Civic Intelligence

Pwh Educational Foundation Inc.

990PF • Fiscal year 2020 • EIN 88-0327058

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

111 N Post St Suite 200Spokane, WA 99201

(206) 769-4910

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

6th percentile

-110%

Higher net margin than 6% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$100,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

13th percentile

-4.0%

Faster asset growth than 13% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Down

$48,274,426

Down $2,002,584 (-4.0%) from 2019

Net Assets

$48,274,426

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,825,173

Down $992,125 (-35%) from 2019

Expenses

Down

$3,827,711

Down $619,523 (-14%) from 2019

Net Income

Down

-$2,002,538

Down $372,602 (-23%) from 2019

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $125,923Liabilities 2010: $02010Assets 2011: $1,031Liabilities 2011: $02011Assets 2012: $23,664Liabilities 2012: $02012Assets 2013: $74,406Liabilities 2013: $02013Assets 2014: $7,618,065Liabilities 2014: $02014Assets 2015: $49,116,822Liabilities 2015: $02015Assets 2019: $50,277,010Liabilities 2019: $02019Assets 2020: $48,274,426Liabilities 2020: $0Net Assets 2020: $48,274,4262020Assets 2021: $62,473,304Liabilities 2021: $0Net Assets 2021: $62,473,3042021Assets 2022: $55,002,788Liabilities 2022: $0Net Assets 2022: $55,002,7882022Assets 2023: $60,334,450Liabilities 2023: $0Net Assets 2023: $60,334,4502023Assets 2024: $66,458,473Liabilities 2024: $0Net Assets 2024: $66,458,4732024

Highlighted filing

2020

Assets$48,274,426
Liabilities$0
Net Assets$48,274,426

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2010: $337,000Expenses 2010: $252,495Net Income 2010: $84,5052010Revenue 2011: $6,114Expenses 2011: $131,006Net Income 2011: -$124,8922011Revenue 2012: $498,576Expenses 2012: $475,943Net Income 2012: $22,6332012Revenue 2013: $600,172Expenses 2013: $549,429Net Income 2013: $50,7432013Revenue 2014: $8,000,923Expenses 2014: $457,264Net Income 2014: $7,543,6592014Revenue 2015: $44,124,202Expenses 2015: $2,633,738Net Income 2015: $41,490,4642015Revenue 2019: $2,817,298Expenses 2019: $4,447,234Net Income 2019: -$1,629,9362019Revenue 2020: $1,825,173Expenses 2020: $3,827,711Net Income 2020: -$2,002,5382020Revenue 2021: $11,260,767Expenses 2021: $4,559,793Net Income 2021: $6,700,9742021Revenue 2022: $957,336Expenses 2022: $3,082,436Net Income 2022: -$2,125,1002022Revenue 2023: $110,052Expenses 2023: $2,122,031Net Income 2023: -$2,011,9792023Revenue 2024: -$92,938Expenses 2024: $3,314,027Net Income 2024: -$3,406,9652024

Highlighted filing

2020

Revenue$1,825,173
Expenses$3,827,711
Net Income-$2,002,538
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT LEONGPresidentFT$100,000-$100,000
TOM GEHRIGSec/Treas-$0--
WES REBER PORTERDirector-$0--
RYAN LEONGDirector-$0--
JAMES R THOMASDirector-$0--
DIANE MAGYARYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pwh Educational Foundation Inc
EIN
88-0327058
Phone
2067694910
Address
111 N POST ST SUITE 200, SPOKANE, WA 99201

Signing Officer

Name
Ryan Leong
Title
President
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Cavender Holleman & Donohue
Address
9750 Third Ave NE Ste 300, Seattle, WA 98115
Preparer
Edward Holleman CPA
Phone
2063254429
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113,086 Shs Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129,881 Shs Royal Dutch Shell PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135,548 Shs Schlumberger Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141,540 Shs Avery Dennison Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153,151 Shs DuPont de Nemours Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161,376 Shs Canadian National Railway Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171,052 Shs Cummins Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181,889 Shs Emerson Electric Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1923,414 Shs General Electric Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,022 Shs Paccar Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm212,393 Shs Wabtec Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm222,993 Shs Booking Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm238,346 Shs BorgWarner Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241,120 Shs Expedia Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251,481 Shs Hasbro Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261,771 Shs Smucker J M Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm272,325 shs AbbVie Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28610 Shs Biogen Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm296,840 Shs Boston Scientific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm306,793 Shs CVS Health Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm312,058 Shs McKesson Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322,343 Shs American Express Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331,587 Shs Ameriprise Financial Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3411,470 Shs Bank America corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351,549 Shs Berkshire Hathaway Inc CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361,681 Shs Chubb Limited
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm375,169 Shs Citigroup Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm382,611 Shs Discover Financial Services
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm393,092 Shs PNC Financial Services Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm403,080 Shs Prudential Financial Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm411,472 Shs Renaissance Holdings Ltd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm425,816 Shs Cisco Systems Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm434,466 Shs Intel Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm445,447 Shs Oracle Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451,451 Shs SS&C Technology Holdings Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46114 Shs Alphabet Inc Cap Stock CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm478,333 Shs Comcast Corp CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481,854 Shs Walt Disney Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,814 Shs Ameren Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm506,928 Shs Public Svc Enterprise Group
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt02739703
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt02915201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0307675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14186791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2730882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3306679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4485943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5788055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6311001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71534501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8612115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91613208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10719344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1161200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12236000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13124388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01.231594% Int RDM Housing Strategies LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1.498664% Int Colmbia Pacific Inc FD II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2.606764% Int CP 2017 Hawthorn Fund LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt321,114 Shs Fid Large Cap Growth Enhanced
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt433,463 Shs Fidelity Strategic Div & Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt536,674 Shs Alger Small Cap Focus Class Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62,390 Shs Vanguard Real Est Index Adm
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt751,337 Vanguard Total Intl Stock Index
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt821,073 Shs Vanguard Global Min Volatil.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt920,231 Shs Vanguarg Total Stk Mkt Index
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1077,343 Shs Fidelity Capital & Income
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1140,000 Shares Valley Bank of Nevada
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1250,000 Shares Community Bancshares
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131,100 Shares Gadsden Corp
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0307675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14156480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2685002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3588868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4542099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51209142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6287720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71666398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8575940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91916688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10829116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1299000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
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IRS990PF/AddressChangeInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc232 SHARES COGENT BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-02

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