Civic Intelligence

The Sound Partnership

990 • Fiscal year 2012 • EIN 91-1270026

Sep 01, 2011 to Aug 31, 2012 • Filed on Feb 19, 2013

Organization ProfileWWW.TACOMA.K12.WA.US/SOUND
PO Box 135798401-1357
Siviq Scores

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

Liabilities / Assets

49th percentile

0.03x

Higher debt load relative to assets than 49% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

47th percentile

5.1%

Faster asset growth than 47% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$8,298,463

Up $405,190 (+5.1%) from 2011

Net Assets

Up

$8,066,508

Up $444,884 (+5.8%) from 2011

Liabilities

Down

$231,955

Down $39,694 (-15%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$37,279,331

Down $981,255 (-2.6%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,321,615Liabilities 2010: $337,726Net Assets 2010: $7,983,8892010Assets 2011: $7,893,273Liabilities 2011: $271,649Net Assets 2011: $7,621,6242011Assets 2012: $8,298,463Liabilities 2012: $231,955Net Assets 2012: $8,066,5082012Assets 2013: $6,627,368Liabilities 2013: $229,837Net Assets 2013: $6,397,5312013Assets 2014: $6,811,215Liabilities 2014: $301,265Net Assets 2014: $6,509,9502014Assets 2015: $7,634,320Liabilities 2015: $190,223Net Assets 2015: $7,444,0972015Assets 2016: $7,179,159Liabilities 2016: $231,646Net Assets 2016: $6,947,5132016Assets 2017: $5,826,459Liabilities 2017: $250,482Net Assets 2017: $5,575,9772017Assets 2018: $4,689,302Liabilities 2018: $322,569Net Assets 2018: $4,366,7332018Assets 2019: $19,925,709Liabilities 2019: $16,237,064Net Assets 2019: $3,688,6452019Assets 2020: $3,804,253Liabilities 2020: $163,101Net Assets 2020: $3,641,1522020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2012

Assets$8,298,463
Liabilities$231,955
Net Assets$8,066,508
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $37,203,1432010Revenue 2011: $37,947,942Expenses 2011: $38,260,586Net Income 2011: -$312,6442011Expenses 2012: $37,279,3312012Revenue 2013: $36,699,009Expenses 2013: $38,357,720Net Income 2013: -$1,658,7112013Revenue 2014: $41,471,639Expenses 2014: $41,418,140Net Income 2014: $53,4992014Revenue 2015: $41,320,109Expenses 2015: $40,394,046Net Income 2015: $926,0632015Revenue 2016: $42,420,932Expenses 2016: $42,891,265Net Income 2016: -$470,3332016Revenue 2017: $45,363,264Expenses 2017: $46,707,675Net Income 2017: -$1,344,4112017Revenue 2018: $46,774,004Expenses 2018: $47,999,941Net Income 2018: -$1,225,9372018Revenue 2019: $49,771,633Expenses 2019: $50,064,869Net Income 2019: -$293,2362019Revenue 2020: $15,661,169Expenses 2020: $16,151,187Net Income 2020: -$490,0182020Revenue 2021: $4,495Expenses 2021: $115,690Net Income 2021: -$111,1952021

Highlighted filing

2012

Revenue-
Expenses$37,279,331
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Feb 19, 2013
Return Version
2011v1.5
Gross Receipts
$37,699,212
Mission and Program Overview

Mission

To provide the most effective health and wellness benefits to our members and their families.

Filing and Contact Details

Filer

EIN
91-1270026
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE, DATED SEPTEMBER 13, 1988. THE TRUST BELIEVES THE PLAN CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. THE TRUST DOES NOT HAVE ANY ENTITY LEVEL UNCERTAIN TAX POSITIONS. THE TRUST FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND VARIOUS STATE JURISDICTIONS. GENERALLY, THE TRUST IS SUBJECT TO EXAMINATION BY U.S. FEDERAL (OR STATE AND LOCAL) INCOME TAX AUTHORITIES FOR THREE YEARS FROM THE FILING OF A TAX RETURN.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1CHANGE IN CLAIMS REPORTED 34,569.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0DURING THE YEAR ENDED AUGUST 31, 2012, THE TACOMA SCHOOL DISTRICT, A RELATED ORGANIZATION, PROVIDED PAYROLL AND ADMINISTRATIVE SERVICES TO THE SOUND PARTNERSHIP WHICH WERE REIMBURSED ON A REGULAR BASIS. UNDER THE AGREEMENT, THE TACOMA SCHOOL DISTRICT LOANED MICHEAL (GUS) PETERSON (SEE PART II FOR DETAILS) TO THE SOUND PARTNERSHIP AND PAID FOR HIS SALARY TO SERVE AS EXECUTIVE DIRECTOR OF THE SOUND PARTNERSHIP. THE SAME AGREEMENT APPLIES TO CONTRACT SALARIES OF OTHER INDIVIDUALS (SEE PART IX, LINE 24C).
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0MICHAEL GUS PETERSON
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IRS990ScheduleO/GeneralExplanation/Explanation0AN INDEPENDENT ACCOUNTING FIRM IS HIRED TO PREPARE THE 990 AND THE EXECUTIVE DIRECTOR REVIEWS THE FORM FOR ACCURACY PRIOR TO SUBMISSION TO THE SERVICE.
IRS990ScheduleO/GeneralExplanation/Explanation1IF IT IS FOUND THAT A CONFLICT OF INTEREST EXISTED THEN MEMBERS WOULD BE INFORMED BY LETTER AND INFORMATION PROVIDED ON WEBSITE.
IRS990ScheduleO/GeneralExplanation/Explanation2COMPENSATION OF THE CEO, EXECUTIVE DIRECTOR, AND ANY OTHER TOP MANAGEMENT IS DETERMINED BY COMPARABILITY DATA THAT IS USED BY THE HR DEPARTMENT OF THE TACOMA PUBLIC SCHOOLS TO DETERMINE PAYROLL POSITION WITHIN A DEVELOPED MATRIX USED BY THE DISTRICT TO PAY FOR ALL ADMINISTRATORS. THE ONLY KEY EMPLOYEE IS THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION'S FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS FOLLOW OPEN MEETING REQUIREMENTS AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED LOSSES ON INVESTMENTS: -9,566. CHANGE IN CLAIMS REPORTED 34,569. TOTAL TO FORM 990, PART XI, LINE 5: 25,003.
IRS990ScheduleO/GeneralExplanation/Explanation6FORM 990, PART XI, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0TACOMA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0WA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode098405
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
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IRS990ScheduleR/Form990ScheduleRPartII/EIN0916001553
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(1)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0WA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10TACOMA SCHOOL DISTRICT NO 10
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0EDUCATION
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0WA
IRS990/StatesWhereCopyOfReturnIsFiled0WA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
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IRS990/TheBooksAreInCareOf/AddressUS/City0UNIVERSITY PLACE
IRS990/TheBooksAreInCareOf/AddressUS/State0WA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode098466
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10ALEXANDRA MARLER & DAN GILL CPA
IRS990/TheBooksAreInCareOf/TelephoneNumber02535663174
IRS990/TotalAssets/BOY07893273
IRS990/TotalAssetsBOY07893273
IRS990/TotalAssets/EOY08298463
IRS990/TotalAssetsEOY08298463
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear037279331
IRS990/TotalExpensesPriorYear038260568
IRS990/TotalFunctionalExpenses/Total037279331
IRS990/TotalFundrsngExpCurrentYear00
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IRS990/TotalLiabilitiesBOY0271649
IRS990/TotalLiabilities/EOY0231955
IRS990/TotalLiabilitiesEOY0231955

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,298,463
Liabilities
$231,955
Net assets
$8,066,508
Revenue
-
Expenses
$37,279,331
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.12$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.80$0.16$3.64$15.7$16.2$0.49
2019Detailed filing. Detailed filing data is available for this year.$19.9$16.2$3.69$49.8$50.1$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.69$0.32$4.37$46.8$48.0$1.23
2017Detailed filing. Detailed filing data is available for this year.$5.83$0.25$5.58$45.4$46.7$1.34
2016Detailed filing. Detailed filing data is available for this year.$7.18$0.23$6.95$42.4$42.9$0.47
2015Detailed filing. Detailed filing data is available for this year.$7.63$0.19$7.44$41.3$40.4$0.93
2014Detailed filing. Detailed filing data is available for this year.$6.81$0.30$6.51$41.5$41.4$0.05
2013Summary only. Only limited summary data is available for this year.$6.63$0.23$6.40$36.7$38.4$1.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.30$0.23$8.07$37.3
2011Summary only. Only limited summary data is available for this year.$7.89$0.27$7.62$37.9$38.3$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.32$0.34$7.98$37.2