Civic Intelligence

Kathi Goertzen Foundation

990EZ • Fiscal year 2015 • EIN 27-5376788

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 15, 2016

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

62nd percentile

9.5%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$109,060

Up $9,450 (+9.5%) from 2014

Net Assets

Up

$109,060

Up $10,001 (+10%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$71,553

Down $19,029 (-21%) from 2014

Expenses

Down

$61,552

Down $60,005 (-49%) from 2014

Net Income

Up

$10,001

Up $40,976 (+132%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2015

Assets$109,060
Liabilities-
Net Assets$109,060
Open 2015 Filing

Operations Trend

Revenue Growth23rd 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

2015

Revenue$71,553
Expenses$61,552
Net Income$10,001
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 15, 2016
Return Version
2015v2.1
Gross Receipts
$73,149
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 SEATTLE CHILDREN'S HOSPITAL FOR RESEARCH AND TO HELP FIND A CURE FOR BRAIN TUMORS.$30,000$30,000
Compensation and Service Providers
Top Officer Pay75th 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 Jewett
Title
President
Phone
2064044080
Signed
2016-09-15
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 02/26/2015 4800 sand point way ne seattle, wa 98105 30,000 0 0”

Form 990-ez, Part I, Line 16

“Expenses information technology 143 fees & licenses 2,016 miscellaneous 1,253 fundraiser expense 4,748 total 8,160”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 551 0”

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 Appendix138 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099610
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099059
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08160
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/PrintingPublicationsPostageAmt01012
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT PROVIDED TO SEATTLE CHILDREN'S HOSPITAL FOR RESEARCH AND TO HELP FIND A CURE FOR BRAIN TUMORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019365
IRS990EZ/SaleOfAssetsGrossAmt02002
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0551
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061552
IRS990EZ/TotalProgramServiceExpensesAmt030000
IRS990EZ/TotalRevenueAmt071553
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.KATHIGOERTZEN.COM
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt090585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt072867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0182307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033003
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0449906
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0291788
IRS990ScheduleA/SubstantialContributorsTotAmt0158118
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt090585
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033003
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0449906
IRS990ScheduleA/TotalSupportAmt0449906
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/ExplanationTxt0SEATTLE CHILDREN'S HOSPITAL FOR RESEARCH 02/26/2015 4800 SAND POINT WAY NE SEATTLE, WA 98105 30,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES INFORMATION TECHNOLOGY 143 FEES & LICENSES 2,016 MISCELLANEOUS 1,253 FUNDRAISER EXPENSE 4,748 TOTAL 8,160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 551 0
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02064044080
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHI GOERTZEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0275376788
ReturnHeader/Filer/PhoneNum02064044080
ReturnHeader/Filer/USAddress/AddressLine1Txt03213 W WHEELER ST BOX 157
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01750 DEXTER AVENUE NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981096222
ReturnHeader/PreparerPersonGrp/PhoneNum02062821120
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE M WISECARVER
ReturnHeader/ReturnTs02016-10-13T18:29:58-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,060
Liabilities
-
Net assets
$109,060
Revenue
$71,553
Expenses
$61,552
Net income
$10,001
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