Civic Intelligence

K O Erickson Charity Trust Fund

990 • Fiscal year 2018 • EIN 91-0646217

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 03, 2019

Organization ProfileN/A
3005 W 18th StPort Angeles, WA 98363

(360) 457-1843

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

36th percentile

$4,800

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

58th percentile

3.5%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

70%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,338,385

Up $45,359 (+3.5%) from 2017

Net Assets

Up

$1,338,385

Up $45,359 (+3.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin88th percentile

Revenue

Up

$114,468

Up $47,091 (+70%) from 2017

Expenses

Down

$69,109

Down $6,472 (-8.6%) from 2017

Net Income

Up

$45,359

Up $53,563 (+653%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $913,858Liabilities 2010: $0Net Assets 2010: $913,8582010Assets 2011: $1,264,747Liabilities 2011: $0Net Assets 2011: $1,264,7472011Assets 2012: $1,274,289Liabilities 2012: $0Net Assets 2012: $1,274,2892012Assets 2013: $1,318,216Liabilities 2013: $0Net Assets 2013: $1,318,2162013Assets 2014: $1,337,349Liabilities 2014: $0Net Assets 2014: $1,337,3492014Assets 2015: $1,366,648Liabilities 2015: $0Net Assets 2015: $1,366,6482015Assets 2016: $1,301,231Liabilities 2016: $0Net Assets 2016: $1,301,2312016Assets 2017: $1,293,026Liabilities 2017: $0Net Assets 2017: $1,293,0262017Assets 2018: $1,338,385Liabilities 2018: $0Net Assets 2018: $1,338,3852018Assets 2019: $1,333,680Liabilities 2019: $0Net Assets 2019: $1,333,6802019Assets 2020: $1,321,823Liabilities 2020: $0Net Assets 2020: $1,321,8232020Assets 2021: $1,396,551Liabilities 2021: $0Net Assets 2021: $1,396,5512021Assets 2022: $1,459,859Liabilities 2022: $0Net Assets 2022: $1,459,8592022Assets 2023: $1,431,251Liabilities 2023: $0Net Assets 2023: $1,431,2512023Assets 2024: $1,771,413Liabilities 2024: $0Net Assets 2024: $1,771,4132024

Highlighted filing

2018

Assets$1,338,385
Liabilities$0
Net Assets$1,338,385
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $56,3792010Expenses 2011: $70,3522011Expenses 2012: $71,5162012Revenue 2013: $91,530Expenses 2013: $47,603Net Income 2013: $43,9272013Revenue 2014: $80,003Expenses 2014: $60,870Net Income 2014: $19,1332014Revenue 2015: $97,341Expenses 2015: $68,043Net Income 2015: $29,2982015Revenue 2016: -$1,936Expenses 2016: $63,482Net Income 2016: -$65,4182016Revenue 2017: $67,377Expenses 2017: $75,581Net Income 2017: -$8,2042017Revenue 2018: $114,468Expenses 2018: $69,109Net Income 2018: $45,3592018Revenue 2019: $66,623Expenses 2019: $71,327Net Income 2019: -$4,7042019Revenue 2020: $59,668Expenses 2020: $71,525Net Income 2020: -$11,8572020Revenue 2021: $132,240Expenses 2021: $57,512Net Income 2021: $74,7282021Revenue 2022: $121,479Expenses 2022: $58,171Net Income 2022: $63,3082022Revenue 2023: $48,464Expenses 2023: $62,474Net Income 2023: -$14,0102023Revenue 2024: $419,712Expenses 2024: $79,550Net Income 2024: $340,1622024

Highlighted filing

2018

Revenue$114,468
Expenses$69,109
Net Income$45,359
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 3, 2019
Return Version
2018v3.1
Gross Receipts
$564,025
Mission and Program Overview

Mission

Net profits of the trust's investment activities are for the use and benefit of the following port angeles based organizations: the salvation army, the american red cross, the boy scouts of america, the girl scouts of america, and the port angeles ymca.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,089,675$1,135,711▲ $46,036
Land, Buildings, and Equipment, Net$192,394$184,783▼ $7,611
Cash and Non-Interest-Bearing Accounts$8,389$15,323▲ $6,934
Savings and Temporary Cash Investments$2,568$2,568→ $0
Total Assets$1,293,026$1,338,385▲ $45,359
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,061,989$1,107,348▲ $45,359
Permanently Rstr Net Assets$231,037$231,037→ $0
Total Net Assets Fund Balance$1,293,026$1,338,385▲ $45,359
Total Liabilities and Net Assets / Fund Balance$1,293,026$1,338,385▲ $45,359

Asset Categories

AssetBook ValueDepreciationBasis
Land$23,384-$23,384
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
David FloodstromManaging Tru$4,800$4,800
Pat HaydenSec/treas$4,800$4,800
Gail WheatleyTrustee$700$700
Wendy TaylorTrustee$420$420
Matthew PaulTrustee$210$210

Board Members and Trustees

NameTitle
Dan MckeenTrustee
Marty BrewerTrustee
Nathan WestTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$98,084
Other Revenue
$16,384
Change in Net Assets
$45,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,554
Other Expenses$13,625
Salaries, Compensation, and Employee Benefits$10,930
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,554--$41,554
Other Salaries and Wages-$10,930-$10,930
Fees for Service Investment Mgmnt Fees-$10,486-$10,486
Grants to Domestic Individuals$3,000--$3,000
Insurance-$1,845-$1,845
Fees for Services Accounting-$800-$800
Office Expenses-$494-$494
Total Functional Expenses$44,554$24,555$0$69,109
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Girls ScoutsBremerton, WA-Contribution$9,554
American Red CrossSequim, WA-Contribution$8,000
Boy ScoutsPort Angeles, WA-Contribution$8,000
The Salvation ArmyPort Angeles, WA-Contribution$8,000
Ymca of Port AngelesPort Angeles, WA-Contribution$8,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Ko Erickson Charity Trust Fund
EIN
91-0646217
Phone
3604571843
Address
3005 W 18TH ST, PORT ANGELES, WA 98363

Signing Officer

Name
Pat Hayden
Title
Sec/treas
Phone
3604571843
Signed
2019-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Floodstrom
Formed
1953
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Baker Overby & Moore Inc
Address
505 E 8TH ST STE A, PORT ANGELES, WA 98362-6221
Preparer
Ray Gerstmann
Phone
3604574481
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Net profits of the trust's investment activities are for the use and benefit of the following port angeles based organizations: the salvation army, the american red cross, the boy scouts of america, the girl scouts of america, and the port angeles ymca.”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -7,611 7,611”

Raw XML AppendixShowing 400 of 462 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0NET PROFITS OF THE TRUST'S INVESTMENT ACTIVITIES ARE FOR THE USE AND BENEFIT OF THE FOLLOWING PORT ANGELES BASED ORGANIZATIONS: THE SALVATION ARMY, THE AMERICAN RED CROSS, THE BOY SCOUTS OF AMERICA, THE GIRL SCOUTS OF AMERICA, AND THE PORT ANGELES YMCA.
IRS990/BooksInCareOfDetail/PersonNm0PAT HAYDEN
IRS990/BooksInCareOfDetail/PhoneNum03604571843
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03005 W 18TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORT ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098363
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt08389
IRS990/CashNonInterestBearingGrp/EOYAmt015323
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt044554
IRS990/CYInvestmentIncomeAmt098084
IRS990/CYOtherExpensesAmt013625
IRS990/CYOtherRevenueAmt016384
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt045359
IRS990/CYSalariesCompEmpBnftPaidAmt010930
IRS990/CYTotalExpensesAmt069109
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0114468
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANTS WERE GIVEN TO THE SALVATION ARMY, YMCA, AMERICAN RED CROSS, BOY SCOUTS AND THE GIRL SCOUTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt041554
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0800
IRS990/FeesForServicesAccountingGrp/TotalAmt0800
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010486
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010486
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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/PersonNm0DAVID FLOODSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm1PAT HAYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN MCKEEN
IRS990/Form990PartVIISectionAGrp/PersonNm3GAIL WHEATLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4MARTY BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm5WENDY TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm6NATHAN WEST
IRS990/Form990PartVIISectionAGrp/PersonNm7MATTHEW PAUL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt04800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5420
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7210
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/TitleTxt0MANAGING TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt1SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt016408
IRS990/GainOrLossGrp/SecuritiesAmt042633
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt041554
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt041554
IRS990/GrantsToDomesticOrgsGrp/TotalAmt041554
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt016408
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0492190
IRS990/GrossReceiptsAmt0564025
IRS990/GrossRentsGrp/RealAmt049437
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01845
IRS990/InsuranceGrp/TotalAmt01845
IRS990/InvestmentIncomeGrp/ExclusionAmt039043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039043
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01089675
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01135711
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0152697
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0192394
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0184783
IRS990/LandBldgEquipCostOrOtherBssAmt0337480
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0449557
IRS990/LessRentalExpensesGrp/RealAmt033053
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0NET PROFITS OF THE TRUST'S INVESTMENT ACTIVITIES ARE FOR THE USE AND BENEFIT OF THE FOLLOWING PORT ANGELES BASED ORGANIZATIONS: THE SALVATION ARMY, THE AMERICAN RED CROSS, THE BOY SCOUTS OF AMERICA, THE GIRL SCOUTS OF AMERICA, AND THE PORT ANGELES YMCA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01293026
IRS990/NetAssetsOrFundBalancesEOYAmt01338385
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt059041
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt059041
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt016384
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt016384
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0494
IRS990/OfficeExpensesGrp/TotalAmt0494
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010930
IRS990/OtherSalariesAndWagesGrp/TotalAmt010930
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0231037
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0231037
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DAVID FLOODSTROM
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS TO INDIVIDUALS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt051891
IRS990/PYInvestmentIncomeAmt056897
IRS990/PYOtherExpensesAmt012830
IRS990/PYOtherRevenueAmt010480
IRS990/PYRevenuesLessExpensesAmt0-8204
IRS990/PYSalariesCompEmpBnftPaidAmt010860
IRS990/PYTotalExpensesAmt075581
IRS990/PYTotalRevenueAmt067377
IRS990/ReconcilationRevenueExpnssAmt045359
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt016384
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02568
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02568
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt096350
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt07612
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt048175
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt048175
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt030083
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt058655
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt058655
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt049857
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt049857
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt049857
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt03420
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt041952
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt049857
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt07905
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt049857
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt07905
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt07905
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt07905
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt07905
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt07905
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt049857
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt049857
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt049857
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt099195
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt08389
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt090806
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt01488
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt097707
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt03420
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt099195
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt03420
IRS990ScheduleA/OtherSupportSumAmt041554
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910585558
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1910565002
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2910652924
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3910569878
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4916060940
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt08000
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt18000
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt28000
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt38000
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt49554
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt18000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt28000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt38000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt49554
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SALVATION ARMY OF PORT ANGELES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2YMCA OF PORT ANGELES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3BOY SCOUTS OF PORT ANGELES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4GIRL SCOUTS OF PORT ANGELES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0AMERICAN RED CROSS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1SALVATION ARMY OF PORT ANGELES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt2YMCA OF PORT ANGELES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt3BOY SCOUTS OF PORT ANGELES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt4GIRL SCOUTS OF PORT ANGELES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt041554
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt023384
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt023384
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023384
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt18000
IRS990ScheduleI/RecipientTable/CashGrantAmt28000
IRS990ScheduleI/RecipientTable/CashGrantAmt38000
IRS990ScheduleI/RecipientTable/CashGrantAmt49554
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CONTRIBUTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CONTRIBUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2YMCA OF PORT ANGELES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3BOY SCOUTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4GIRLS SCOUTS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0151 RUTHS PL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12ND PEABODY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2302 S FRANCIS ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 399
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41600 NE WINTERS RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEQUIM
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORT ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PORT ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PORT ANGELES
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BREMERTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098382
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198362
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd298362
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd398362
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd498311
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NET PROFITS OF THE TRUST'S INVESTMENT ACTIVITIES ARE FOR THE USE AND BENEFIT OF THE FOLLOWING PORT ANGELES BASED ORGANIZATIONS: THE SALVATION ARMY, THE AMERICAN RED CROSS, THE BOY SCOUTS OF AMERICA, THE GIRL SCOUTS OF AMERICA, AND THE PORT ANGELES YMCA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE -7,611 7,611
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01293026
IRS990/TotalAssetsEOYAmt01338385
IRS990/TotalAssetsGrp/BOYAmt01293026
IRS990/TotalAssetsGrp/EOYAmt01338385
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,338,385
Liabilities
$0
Net assets
$1,338,385
Revenue
$114,468
Expenses
$69,109
Net income
$45,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.42$0.08$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.12$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.13$0.06$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.11$0.07$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.07$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.00$0.06$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.08$0.06$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.09$0.05$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.06