Civic Intelligence

Dennis & Phyllis Washington Foundation

990T • Fiscal year 2020 • EIN 36-3606913

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
PO Box 16630Missoula, MT 59808-6630

(406) 523-1300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5B$1.0B$500M$0Assets 2010: $373,246,977Liabilities 2010: $8,561,077Net Assets 2010: $364,685,9002010Assets 2011: $436,814,858Liabilities 2011: $1,930,847Net Assets 2011: $434,884,0112011Assets 2012: $499,978,077Liabilities 2012: $3,286,608Net Assets 2012: $496,691,4692012Assets 2013: $588,352,220Liabilities 2013: $6,911,687Net Assets 2013: $581,440,5332013Assets 2014: $660,074,008Liabilities 2014: $15,476,310Net Assets 2014: $644,597,6982014Assets 2015: $656,585,070Liabilities 2015: $7,103,266Net Assets 2015: $649,481,8042015Assets 2016: $741,426,610Liabilities 2016: $32,970,950Net Assets 2016: $708,455,6602016Assets 2017: $854,689,496Liabilities 2017: $24,559,058Net Assets 2017: $830,130,4382017Assets 2018: $866,013,500Liabilities 2018: $21,529,985Net Assets 2018: $844,483,5152018Assets 2019: $1,000,309,858Liabilities 2019: $35,256,325Net Assets 2019: $965,053,5332019Assets 2020: $1,024,973,213Liabilities 2020: $31,704,790Net Assets 2020: $993,268,4232020Assets 2021: $1,067,781,913Liabilities 2021: $41,673,144Net Assets 2021: $1,026,108,7692021Assets 2022: $979,809,616Liabilities 2022: $46,693,800Net Assets 2022: $933,115,8162022Assets 2023: $1,052,645,253Liabilities 2023: $48,046,568Net Assets 2023: $1,004,598,6852023Assets 2024: $1,065,856,949Liabilities 2024: $43,029,864Net Assets 2024: $1,022,827,0852024

Latest loaded filing

2024

Assets$1,065,856,949
Liabilities$43,029,864
Net Assets$1,022,827,085
Open 2024 Filing

Operations Trend

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

$200M$100M$0-$100MExpenses 2010: $6,807,3302010Expenses 2011: $15,155,1942011Expenses 2012: $6,374,2432012Revenue 2013: $84,103,813Expenses 2013: $13,791,277Net Income 2013: $70,312,5362013Revenue 2014: $96,041,105Expenses 2014: $29,763,367Net Income 2014: $66,277,7382014Revenue 2015: $81,164,082Expenses 2015: $27,829,888Net Income 2015: $53,334,1942015Revenue 2016: $68,496,084Expenses 2016: $58,521,310Net Income 2016: $9,974,7742016Revenue 2017: $106,688,741Expenses 2017: $26,994,238Net Income 2017: $79,694,5032017Revenue 2018: $86,194,616Expenses 2018: $31,714,737Net Income 2018: $54,479,8792018Revenue 2019: $74,818,907Expenses 2019: $50,807,412Net Income 2019: $24,011,4952019Revenue 2020: $135,352,040Expenses 2020: $52,856,987Net Income 2020: $82,495,0532020Revenue 2021: $46,790,438Expenses 2021: $52,487,297Net Income 2021: -$5,696,8592021Revenue 2022: $14,908,793Expenses 2022: $61,633,129Net Income 2022: -$46,724,3362022Revenue 2023: -$22,884,591Expenses 2023: $53,279,581Net Income 2023: -$76,164,1722023Revenue 2024: $23,741,757Expenses 2024: $50,639,590Net Income 2024: -$26,897,8332024

Latest loaded filing

2024

Revenue$23,741,757
Expenses$50,639,590
Net Income-$26,897,833
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Dennis & Phyllis Washington Foundation
EIN
36-3606913
Phone
4065231300
Address
PO BOX 16630, MISSOULA, MT 59808-6630

Signing Officer

Name
Mike Halligan
Title
Executive Director
Phone
4065231300
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber
Address
10900 NE 4TH STREET SUITE 1400, BELLEVUE, WA 98004
Preparer
Kathryn J Okimoto
Phone
4254544919
Raw XML Appendix121 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt04949
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt01497
IRS1120ScheduleD/NetCapitalGainAmt03452
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt03452
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt01497
IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalGainOrLossAmt03452
IRS1120ScheduleD/TotalLTCGL1099BShowsBasisGrp/TotalProceedsSalesPriceAmt03452
IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalGainOrLossAmt01497
IRS1120ScheduleD/TotalSTCGL1099BShowsBasisGrp/TotalProceedsSalesPriceAmt01497
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt03452
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt03452
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FIRST LIGHT FOCUS FUND LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt03452
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt03452
IRS8949/LongTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/DateAcquiredInheritedCd0VARIOUS
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01497
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt01497
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0FIRST LIGHT FOCUS FUND LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt01497
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt01497
IRS8949/ShortTermCapitalGainAndLossGrp/TransRptOn1099BThatShowBssInd0X
IRS990T/BooksInCareOfDetail/PersonNm0MOLLY FLOMER
IRS990T/BooksInCareOfDetail/PhoneNum04065231300
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 INTERNATIONAL DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd059808
IRS990T/BookValueAssetsEOYAmt01024973213
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0PURSUANT TO IRC SEC. 172(B)(3) UNDER REV. PROC. 2020-24, THE TAXPAYER HEREBY ELECTS TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO THE NET OPERATING LOSS FOR THE YEARS ENDED DECEMBER 31, 2020 AND TO CARRYFORWARD SUCH NET OPERATING LOSS TO FUTURE YEARS.THE TAXPAYER ALSO ELECTS TO FOREGO THE NET OPERATING LOSS CARRYBACK FOR LOSSES INCURRED DURING THE TAX YEARS ENDED DECEMBER 31, 2018 AND DECEMBER 31, 2019 PER IRC SEC. 172(B)(1)(D)(V)(II).
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt1IRC SECTION 751 STATEMENTTHE TAXPAYER HAS REPORTED ORDINARY INCOME UPON THE DISPOSITION OF UNITS IN:BP MIDSTREAM PARTNERS, LP (EIN: 82-1646447);CHENIERE, LP (EIN: 20-5913059);CRESTWOOD EQUITY PARTNERS, LP (EIN: 43-1918951);DCP MIDSTREAM LP (EIN: 03-0567133);ENERGY TRANSFER LP (EIN: 30-0108820);ENTERPRISE PRODUCT PARTNERS L.P. (EIN 76-0568219);EQM MIDSTREAM PARTNERS, LP (EIN: 37-1661577);MAGELLAN MIDSTREAM PARTNERS L.P. (EIN: 73-1599053);MPLX LP (EIN: 27-0005456);NOBLE MIDSTREAM PARTNERS, LP (EIN: 47-3011449);NUSTAR ENERGY, LP (EIN: 74-2956831);PHILLIPS 66 PARTNERS, LP (EIN: 38-3899432);PLAINS ALL AMERICAN PIPELINE L.P. (EIN: 76-0582150);SHELL MIDSTREAM PARTNERS, LP (EIN: 46-5223743);TC PIPELINES LP (EIN: 52-2135448); ANDWESTERN MIDSTREAM PARTNERS, LP (EIN: 46-0967367) AS PROVIDED BY THE TAX MATTERS GENERAL PARTNER. THE AMOUNT WAS DETERMINED IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 751 AND THE DETAILED INFORMATION IS AVAILABLE IN THE OFFICES OF THE TAX MATTERS GENERAL PARTNER UPON REQUEST.
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt2IRC SECTION 754 STATEMENTTHE TAXPAYER IS A TRANSFEREE PARTNER IN:BP MIDSTREAM PARTNERS, LP (EIN: 82-1646447);CRESTWOOD EQUITY PARTNERS, LP (EIN: 43-1918951);DCP MIDSTREAM LP (EIN: 03-0567133);ENERGY TRANSFER LP (EIN: 30-0108820);ENTERPRISE PRODUCT PARTNERS L.P. (EIN 76-0568219);EQM MIDSTREAM PARTNERS, LP (EIN: 37-1661577);MAGELLAN MIDSTREAM PARTNERS L.P. (EIN: 73-1599053);MPLX LP (EIN: 27-0005456);NOBLE MIDSTREAM PARTNERS, LP (EIN: 47-3011449);NUSTAR ENERGY, LP (EIN: 74-2956831);PHILLIPS 66 PARTNERS, LP (EIN: 38-3899432);PLAINS ALL AMERICAN PIPELINE L.P. (EIN: 76-0582150);SHELL MIDSTREAM PARTNERS, LP (EIN: 46-5223743);TC PIPELINES LP (EIN: 52-2135448); ANDWESTERN MIDSTREAM PARTNERS, LP (EIN: 46-0967367) WHO HAVE A SPECIAL ADJUSTMENT UNDER INTERNAL REVENUE CODE (IRC) SECTION 743(B) PURSUANT TO IRC SECTION 754 ELECTIONS MADE. THE SPECIAL BASIS ADJUSTMENTS WERE MADE IN ACCORDANCE WITH THE RULES PROVIDED IN IRC SECTION 743 AND 755 AND THE REGULATIONS THEREUNDER: DETAILED INFORMATION IS AVAILABLE IN THE OFFICE OF THE GENERAL PARTNERS UPON REQUEST.
IRS990T/ItmzdSupplementalInfoGrp/LineNum07
IRS990T/ItmzdSupplementalInfoGrp/LineNum11
IRS990T/ItmzdSupplementalInfoGrp/LineNum21
IRS990T/ItmzdSupplementalInfoGrp/PartNum0I
IRS990T/ItmzdSupplementalInfoGrp/PartNum1I
IRS990T/ItmzdSupplementalInfoGrp/PartNum2I
IRS990T/NetOperatingLossDeductionAmt01697821
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt04949
IRS990TScheduleA/InterestDeductionAmt056098
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt03153
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt059251
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt05368731
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-3616608
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01757072
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01757072
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0QUAL.PARTNERSHIP INTEREST UNDER TREAS. REG. 1.512(A)-6(C)(1)(I)
IRS990TScheduleA/UBIBeforeNOLDedAmt01697821
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01697821
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt01697821
IRS990T/TotalUBTIComputedAmt01697821
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE HALLIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065231300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DENNIS & PHYLLIS WASHINGTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DENN
ReturnHeader/Filer/EIN0363606913
ReturnHeader/Filer/PhoneNum04065231300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 16630
ReturnHeader/Filer/USAddress/CityNm0MISSOULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0598086630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911194016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLARK NUBER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010900 NE 4TH STREET SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04254544919
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRYN J OKIMOTO
ReturnHeader/ReturnTs02021-11-12T15:08:45-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MIKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALLIGAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,066$43.0$1,023$23.7$50.6$26.9
2023Detailed filing. Detailed filing data is available for this year.$1,053$48.0$1,005$22.9$53.3$76.2
2022Detailed filing. Detailed filing data is available for this year.$980$46.7$933$14.9$61.6$46.7
2021Detailed filing. Detailed filing data is available for this year.$1,068$41.7$1,026$46.8$52.5$5.70
2020Detailed filing. Detailed filing data is available for this year.$1,025$31.7$993$135$52.9$82.5
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Detailed filing. Detailed filing data is available for this year.$1,000$35.3$965$74.8$50.8$24.0
2018Detailed filing. Detailed filing data is available for this year.$866$21.5$844$86.2$31.7$54.5
2017Detailed filing. Detailed filing data is available for this year.$855$24.6$830$107$27.0$79.7
2016Detailed filing. Detailed filing data is available for this year.$741$33.0$708$68.5$58.5$9.97
2015Detailed filing. Detailed filing data is available for this year.$657$7.10$649$81.2$27.8$53.3
2014Detailed filing. Detailed filing data is available for this year.$660$15.5$645$96.0$29.8$66.3
2013Detailed filing. Detailed filing data is available for this year.$588$6.91$581$84.1$13.8$70.3
2012Detailed filing. Detailed filing data is available for this year.$500$3.29$497$6.37
2011Detailed filing. Detailed filing data is available for this year.$437$1.93$435$15.2
2010Detailed filing. Detailed filing data is available for this year.$373$8.56$365$6.81