Civic Intelligence

Marilyn Keller Lundberg Scholarship Fund of Alpha Omicron Pi

990PF • Fiscal year 2016 • EIN 91-1260733

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
1401 229th Ave NESammamish, WA 98074

(425) 922-3897

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-81%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.2%

Faster asset growth than 37% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

95%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$45,097

Down $1,968 (-4.2%) from 2015

Net Assets

$45,097

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin8th percentile

Revenue

Up

$2,442

Up $1,192 (+95%) from 2015

Expenses

Down

$4,410

Down $590 (-12%) from 2015

Net Income

Up

-$1,968

Up $1,782 (+48%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$60K$40K$20K$0Assets 2011: $47,170Liabilities 2011: $02011Assets 2012: $44,748Liabilities 2012: $02012Assets 2013: $49,806Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $47,065Liabilities 2015: $02015Assets 2016: $45,097Liabilities 2016: $0Net Assets 2016: $45,0972016Assets 2017: $42,500Liabilities 2017: $0Net Assets 2017: $42,5002017Assets 2018: $41,262Liabilities 2018: $0Net Assets 2018: $41,2622018Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$45,097
Liabilities$0
Net Assets$45,097
Open 2016 Filing

Operations Trend

Revenue Growth93rd percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $2,398Expenses 2011: $3,000Net Income 2011: -$6022011Revenue 2012: $1,729Expenses 2012: $3,000Net Income 2012: -$1,2712012Revenue 2013: $1,164Expenses 2013: $2,570Net Income 2013: -$1,4062013Revenue 2014: $1,521Expenses 2014: $3,000Net Income 2014: -$1,4792014Revenue 2015: $1,250Expenses 2015: $5,000Net Income 2015: -$3,7502015Revenue 2016: $2,442Expenses 2016: $4,410Net Income 2016: -$1,9682016Revenue 2017: $1,564Expenses 2017: $4,161Net Income 2017: -$2,5972017Revenue 2018: $2,927Expenses 2018: $4,165Net Income 2018: -$1,2382018Revenue 2020: $3,189Expenses 2020: $40,448Net Income 2020: -$37,2592020

Highlighted filing

2016

Revenue$2,442
Expenses$4,410
Net Income-$1,968
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE BEARDSLEYPresident-$0--
MICHELLE SIMMONSTreasurer-$0--
LINDA EGUCHISecretary-$0--
KAREN HANSENVice President-$0--
Filing and Contact Details

Filer

Filer Name
Marilyn Keller Lundberg Scholarship
EIN
91-1260733
Phone
4259223897
Address
1401 229TH AVE NE, Sammamish, WA 98074

Signing Officer

Name
Michelle Simmons
Title
Treasurer
Phone
4259223897
Signed
2017-05-15

Preparer

Firm
Hrb Tax Group Inc
Address
16025 NE 85TH, REDMOND, WA 98052
Preparer
Rajachitra Senthivel
Phone
4255583541
Raw XML Appendix254 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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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt011
IRS990PF/FMVAssetsEOYAmt045097
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt335929 23RD PLACE S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lynnwood
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Seattle
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHELLE SIMMONS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120911 BEN HOWARD RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21906 NE 45TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36515 CENTRAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cheney
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Monroe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Seattle
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0TAX PREP FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0400
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0WA SECURITY OF STATE
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04259223897
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARILYN KELLER LUNDBERG SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0LUND
ReturnHeader/Filer/EIN0911260733
ReturnHeader/Filer/PhoneNum04259223897
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 229TH AVE NE
ReturnHeader/Filer/USAddress/CityNm0Sammamish
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098074
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EC28C4B532A8572406D59332DF709C1CB3FDE549
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EC28C4B532A8572406D59332DF709C1CB3FDE549
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId091025720171353531933
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.35.73.175
ReturnHeader/FilingSecurityInformation/IPDt02017-05-25
ReturnHeader/FilingSecurityInformation/IPTm015:40:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016025 NE 85TH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098052
ReturnHeader/PreparerPersonGrp/PhoneNum04255583541
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rajachitra Senthivel
ReturnHeader/ReturnTs02017-05-25T20:38:25Z
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,097
Liabilities
$0
Net assets
$45,097
Revenue
$2,442
Expenses
$4,410
Net income
-$1,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$3.19$40.4$37.3
2018Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$2.93$4.17$1.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.5$0.00$42.5$1.56$4.16$2.60
2016Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$2.44$4.41$1.97
2015Summary only. Only limited summary data is available for this year.$47.1$0.00$1.25$5.00$3.75
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$1.52$3.00$1.48
2013Summary only. Only limited summary data is available for this year.$49.8$0.00$1.16$2.57$1.41
2012Summary only. Only limited summary data is available for this year.$44.7$0.00$1.73$3.00$1.27
2011Summary only. Only limited summary data is available for this year.$47.2$0.00$2.40$3.00$0.60