Civic Intelligence

Purser-Maccready Scholarship Fund

990PF • Fiscal year 2019 • EIN 46-0820200

Nov 01, 2018 to Oct 31, 2019 • Filed on Mar 09, 2020

Organization Profile
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

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

7th percentile

-95%

Higher net margin than 7% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$5,596

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$423,140

Down $22,002 (-4.9%) from 2018

Net Assets

Down

$423,140

Down $22,002 (-4.9%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Up

$23,634

Up $2,614 (+12%) from 2018

Expenses

Up

$46,066

Up $30,422 (+194%) from 2018

Net Income

Down

-$22,432

Down $27,808 (-517%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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: $1Net 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

2019

Assets$423,140
Liabilities$1
Net Assets$423,140
Open 2019 Filing

Operations Trend

Revenue Growth67th percentile

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

2019

Revenue$23,634
Expenses$46,066
Net Income-$22,432
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Mar 9, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,596-$5,596
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLUMBIA BASIN COLLEGE FOUNDATIONTUITION SCHOLARSHIPS-PASCO, WA, US$36,952
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
2020-03-09
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 Appendix303 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt036952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TUITION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLUMBIA BASIN COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02600 N 20TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASCO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021831
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03192
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03192
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039866
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03192
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03192
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014843
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1EX-DIVIDEND
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt173
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WASHINGTON SEC. OF STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0430
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ACTIVITY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0663
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHOLARSHIP ADMINISTRATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0663
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BAKER BOYER WEALTH MANAGEMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05095252000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-09
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/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/PreparationDt02020-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA A WAGNER
ReturnHeader/ReturnTs02020-03-09T19:33:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$423,140
Liabilities
$1
Net assets
$423,140
Revenue
$23,634
Expenses
$46,066
Net income
-$22,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.18$0.31$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.00$4.19$0.31$0.36$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$0.70$0.34$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$0.02$0.33$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.24$0.46$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.21$0.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.32$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.33$0.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.43$0.34$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.32