Civic Intelligence

Carl B Penner Walla Walla Valley Pioneer & Historical Society Fund

990 • Fiscal year 2020 • EIN 91-1050269

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 03, 2021

PO Box 1796Walla Walla, WA 99362

(509) 525-2000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

100th percentile

319%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.4%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$469,811

Down $37,666 (-7.4%) from 2019

Net Assets

Down

$469,811

Down $37,666 (-7.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

-$11,817

Down $30,003 (-165%) from 2019

Expenses

Up

$25,849

Up $1,453 (+6.0%) from 2019

Net Income

Down

-$37,666

Down $31,456 (-507%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $418,577Liabilities 2011: $0Net Assets 2011: $418,5772011Assets 2012: $414,678Liabilities 2012: $0Net Assets 2012: $414,6782012Assets 2013: $415,747Liabilities 2013: $0Net Assets 2013: $415,7472013Assets 2014: $422,478Liabilities 2014: $0Net Assets 2014: $422,4782014Assets 2015: $458,363Liabilities 2015: $0Net Assets 2015: $458,3632015Assets 2016: $455,208Liabilities 2016: $0Net Assets 2016: $455,2082016Assets 2017: $493,015Liabilities 2017: $0Net Assets 2017: $493,0152017Assets 2018: $513,687Liabilities 2018: $0Net Assets 2018: $513,6872018Assets 2019: $507,477Liabilities 2019: $0Net Assets 2019: $507,4772019Assets 2020: $469,811Liabilities 2020: $0Net Assets 2020: $469,8112020Assets 2021: $528,216Liabilities 2021: $0Net Assets 2021: $528,2162021Assets 2022: $524,697Liabilities 2022: $0Net Assets 2022: $524,6972022Assets 2023: $499,685Liabilities 2023: $0Net Assets 2023: $499,6852023

Highlighted filing

2020

Assets$469,811
Liabilities$0
Net Assets$469,811

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $15,872Expenses 2011: $15,869Net Income 2011: $32011Revenue 2012: $12,703Expenses 2012: $15,631Net Income 2012: -$2,9282012Revenue 2013: $18,827Expenses 2013: $17,758Net Income 2013: $1,0692013Revenue 2014: $30,581Expenses 2014: $23,850Net Income 2014: $6,7312014Revenue 2015: $60,268Expenses 2015: $24,383Net Income 2015: $35,8852015Revenue 2016: $21,029Expenses 2016: $24,184Net Income 2016: -$3,1552016Revenue 2017: $62,614Expenses 2017: $24,624Net Income 2017: $37,9902017Revenue 2018: $52,379Expenses 2018: $31,317Net Income 2018: $21,0622018Revenue 2019: $18,186Expenses 2019: $24,396Net Income 2019: -$6,2102019Revenue 2020: -$11,817Expenses 2020: $25,849Net Income 2020: -$37,6662020Revenue 2021: $84,815Expenses 2021: $26,410Net Income 2021: $58,4052021Revenue 2022: $21,485Expenses 2022: $25,004Net Income 2022: -$3,5192022Revenue 2023: -$4,104Expenses 2023: $20,908Net Income 2023: -$25,0122023

Highlighted filing

2020

Revenue-$11,817
Expenses$25,849
Net Income-$37,666
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 3, 2021
Return Version
2020v4.0
Gross Receipts
$131,497
Mission and Program Overview

Mission

SUPPORTING ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$507,477$469,811▼ $37,666
Rtn Earn Endowment Incm Other Fnds$507,477$469,811▼ $37,666
Total Assets$507,477$469,811▼ $37,666
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$507,477$469,811▼ $37,666
Total Liabilities and Net Assets / Fund Balance$507,477$469,811▼ $37,666
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trust Office
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-11,817
Other Revenue
$0
Change in Net Assets
$-37,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$21,535--$21,535
Fees for Services Management$3,334$370-$3,704
Fees for Services Accounting$394$44-$438
Other Expenses$150--$150
Advertising$22--$22
Total Functional Expenses$25,435$414$0$25,849
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
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
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

Irs form 990 is reviewed by cpa preparer, management and officer in charge of signing return prior to submission to irs.

Form 990, Page 6, Part VI, Line 12C

Reviewed on an annual basis by officers.

Form 990, Page 6, Part VI, Line 19

Documents are available to public upon request.

Filing and Contact Details

Filer

Filer Name
Walla Walla Valley Pioneer
EIN
91-1050269
Phone
5095252000
Address
PO BOX 1796, WALLA WALLA, WA 99362

Signing Officer

Name
Caleb Flippo
Title
Trust Officer
Phone
5095252000
Signed
2021-03-03
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Wa
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
D L Hopson CPA Pllc
Address
450 VALLEY CHAPEL RD, WALLA WALLA, WA 99362-7214
Preparer
Daryl L Hopson
Phone
5095251664
Raw XML Appendix264 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
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01978
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IRS990/GainOrLossGrp/OtherAmt01417
IRS990/GainOrLossGrp/SecuritiesAmt0-23136
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01417
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0120178
IRS990/GrossReceiptsAmt0131497
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09902
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0507477
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0469811
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0143314
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORTING ORGANIZATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0507477
IRS990/NetAssetsOrFundBalancesEOYAmt0469811
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01417
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-23136
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-21719
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0STATE LICENSE FEE
IRS990/OtherExpensesGrp/ProgramServicesAmt0150
IRS990/OtherExpensesGrp/TotalAmt0150
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt021535
IRS990/PaymentsToAffiliatesGrp/TotalAmt021535
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0CALEB FLIPPO
IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0CALEB FLIPPO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020127
IRS990/PYInvestmentIncomeAmt018186
IRS990/PYOtherExpensesAmt04269
IRS990/PYRevenuesLessExpensesAmt0-6210
IRS990/PYTotalExpensesAmt024396
IRS990/PYTotalRevenueAmt018186
IRS990/ReconcilationRevenueExpnssAmt0-37666
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0507477
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0469811
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0916070983
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt021097
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0WALLA WALLA PIONEER & HISTORICAL SOCIETY FDN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt021097
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IRS FORM 990 IS REVIEWED BY CPA PREPARER, MANAGEMENT AND OFFICER IN CHARGE OF SIGNING RETURN PRIOR TO SUBMISSION TO IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED ON AN ANNUAL BASIS BY OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST.
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd099362
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05095252000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-03
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND HISTORICAL SOCIETY FOUNDATION
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLA WALLA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0993627214
ReturnHeader/PreparerPersonGrp/PhoneNum05095251664
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DARYL L HOPSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-18T18:48:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BECKY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KETTNER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.00$0.00$5.00$0.04$0.21$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.00$5.25$0.21$0.25$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.00$5.28$0.85$0.26$0.58
2020Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.12$0.26$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.07$0.00$5.07$0.18$0.24$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.14$0.00$5.14$0.52$0.31$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$0.63$0.25$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.55$0.00$4.55$0.21$0.24$0.03
2015Summary only. Only limited summary data is available for this year.$4.58$0.00$4.58$0.60$0.24$0.36
2014Summary only. Only limited summary data is available for this year.$4.22$0.00$4.22$0.31$0.24$0.07
2013Summary only. Only limited summary data is available for this year.$4.16$0.00$4.16$0.19$0.18$0.01
2012Summary only. Only limited summary data is available for this year.$4.15$0.00$4.15$0.13$0.16$0.03
2011Summary only. Only limited summary data is available for this year.$4.19$0.00$4.19$0.16$0.16$0.00