Civic Intelligence

Whatcom County Library Foundation

990EZ • Fiscal year 2017 • EIN 86-1140451

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 03, 2018

Organization ProfileWWW.WCLS.ORG/FOUNDATION
5205 Northwest DriveBellingham, WA 98226

(360) 305-3600

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$74,779

Up $9,516 (+15%) from 2016

Net Assets

Up

$74,779

Up $9,516 (+15%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$90,532

Up $16,305 (+22%) from 2016

Expenses

Up

$81,016

Up $44,650 (+123%) from 2016

Net Income

Down

$9,516

Down $28,345 (-75%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$400K$300K$200K$100K$0Assets 2010: $56,905Liabilities 2010: $02010Assets 2012: $147,014Liabilities 2012: $02012Assets 2013: $318,269Liabilities 2013: $02013Assets 2014: $85,042Liabilities 2014: $0Net Assets 2014: $85,0422014Assets 2015: $67,402Net Assets 2015: $67,4022015Assets 2016: $65,263Net Assets 2016: $65,2632016Assets 2017: $74,779Net Assets 2017: $74,7792017Assets 2018: $199,011Liabilities 2018: $7,500Net Assets 2018: $191,5112018Assets 2019: $230,233Net Assets 2019: $230,2332019Assets 2020: $317,089Net Assets 2020: $317,0892020Assets 2021: $346,249Net Assets 2021: $346,2492021Assets 2022: $345,415Net Assets 2022: $345,4152022Assets 2023: $216,252Net Assets 2023: $216,2522023Assets 2024: $233,123Net Assets 2024: $233,1232024

Highlighted filing

2017

Assets$74,779
Liabilities-
Net Assets$74,779
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$400K$200K$0-$200KRevenue 2010: $22,337Expenses 2010: $20,157Net Income 2010: $2,1802010Revenue 2012: $130,105Expenses 2012: $39,996Net Income 2012: $90,1092012Revenue 2013: $195,243Expenses 2013: $30,153Net Income 2013: $165,0902013Revenue 2014: $63,836Expenses 2014: $16,023Net Income 2014: $47,8132014Revenue 2015: $62,766Expenses 2015: $80,406Net Income 2015: -$17,6402015Revenue 2016: $74,227Expenses 2016: $36,366Net Income 2016: $37,8612016Revenue 2017: $90,532Expenses 2017: $81,016Net Income 2017: $9,5162017Revenue 2018: $206,090Expenses 2018: $89,358Net Income 2018: $116,7322018Revenue 2019: $168,728Expenses 2019: $130,006Net Income 2019: $38,7222019Revenue 2020: $160,197Expenses 2020: $73,341Net Income 2020: $86,8562020Revenue 2021: $118,238Expenses 2021: $89,078Net Income 2021: $29,1602021Revenue 2022: $199,047Expenses 2022: $199,881Net Income 2022: -$8342022Revenue 2023: $195,690Expenses 2023: $324,853Net Income 2023: -$129,1632023Revenue 2024: $196,408Expenses 2024: $179,537Net Income 2024: $16,8712024

Highlighted filing

2017

Revenue$90,532
Expenses$81,016
Net Income$9,516
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 3, 2018
Return Version
2017v2.2
Gross Receipts
$90,532
Mission and Program Overview

Mission

PROMOTE LITERACY

Program Services

DescriptionGrantsExpenses
BOOK ENDOWMENT, RAISE A READER PROGRAM, WHATCOM READS PROGRAM, AND WWCLF GRANTS$67,867-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD CORNWELLTrustee Liason-$0--
MARY KANIKEBERGDirector-$0--
DALE KINSLEYDirector-$0--
MARYANN KOHLDirector-$0--
DICK LITTLEVice Chairman-$0--
TRISH NAVARRETreasurer-$0--
CAT WALLACESecretary-$0--
PETER YOUNGChairman-$0--
Filing and Contact Details

Filer

Filer Name
Whatcom County Library Foundation
EIN
86-1140451
Phone
3603053600
Address
5205 NORTHWEST DRIVE, BELLINGHAM, WA 98226

Signing Officer

Name
Jennifer Rick
Title
Development Director
Signed
2018-07-03
Discuss with paid preparer
Yes

Preparer

Firm
Archer Halliday Ps Cpas
Address
1621 CORNWALL AVE, BELLINGHAM, WA 98225-4634
Preparer
Bernadette Halliday
Phone
3607561010
Supplemental Narrative

Additional Explanations

Other Revenue.1

“$48”

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $67867”

Other Expenses.1002

“Office Expenses $2975”

Other Expenses.1005

“Travel $282”

Other Expenses.1

“SPECIAL EVENTS $6035”

Other Expenses.2

“BANK CHARGES $150”

Other Expenses.3

“MISCELLANEOUS $10”

Raw XML Appendix170 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BELLINGHAM
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD CORNWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY KANIKEBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DALE KINSLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARYANN KOHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DICK LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRISH NAVARRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAT WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PETER YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE LIASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09452
IRS990EZ/OtherRevenueTotalAmt048
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE LITERACY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BOOK ENDOWMENT, RAISE A READER PROGRAM, WHATCOM READS PROGRAM, AND WWCLF GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067867
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03297
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt04759
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt081016
IRS990EZ/TotalProgramServiceExpensesAmt067867
IRS990EZ/TotalRevenueAmt090532
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.WCLS.ORG/FOUNDATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt077325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096684
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0193530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0495563
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt078
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01713
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02590
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04759
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04759
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98540
IRS990ScheduleA/PublicSupportPY170Pct00.99360
IRS990ScheduleA/PublicSupportTotal170Amt0495563
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt077325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096684
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0193530
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0495563
IRS990ScheduleA/TotalSupportAmt0502912
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Cash Amount Given: $67867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $2975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SPECIAL EVENTS $6035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER RICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DEVELOPMENT DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHATCOM COUNTY LIBRARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHAT
ReturnHeader/Filer/EIN0861140451
ReturnHeader/Filer/PhoneNum03603053600
ReturnHeader/Filer/USAddress/AddressLine1Txt05205 NORTHWEST DRIVE
ReturnHeader/Filer/USAddress/CityNm0BELLINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911930959
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARCHER HALLIDAY PS CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01621 CORNWALL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0982254634
ReturnHeader/PreparerPersonGrp/PhoneNum03607561010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNADETTE HALLIDAY
ReturnHeader/ReturnTs02018-07-03T13:52:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,779
Liabilities
-
Net assets
$74,779
Revenue
$90,532
Expenses
$81,016
Net income
$9,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$2.33$1.96$1.80$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.16$2.16$1.96$3.25$1.29
2022Detailed filing. Detailed filing data is available for this year.$3.45$3.45$1.99$2.00$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.46$3.46$1.18$0.89$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.17$3.17$1.60$0.73$0.87
2019Detailed filing. Detailed filing data is available for this year.$2.30$2.30$1.69$1.30$0.39
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.08$1.92$2.06$0.89$1.17
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.91$0.81$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.74$0.36$0.38
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.63$0.80$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.64$0.16$0.48
2013Summary only. Only limited summary data is available for this year.$3.18$0.00$1.95$0.30$1.65
2012Summary only. Only limited summary data is available for this year.$1.47$0.00$1.30$0.40$0.90
2010Summary only. Only limited summary data is available for this year.$0.57$0.00$0.22$0.20$0.02