Civic Intelligence

Purser-Maccready Scholarship Fund Baker Boyer National Bank

990PF • Fiscal year 2018 • EIN 46-0820200

Nov 01, 2017 to Oct 31, 2018 • Filed on Jan 15, 2019

PO Box 1796Walla Walla, WA 99362

(509) 525-2000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$6,266

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

7th percentile

-65%

Faster revenue growth than 7% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$445,142

Up $33,942 (+8.3%) from 2016

Net Assets

Up

$445,142

Up $33,942 (+8.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$21,020

Down $10,715 (-34%) from 2016

Expenses

Down

$15,644

Down $15,583 (-50%) from 2016

Net Income

Up

$5,376

Up $4,868 (+958%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $402,776Liabilities 2013: $86Net Assets 2013: $402,6902013Assets 2014: $411,853Liabilities 2014: $347Net Assets 2014: $411,5062014Assets 2015: $410,692Liabilities 2015: $0Net Assets 2015: $410,6922015Assets 2016: $411,200Liabilities 2016: $0Net Assets 2016: $411,2002016Assets 2018: $445,142Liabilities 2018: $0Net Assets 2018: $445,1422018Assets 2019: $423,140Liabilities 2019: $0Net Assets 2019: $423,1402019Assets 2020: $387,815Liabilities 2020: $0Net Assets 2020: $387,8152020Assets 2021: $423,465Liabilities 2021: $0Net Assets 2021: $423,4652021Assets 2022: $418,751Liabilities 2022: $0Net Assets 2022: $418,7512022Assets 2025: $370,715Liabilities 2025: $0Net Assets 2025: $370,7152025

Highlighted filing

2018

Assets$445,142
Liabilities$0
Net Assets$445,142

Operations Trend

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

$100K$50K$0-$50KExpenses 2013: $31,7052013Revenue 2014: $42,798Expenses 2014: $33,982Net Income 2014: $8,8162014Revenue 2015: $32,598Expenses 2015: $33,412Net Income 2015: -$8142015Revenue 2016: $31,735Expenses 2016: $31,227Net Income 2016: $5082016Revenue 2018: $21,020Expenses 2018: $15,644Net Income 2018: $5,3762018Revenue 2019: $23,634Expenses 2019: $46,066Net Income 2019: -$22,4322019Revenue 2020: -$2,052Expenses 2020: $33,232Net Income 2020: -$35,2842020Revenue 2021: $70,126Expenses 2021: $34,476Net Income 2021: $35,6502021Revenue 2022: $31,149Expenses 2022: $35,863Net Income 2022: -$4,7142022Revenue 2025: $18,078Expenses 2025: $30,899Net Income 2025: -$12,8212025

Highlighted filing

2018

Revenue$21,020
Expenses$15,644
Net Income$5,376
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Jan 15, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$6,266-$6,266
Filing and Contact Details

Filer

Filer Name
Purser - Maccready Scholarship Fund
EIN
46-0820200
Phone
5095252000
Address
PO BOX 1796, WALLA WALLA, WA 99362

Signing Officer

Name
Baker Boyer Wealth Management
Title
Trustee
Phone
5095252000
Signed
2019-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Tkcpa Pllc
Address
5 WEST ALDER SUITE 215, WALLA WALLA, WA 99362
Preparer
Teresa a Wagner
Phone
5095290941
Raw XML Appendix313 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/ExcessDistriCyovAppCYCorpusAmt01811
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07612
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01811
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014843
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0496
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ACTIVITY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0765
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHOLARSHIP ADMINISTRATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0765
TaxesSchedule/TaxesDetail/Amt0544
TaxesSchedule/TaxesDetail/Amt1800
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES PAID WITH PRIOR RETURN
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENTS
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAKER BOYER WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05095252000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PURSER - MACCREADY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BAKER BOYER WEALTH MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0PURS
ReturnHeader/Filer/EIN0460820200
ReturnHeader/Filer/PhoneNum05095252000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1796
ReturnHeader/Filer/USAddress/CityNm0WALLA WALLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099362
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C31A8EC2A33DED74E1585005B3581F7861D4C6B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08E3C466F761C317283EE95887C481AD7B8FE7585
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-01-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:25:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911912491
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TKCPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 WEST ALDER SUITE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLA WALLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099362
ReturnHeader/PreparerPersonGrp/PhoneNum05095290941
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA A WAGNER
ReturnHeader/ReturnTs02019-01-15T16:25:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

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