Civic Intelligence

Medina Foundation

990PF • Fiscal year 2018 • EIN 91-0745225

Jan 01, 2018 to Dec 31, 2018 • Filed on May 28, 2019

Organization Profile

View Organization Page

801 Second Avenue No 1300Seattle, WA 98104

(206) 652-8780

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.06x

Higher debt load relative to revenue than 18% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

55th percentile

6.9%

Higher net margin than 55% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$214,725

Higher top officer pay than 37% of similar nonprofits.

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

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

7th percentile

-11%

Faster asset growth than 7% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

78%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$86,711,675

Down $10,477,883 (-11%) from 2017

Net Assets

Down

$86,422,415

Down $10,439,145 (-11%) from 2017

Liabilities

Down

$289,260

Down $38,738 (-12%) from 2017

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin55th percentile

Revenue

Up

$5,075,386

Up $2,220,397 (+78%) from 2017

Expenses

Down

$4,725,816

Down $326,298 (-6.5%) from 2017

Net Income

Up

$349,570

Up $2,546,695 (+116%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$150M$100M$50M$0Assets 2011: $84,707,112Liabilities 2011: $414,9142011Assets 2012: $91,169,947Liabilities 2012: $515,729Net Assets 2012: $90,654,2182012Assets 2013: $97,136,470Liabilities 2013: $201,457Net Assets 2013: $96,935,0132013Assets 2014: $96,143,605Liabilities 2014: $89,8082014Assets 2015: $89,393,951Liabilities 2015: $171,405Net Assets 2015: $89,222,5462015Assets 2016: $89,956,034Liabilities 2016: $116,133Net Assets 2016: $89,839,9012016Assets 2017: $97,189,558Liabilities 2017: $327,998Net Assets 2017: $96,861,5602017Assets 2018: $86,711,675Liabilities 2018: $289,260Net Assets 2018: $86,422,4152018Assets 2019: $96,855,463Liabilities 2019: $873,194Net Assets 2019: $95,982,2692019Assets 2020: $101,561,812Liabilities 2020: $649,136Net Assets 2020: $100,912,6762020Assets 2021: $109,925,093Liabilities 2021: $563,636Net Assets 2021: $109,361,4572021Assets 2022: $92,483,833Liabilities 2022: $1,986,295Net Assets 2022: $90,497,5382022Assets 2023: $103,615,717Liabilities 2023: $1,444,010Net Assets 2023: $102,171,7072023Assets 2024: $110,980,116Liabilities 2024: $1,186,507Net Assets 2024: $109,793,6092024

Highlighted filing

2018

Assets$86,711,675
Liabilities$289,260
Net Assets$86,422,415
Open 2018 Filing

Operations Trend

Revenue Growth92nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $6,910,665Expenses 2011: $4,772,450Net Income 2011: $2,138,2152011Expenses 2012: $4,776,8832012Revenue 2013: $5,404,224Expenses 2013: $4,476,644Net Income 2013: $927,5802013Revenue 2014: $3,947,041Expenses 2014: $4,633,455Net Income 2014: -$686,4142014Revenue 2015: $8,103,387Expenses 2015: $5,093,452Net Income 2015: $3,009,9352015Revenue 2016: $1,395,525Expenses 2016: $4,715,802Net Income 2016: -$3,320,2772016Revenue 2017: $2,854,989Expenses 2017: $5,052,114Net Income 2017: -$2,197,1252017Revenue 2018: $5,075,386Expenses 2018: $4,725,816Net Income 2018: $349,5702018Revenue 2019: $9,563,459Expenses 2019: $5,905,287Net Income 2019: $3,658,1722019Revenue 2020: $2,836,899Expenses 2020: $5,247,944Net Income 2020: -$2,411,0452020Revenue 2021: $6,525,209Expenses 2021: $4,576,557Net Income 2021: $1,948,6522021Revenue 2022: $3,868,378Expenses 2022: $6,880,740Net Income 2022: -$3,012,3622022Revenue 2023: $4,226,022Expenses 2023: $5,139,488Net Income 2023: -$913,4662023Revenue 2024: $4,288,950Expenses 2024: $5,880,781Net Income 2024: -$1,591,8312024

Highlighted filing

2018

Revenue$5,075,386
Expenses$4,725,816
Net Income$349,570
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER TEUNONExecutive DirectorFT$188,656$26,069$214,725
GAIL GANTPresidentPT$0--
JILL GARDNERVice PresidentPT$0--
JEAN GARDNERTreasurerPT$0--
ELIZABETH WILLIAMSSecretaryPT$0--
EDELVEIS CLAPPDirector-$0--
MARGARET CLAPPDirector-$0--
MATTHEW N CLAPP JRDirector-$0--
TAMSIN CLAPPDirector-$0--
STEPHEN GANTDirector-$0--
PATRICIA HENRYDirector-$0--
PIPER HENRY KELLERDirector-$0--
MARION CLAPP RAWLINSONDirector-$0--
KATE WILLIAMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Medina Foundation
EIN
91-0745225
Phone
2066528780
Address
801 SECOND AVENUE NO 1300, SEATTLE, WA 98104

Signing Officer

Name
Jennifer Teunon
Title
Executive Director
Phone
2066528780
Signed
2019-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH ST SUITE 1400, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
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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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, QUESTION 1A
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART XV, LINE 2B, 2D
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0(3) - A DISQUALIFIED PERSON FURNISHES FACILITIES TO THEFOUNDATION FREE OF CHARGE. THIS ACTIVITY IS NOT AN ACT OFSELF-DEALING AS CODIFIED IN I.R.C. SECTION 4941(D)(2)(C).(4) - THE FOUNDATION REIMBURSES BOARD MEMBERS FOR TRAVELRELATED TO THE FOUNDATION BUSINESS. THESE SERVICES ARENECESSARY IN CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSEAND ARE NOT CONSIDERED AN ACT OF SELF DEALING UNDERI.R.C. SECTION 4941(D)(2)(C).(4) - THE FOUNDATION PAYS A DISQUALIFIED PERSON FORINVESTMENT SERVICES. THIS ACTIVITY IS NOT AN ACT OFSELF-DEALING AS IT MEETS THE EXCEPTION UNDER TREAS. REG. 53.4941(D)-3(C).
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1FUNDING GUIDELINESTHE MEDINA FOUNDATION IS A FAMILY FOUNDATION THAT FUNDS BASIC HUMAN SERVICE ORGANIZATIONS IN THE PUGET SOUND AREA. WE FOLLOW OUR FOUNDER NORTON CLAPP'S VISION TO IMPROVE THE LIVES OF THOSE IN NEED BY FOSTERING POSITIVE CHANGE AND HELPING PEOPLE ATTAIN INDEPENDENCE AND DIGNITY.TODAY, THE FAMILY CONTINUES NORTON CLAPP'S LEGACY BY FUNDING INNOVATIVE ORGANIZATIONS THAT APPROACH TOUGH PROBLEMS WITH NEW IDEAS AND SOLUTIONS, AS WELL AS PROVEN PROGRAMS THAT HAVE BEEN MEETING THE NEEDS OF THE COMMUNITY FOR MANY YEARS.OUR ACTIVITIES ARE BASED ON THE FOLLOWING SET OF SHARED VALUES:- COMPASSION- INNOVATION- INTEGRITY- STEWARDSHIP- LEADERSHIPWE LOOK FOR ORGANIZATIONS THAT ARE ADDRESSING CRITICAL COMMUNITY NEEDS, ENGAGING IN STRATEGIC PLANNING TO MEET WELL-MAPPED PROGRAMMATIC AND FINANCIAL GOALS, AND SEEING POSITIVE RESULTS THROUGH THEIR PROGRAMS. WE BELIEVE ORGANIZATIONS THAT ARE DRIVEN BY STRONG LEADERSHIP, THROUGH A DIVERSE AND ENGAGED BOARD AND A DEDICATED EXECUTIVE DIRECTOR AND STAFF, HAVE A HIGH LIKELIHOOD OF SUCCESS.GRANT AMOUNTS AWARDED REFLECT BOTH THE NEEDS OF THE NONPROFIT AND THE FOUNDATION'S DESIRE TO SEE THE PRESENCE OF OTHER SUPPORT. GENERALLY, THIS MEANS NO MORE THAN 10% OF AN OPERATING OR CAPITAL BUDGET. WE DO CONSIDER MAKING EXCEPTIONS FOR INNOVATIVE START-UPS. THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS QUALIFIED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CLASSIFIED AS PUBLIC CHARITIES (NOT PRIVATE FOUNDATIONS) UNDER SECTION 509(A). NO GRANTS ARE MADE TO RELIGIOUS INSTITUTIONS FOR RELIGIOUS PURPOSES OR TO POLITICAL, ARTS, HEALTHCARE-RELATED OR ENVIRONMENTAL PROGRAMS.FUNDING AREAS- FAMILY SUPPORT-PROGRAMS FOR THOSE SUFFERING FROM THE EFFECTS OF DOMESTIC VIOLENCE OR SEXUAL ASSAULT, SERVICES TO SUPPORT CHILD WELFARE, PROGRAMS PROVIDING FOR BASIC NEEDS, AND OTHER HUMAN SERVICES- HOUSING & HOMELESSNESS-HOUSING AND RELATED SERVICES TO SUPPORT THOSE IN NEED, WITH THE GOAL OF HELPING PEOPLE ACHIEVE HOUSING STABILITY- YOUTH DEVELOPMENT-ORGANIZATIONS WORKING WITH UNDERSERVED YOUTH, OFFERING MENTORING, TUTORING, OR OUT-OF-SCHOOL TIME/ENRICHMENT ACTIVITIES- ECONOMIC OPPORTUNITY-OPPORTUNITIES THAT HELP PEOPLE BECOME ECONOMICALLY SELF-SUFFICIENT, SUCH AS FINANCIAL LITERACY, ASSET BUILDING, OR SKILLS-BUILDING PROGRAMS- EDUCATION-BIRTH TO 12TH-GRADE EDUCATIONAL OPPORTUNITIES, ADULT LITERACY AND OTHER PROGRAMS THAT ENHANCE ACADEMIC SKILLS- HUNGER-EFFORTS TO ALLEVIATE HUNGER, WITH AN EMPHASIS ON DISTRIBUTION AND RURAL COMMUNITIESGEOGRAPHIC FUNDING REGIONTHE MEDINA FOUNDATION FUNDS IN THE FOLLOWING FOURTEEN GREATER PUGET SOUND COUNTIES OF WASHINGTON STATE: CLALLAM, GRAYS HARBOR, ISLAND, JEFFERSON, KING, KITSAP, MASON, PACIFIC, PIERCE, SAN JUAN, SKAGIT, SNOHOMISH, THURSTON AND WHATCOM.APPLICATION ASSISTANCE AFTER REVIEWING THE GRANT GUIDELINES, APPLICATION PROCESS AND FREQUENTLY ASKED QUESTIONS AT WWW.MEDINAFOUNDATION.ORG, FEEL FREE TO CONTACT THE FOUNDATION IF YOU NEED ASSISTANCE OR ARE STILL UNSURE WHETHER YOUR ORGANIZATION MIGHT BE ELIGIBLE FOR FUNDING.AANA LAUCKHART(206) 652-8783
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt054173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04427487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0274102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04725816
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04843362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05075386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0712274
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0274102
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01067603
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt031894
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt010155
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt050774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025657471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02548870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02548870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt028206341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt239417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GAM LTD PARTNERSHIP DIVERSITY FD U.S.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02555538
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0349570
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010788715
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt097211130
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt096861560
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt086422415
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04562122
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04562122
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04562122
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04653507
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt091385
IRS990PF/DistributableAmountGrp/TotalTaxAmt091385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt038115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt089500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt091385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt038115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt091385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt091385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0129500
IRS990PF/FMVAssetsEOYAmt086711675
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt025998
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt044260
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0393463
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0218711
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0218711
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt013657545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt013547130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt013547130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt067849088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt058250183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt058250183
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0302000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0245000
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt013875
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt015100
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt015100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05589118
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02895772
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02895772
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt015989
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03014
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03014
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02166031
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01020941
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01020941
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt097189558
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt086711675
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt086711675
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0327998
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0289260
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt097189558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt086711675
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt096861560
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt086422415
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt096861560
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt086422415
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt07504449
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt010760824
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt010760824
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt094487445
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01777834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt089604903
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01417312
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03104708
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04653507
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt093070133
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt094487445
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt230.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0116978
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1113066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt254730
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt019212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt118108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt212721
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0AANA LAUCKHART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1JESSICA CASE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ALEXIA CAMERON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2GRANTS ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0801 SECOND AVE SUITE 1300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1801 SECOND AVE SUITE 1300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2801 SECOND AVE SUITE 1300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd098104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd198104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd298104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0LAIRD NORTON WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1GOLDMAN SACHS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0131408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1105232
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0801 2ND AVE SUITE 1600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1719 2ND AVE SUITE 1300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd098104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd198104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt122.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt132.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0188656
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt026069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JENNIFER TEUNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GAIL GANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JILL GARDNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JEAN GARDNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ELIZABETH WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5EDELVEIS CLAPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MARGARET CLAPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7MATTHEW N CLAPP JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8TAMSIN CLAPP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9STEPHEN GANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10PATRICIA HENRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11PIPER HENRY KELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12MARION CLAPP RAWLINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13KATE WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0801 SECOND AVENUE SUITE 1300
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Filings

Displayed year

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

Open filing
Assets
$86,711,675
Liabilities
$289,260
Net assets
$86,422,415
Revenue
$5,075,386
Expenses
$4,725,816
Net income
$349,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$111$1.19$110$4.29$5.88$1.59
2023Detailed filing. Detailed filing data is available for this year.$104$1.44$102$4.23$5.14$0.91
2022Detailed filing. Detailed filing data is available for this year.$92.5$1.99$90.5$3.87$6.88$3.01
2021Detailed filing. Detailed filing data is available for this year.$110$0.56$109$6.53$4.58$1.95
2020Detailed filing. Detailed filing data is available for this year.$102$0.65$101$2.84$5.25$2.41
2019Detailed filing. Detailed filing data is available for this year.$96.9$0.87$96.0$9.56$5.91$3.66
2018Detailed filing. Detailed filing data is available for this year.$86.7$0.29$86.4$5.08$4.73$0.35
2017Detailed filing. Detailed filing data is available for this year.$97.2$0.33$96.9$2.85$5.05$2.20
2016Detailed filing. Detailed filing data is available for this year.$90.0$0.12$89.8$1.40$4.72$3.32
2015Detailed filing. Detailed filing data is available for this year.$89.4$0.17$89.2$8.10$5.09$3.01
2014Summary only. Only limited summary data is available for this year.$96.1$0.09$3.95$4.63$0.69
2013Detailed filing. Detailed filing data is available for this year.$97.1$0.20$96.9$5.40$4.48$0.93
2012Detailed filing. Detailed filing data is available for this year.$91.2$0.52$90.7$4.78
2011Summary only. Only limited summary data is available for this year.$84.7$0.41$6.91$4.77$2.14