Civic Intelligence

Washington State Bar Foundation

990 • Fiscal year 2021 • EIN 91-1098324

Oct 01, 2020 to Sep 30, 2021 • Filed on Jul 26, 2022

1325 4th Ave Suite 600Seattle, WA 98101

(206) 239-2137

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

63rd percentile

19%

Higher net margin than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$177,195

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 44.9% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

68th percentile

23%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

28%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$402,059

Up $75,572 (+23%) from 2020

Net Assets

Up

$402,059

Up $75,572 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$394,452

Up $85,700 (+28%) from 2020

Expenses

Up

$320,931

Up $23,028 (+7.7%) from 2020

Net Income

Up

$73,521

Up $62,672 (+578%) from 2020

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$402,059
Liabilities$0
Net Assets$402,059

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$394,452
Expenses$320,931
Net Income$73,521
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jul 26, 2022
Return Version
2020v4.0
Gross Receipts
$394,452
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$292,322$332,355▲ $40,033
Cash and Non-Interest-Bearing Accounts$19,765$55,304▲ $35,539
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
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$326,487$402,059▲ $75,572
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$296,433$337,563▲ $41,130
Net Assets With Donor Restrictions$30,054$64,496▲ $34,442
Total Net Assets Fund Balance$326,487$402,059▲ $75,572
Total Liabilities and Net Assets / Fund Balance$326,487$402,059▲ $75,572
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$357,391
Program Service Revenue
$0
Investment Income
$78
Other Revenue
$36,983
All Other Contributions
$349,691
Change in Net Assets
$73,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$279,045
Other Expenses$41,886
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$271,045--$271,045
Grants to Domestic Individuals$8,000--$8,000
Other Expenses$0$4,243$0$4,243
Information Technology$0$2,388$0$2,388
Insurance$0$1,822$0$1,822
Office Expenses$0$195$0$195
Interest$0$38$0$38
Total Functional Expenses$312,245$8,686$0$320,931
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Washington State Bar AssociationSeattle, WA-Diversity, access to justice$238,000
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 sitting members of the Washington State Bar Association Board of Governors constitute the membership 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

Foundation staff prepares the return, which is reviewed by the WSBA Executive Director, WSBA Accounting staff, and the Foundation Treasurer. It is provided to all Trustees for review before it is filed.

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

Washington State Bar Foundation Trustees are required annually to disclose any conflict/potential conflict; there is a written policy for addressing 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
2022-07-26

Organization Details

Principal Officer
Terra Nevitt
Formed
1980
Legal Domicile
Wa
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
17
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Fund balance adjustment from prior year, including $2,050 payment reissued from previous fiscal year.

Raw XML AppendixShowing 400 of 732 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.

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IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt07700
IRS990/GrantAmt0240050
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt08000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt08000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0271045
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0271045
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt0394452
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02388
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt02388
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01822
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt01822
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt038
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt038
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt078
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt078
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0326487
IRS990/NetAssetsOrFundBalancesEOYAmt0402059
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0296433
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0337563
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0195
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt0195
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014400
IRS990/OtherAssetsTotalGrp/EOYAmt014400
IRS990/OtherChangesInNetAssetsAmt02051
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Internal funds transfers to pay grants
IRS990/OtherExpensesGrp/Desc1Internal funds transfers to pay grants
IRS990/OtherExpensesGrp/Desc2Internal funds transfers to pay grants
IRS990/OtherExpensesGrp/Desc3Reimbursements to other organizations; dues and annual filings
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34243
IRS990/OtherExpensesGrp/ProgramServicesAmt014600
IRS990/OtherExpensesGrp/ProgramServicesAmt113600

Document Assets

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Filings

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
2021Detailed filing. Detailed filing data is available for this year.$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