Civic Intelligence

Tukwila School District Integrated

EIN 81-1156835 • 501(c)9 • Tukwila, WA

Profile

To fund reimbursement of medical expenses under a health reimbursement arrangement

4640 South 144th StreetTukwila, WA 98168

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

54th percentile

-6.4%

Higher net margin than 54% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

78th percentile

$500

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

1.1%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-42%

Faster revenue growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$446,057

Up $4,665 (+1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$446,057

Up $4,665 (+1.1%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin54th percentile

Revenue

Down

$59,054

Down $42,227 (-42%) from 2023

Expenses

Up

$62,853

Up $7,887 (+14%) from 2023

Net Income

Down

-$3,799

Down $50,114 (-108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2016: $113,924Liabilities 2016: $02016Assets 2017: $218,383Liabilities 2017: $02017Assets 2018: $254,694Liabilities 2018: $02018Assets 2019: $311,166Liabilities 2019: $0Net Assets 2019: $311,1662019Assets 2020: $396,918Liabilities 2020: $0Net Assets 2020: $396,9182020Assets 2021: $382,537Liabilities 2021: $0Net Assets 2021: $382,5372021Assets 2022: $394,128Liabilities 2022: $0Net Assets 2022: $394,1282022Assets 2023: $441,392Liabilities 2023: $0Net Assets 2023: $441,3922023Assets 2024: $446,057Liabilities 2024: $0Net Assets 2024: $446,0572024

Highlighted filing

2024

Assets$446,057
Liabilities$0
Net Assets$446,057
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2016: $42,619Expenses 2016: $63,258Net Income 2016: -$20,6392016Revenue 2017: $150,650Expenses 2017: $46,562Net Income 2017: $104,0882017Revenue 2018: $66,363Expenses 2018: $30,100Net Income 2018: $36,2632018Revenue 2019: $100,666Expenses 2019: $44,154Net Income 2019: $56,5122019Revenue 2020: $133,508Expenses 2020: $47,900Net Income 2020: $85,6082020Revenue 2021: $27,145Expenses 2021: $48,272Net Income 2021: -$21,1272021Revenue 2022: $58,680Expenses 2022: $31,929Net Income 2022: $26,7512022Revenue 2023: $101,281Expenses 2023: $54,966Net Income 2023: $46,3152023Revenue 2024: $59,054Expenses 2024: $62,853Net Income 2024: -$3,7992024

Highlighted filing

2024

Revenue$59,054
Expenses$62,853
Net Income-$3,799
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,057
Liabilities
$0
Net assets
$446,057
Revenue
$59,054
Expenses
$62,853
Net income
-$3,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.59$0.63$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$1.01$0.55$0.46
2022Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.59$0.32$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.27$0.48$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$1.34$0.48$0.86
2019Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$1.01$0.44$0.57
2018Summary only. Only limited summary data is available for this year.$2.55$0.00$0.66$0.30$0.36
2017Summary only. Only limited summary data is available for this year.$2.18$0.00$1.51$0.47$1.04
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$0.43$0.63$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Oct 14, 2024
Return Version
2023v5.1
Gross Receipts
$116,204
Mission and Program Overview

Mission

To fund reimbursement of medical expenses under a health reimbursement arrangement

Program Services

DescriptionGrantsExpenses
HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 45 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $57,358.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATRIX TRUST COMPANYTrustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Tukwila School District Integrated
EIN
81-1156835
Phone
2069018004
Address
4640 SOUTH 144TH STREET, TUKWILA, WA 98168

Signing Officer

Name
Matrix Trust Company
Title
Trustee
Phone
8889473472
Signed
2024-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividends. Amount: 2,014.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain/loss. Amount: 8,464.”

Raw XML Appendix97 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt057358
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MATRIX TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum08889473472
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0717 17TH ST STE 1300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0441392
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0446057
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt057152
IRS990EZ/CostOrOtherBasisExpenseSaleAmt057150
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3799
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04995
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0441392
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0446057
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-112
IRS990EZ/GrossReceiptsAmt0116204
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02014
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0441392
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0446057
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0441392
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0446057
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATRIX TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt08464
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 45 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $57,358.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0500
IRS990EZ/SaleOfAssetsGrossAmt057038
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt062853
IRS990EZ/TotalRevenueAmt059054
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 2,014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 8,464.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATRIX TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08889473472
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUKWILA SCHOOL DISTRICT INTEGRATED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUNDED HRA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TUKW
ReturnHeader/Filer/EIN0811156835
ReturnHeader/Filer/PhoneNum02069018004
ReturnHeader/Filer/USAddress/AddressLine1Txt04640 SOUTH 144TH STREET
ReturnHeader/Filer/USAddress/CityNm0TUKWILA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098168
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02024-10-22T11:31:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.