Civic Intelligence

Raise for Rowyn

990 • Fiscal year 2020 • EIN 47-2823927

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 20, 2021

PO Box 631Tenino, WA 98589

(360) 264-7676

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.05x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.08x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

31st percentile

-3.6%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$68,000

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

55th percentile

9.0%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

3.3%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$451,002

Up $37,375 (+9.0%) from 2019

Net Assets

Up

$427,402

Up $13,935 (+3.4%) from 2019

Liabilities

Up

$23,600

Up $23,440 (+14650%) from 2019

Revenue

Up

$297,586

Up $9,562 (+3.3%) from 2019

Expenses

Up

$308,357

Up $37,913 (+14%) from 2019

Net Income

Down

-$10,771

Down $28,351 (-161%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $38,097Net Assets 2015: $38,0972015Assets 2016: $119,450Liabilities 2016: $0Net Assets 2016: $119,4502016Assets 2017: $232,900Liabilities 2017: $0Net Assets 2017: $232,9002017Assets 2018: $372,760Liabilities 2018: $0Net Assets 2018: $372,7602018Assets 2019: $413,627Liabilities 2019: $160Net Assets 2019: $413,4672019Assets 2020: $451,002Liabilities 2020: $23,600Net Assets 2020: $427,4022020Assets 2021: $489,515Liabilities 2021: $1,500Net Assets 2021: $488,0152021Assets 2022: $656,371Liabilities 2022: $0Net Assets 2022: $656,3712022Assets 2023: $680,803Liabilities 2023: $0Net Assets 2023: $680,8032023Assets 2024: $774,340Liabilities 2024: $0Net Assets 2024: $774,3402024

Highlighted filing

2020

Assets$451,002
Liabilities$23,600
Net Assets$427,402

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $81,181Expenses 2015: $43,084Net Income 2015: $38,0972015Revenue 2016: $236,325Expenses 2016: $154,972Net Income 2016: $81,3532016Revenue 2017: $376,509Expenses 2017: $265,137Net Income 2017: $111,3722017Revenue 2018: $371,048Expenses 2018: $202,525Net Income 2018: $168,5232018Revenue 2019: $288,024Expenses 2019: $270,444Net Income 2019: $17,5802019Revenue 2020: $297,586Expenses 2020: $308,357Net Income 2020: -$10,7712020Revenue 2021: $352,678Expenses 2021: $336,678Net Income 2021: $16,0002021Revenue 2022: $504,443Expenses 2022: $272,860Net Income 2022: $231,5832022Revenue 2023: $320,692Expenses 2023: $354,440Net Income 2023: -$33,7482023Revenue 2024: $353,882Expenses 2024: $317,606Net Income 2024: $36,2762024

Highlighted filing

2020

Revenue$297,586
Expenses$308,357
Net Income-$10,771
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 20, 2021
Return Version
2020v4.1
Gross Receipts
$932,017
Mission and Program Overview

Mission

To provide financial assistance and emotional support to families struggling with the loss of a child

To help families with mortuary and funeral expenses

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$413,467$427,402▲ $13,935
Investments in Publicly Traded Securities$159,713$213,860▲ $54,147
Investments Other Securities$23,555$160,206▲ $136,651
Savings and Temporary Cash Investments$201,479$40,625▼ $160,854
Cash and Non-Interest-Bearing Accounts$26,219$34,211▲ $7,992
Land, Buildings, and Equipment, Net$561$0▼ $561
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$413,627$451,002▲ $37,375
Other Assets Total$2,100$2,100→ $0
Liabilities
Unsecured Notes Loans Payable-$18,600-
Other Liabilities$160$5,000▲ $4,840
Mortgage Notes Payable Secured by Investment Property-$0-
Total Liabilities$160$23,600▲ $23,440
Net Assets / Fund Balance
Total Net Assets Fund Balance$413,467$427,402▲ $13,935
Total Liabilities and Net Assets / Fund Balance$413,627$451,002▲ $37,375

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,806$9,806
Other Securities$24,625--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$183,268$41,036▲ $25,036$6,760$240,739
2019$130,261$30,982▲ $28,708$5,216$183,268
2018$88,236$53,529▼ $6,686$3,673$130,261
2017-$85,302▲ $3,764$830$88,236
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Philip KerriganExecutive DirectorFT$68,000$68,000
Brynn JohnsonCEOPT$24,479$24,479

Board Members and Trustees

NameTitle
Chris HallettPresident
Stacey KalkusVice President
Angela LongneckerBoard Member
Kathy JensenBoard Member
Kyle OsgoodBoard Member
Melissa WhiteBoard Member
Stephen RoweBoard Member
Kelsie MoenSecretary
Nayeli PieperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$303,171
Program Service Revenue
$0
Investment Income
$12,043
Other Revenue
$-17,628
All Other Contributions
$155,704
Change in Net Assets
$-10,771

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table213$73,290Fair Market Value (FMV)
Total Noncash Contributions213$73,290-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$139,568
Other Expenses$95,139
Grants and Similar Amounts Paid$73,650
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$92,479--$92,479
Grants to Domestic Individuals$72,081--$72,081
Other Salaries and Wages$36,196--$36,196
Occupancy-$27,727-$27,727
Office Expenses$462$23,880-$24,342
Fees for Services Accounting-$16,919-$16,919
Payroll Taxes$10,893--$10,893
Information Technology$2,788$4,603-$7,391
Conferences and Meetings-$5,670-$5,670
Insurance-$2,821-$2,821
Fees for Service Investment Mgmnt Fees-$2,415-$2,415
Grants to Domestic Orgs$1,569--$1,569
Advertising$790--$790
Depreciation Depletion$561--$561
Travel$539--$539
Other Expenses$5,613$91-$91
Total Functional Expenses$223,971$84,386$0$308,357
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$107,555
Fundraising Gross Income$89,418
Gaming Gross Income$759
Gaming Direct Expenses$250
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$114,927$53,324$7,116$46,208
Run for Rowyn$45,936$20,226$9,256$10,970
Total Events$236,885$89,418$107,555$-18,137
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Liability$5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the 990 is provided to the board for review before filing with the irs.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Raise for Rowyn
EIN
47-2823927
Phone
3602647676
Address
PO BOX 631, TENINO, WA 98589

Signing Officer

Name
Philip Kerrigan
Title
Executive Director
Phone
3602647676
Signed
2021-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Kerrigan
Formed
2014
Legal Domicile
Wa
Voting Board Members
9
Independent Board Members
9
Employees
3
Volunteers
102

Preparer

Firm
Vickerman CPA Group Inc Ps
Address
6945 LITTLEROCK ROAD SW SUITE B, TUMWATER, WA 98512
Preparer
Susanne W Vickerman CPA
Phone
3605709933
Raw XML AppendixShowing 400 of 528 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990/PYContributionsGrantsAmt0189697
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt096470
IRS990/PYInvestmentIncomeAmt09856
IRS990/PYOtherExpensesAmt074785
IRS990/PYOtherRevenueAmt088471
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt017580
IRS990/PYSalariesCompEmpBnftPaidAmt099189
IRS990/PYTotalExpensesAmt0270444
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0288024
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-10771
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0413467
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0427402
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0201479
IRS990/SavingsAndTempCashInvstGrp/EOYAmt040625
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0303351
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0189697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0243810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0187904
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0210864
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01135626
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011391
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09442
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt06974
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0630
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028437
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt089418
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0258033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0313318
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0187975
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt025461
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0874205
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011391
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09442
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt06974
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0630
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028437
IRS990ScheduleA/InvestmentIncomeCYPct00.01400
IRS990ScheduleA/InvestmentIncomePYPct00.00970
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98600
IRS990ScheduleA/PublicSupportPY509Pct00.99030
IRS990ScheduleA/PublicSupportTotal509Amt02009831
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0392769
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0447730
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0557128
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0375879
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0236325
IRS990ScheduleA/Total509Grp/TotalAmt02009831
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0404160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0457172
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0564102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0376509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0236325
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02038268
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.78140
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01841
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0183268
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt041036
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0240739
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt025036
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt06760
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01467
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0130261
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt030982
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0183268
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028708
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt05216
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01145
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt088236
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt053529
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0130261
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6686
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03673
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt085302
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt088236
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03764
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0830
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09806
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09806
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt023022
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt135102
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt225635
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt351822
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt424625
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SMEAD FUNDS VALUE I1
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ISHARE CORE US AGGREGATE BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2VANGUARD FTSE DEV MKTS ETF
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BRIDGE BUILDER CORE PLUS BOND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VANGUARD VALUE ETF
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.21860
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0160206
IRS990ScheduleD/TotalLiabilityAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0147467
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt061603
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt025710
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt060154
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0107555
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RUN FOR ROWYN
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0323

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