Civic Intelligence

R & M Ingwersen Tr Ua FBO Keck Graduate Institute

EIN 38-7032422 • Centralia, WA

Centralia, WA
Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-186%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$771

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-19%

Faster asset growth than 32% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-36%

Faster revenue growth than 24% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$31,176

Down $7,257 (-19%) from 2023

Liabilities

Down

$26

Down $26 (-50%) from 2023

Net Assets

Down

$31,150

Down $7,231 (-19%) from 2023

Revenue

Down

$3,890

Down $2,155 (-36%) from 2023

Expenses

Down

$11,133

Down $1,301 (-10%) from 2023

Net Income

Down

-$7,243

Down $854 (-13%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2020: $55,530Liabilities 2020: $30Net Assets 2020: $55,5002020Assets 2021: $43,908Liabilities 2021: $32Net Assets 2021: $43,8762021Assets 2022: $45,007Liabilities 2022: $198Net Assets 2022: $44,8092022Assets 2023: $38,433Liabilities 2023: $52Net Assets 2023: $38,3812023Assets 2024: $31,176Liabilities 2024: $26Net Assets 2024: $31,1502024

Highlighted filing

2024

Assets$31,176
Liabilities$26
Net Assets$31,150

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2020: $3,684Expenses 2020: $15,990Net Income 2020: -$12,3062020Revenue 2021: $4,243Expenses 2021: $15,867Net Income 2021: -$11,6242021Revenue 2022: $16,399Expenses 2022: $15,337Net Income 2022: $1,0622022Revenue 2023: $6,045Expenses 2023: $12,434Net Income 2023: -$6,3892023Revenue 2024: $3,890Expenses 2024: $11,133Net Income 2024: -$7,2432024

Highlighted filing

2024

Revenue$3,890
Expenses$11,133
Net Income-$7,243

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SECURITY STATE BANK TRUST DEPTTrustee-$771-$771
Filing and Contact Details

Filer

Filer Name
R&m Ingwersen Tr Ua Fbo Keck Grad Inst
EIN
38-7032422
Phone
3603302788
Address
PO BOX 1050, CENTRALIA, WA 98531

Signing Officer

Name
Mike Alexander
Title
Trustee
Phone
3603302788
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Menichelli & Associates Pllc
Address
550 N MARKET BLVD, CHEHALIS, WA 98532-2110
Preparer
Peter Menichelli
Phone
3607488857
Raw XML Appendix309 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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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09901
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043818
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06524
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09901
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010727
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09119
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06524
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043818
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037294
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0351
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0351
TaxesSchedule/TaxesDetail/Amt018
TaxesSchedule/TaxesDetail/Amt128
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03603302788
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R&M INGWERSEN TR UA FBO KECK GRAD INST
ReturnHeader/Filer/BusinessNameControlTxt0R&MI
ReturnHeader/Filer/EIN0387032422
ReturnHeader/Filer/PhoneNum03603302788
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1050
ReturnHeader/Filer/USAddress/CityNm0CENTRALIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098531
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853585386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENICHELLI & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 N MARKET BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHEHALIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0985322110
ReturnHeader/PreparerPersonGrp/PhoneNum03607488857
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER MENICHELLI
ReturnHeader/ReturnTs02025-05-08T13:23:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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