Civic Intelligence

The Wyatt Holliday Foundation

EIN 84-1646228 • 501(c)3 • Lakewood, WA

990-N Coverage

Profile

SupportEducation for Spec Needs Familie

5605 100th St SW Suite ALakewood, WA 98499

www.exceptionalfamilies.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-53%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-70%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-46%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$12,962

Down $29,966 (-70%) from 2017

Liabilities

Down

$83

Down $131 (-61%) from 2017

Net Assets

Down

$12,879

Down $29,835 (-70%) from 2017

Operations
Liabilities / Revenue63rd percentileNet Margin14th percentile

Revenue

Down

$56,710

Down $48,140 (-46%) from 2017

Expenses

Up

$86,545

Up $384 (+0.4%) from 2017

Net Income

Down

-$29,835

Down $48,524 (-260%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$60K$40K$20K$0Assets 2009: $3,773Liabilities 2009: $02009Assets 2016: $24,025Liabilities 2016: $7,847Net Assets 2016: $16,1782016Assets 2017: $42,928Liabilities 2017: $214Net Assets 2017: $42,7142017Assets 2018: $12,962Liabilities 2018: $83Net Assets 2018: $12,8792018

Highlighted filing

2018

Assets$12,962
Liabilities$83
Net Assets$12,879
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

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

$150K$100K$50K$0-$50KRevenue 2009: $8,085Expenses 2009: $8,459Net Income 2009: -$3742009Revenue 2016: $98,446Expenses 2016: $82,268Net Income 2016: $16,1782016Revenue 2017: $104,850Expenses 2017: $86,161Net Income 2017: $18,6892017Revenue 2018: $56,710Expenses 2018: $86,545Net Income 2018: -$29,8352018

Highlighted filing

2018

Revenue$56,710
Expenses$86,545
Net Income-$29,835
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,962
Liabilities
$83
Net assets
$12,879
Revenue
$56,710
Expenses
$86,545
Net income
-$29,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.57$0.87$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.05$0.86$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.08$0.16$0.98$0.82$0.16
2009Summary only. Only limited summary data is available for this year.$0.04$0.00$0.08$0.08$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$56,710
Mission and Program Overview

Mission

SupportEducation for Spec Needs Familie

Program Services

DescriptionGrantsExpenses
Providing support to families with special needs children$6,500$71,480
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine ThornExecutive DirectorFT$0--
Denise WalkParent Advisory Committee ChairPT$0--
Angela AllisonTreasurerPT$0--
Beth SchubertVice PresidentPT$0--
Amanda LawsonSecretary-$0--
Miranda OwenVoting Board Member-$0--
Cheri ColemanVoting Board Member-$0--
Filing and Contact Details

Filer

Filer Name
The Wyatt Holliday Foundation
EIN
84-1646228
Address
5605 100th St SW Suite A, Lakewood, WA 98499

Signing Officer

Name
Angela Allison
Title
Treasurer
Phone
2535844336
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Yasmin L Caldwell CPA PS Inc
Address
PO Box 1144, Puyallup, WA 98371
Preparer
Yasmin L Caldwell
Phone
2538453953
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountProgram Expenses 43,198”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPayroll Liabilities 214 83”

Raw XML Appendix178 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lakewood
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098499
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042928
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012962
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020280
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-29835
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05127
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/FundraisingGrossIncomeAmt03250
IRS990EZ/GrossReceiptsAmt056710
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt042714
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012879
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katherine Thorn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Denise Walk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Angela Allison
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Beth Schubert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Amanda Lawson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Miranda Owen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Cheri Coleman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Parent Advisory Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Voting Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Voting Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt043198
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0727
IRS990EZ/ProgramServiceRevenueAmt033180
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071480
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03211
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt03250
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0214
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt083
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086545
IRS990EZ/TotalProgramServiceExpensesAmt071480
IRS990EZ/TotalRevenueAmt056710
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.exceptionalfamilies.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt066811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0149681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt026976
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt028915
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt089071
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03250
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011063
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06941
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt021254
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0260006
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056710
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0104850
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt098446
IRS990ScheduleA/Total509Grp/TotalAmt0260006
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056710
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0104850
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt098446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0260006
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountProgram Expenses 43,198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearPayroll Liabilities 214 83
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Angela Allison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02535844336
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Wyatt Holliday Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WYAT
ReturnHeader/Filer/EIN0841646228
ReturnHeader/Filer/USAddress/AddressLine1Txt05605 100th St SW Suite A
ReturnHeader/Filer/USAddress/CityNm0Lakewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098499
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.221.199.229
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTm022:04:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205864322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Yasmin L Caldwell CPA PS Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1144
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Puyallup
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098371
ReturnHeader/PreparerPersonGrp/PhoneNum02538453953
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yasmin L Caldwell
ReturnHeader/ReturnTs02019-05-14T22:03:46-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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