Civic Intelligence

Kathi Goertzen Foundation

990EZ • Fiscal year 2014 • EIN 27-5376788

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization ProfileWWW.KATHIGOERTZEN.COM
3213 W Wheeler St Box 157Seattle, WA 98199

(206) 404-4080

Siviq Scores

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

Liabilities / Assets

59th percentile

0.01x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

24%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$99,610

Down $31,920 (-24%) from 2013

Net Assets

Down

$99,059

Down $30,975 (-24%) from 2013

Liabilities

Down

$551

Down $945 (-63%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin10th percentile

Revenue

Up

$90,582

Up $17,715 (+24%) from 2013

Expenses

Down

$121,557

Down $8,882 (-6.8%) from 2013

Net Income

Up

-$30,975

Up $26,597 (+46%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2014

Assets$99,610
Liabilities$551
Net Assets$99,059
Open 2014 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$90,582
Expenses$121,557
Net Income-$30,975
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$98,276
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
GRANT PROVIDED TO THE UW MEDICINE FOUNDATION AND THE WSU FOUNDATION FOR RESEARCH AND TO HELP FIND A CURE FOR BRAIN TUMORS.$75,000$75,000
Compensation and Service Providers
Top Officer Pay74th percentile

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
2064044080
Address
3213 W WHEELER ST BOX 157, SEATTLE, WA 98199

Signing Officer

Name
Rick L Jewett
Title
President
Phone
2064044080
Signed
2015-11-02
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

“Uw medicine foundation for research 07/23/2014 box 358045 seattle, wa 98195-8045 50,000 0 0 wsu foundation for research 08/26/2014 po box641927 pullman, wa 99164-1927 25,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses office 606 information technology 563 fees & licenses 3,467 miscellaneous 717 fundraiser expense 1,932 total 7,285”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 1,496 551”

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 Appendix135 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/PhoneNum02064044080
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098199
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0131530
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IRS990EZ/ExcessOrDeficitForYearAmt0-30975
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt075000
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07285
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/PrintingPublicationsPostageAmt02376
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT PROVIDED TO THE UW MEDICINE FOUNDATION AND THE WSU FOUNDATION FOR RESEARCH AND TO HELP FIND A CURE FOR BRAIN TUMORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt075000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034451
IRS990EZ/SaleOfAssetsGrossAmt07691
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01496
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0551
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0121557
IRS990EZ/TotalProgramServiceExpensesAmt075000
IRS990EZ/TotalRevenueAmt090582
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KATHIGOERTZEN.COM
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt090585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt072867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0182307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0378762
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0238410
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt090585
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt033003
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0378762
IRS990ScheduleA/TotalSupportAmt0378762
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UW MEDICINE FOUNDATION FOR RESEARCH 07/23/2014 BOX 358045 SEATTLE, WA 98195-8045 50,000 0 0 WSU FOUNDATION FOR RESEARCH 08/26/2014 PO BOX641927 PULLMAN, WA 99164-1927 25,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 606 INFORMATION TECHNOLOGY 563 FEES & LICENSES 3,467 MISCELLANEOUS 717 FUNDRAISER EXPENSE 1,932 TOTAL 7,285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,496 551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02064044080
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHI GOERTZEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0275376788
ReturnHeader/Filer/PhoneNum02064044080
ReturnHeader/Filer/USAddress/AddressLine1Txt03213 W WHEELER ST BOX 157
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ReturnHeader/PreparerPersonGrp/PhoneNum02062821120
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE M WISECARVER
ReturnHeader/ReturnTs02015-11-12T12:47:46-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,610
Liabilities
$551
Net assets
$99,059
Revenue
$90,582
Expenses
$121,557
Net income
-$30,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.04$1.13$1.09
2015Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.72$0.62$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.91$1.22$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.30$0.73$1.30$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.01$1.88$1.82$0.24$1.58