ $47,263
Total Assets$432,027$544,765▲ $112,738
Liabilities
Accounts Payable and Accrued Expenses$123$9,106▲ $8,983
Total Liabilities$123$9,106▲ $8,983
Net Assets / Fund Balance
Unrestricted Net Assets$352,675$409,167▲ $56,492
Temporarily Rstr Net Assets$79,229$126,492▲ $47,263
Total Net Assets Fund Balance$431,904$535,659▲ $103,755
Total Liabilities and Net Assets / Fund Balance$432,027$544,765▲ $112,738
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shari BrownBoard President
Deirdre DoyleVice President
Arif GurselBoard Member
Bookda GheisarBoard Member
Christopher PersonsBoard Member
Dani ConeBoard Member
Ellen TaussigBoard Member
Laura MillerBoard Member
Randy RobinsonBoard Member
Stan BatyBoard Member
Sue CaryBoard Member
Michael SeiwerathExecutive Director
Margaret Pak EnslowSecretary
Joshua OkrentSr.Manager of Fund Developmen
Josephine WongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,010,504
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-28,715
All Other Contributions
$668,217
Change in Net Assets
$103,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$770,830
Other Expenses$74,204
Total Fundraising Expense$41,175
Professional Fundraising Fees$33,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$770,830--$770,830
Fees for Services Professional Fundraising--$33,000$33,000
Office Expenses$6,918$4,629$5,455$17,002
Conferences and Meetings-$6,471-$6,471
Fees for Services Other$5,710-$476$6,186
Fees for Services Accounting-$5,284-$5,284
Travel$63$2,201-$2,264
Other Expenses$14,671-$2,244$2,244
All Other Expenses$362$1,668-$2,030
Advertising$1,356$145-$1,501
Insurance-$1,386-$1,386
Fees for Services Legal$165--$165
Total Functional Expenses$815,075$21,784$41,175$878,034
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Capitol Hill HousingSeattle, WA115Supporting the general operations of Capitol Hill Housing, a Public Development Authority$770,830
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$57,823
Professional Fundraising Fees$33,000
Fundraising Gross Income$27,729

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Omnivorous$190,640$18,870$15,189$3,681
Top of the Town$170,129$8,859$18,188$-9,329
Total Events$360,769$27,729$57,823$-30,094
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
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

Before filing, the 990 is first reviewed by the Executive Committee of the Board of Directors and then an electronic copy is sent to all board members.

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

All Directors are expected to reveal any and all potential conflicts of interest as soon as they arise.

Form 990, Part VI, Section C, line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Capitol Hill Housing Foundation
EIN
27-1682190
Phone
2063297303
Address
1620 12th Ave No 205, Seattle, WA 98122

Signing Officer

Name
Michael Seiwerath
Title
Executive Director
Phone
2063297303
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Seiwerath
Formed
2010
Legal Domicile
Wa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
50

Preparer

Firm
Jacobson Jarvis & Co PLLC
Address
200 First Ave West Suite 200, Seattle, WA 98119-4219
Preparer
Howard Donkin CPA
Phone
2066288990
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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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IRS990/PYOtherRevenueAmt0-10657
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-837263
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03095355
IRS990/PYTotalProfFndrsngExpnsAmt017500
IRS990/PYTotalRevenueAmt02258092
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0103755
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01010504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02268749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01027457
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01112603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01854563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07273876
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0187480
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01379
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt03432
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0718
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06962
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88010
IRS990ScheduleA/PublicSupportPY170Pct00.85650
IRS990ScheduleA/PublicSupportTotal170Amt06408002
IRS990ScheduleA/SubstantialContributorsTotAmt0865874
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01027457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01112603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01854563
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07273876
IRS990ScheduleA/TotalSupportAmt07280838
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt039176
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0156705
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0156705
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt015000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt015000
IRS990ScheduleC/GrassrootsCeilingAmt058764
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IRS990ScheduleC/LobbyingCeilingAmt0235058
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0156705
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0863034
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IRS990ScheduleC/TotalGrassrootsLobbyingGrp/FilingOrganizationsTotalAmt015000
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt015000
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IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Event Production
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0358410
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0343410
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0Grace Rooney
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt015000
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0103 12th Ave 603
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Seattle
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0WA
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Top of the Town
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0170129
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt027729
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-30094
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IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt0358410
IRS990ScheduleG/TotalNetToOrganizationAmt0343410
IRS990ScheduleG/TotalRetainedByContractorsAmt015000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0770830
IRS990ScheduleI/RecipientTable/IRCSectionDesc0115
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Supporting the general operations of Capitol Hill Housing, a Public Development Authority
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Capitol Hill Housing
IRS990ScheduleI/RecipientTable/RecipientEIN0910979968
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01620 12th Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Seattle

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