Civic Intelligence

Washington State Bar Foundation

EIN 91-1098324 • 501(c)3 • Seattle, WA

Profile

To raise funds to support programs of the washington state bar association that promote diversity within the legal profession and enhance the public's access to, and understanding of, the justice system.

1325 4th Ave Suite 600Seattle, WA 98101

www.wsba.org/FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

23rd percentile

-20%

Higher net margin than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

-15%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$395,901

Down $69,396 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$395,901

Down $69,396 (-15%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin23rd percentile

Revenue

Down

$346,925

Down $66,233 (-16%) from 2023

Expenses

Up

$416,323

Up $41,625 (+11%) from 2023

Net Income

Down

-$69,398

Down $107,858 (-280%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $689,784Liabilities 2011: $0Net Assets 2011: $689,7832011Assets 2012: $314,114Liabilities 2012: $0Net Assets 2012: $314,1142012Assets 2013: $386,226Liabilities 2013: $0Net Assets 2013: $386,2262013Assets 2014: $305,901Liabilities 2014: $0Net Assets 2014: $305,9012014Assets 2015: $288,223Liabilities 2015: $0Net Assets 2015: $288,2232015Assets 2016: $274,036Liabilities 2016: $0Net Assets 2016: $274,0362016Assets 2017: $279,078Liabilities 2017: $0Net Assets 2017: $279,0782017Assets 2018: $359,535Liabilities 2018: $0Net Assets 2018: $359,5352018Assets 2019: $315,638Liabilities 2019: $0Net Assets 2019: $315,6382019Assets 2020: $326,487Liabilities 2020: $0Net Assets 2020: $326,4872020Assets 2021: $402,059Liabilities 2021: $0Net Assets 2021: $402,0592021Assets 2022: $426,837Liabilities 2022: $0Net Assets 2022: $426,8372022Assets 2023: $465,297Liabilities 2023: $0Net Assets 2023: $465,2972023Assets 2024: $395,901Liabilities 2024: $0Net Assets 2024: $395,9012024

Highlighted filing

2024

Assets$395,901
Liabilities$0
Net Assets$395,901
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,047,010Expenses 2011: $520,181Net Income 2011: $526,8292011Expenses 2012: $514,6762012Revenue 2013: $259,480Expenses 2013: $187,368Net Income 2013: $72,1122013Revenue 2014: $209,759Expenses 2014: $290,084Net Income 2014: -$80,3252014Revenue 2015: $207,901Expenses 2015: $225,579Net Income 2015: -$17,6782015Revenue 2016: $192,414Expenses 2016: $206,602Net Income 2016: -$14,1882016Revenue 2017: $210,993Expenses 2017: $205,951Net Income 2017: $5,0422017Revenue 2018: $294,842Expenses 2018: $214,385Net Income 2018: $80,4572018Revenue 2019: $313,249Expenses 2019: $357,146Net Income 2019: -$43,8972019Revenue 2020: $308,752Expenses 2020: $297,903Net Income 2020: $10,8492020Revenue 2021: $394,452Expenses 2021: $320,931Net Income 2021: $73,5212021Revenue 2022: $384,124Expenses 2022: $359,346Net Income 2022: $24,7782022Revenue 2023: $413,158Expenses 2023: $374,698Net Income 2023: $38,4602023Revenue 2024: $346,925Expenses 2024: $416,323Net Income 2024: -$69,3982024

Highlighted filing

2024

Revenue$346,925
Expenses$416,323
Net Income-$69,398
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$395,901
Liabilities
$0
Net assets
$395,901
Revenue
$346,925
Expenses
$416,323
Net income
-$69,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.35$0.42$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.41$0.37$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.38$0.36$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.39$0.32$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.31$0.30$0.01
2019Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.31$0.36$0.04
2018Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$0.29$0.21$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.21$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.19$0.21$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.21$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.21$0.29$0.08
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.26$0.19$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.51
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$1.05$0.52$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 9, 2025
Return Version
2023v6.0
Gross Receipts
$346,925
Mission and Program Overview

Mission

To raise funds to support programs of the Washington State Bar Association that promote diversity within the legal profession and enhance the public's access to, and understanding of, the justice system.

To raise funds in support of the Washington State Bar Association's justice and diversity efforts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$413,732$355,949▼ $57,783
Cash and Non-Interest-Bearing Accounts$37,165$25,552▼ $11,613
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$465,297$395,901▼ $69,396
Other Assets Total$14,400$14,400→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$325,800$331,652▲ $5,852
Net Assets With Donor Restrictions$139,497$64,249▼ $75,248
Total Net Assets Fund Balance$465,297$395,901▼ $69,396
Total Liabilities and Net Assets / Fund Balance$465,297$395,901▼ $69,396
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Tracy FloodPresident
Rajeev MajumdarVice President
Carolyn PowersTrustee
Daniel ClarkTrustee
Deborah WechselblattTrustee
Gloria Ochoa-BruckTrustee
Isabel VicunaTrustee
Kari PetrasekTrustee
Kristina LarryTrustee
Kristine KuenzliTrustee
Lucretia RobertsonTrustee
Maya ManusTrustee
Peter FinchTrustee
Sunitha AnjilvelTrustee
Susan MachlerTrustee
Terra NevittSecretary
Brian AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$324,801
Program Service Revenue
$0
Investment Income
$17,225
Other Revenue
$4,899
All Other Contributions
$324,165
Change in Net Assets
$-69,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$404,637
Other Expenses$11,686
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$380,292--$380,292
Grants to Domestic Individuals$24,345--$24,345
Other Expenses$0$5,289$0$5,289
Conferences and Meetings$0$3,786$0$3,786
Insurance$0$2,213$0$2,213
Information Technology$0$398$0$398
Total Functional Expenses$404,637$11,686$0$416,323
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Washington State Bar AssociationSeattle, WA-This amount represents an annual disbursement to the Washington State Bar Association in support of its public service and pro bono, and diversity, equity & inclusion programs.$265,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members of the Washington State Bar Association Board of Governors constitute the members of the Washington State Bar Foundation.”

Form 990, Part VI, Section A, Line 7A

“The members elect the Board of Trustees”

Form 990, Part VI, Section A, Line 7B

“The members approve changes to the Bylaws.”

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by staff, then reviewed by the Washington State Bar Association (WSBA) Executive Director, WSBA accounting staff and the Washington State Bar Foundation Treasurer. It is provided to all Trustees to review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Washington State Bar Foundation Trustees are required to annually disclose any conflict or potential conflict; there is a written policy for addressing any conflicts.”

Form 990, Part VI, Section C, Line 19

“The Washington State Bar Foundation has a procedure in place to address public records requests.”

Filing and Contact Details

Filer

Filer Name
Washington State Bar Foundation
EIN
91-1098324
Phone
2062392137
Address
1325 4th Ave Suite 600, Seattle, WA 98101

Signing Officer

Name
Terra Nevitt
Title
Secretary
Phone
2062392137
Signed
2025-07-09

Organization Details

Principal Officer
Terra Nevitt
Formed
1980
Legal Domicile
Wa
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
17
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Rounding adjustments”

Raw XML AppendixShowing 400 of 751 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/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To raise funds in support of the Washington State Bar Association's justice and diversity efforts.
IRS990/AdvertisingGrp/FundraisingAmt00
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IRS990/AdvertisingGrp/TotalAmt00
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IRS990/CYContributionsGrantsAmt0324801
IRS990/CYGrantsAndSimilarPaidAmt0404637
IRS990/CYInvestmentIncomeAmt017225
IRS990/CYOtherExpensesAmt011686
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IRS990/CYRevenuesLessExpensesAmt0-69398
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0416323
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0346925
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IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt00
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0WSBA Justice and Diversity efforts. The Washington State Bar Foundation grants funds to the Washington State Bar Association (WSBA) and WSBA designated partners in support of WSBA's efforts to advance diversity and justice. Funds support implementation of the WSBA Diversity & Inclusion plan and public service programs that engage legal professionals in providing free to low-cost legal assistance.
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IRS990/ExpenseAmt0265000
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IRS990/Form990PartVIISectionAGrp/PersonNm0Terra Nevitt
IRS990/Form990PartVIISectionAGrp/PersonNm1Sunitha Anjilvel
IRS990/Form990PartVIISectionAGrp/PersonNm2Peter Finch
IRS990/Form990PartVIISectionAGrp/PersonNm3Kristine Kuenzli
IRS990/Form990PartVIISectionAGrp/PersonNm4Susan Machler
IRS990/Form990PartVIISectionAGrp/PersonNm5Isabel Vicuna
IRS990/Form990PartVIISectionAGrp/PersonNm6Maya Manus
IRS990/Form990PartVIISectionAGrp/PersonNm7Gloria Ochoa-Bruck
IRS990/Form990PartVIISectionAGrp/PersonNm8Deborah Wechselblatt
IRS990/Form990PartVIISectionAGrp/PersonNm9Carolyn Powers
IRS990/Form990PartVIISectionAGrp/PersonNm10Daniel Clark
IRS990/Form990PartVIISectionAGrp/PersonNm11Kari Petrasek
IRS990/Form990PartVIISectionAGrp/PersonNm12Kristina Larry
IRS990/Form990PartVIISectionAGrp/PersonNm13Lucretia Robertson
IRS990/Form990PartVIISectionAGrp/PersonNm14Tracy Flood
IRS990/Form990PartVIISectionAGrp/PersonNm15Rajeev Majumdar
IRS990/Form990PartVIISectionAGrp/PersonNm16Brian Anderson
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
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IRS990/MissionDesc0To raise funds to support programs of the Washington State Bar Association that promote diversity within the legal profession and enhance the public's access to, and understanding of, the justice system.
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