Civic Intelligence

The Frederick Foundation

990PF • Fiscal year 2016 • EIN 47-1097433

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

24 Roy Street Box 466Seattle, WA 98109

(206) 254-1848

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

8th percentile

-95%

Higher net margin than 8% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$825,684

Down $12,489 (-1.5%) from 2015

Net Assets

Down

$825,684

Down $12,489 (-1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$13,186

Down $831,151 (-98%) from 2015

Expenses

Down

$25,675

Down $55,888 (-69%) from 2015

Net Income

Down

-$12,489

Down $775,263 (-102%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $1,005,176Liabilities 2014: $02014Assets 2015: $838,173Liabilities 2015: $0Net Assets 2015: $838,1732015Assets 2016: $825,684Liabilities 2016: $0Net Assets 2016: $825,6842016Assets 2017: $750,193Liabilities 2017: $0Net Assets 2017: $750,1932017Assets 2018: $955,693Liabilities 2018: $0Net Assets 2018: $955,6932018Assets 2019: $897,866Liabilities 2019: $0Net Assets 2019: $897,8662019Assets 2020: $879,599Liabilities 2020: $0Net Assets 2020: $879,5992020Assets 2021: $1,161,328Liabilities 2021: $0Net Assets 2021: $1,161,3282021Assets 2022: $1,024,763Liabilities 2022: $0Net Assets 2022: $1,024,7632022Assets 2023: $1,024,072Liabilities 2023: $0Net Assets 2023: $1,024,0722023Assets 2024: $1,139,847Liabilities 2024: $0Net Assets 2024: $1,139,8472024

Highlighted filing

2016

Assets$825,684
Liabilities$0
Net Assets$825,684

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,054,127Expenses 2014: $0Net Income 2014: $1,054,1272014Revenue 2015: $844,337Expenses 2015: $81,563Net Income 2015: $762,7742015Revenue 2016: $13,186Expenses 2016: $25,675Net Income 2016: -$12,4892016Revenue 2017: $43,923Expenses 2017: $119,414Net Income 2017: -$75,4912017Revenue 2018: $277,354Expenses 2018: $71,854Net Income 2018: $205,5002018Revenue 2019: $31,075Expenses 2019: $88,902Net Income 2019: -$57,8272019Revenue 2020: $127,448Expenses 2020: $145,715Net Income 2020: -$18,2672020Revenue 2021: $502,757Expenses 2021: $221,028Net Income 2021: $281,7292021Revenue 2022: $73,750Expenses 2022: $210,315Net Income 2022: -$136,5652022Revenue 2023: $242,755Expenses 2023: $243,446Net Income 2023: -$6912023Revenue 2024: $454,853Expenses 2024: $339,078Net Income 2024: $115,7752024

Highlighted filing

2016

Revenue$13,186
Expenses$25,675
Net Income-$12,489
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLOTTE H MERRITTPresident-$0--
RICHARD R MERRITTVice President-$0--
STEPHANIE ABEL MERRITTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Frederick Foundation
EIN
47-1097433
Phone
2062541848
Address
24 ROY STREET BOX 466, SEATTLE, WA 98109

Signing Officer

Name
Charlotte H Merritt
Title
President
Phone
2062541848
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
11766 WILSHIRE BLVD 9TH FLOOR, LOS ANGELES, CA 90025
Preparer
George Farber
Phone
3104784148
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt038778
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt038778
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt038778
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038937
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0159
IRS990PF/DistributableAmountGrp/TotalTaxAmt0159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02419
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt02019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02578
IRS990PF/FMVAssetsEOYAmt0812933
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt071055
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0113208
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0113208
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0355415
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0311835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0332672
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01464
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01330
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01330
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0408338
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0396733
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0363145
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01901
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02578
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02578
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0838173
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0825684
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0838173
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0825684
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0812933
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0838173
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0825684
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0838173
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0825684
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0790607
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt097006
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0693601
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011859
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038937
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0778748
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0790607
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLOTTE H MERRITT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD R MERRITT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHANIE ABEL MERRITT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0410 EAST DENNY WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1410 EAST DENNY WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2410 EAST DENNY WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd298122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt024625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt024704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt053604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.031621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.063241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0778748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0847612
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0951
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.063241
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0951
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0951
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0951
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHARLOTTE MERRITT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt024 ROY STREET BOX 466
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02062541848
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.GUIDESTAR.ORG

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