Civic Intelligence

Marilyn Keller Lundberg Scholarship Fund of Alpha Omicron Pi

990PF • Fiscal year 2018 • EIN 91-1260733

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 16, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

11th percentile

-42%

Higher net margin than 11% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.9%

Faster asset growth than 40% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

87%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$41,262

Down $1,238 (-2.9%) from 2017

Net Assets

Down

$41,262

Down $1,238 (-2.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$2,927

Up $1,363 (+87%) from 2017

Expenses

Up

$4,165

Up $4 (+0.1%) from 2017

Net Income

Up

-$1,238

Up $1,359 (+52%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2018

Assets$41,262
Liabilities$0
Net Assets$41,262
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$2,927
Expenses$4,165
Net Income-$1,238
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE BEARDSLEYPresident-$0--
MICHELLE SIMMONSTreasurer-$0--
LINDA EGUCHISecretary-$0--
KAREN HANSENVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP-Tacoma, WA, US$1,250
Paid Grant-SCHOLARSHIP-La Center, WA, US$1,250
Paid Grant-SCHOLARSHIP-Pullman, WA, US$1,250
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
2019-07-16
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
16025 NE 85TH ST, REDMOND, WA 98052
Preparer
Christina Stackman
Phone
4255583541
Raw XML Appendix242 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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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.35.73.175
ReturnHeader/FilingSecurityInformation/IPDt02019-08-10
ReturnHeader/FilingSecurityInformation/IPTm018:15:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016025 NE 85TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098052
ReturnHeader/PreparerPersonGrp/PhoneNum04255583541
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christina Stackman
ReturnHeader/ReturnTs02019-08-10T23:07:57Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,262
Liabilities
$0
Net assets
$41,262
Revenue
$2,927
Expenses
$4,165
Net income
-$1,238
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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