Civic Intelligence

Kathi Goertzen Foundation

EIN 27-5376788 • 501(c)3 • Seattle, WA

Profile

The foundation's primary goals are to find a cure for brain tumors and improve the quality of life for those affected by brain tumors.

3213 W Wheeler St Box 403Seattle, WA 98199

www.kathigoertzen.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

2nd percentile

-2572%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-94%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$0

Down $109,060 (-100%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $109,060 (-100%) from 2015

Revenue

Down

$4,241

Down $67,312 (-94%) from 2015

Expenses

Up

$113,301

Up $51,749 (+84%) from 2015

Net Income

Down

-$109,060

Down $119,061 (-1190%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $188,919Liabilities 2012: $1,313Net Assets 2012: $187,6062012Assets 2013: $131,530Liabilities 2013: $1,496Net Assets 2013: $130,0342013Assets 2014: $99,610Liabilities 2014: $551Net Assets 2014: $99,0592014Assets 2015: $109,060Net Assets 2015: $109,0602015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities-
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2012: $182,307Expenses 2012: $24,256Net Income 2012: $158,0512012Revenue 2013: $72,867Expenses 2013: $130,439Net Income 2013: -$57,5722013Revenue 2014: $90,582Expenses 2014: $121,557Net Income 2014: -$30,9752014Revenue 2015: $71,553Expenses 2015: $61,552Net Income 2015: $10,0012015Revenue 2016: $4,241Expenses 2016: $113,301Net Income 2016: -$109,0602016

Highlighted filing

2016

Revenue$4,241
Expenses$113,301
Net Income-$109,060

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Nov 30, 2016
Signed
Mar 3, 2017
Return Version
2016v3.0
Gross Receipts
$9,456
Mission and Program Overview

Mission

The foundation's primary goals are to find a cure for brain tumors and improve the quality of life for those affected by brain tumors.

Program Services

DescriptionGrantsExpenses
GRANTS PROVIDED TO SEATTLE CHILDREN'S HOSPITAL FOR RESEARCH AND TO HELP FIND A CURE FOR BRAIN TUMORS.$98,650$98,650
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK JEWETTPresidentPT$0--
ALEXA JARVISSecretary-$0--
RHODA ALTUMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kathi Goertzen Foundation
EIN
27-5376788
Phone
2066055481
Address
3213 W WHEELER ST BOX 403, SEATTLE, WA 98199

Signing Officer

Name
Rick Jewett
Title
President
Phone
2064044080
Signed
2017-03-03
Discuss with paid preparer
Yes

Preparer

Firm
C P Mcauliffe C P a P S
Address
1750 DEXTER AVENUE NORTH, SEATTLE, WA 98109-6222
Preparer
Anne M Wisecarver
Phone
2062821120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Seattle children's hospital for research 02/25/2016 4800 sand point way ne seattle, wa 98105 50,000 0 0 seattle children's hospital for research 06/30/2016 4800 sand point way ne seattle, wa 98105 36,650 0 0 seattle children's hospital for research 11/29/2016 4800 sand point way ne seattle, wa 98105 10,000 0 0

Form 990-ez, Part I, Line 16

Expenses fees & licenses 5,564 fundraiser expense 3,431 total 8,995

Form 990-ez, Part III

The foundation's primary goals are to find a cure for brain tumors and improve the quality of life for those affected by brain tumors.

Raw XML Appendix148 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum02066055481
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03213 W WHEELER STREET 403
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098199
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0109060
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02807
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05215
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-109060
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04785
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IRS990EZ/FinalReturnInd0X
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01433
IRS990EZ/GrantsAndSimilarAmountsPaidAmt098650
IRS990EZ/GrossReceiptsAmt09456
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109060
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK JEWETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ALEXA JARVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RHODA ALTUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08995
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION'S PRIMARY GOALS ARE TO FIND A CURE FOR BRAIN TUMORS AND IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED BY BRAIN TUMORS.
IRS990EZ/PrintingPublicationsPostageAmt0871
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS PROVIDED TO SEATTLE CHILDREN'S HOSPITAL FOR RESEARCH AND TO HELP FIND A CURE FOR BRAIN TUMORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt098650
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098650
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt06648
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113301
IRS990EZ/TotalProgramServiceExpensesAmt098650
IRS990EZ/TotalRevenueAmt04241
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KATHIGOERTZEN.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt071144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt090585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt072867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0182307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0419710
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62800
IRS990ScheduleA/PublicSupportTotal170Amt0263572
IRS990ScheduleA/SubstantialContributorsTotAmt0156138
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt090585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072867
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0182307
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0419710
IRS990ScheduleA/TotalSupportAmt0419710
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02016-11-29
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0910564748
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt010000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FACE VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0SEATTLE CHILDREN'S HOSPITAL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt04800 SAND POINT WAY NE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0SEATTLE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0WA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd098105
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEATTLE CHILDREN'S HOSPITAL FOR RESEARCH 02/25/2016 4800 SAND POINT WAY NE SEATTLE, WA 98105 50,000 0 0 SEATTLE CHILDREN'S HOSPITAL FOR RESEARCH 06/30/2016 4800 SAND POINT WAY NE SEATTLE, WA 98105 36,650 0 0 SEATTLE CHILDREN'S HOSPITAL FOR RESEARCH 11/29/2016 4800 SAND POINT WAY NE SEATTLE, WA 98105 10,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES FEES & LICENSES 5,564 FUNDRAISER EXPENSE 3,431 TOTAL 8,995
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S PRIMARY GOALS ARE TO FIND A CURE FOR BRAIN TUMORS AND IMPROVE THE QUALITY OF LIFE FOR THOSE AFFECTED BY BRAIN TUMORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02064044080
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-03
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ReturnHeader/Filer/BusinessNameControlTxt0KATH
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ReturnHeader/Filer/PhoneNum02066055481
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ReturnHeader/PreparerPersonGrp/PhoneNum02062821120
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE M WISECARVER
ReturnHeader/ReturnTs02017-03-06T14:30:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02016

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