Civic Intelligence

Jerry E Whyte and Dee Ann Holleman Charitable Tr

990PF • Fiscal year 2019 • EIN 46-7164981

Jan 01, 2019 to Dec 31, 2019 • Filed on May 06, 2020

Organization Profile
700 Washington StreetVancouver, WA 98660

(360) 992-6203

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

12th percentile

-42%

Higher net margin than 12% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$19,885

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

29th percentile

-2.2%

Faster asset growth than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

28th percentile

-7.6%

Faster revenue growth than 28% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,277,901

Down $28,228 (-2.2%) from 2018

Net Assets

Down

$1,277,901

Down $28,228 (-2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin12th percentile

Revenue

Down

$66,706

Down $5,497 (-7.6%) from 2018

Expenses

Up

$94,934

Up $8,508 (+9.8%) from 2018

Net Income

Down

-$28,228

Down $14,005 (-98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,238,787Liabilities 2014: $02014Assets 2015: $1,360,394Liabilities 2015: $12015Assets 2016: $1,336,982Liabilities 2016: $0Net Assets 2016: $1,336,9822016Assets 2017: $1,320,352Liabilities 2017: $0Net Assets 2017: $1,320,3522017Assets 2018: $1,306,129Liabilities 2018: $0Net Assets 2018: $1,306,1292018Assets 2019: $1,277,901Liabilities 2019: $0Net Assets 2019: $1,277,9012019Assets 2020: $1,239,398Liabilities 2020: $0Net Assets 2020: $1,239,3982020Assets 2021: $1,259,644Liabilities 2021: $0Net Assets 2021: $1,259,6442021Assets 2022: $1,222,881Liabilities 2022: $0Net Assets 2022: $1,222,8812022Assets 2023: $1,166,005Liabilities 2023: $12023Assets 2024: $1,261,687Liabilities 2024: $0Net Assets 2024: $1,261,6872024

Highlighted filing

2019

Assets$1,277,901
Liabilities$0
Net Assets$1,277,901
Open 2019 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,252,237Expenses 2014: $12,946Net Income 2014: $1,239,2912014Revenue 2015: $177,965Expenses 2015: $55,511Net Income 2015: $122,4542015Revenue 2016: $49,441Expenses 2016: $73,347Net Income 2016: -$23,9062016Revenue 2017: $64,344Expenses 2017: $80,974Net Income 2017: -$16,6302017Revenue 2018: $72,203Expenses 2018: $86,426Net Income 2018: -$14,2232018Revenue 2019: $66,706Expenses 2019: $94,934Net Income 2019: -$28,2282019Revenue 2020: $29,390Expenses 2020: $67,893Net Income 2020: -$38,5032020Revenue 2021: $110,386Expenses 2021: $90,141Net Income 2021: $20,2452021Revenue 2022: $61,944Expenses 2022: $98,706Net Income 2022: -$36,7622022Revenue 2023: $31,332Expenses 2023: $88,208Net Income 2023: -$56,8762023Revenue 2024: $198,707Expenses 2024: $101,538Net Income 2024: $97,1692024

Highlighted filing

2019

Revenue$66,706
Expenses$94,934
Net Income-$28,228
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 6, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HERITAGE WEALTH MANAGEMENTTrustee-$19,885-$19,885
Filing and Contact Details

Filer

Filer Name
Jerry E Whyte & Dee Ann Holleman
EIN
46-7164981
Phone
3609926203
Address
700 WASHINGTON STREET, VANCOUVER, WA 98660

Signing Officer

Name
Patricia Mcmahan
Title
Trust Officer
Signed
2020-05-06
Discuss with paid preparer
Yes

Preparer

Firm
OFlynn & Bihuniak Chartered
Address
9404 Reeds Rd, Overland Park, KS 66207
Preparer
Meridith Bihuniak
Phone
9136486828
Raw XML Appendix394 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS-SCH ATT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1EATON VANCE FLTG RATE-ROC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FOREIGN BONDS-SCH ATT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ETF FIXED INCOME-SCH ATT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4MUTUAL FUNDS FIXED INC-SCH ATT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0352852
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt115
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22131
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt360150
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt473704
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0363149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12151
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt258797
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt374302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0272257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt430006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5211263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0442542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt139451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2286455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES-SCH ATT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MEDTRONIC PLC-ROC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EATON CORP PLC-ROC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DIGITAL REALTY TRUST-ROC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FOREIGN STOCK-SCH ATT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MUTUAL FUNDS EQUITY-SCH ATT
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0216242
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0222516
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt035381
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt029731
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01594
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt066706
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt066706
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt029731
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09942
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09943
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt019885
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt073320
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt073320
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt035381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt035381
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-28228
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0319024
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01594
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01594
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt029731
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt056263
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0729
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt083762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt094934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt066706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt066706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010442
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010443
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1231078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt130650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt130650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt055575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1261728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0HERITAGE BANK TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HERITAGE BANK TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SHORT TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LONG TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029731
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-2596
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-28228
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01277901
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01306129
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01277901
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt075198
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt075198
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt075198
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt075761
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0563
IRS990PF/DistributableAmountGrp/TotalTaxAmt0563
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0563
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0563
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0563
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0640
IRS990PF/FMVAssetsEOYAmt01548493
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01306129
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01277901
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0686770
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0488822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0498399
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0554952
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0513458
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0768448
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt049
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0249
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt064358
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt059130
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt059130
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01306129
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01277901
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01548493
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01306129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01277901
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01306129
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01277901
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0216242
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0222516
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01538298
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt072430
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01465868
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023074
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt075761
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01515224
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01538298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt019885
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HERITAGE WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0700 WASHINGTON ST STE 708
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VANCOUVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098660
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt057675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt058238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt074804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt070359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt064698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt044570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038064
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.00662
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01515224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01478850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01322179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01398854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01324483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0816189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt083762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.190322
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt083199
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt083762
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0563
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt083762
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0700 WASHINGTON ST STE 708
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VANCOUVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HERITAGE BANK TRUST SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum03609926203
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCHOLARSHIP COMMITTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03609926203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02715 LILAC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LONGVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098660
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NET INCOME WILL BE USED FOR TUITION, BOOKS AND FEES FOR FOUR STUDENTS OF GOOD MORAL CHARACTER GRADUATING FROM LONGVIEW, WA, HIGH SCHOOLS WHO WILL ATTEND LOWER COLUMBIA COLLEGE. THE REMAINING NET INCOME OF THE TRUST SHALL BE PAID TO CHARITIES SPECIFIED IN THE TRUST DOCUMENT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110791
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410791
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt74842
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt89684
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt94842
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1VACATION BIBLE SCHOOL/SUNDAY SCHOOL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ANIMAL RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATION-SCHOLARSHIP LOWER COLUMBIA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8EDUCATION-SCHOLARSHIP AT LOWER COLUMBIA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9EDUCATION-SCHOLARSHIP AT LOWER COLUMBIA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0RA LONG SCHOOL ALUMNI ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LONGVIEW COMMUNITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COLUMBIA THEATER ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3RIZAD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4COMMUNITY HOME HEALTH HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5LONGVIEW LIBRARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6HUMANE SOCIETY OF COWLITZ COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7DISCOVERY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8MARK MORRIS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9RA LONG HS DITEWIG SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 895
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12323 WASHINGTON WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1026
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3203 E CEDAR LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41035 11TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51600 LOUISIANA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 172
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72742 HARDING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81602 MARK MORRIS COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92903 NICHOLS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9LONGVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd398632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd498632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd598632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd698632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd798632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd898632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd998632
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt073320
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030135
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt053627
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075198
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt083762
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt045063
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053627
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt049
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST PURCHASED
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt083
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1166
TaxesSchedule/TaxesDetail/Amt064
TaxesSchedule/TaxesDetail/Amt1640
TaxesSchedule/TaxesDetail/Amt225
TaxesSchedule/TaxesDetail/CategoryTxt02018 990PF BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt12019 990-PF ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt2WASHINGTON STATE REGISTRATION FEE
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA MCMAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY E WHYTE & DEE ANN HOLLEMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST 22045000091
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0467164981
ReturnHeader/Filer/PhoneNum03609926203
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0VANCOUVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098660
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0480986156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OFlynn & Bihuniak Chartered
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09404 Reeds Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Overland Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066207
ReturnHeader/PreparerPersonGrp/PhoneNum09136486828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERIDITH BIHUNIAK
ReturnHeader/ReturnTs02020-05-06T05:08:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
$1,277,901
Liabilities
$0
Net assets
$1,277,901
Revenue
$66,706
Expenses
$94,934
Net income
-$28,228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.20$0.10$0.10
2023Summary only. Only limited summary data is available for this year.$1.17$0.00$0.03$0.09$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.06$0.10$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.11$0.09$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.07$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.07$0.09$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.06$0.08$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.05$0.07$0.02
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$0.18$0.06$0.12
2014Summary only. Only limited summary data is available for this year.$1.24$0.00$1.25$0.01$1.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $1M-$5M nonprofits