Civic Intelligence

Jefferson County Community Foundation

990 • Fiscal year 2016 • EIN 84-1682682

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization ProfileWWW.JCCFGIVES.ORG
201-b West PatisonPort Hadlock, WA 98339-9710

(360) 385-1729

Siviq Scores

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

Liabilities / Assets

61st percentile

0.19x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

1.15x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

24th percentile

-8.4%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

44th percentile

-0.0%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$1,721,044

Down $749 (-0.0%) from 2015

Net Assets

Down

$1,394,797

Down $702 (-0.1%) from 2015

Liabilities

Down

$326,247

Down $47 (-0.0%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin24th percentile

Revenue

Down

$283,759

Down $98,921 (-26%) from 2015

Expenses

Up

$307,630

Up $29,014 (+10%) from 2015

Net Income

Down

-$23,871

Down $127,935 (-123%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,101,934Liabilities 2011: $334,352Net Assets 2011: $767,5822011Assets 2012: $1,302,206Liabilities 2012: $367,622Net Assets 2012: $934,5842012Assets 2013: $1,305,078Liabilities 2013: $349,199Net Assets 2013: $955,8792013Assets 2014: $1,669,603Liabilities 2014: $357,449Net Assets 2014: $1,312,1542014Assets 2015: $1,721,793Liabilities 2015: $326,294Net Assets 2015: $1,395,4992015Assets 2016: $1,721,044Liabilities 2016: $326,247Net Assets 2016: $1,394,7972016Assets 2017: $2,019,912Liabilities 2017: $398,073Net Assets 2017: $1,621,8392017Assets 2018: $2,095,128Liabilities 2018: $351,863Net Assets 2018: $1,743,2652018Assets 2019: $2,604,400Liabilities 2019: $356,315Net Assets 2019: $2,248,0852019Assets 2020: $3,220,341Liabilities 2020: $405,048Net Assets 2020: $2,815,2932020Assets 2021: $3,965,301Liabilities 2021: $609,136Net Assets 2021: $3,356,1652021Assets 2022: $3,882,274Liabilities 2022: $790,261Net Assets 2022: $3,092,0132022Assets 2023: $5,044,983Liabilities 2023: $1,024,723Net Assets 2023: $4,020,2602023Assets 2024: $6,217,649Liabilities 2024: $1,613,754Net Assets 2024: $4,603,8952024

Highlighted filing

2016

Assets$1,721,044
Liabilities$326,247
Net Assets$1,394,797
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $179,3372011Expenses 2012: $185,7102012Revenue 2013: $225,192Expenses 2013: $260,616Net Income 2013: -$35,4242013Revenue 2014: $704,046Expenses 2014: $305,966Net Income 2014: $398,0802014Revenue 2015: $382,680Expenses 2015: $278,616Net Income 2015: $104,0642015Revenue 2016: $283,759Expenses 2016: $307,630Net Income 2016: -$23,8712016Revenue 2017: $712,298Expenses 2017: $578,566Net Income 2017: $133,7322017Revenue 2018: $774,191Expenses 2018: $526,733Net Income 2018: $247,4582018Revenue 2019: $981,810Expenses 2019: $687,583Net Income 2019: $294,2272019Revenue 2020: $1,946,392Expenses 2020: $1,499,090Net Income 2020: $447,3022020Revenue 2021: $2,157,005Expenses 2021: $1,702,390Net Income 2021: $454,6152021Revenue 2022: $1,638,939Expenses 2022: $1,542,105Net Income 2022: $96,8342022Revenue 2023: $2,238,133Expenses 2023: $1,535,985Net Income 2023: $702,1482023Revenue 2024: $2,771,315Expenses 2024: $2,269,078Net Income 2024: $502,2372024

Highlighted filing

2016

Revenue$283,759
Expenses$307,630
Net Income-$23,871
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Gross Receipts
$283,759
Mission and Program Overview

Mission

The organization's mission is to inspire donors to invest in jefferson county and to achieve their charitable goals from generation to generation through grantmaking, enlightened civic leadership and strategic investments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$171,408$89,813▼ $81,595
Savings and Temporary Cash Investments$51,497$47,316▼ $4,181
Land, Buildings, and Equipment, Net$1,398$9,238▲ $7,840
Pledges and Grants Receivable$181,474$4,500▼ $176,974
Prepaid Expenses and Deferred Charges$4,471$1,568▼ $2,903
Accounts Receivable-$860-
Total Assets$1,721,793$1,721,044▼ $749
Other Assets Total$1,311,545$1,567,749▲ $256,204
Liabilities
Other Liabilities$322,511$323,805▲ $1,294
Accounts Payable and Accrued Expenses$3,783$1,502▼ $2,281
Deferred Revenue-$940-
Total Liabilities$326,294$326,247▼ $47
Net Assets / Fund Balance
Unrestricted Net Assets$1,384,084$1,383,382▼ $702
Temporarily Rstr Net Assets$11,415$11,415→ $0
Total Net Assets Fund Balance$1,395,499$1,394,797▼ $702
Total Liabilities and Net Assets / Fund Balance$1,721,793$1,721,044▼ $749

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,238$2,017$11,255
Other Assets Org$1,567,749--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$793,947$62,558▲ $58,674-$882,990
2015$798,905$50,907▼ $30,498-$793,947
2014$577,505$227,256▲ $21,307-$798,905
2013$482,669$38,855▲ $75,065-$577,505
2012$409,728$30,148▲ $60,204-$482,669
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kris NelsonPresident
Ned LuceVice President
Earll MurmanDirector
Julie GertlerDirector
Kate BurkeDirector
Laurie LiskeDirector
Linda HerzogDirector
Rose Lincoln HamiltonDirector
Liesl SlabaughSecretary
Doug Van AllenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$202,252
Program Service Revenue
$31,660
Investment Income
$49,847
Other Revenue
$0
All Other Contributions
$106,286
Change in Net Assets
$-23,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$154,026
Other Expenses$153,604
Total Fundraising Expense$20,892
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$154,026--$154,026
Fees for Services Management$19,721$8,488$9,013$37,222
Office Expenses$416$24,542$176$25,134
Fees for Service Investment Mgmnt Fees-$21,848-$21,848
Fees for Services Accounting-$11,230-$11,230
Occupancy$2,878$5,172$325$8,375
Advertising$4,559$228$3,139$7,926
All Other Expenses$1,109$994$1,066$3,169
Other Expenses$1,529$417$449$2,395
Insurance-$1,742-$1,742
Depreciation Depletion-$850-$850
Travel$537$62-$599
Conferences and Meetings$450$136-$586
Fees for Services Legal-$538-$538
Total Functional Expenses$208,238$78,500$20,892$307,630
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CentrumPort Townsend, WA501c3Operations$17,000
City of Port TownsendPort Townsend, WAGovtLibrary$10,000
East Jefferson Little LeaguePort Hadlock, WA501c3Operations$10,000
Jefferson Land TrustPort Townsend, WA501c3Operations$10,000
North Olympic Salmon CoalitionBellevue, WA501c3Operations$10,000
Northwest Watershed InstitutePort Townsend, WA501c3Operations$10,000
Organic Seed AlliancePort Townsend, WA501c3Operations$10,000
The Dove HousePort Townsend, WA501c3Operations$6,000
JUMPING MOUSE CHILDREN'S CENTERPort Townsend, WA501c3Operations$5,000
North Olympic Land TrustPort Angeles, WA501c3Operations$5,000
Olympic Peninsula YmcaPort Townsend, WA501c3Operations$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Field of Interest Event$69,527---
Fundraising Luncheon$26,439---
Total Events$95,966---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$323,805
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“Form 990 is reviewed and accepted by the board of directors prior to being submitted.”

Form 990, Part VI, Section B, Line 12C

“Monitoring of conflict of interest policy is part of certification process on council of foundation.”

Form 990, Part VI, Section B, Line 15

“Compensation is approved by the search committee.”

Form 990, Part VI, Section C, Line 19

“Form 990 is reviewed and accepted by the board of directors prior to being submitted.”

Filing and Contact Details

Filer

Filer Name
Jefferson County Community Foundation
EIN
84-1682682
Phone
3603851729
Address
201-B WEST PATISON, PORT HADLOCK, WA 98339-9710

Signing Officer

Name
Doug Van Allen
Title
Treasurer
Phone
3603851729
Signed
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kris Nelson
Formed
2005
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Glessing & Associates CPA Inc Ps
Address
P O BOX 65307, PORT LUDLOW, WA 98365
Preparer
Kathleen a Glessing
Phone
3604379443
Raw XML AppendixShowing 400 of 597 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03783
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01502
IRS990/AccountsReceivableGrp/EOYAmt0860
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S MISSION IS TO INSPIRE DONORS TO INVEST IN JEFFERSON COUNTY AND TO ACHIEVE THEIR CHARITABLE GOALS FROM GENERATION TO GENERATION THROUGH GRANTMAKING, ENLIGHTENED CIVIC LEADERSHIP AND STRATEGIC INVESTMENTS.
IRS990/AdvertisingGrp/FundraisingAmt03139
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0228
IRS990/AdvertisingGrp/ProgramServicesAmt04559
IRS990/AdvertisingGrp/TotalAmt07926
IRS990/AllOtherContributionsAmt0106286
IRS990/AllOtherExpensesGrp/FundraisingAmt01066
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0994
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01109
IRS990/AllOtherExpensesGrp/TotalAmt03169
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ALICE HAYES
IRS990/BooksInCareOfDetail/PhoneNum03603851729
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0201-B WEST PATISON
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORT HADLOCK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0983396410
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0171408
IRS990/CashNonInterestBearingGrp/EOYAmt089813
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0136
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0450
IRS990/ConferencesMeetingsGrp/TotalAmt0586
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt095966
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0202252
IRS990/CYGrantsAndSimilarPaidAmt0154026
IRS990/CYInvestmentIncomeAmt049847
IRS990/CYOtherExpensesAmt0153604
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt031660
IRS990/CYRevenuesLessExpensesAmt0-23871
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0307630
IRS990/CYTotalFundraisingExpenseAmt020892
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0283759
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt0940
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0850
IRS990/DepreciationDepletionGrp/TotalAmt0850
IRS990/Desc0PROVIDED LEADERSHIP, EDUCATION AND SUPPORT TO STRENGHTEN LOCAL NON-PROFIT ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0208238
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011230
IRS990/FeesForServicesAccountingGrp/TotalAmt011230
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0538
IRS990/FeesForServicesLegalGrp/TotalAmt0538
IRS990/FeesForServicesManagementGrp/FundraisingAmt09013
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt08488
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt019721
IRS990/FeesForServicesManagementGrp/TotalAmt037222
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt021848
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt021848
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0KRIS NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm1EARLL MURMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2DOUG VAN ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm3ROSE LINCOLN HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm4NED LUCE
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA HERZOG
IRS990/Form990PartVIISectionAGrp/PersonNm6LIESL SLABAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURIE LISKE
IRS990/Form990PartVIISectionAGrp/PersonNm8JULIE GERTLER
IRS990/Form990PartVIISectionAGrp/PersonNm9KATE BURKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt095966
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt027581
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0154026
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0154026
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0154026
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt027581
IRS990/GrossReceiptsAmt0283759
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01742
IRS990/InsuranceGrp/TotalAmt01742
IRS990/InvestmentIncomeGrp/ExclusionAmt020
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt022246
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022266
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02017
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01398
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09238
IRS990/LandBldgEquipCostOrOtherBssAmt011255
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO INSPIRE DONORS TO INVEST IN JEFFERSON COUNTY AND TO ACHIEVE THEIR CHARITABLE GOALS FROM GENERATION TO GENERATION THROUGH GRANTMAKING ENLIGHTENED CIVIC LEADEERSHIP AND STRATEGIC INVESTMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01395499
IRS990/NetAssetsOrFundBalancesEOYAmt01394797
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt027581
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027581
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023169
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0325
IRS990/OccupancyGrp/ManagementAndGeneralAmt05172
IRS990/OccupancyGrp/ProgramServicesAmt02878
IRS990/OccupancyGrp/TotalAmt08375
IRS990/OfficeExpensesGrp/FundraisingAmt0176
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024542
IRS990/OfficeExpensesGrp/ProgramServicesAmt0416
IRS990/OfficeExpensesGrp/TotalAmt025134
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01311545
IRS990/OtherAssetsTotalGrp/EOYAmt01567749
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EVENT EXPENSES
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt04104
IRS990/OtherExpensesGrp/FundraisingAmt11544
IRS990/OtherExpensesGrp/FundraisingAmt21076
IRS990/OtherExpensesGrp/FundraisingAmt3449
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0177
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12076
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2417
IRS990/OtherExpensesGrp/ProgramServicesAmt018387
IRS990/OtherExpensesGrp/ProgramServicesAmt13840
IRS990/OtherExpensesGrp/ProgramServicesAmt2786
IRS990/OtherExpensesGrp/ProgramServicesAmt31529
IRS990/OtherExpensesGrp/TotalAmt022491
IRS990/OtherExpensesGrp/TotalAmt15561
IRS990/OtherExpensesGrp/TotalAmt23938
IRS990/OtherExpensesGrp/TotalAmt32395
IRS990/OtherLiabilitiesGrp/BOYAmt0322511
IRS990/OtherLiabilitiesGrp/EOYAmt0323805
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0181474
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04500
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04471
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01568
IRS990/PrincipalOfficerNm0KRIS NELSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEE INC
IRS990/ProgramServiceRevenueGrp/Desc1SPONSORSHIP REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020360
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0387092
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0150540
IRS990/PYInvestmentIncomeAmt0-30753
IRS990/PYOtherExpensesAmt0128076
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt026341
IRS990/PYRevenuesLessExpensesAmt0104064
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0278616
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0382680
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-23871
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt081487
IRS990/SavingsAndTempCashInvstGrp/BOYAmt051497
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0202252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0332695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0575236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0140976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0268742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01519901
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049847
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021149
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0124329
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65930
IRS990ScheduleA/PublicSupportPY170Pct00.57280
IRS990ScheduleA/PublicSupportTotal170Amt01084100
IRS990ScheduleA/SubstantialContributorsTotAmt0435801
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0202252
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0332695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0575236
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0140976
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0268742
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01519901
IRS990ScheduleA/TotalSupportAmt01644230
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/CYEndwmtFundGrp/AdministrativeExpensesAmt016089
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0793947
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt062558
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0882990
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt016100
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt058674
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014267
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0798905
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050907
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0793947
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt011100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30498
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010763
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0577505
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0227256
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0798905
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt016400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021307
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08084
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0482669
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt038855
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0577505
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt011000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt075065
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07161
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0409728
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt030148
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0482669
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt010250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060204
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0267240
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0116826
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0363913
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt09238
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02017
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011255
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01567749
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0GREATER TACOMA COMMUNITY FOUNDATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0323805
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09238
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01567749
IRS990ScheduleD/TotalLiabilityAmt0323805
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt095966
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt069527
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt026439
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FIELD OF INTEREST EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0FUNDRAISING LUNCHEON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069527
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095966
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt117000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,721,044
Liabilities
$326,247
Net assets
$1,394,797
Revenue
$283,759
Expenses
$307,630
Net income
-$23,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$1.61$4.60$2.77$2.27$0.50
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$1.02$4.02$2.24$1.54$0.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.79$3.09$1.64$1.54$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.61$3.36$2.16$1.70$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.41$2.82$1.95$1.50$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.36$2.25$0.98$0.69$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.35$1.74$0.77$0.53$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.40$1.62$0.71$0.58$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.72$0.33$1.39$0.28$0.31$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.33$1.40$0.38$0.28$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.36$1.31$0.70$0.31$0.40
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.35$0.96$0.23$0.26$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.37$0.93$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.33$0.77$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits