Civic Intelligence

Methow Valley Education Foundation

990 • Fiscal year 2016 • EIN 91-1255507

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization Profilemveducationfoundation.org
PO Box 40Winthrop, WA 98862

(509) 996-2820

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-26%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$742,533

Up $77,118 (+12%) from 2015

Net Assets

Up

$742,533

Up $77,118 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin93rd percentile

Revenue

Down

$109,275

Down $37,940 (-26%) from 2015

Expenses

Up

$50,067

Up $8,701 (+21%) from 2015

Net Income

Down

$59,208

Down $46,641 (-44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $188,433Net Assets 2012: $188,4332012Assets 2013: $561,897Liabilities 2013: $0Net Assets 2013: $561,8972013Assets 2014: $581,947Liabilities 2014: $0Net Assets 2014: $581,9472014Assets 2015: $665,415Liabilities 2015: $0Net Assets 2015: $665,4152015Assets 2016: $742,533Liabilities 2016: $0Net Assets 2016: $742,5332016Assets 2017: $814,954Liabilities 2017: $0Net Assets 2017: $814,9542017Assets 2018: $780,435Liabilities 2018: $0Net Assets 2018: $780,4352018Assets 2019: $1,974,228Liabilities 2019: $0Net Assets 2019: $1,974,2282019Assets 2020: $2,189,001Liabilities 2020: $0Net Assets 2020: $2,189,0012020Assets 2021: $2,431,029Liabilities 2021: $0Net Assets 2021: $2,431,0292021Assets 2022: $2,299,382Liabilities 2022: $0Net Assets 2022: $2,299,3822022Assets 2023: $3,323,106Liabilities 2023: $0Net Assets 2023: $3,323,1062023Assets 2024: $3,852,964Liabilities 2024: $0Net Assets 2024: $3,852,9642024

Highlighted filing

2016

Assets$742,533
Liabilities$0
Net Assets$742,533
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0Revenue 2012: $61,235Expenses 2012: $45,239Net Income 2012: $15,9962012Revenue 2013: $386,674Expenses 2013: $38,603Net Income 2013: $348,0712013Revenue 2014: $74,788Expenses 2014: $51,417Net Income 2014: $23,3712014Revenue 2015: $147,215Expenses 2015: $41,366Net Income 2015: $105,8492015Revenue 2016: $109,275Expenses 2016: $50,067Net Income 2016: $59,2082016Revenue 2017: $86,152Expenses 2017: $76,631Net Income 2017: $9,5212017Revenue 2018: $108,992Expenses 2018: $72,945Net Income 2018: $36,0472018Revenue 2019: $1,138,474Expenses 2019: $107,359Net Income 2019: $1,031,1152019Revenue 2020: $118,695Expenses 2020: $110,921Net Income 2020: $7,7742020Revenue 2021: $128,556Expenses 2021: $112,556Net Income 2021: $16,0002021Revenue 2022: $465,188Expenses 2022: $166,177Net Income 2022: $299,0112022Revenue 2023: $1,017,915Expenses 2023: $213,284Net Income 2023: $804,6312023Revenue 2024: $613,085Expenses 2024: $205,050Net Income 2024: $408,0352024

Highlighted filing

2016

Revenue$109,275
Expenses$50,067
Net Income$59,208
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$109,275
Mission and Program Overview

Mission

Provide educational opportunities to local students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$519,403$581,875▲ $62,472
Cap Stk Tr Prin Current Funds$421,198$463,101▲ $41,903
Rtn Earn Endowment Incm Other Fnds$244,217$279,432▲ $35,215
Savings and Temporary Cash Investments$119,828$118,407▼ $1,421
Cash and Non-Interest-Bearing Accounts$26,184$42,251▲ $16,067
Total Assets$665,415$742,533▲ $77,118
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$665,415$742,533▲ $77,118
Total Liabilities and Net Assets / Fund Balance$665,415$742,533▲ $77,118

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$177,002--$920$176,082
2015$164,640$12,362--$177,002
2014$159,612$5,028--$164,640
2013$119,584$40,028--$159,612
2012$112,913$6,671--$119,584
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Terry KarroPresident
Ann HenryDirector
Beau Buell AdamsDirector
Craig BoeselDirector
Ernestine HeathDirector
James PigottDirector
Jennifer ZbyszewskiDirector
Leverett HubbardDirector
Robert UlrichDirector
Tucker BarksdaleDirector
Lori HixsonSecretary
Susan L PetersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$82,281
Program Service Revenue
$1,000
Investment Income
$25,994
Other Revenue
$0
All Other Contributions
$82,281
Change in Net Assets
$59,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,000
Other Expenses$6,067
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,000--$44,000
Fees for Service Investment Mgmnt Fees$0$5,284$0$5,284
Office Expenses$0$746$0$746
Other Expenses$0$37$0$37
Total Functional Expenses$44,000$6,067$0$50,067
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
Filing and Contact Details

Filer

Filer Name
Methow Valley Education Foundation
EIN
91-1255507
Phone
5099962820
Address
PO Box 40, Winthrop, WA 98862

Signing Officer

Name
Susan L Peterson
Title
Treasurer
Phone
5099962820
Signed
2017-05-03

Organization Details

Principal Officer
Terry L Karro
Formed
1983
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
J Bart Bradshaw CPA PLLC
Address
PO BOX 697, Winthrop, WA 98862
Preparer
J Bart Bradshaw CPA
Phone
5099962820
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Copies of the Form 990 are circulated and discussed at a meeting of the the Board of Directors. Copies are given to any board member who requests one.”

Pt VI, Line 19

“These records are available upon request.”

Form 990EZ, Part I, Line 16

“Advertising”

Form 990EZ, Part I, Line 16

“Website & domain name”

Form 990EZ, Part I, Line 16

“Taxes”

Form 990EZ, Part II, Line 24

“Investments”

Raw XML Appendix400 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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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0177002
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0176082
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0920
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0164640
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012362
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0177002
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0159612
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05028
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0164640
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0119584
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt040028
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0159612
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0112913
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06671
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0119584
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt23000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Students complete an application form which is reviewed by all Board members. All students are interviewed by a committee of the Board. The final selection is made by the entire Board. No scholarships are paid until the student submits a transcript from their school to indicate that they are full-time students and are maintaining a passing grade average.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copies of the Form 990 are circulated and discussed at a meeting of the the Board of Directors. Copies are given to any board member who requests one.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1These records are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website & domain name
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Taxes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Investments
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0665415
IRS990/TotalAssetsEOYAmt0742533
IRS990/TotalAssetsGrp/BOYAmt0665415
IRS990/TotalAssetsGrp/EOYAmt0742533
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt082281
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06067
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044000
IRS990/TotalFunctionalExpensesGrp/TotalAmt050067
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0665415
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0742533
IRS990/TotalProgramServiceExpensesAmt044000
IRS990/TotalProgramServiceRevenueAmt01000
IRS990/TotalRevenueGrp/ExclusionAmt025994
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0109275
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0665415
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0742533
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0822 Castle Avenue
IRS990/USAddress/CityNm0Winthrop
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098862
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0mveducationfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN L PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05099962820
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Methow Valley Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0METH
ReturnHeader/Filer/EIN0911255507
ReturnHeader/Filer/PhoneNum05099962820
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 40
ReturnHeader/Filer/USAddress/CityNm0Winthrop
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098862
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B6D32B89CCBF44E8D17B29C4DED51DF807819F5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B6D32B89CCBF44E8D17B29C4DED51DF807819F5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.142.200.109
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:25:16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Bart Bradshaw CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 697
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winthrop
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098862
ReturnHeader/PreparerPersonGrp/PhoneNum05099962820
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J BART BRADSHAW CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T12:25:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$742,533
Liabilities
$0
Net assets
$742,533
Revenue
$109,275
Expenses
$50,067
Net income
$59,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.00$3.85$0.61$0.21$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$1.02$0.21$0.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.47$0.17$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.13$0.11$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.00$2.19$0.12$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$1.14$0.11$1.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.11$0.07$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.09$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.11$0.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.15$0.04$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.07$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.39$0.04$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.19$0.06$0.05$0.02