Civic Intelligence

Lighthouse Financial Foundation

990 • Fiscal year 2023 • EIN 83-2331834

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileLIGHTHOUSEFINANCIALFOUNDATION.ORG
PO Box 1829Vancouver, WA 98668

(360) 601-6168

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.47x

Higher debt load relative to assets than 83% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

1.60x

Higher debt load relative to revenue than 91% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

87th percentile

39%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

90th percentile

$203,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 30.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

95th percentile

126%

Faster asset growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$2,269,633

Up $1,265,761 (+126%) from 2022

Net Assets

Up

$1,193,381

Up $270,168 (+29%) from 2022

Liabilities

Up

$1,076,252

Up $995,593 (+1234%) from 2022

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin87th percentile

Revenue

Down

$670,670

Down $364,070 (-35%) from 2022

Expenses

Up

$406,886

Up $238,120 (+141%) from 2022

Net Income

Down

$263,784

Down $602,190 (-70%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$3.0M$2.0M$1.0M$0Assets 2019: $45,461Liabilities 2019: $4,0002019Assets 2020: $131,722Liabilities 2020: $0Net Assets 2020: $131,7222020Assets 2021: $116,448Liabilities 2021: $59,209Net Assets 2021: $57,2392021Assets 2022: $1,003,872Liabilities 2022: $80,659Net Assets 2022: $923,2132022Assets 2023: $2,269,633Liabilities 2023: $1,076,252Net Assets 2023: $1,193,3812023Assets 2024: $2,268,820Liabilities 2024: $179,132Net Assets 2024: $2,089,6882024

Highlighted filing

2023

Assets$2,269,633
Liabilities$1,076,252
Net Assets$1,193,381
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $74,118Expenses 2019: $32,892Net Income 2019: $41,2262019Revenue 2020: $515,299Expenses 2020: $424,919Net Income 2020: $90,3802020Revenue 2021: $123,323Expenses 2021: $197,807Net Income 2021: -$74,4842021Revenue 2022: $1,034,740Expenses 2022: $168,766Net Income 2022: $865,9742022Revenue 2023: $670,670Expenses 2023: $406,886Net Income 2023: $263,7842023Revenue 2024: $1,737,197Expenses 2024: $840,890Net Income 2024: $896,3072024

Highlighted filing

2023

Revenue$670,670
Expenses$406,886
Net Income$263,784
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$679,286
Mission and Program Overview

Mission

To inspire and enable everyone in our community to thrive financially providing financial education/counseling, credit restoration, and support affordable housing to other qualified charities

To inspire and enable everyone in our community to thrive financially providing financial education/counseling, credit restoration, and support affordable housing to other qualified charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$1,070,000-
Cash and Non-Interest-Bearing Accounts$108,090$804,104▲ $696,014
Savings and Temporary Cash Investments$769,315$60,686▼ $708,629
Accounts Receivable$20,000$25,000▲ $5,000
Land, Buildings, and Equipment, Net$2,915$20,941▲ $18,026
Prepaid Expenses and Deferred Charges-$690-
Total Assets$1,003,872$2,269,633▲ $1,265,761
Other Assets Total$103,552$288,212▲ $184,660
Liabilities
Deferred Revenue-$1,070,000-
Accounts Payable and Accrued Expenses$80,659$6,252▼ $74,407
Total Liabilities$80,659$1,076,252▲ $995,593
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$704,792-
Net Assets Without Donor Restrictions$923,213$488,589▼ $434,624
Total Net Assets Fund Balance$923,213$1,193,381▲ $270,168
Total Liabilities and Net Assets / Fund Balance$1,003,872$2,269,633▲ $1,265,761

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$20,941$4,995-
Other Assets Org$283,785--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kim CapelotoPresidentPT$203,000$203,000

Board Members and Trustees

NameTitle
Brett BryantChair
Andrew NelsonBoard Member
Cristhian Canseco JuarezBoard Member
David BristolBoard Member
Rebecca BristolBoard Member
Ryan HalleyBoard Member
Steve BernhoftBoard Member
Sherri FalknerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$604,353
Program Service Revenue
$60,710
Investment Income
$14,223
Other Revenue
$-8,616
All Other Contributions
$518,353
Change in Net Assets
$263,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,000
Other Expenses$123,830
Total Fundraising Expense$81,200
Grants and Similar Amounts Paid$80,056
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$60,900$60,900$81,200$203,000
Grants to Domestic Orgs$80,056--$80,056
Fees for Services Other-$36,486-$36,486
Occupancy$18,043$11,816-$29,859
Office Expenses$198$19,850-$20,048
Information Technology$9,357$10,498-$19,855
Other Expenses$6,000$737-$6,737
Depreciation Depletion$1,390$3,595-$4,985
Fees for Services Legal-$2,550-$2,550
Insurance$732$1,574-$2,306
Advertising-$958-$958
Travel-$46-$46
Total Functional Expenses$176,676$149,010$81,200$406,886
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Save First Financial WellnessVancouver, WA-Provide Financial Counseling$57,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,616
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner$86,000-$8,616-
Total Events$86,000-$8,616$-8,616
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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

“The return is provided to the board of directors for review before submitting.”

Form 990, Part VI, Section C, Line 19

“All documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Lighthouse Financial Foundation
EIN
83-2331834
Phone
3606016168
Address
PO BOX 1829, VANCOUVER, WA 98668

Signing Officer

Name
Kim Capeloto
Title
President
Phone
3606016168
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Capeloto
Formed
2018
Legal Domicile
Wa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Plymale & Gillespie Cpas Pllc
Address
PO BOX 765, VANCOUVER, WA 98666-0765
Preparer
Michael Gillespie
Phone
3606950068
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The organization acquired a subsidiary.”

Raw XML AppendixShowing 400 of 444 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt023223
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0885
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02885
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt02409786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0656447
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01037968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0121504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0518384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt075483
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02409786
IRS990ScheduleA/TotalSupportAmt02435894
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/OtherAssetsOrgGrp/BookValueAmt04427
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1283785
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RIVERMARK CCU
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TECHNOLOGY PROJECTS IN PROGRESS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020941
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04995
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt025936
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020941
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0288212
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt086000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt086000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08616
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt086000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8616
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08616
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08616
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt057000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FINANCIAL COUNSELING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAVE FIRST FINANCIAL WELLNESS
IRS990ScheduleI/RecipientTable/RecipientEIN0931531729
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01910 W FOURTH PLAIN BLVD 400
IRS990ScheduleI/RecipientTable/USAddress/CityNm0VANCOUVER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098660
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0CASH
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0203000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KIM CAPELOTO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0203000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0A WRITTEN EMPLOYMENT CONTRACT, APPROVED BY THE BOARD OF DIRECTORS, WAS SIGNED PRIOR TO THE PRESIDENT ASSUMING THE POSITION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACQUIRED A SUBSIDIARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE SUBMITTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01003872
IRS990/TotalAssetsEOYAmt02269633
IRS990/TotalAssetsGrp/BOYAmt01003872
IRS990/TotalAssetsGrp/EOYAmt02269633
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0604353
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt081200
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0149010
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0176676
IRS990/TotalFunctionalExpensesGrp/TotalAmt0406886
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt080659
IRS990/TotalLiabilitiesEOYAmt01076252
IRS990/TotalLiabilitiesGrp/BOYAmt080659
IRS990/TotalLiabilitiesGrp/EOYAmt01076252
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0923213
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01193381
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0176676
IRS990/TotalProgramServiceRevenueAmt060710
IRS990/TotalReportableCompFromOrgAmt0203000
IRS990/TotalRevenueGrp/ExclusionAmt0-8616
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt074933
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0670670
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01003872
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02269633

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,269,633
Liabilities
$1,076,252
Net assets
$1,193,381
Revenue
$670,670
Expenses
$406,886
Net income
$263,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.18$2.09$1.74$0.84$0.90
2023Detailed filing. Detailed filing data is available for this year.$2.27$1.08$1.19$0.67$0.41$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.08$0.92$1.03$0.17$0.87
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.06$0.06$0.12$0.20$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.52$0.42$0.09
2019Summary only. Only limited summary data is available for this year.$0.05$0.00$0.07$0.03$0.04