Civic Intelligence

Hugging Tree Legacy

990EZ • Fiscal year 2023 • EIN 81-4627510

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 09, 2024

Organization ProfileN/A
3229 Hwy 20Port Townsend, WA 98368

(253) 833-4688

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

38th percentile

-2.1%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

30th percentile

-11%

Faster asset growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-4.7%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,006

Down $1,036 (-11%) from 2022

Net Assets

Down

$8,006

Down $1,036 (-11%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin38th percentile

Revenue

Down

$49,520

Down $2,423 (-4.7%) from 2022

Expenses

Down

$50,556

Down $3,759 (-6.9%) from 2022

Net Income

Up

-$1,036

Up $1,336 (+56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$80K$60K$40K$20K$0Assets 2017: $400Net Assets 2017: $4002017Assets 2018: $800Net Assets 2018: $8002018Assets 2019: $725Net Assets 2019: $7252019Assets 2020: $69,255Liabilities 2020: $66,576Net Assets 2020: $2,6792020Assets 2021: $11,414Net Assets 2021: $11,4142021Assets 2022: $9,042Net Assets 2022: $9,0422022Assets 2023: $8,006Net Assets 2023: $8,0062023Assets 2024: $5,794Liabilities 2024: $1,070Net Assets 2024: $4,7242024

Highlighted filing

2023

Assets$8,006
Liabilities-
Net Assets$8,006
Open 2023 Filing

Operations Trend

Revenue Growth39th percentile

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

$100K$50K$0-$50KRevenue 2017: $2,907Expenses 2017: $2,507Net Income 2017: $4002017Revenue 2018: $5,163Expenses 2018: $4,763Net Income 2018: $4002018Revenue 2019: $13,065Expenses 2019: $13,140Net Income 2019: -$752019Revenue 2020: $6,000Expenses 2020: $4,046Net Income 2020: $1,9542020Revenue 2021: $82,033Expenses 2021: $73,298Net Income 2021: $8,7352021Revenue 2022: $51,943Expenses 2022: $54,315Net Income 2022: -$2,3722022Revenue 2023: $49,520Expenses 2023: $50,556Net Income 2023: -$1,0362023Revenue 2024: $41,100Expenses 2024: $44,382Net Income 2024: -$3,2822024

Highlighted filing

2023

Revenue$49,520
Expenses$50,556
Net Income-$1,036
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 9, 2024
Return Version
2023v5.1
Gross Receipts
$49,520
Mission and Program Overview

Mission

Promotion of intergenerational community, education and the arts

Program Services

DescriptionGrantsExpenses
The Hugging Tree Legacy is a nonprofit organization that provides communities the support and services necessary to sustain a balanced and healthy life. Its mission is to provide programs that enhance community intergenerational experiences and opportunities while maintaining affordability. The Hugging Tree Legacy currently has three branches under its canopy: affordable living, education and arts. Through its Affordable Living branch, it endeavors to create opportunities for affordable housing using alternative energies and permaculture techniques. Its Education and Art Branches will support the community schools as well as establish intergenerational programs for collaborative learning and arts.$30,484$42,258
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CELINE SANTIAGOTreasurerPT$0--
ADRIANNA SANTIAGOExecutive DirectorPT$0--
VINCENT SANTIAGOPresident-$0--
DOMINIC SANTIAGOSecretary-$0--
GAYLE LIGHTNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Hugging Tree Legacy
EIN
81-4627510
Phone
2538334688
Address
3229 HWY 20, PORT TOWNSEND, WA 98368

Signing Officer

Name
Celine Santiago
Title
Treasurer
Signed
2024-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Dino W Traverso Pllc
Address
606 OAKESDALE AVE SW STE 204, RENTON, WA 98057
Preparer
Dino W Traverso Ms CPA
Phone
4252640165
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $1108”

Other Expenses.1012

“Insurance $1762”

Other Expenses.1

“OUTSIDE SERVICES $36256”

Other Expenses.2

“PROGRAM COSTS $5052”

Other Expenses.3

“RENT $1900”

Other Expenses.4

“Donations / support to others $950”

Other Expenses.5

“MEALS $172”

Other Expenses.7

“LICENSE AND PERMITS $20”

Other Assets.1

“DUE FROM SHYACRE - Beginning $850 DUE FROM SHYACRE - Ending $850”

Other Assets.2

“DUE FROM PTPA - Beginning $205 DUE FROM PTPA - Ending $205”

Raw XML Appendix176 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $1108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1762
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CELINE SANTIAGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUGGING TREE LEGACY
ReturnHeader/Filer/BusinessNameControlTxt0HUGG
ReturnHeader/Filer/EIN0814627510
ReturnHeader/Filer/PhoneNum02538334688
ReturnHeader/Filer/USAddress/AddressLine1Txt03229 HWY 20
ReturnHeader/Filer/USAddress/CityNm0PORT TOWNSEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098368
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261152227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DINO W TRAVERSO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0606 OAKESDALE AVE SW STE 204
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RENTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098057
ReturnHeader/PreparerPersonGrp/PhoneNum04252640165
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DINO W TRAVERSO MS CPA
ReturnHeader/ReturnTs02024-10-09T14:37:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,006
Liabilities
-
Net assets
$8,006
Revenue
$49,520
Expenses
$50,556
Net income
-$1,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.79$1.07$4.72$41.1$44.4$3.28
2023Detailed filing. Detailed filing data is available for this year.$8.01$8.01$49.5$50.6$1.04
2022Detailed filing. Detailed filing data is available for this year.$9.04$9.04$51.9$54.3$2.37
2021Detailed filing. Detailed filing data is available for this year.$11.4$11.4$82.0$73.3$8.74
2020Detailed filing. Detailed filing data is available for this year.$69.3$66.6$2.68$6.00$4.05$1.95
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.73$13.1$13.1$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.80$5.16$4.76$0.40
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.40$2.91$2.51$0.40