Civic Intelligence

The Edgebrook Foundation

990PF • Fiscal year 2014 • EIN 91-1307405

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
C/O Jon Tullis801 SECOND AVENUE SUITE 1600 SuiteSeattle, WA 98104

(206) 464-5234

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

18th percentile

-4.0%

Faster asset growth than 18% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$5,178,987

Down $217,981 (-4.0%) from 2013

Net Assets

Down

$5,178,987

Down $217,981 (-4.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin12th percentile

Revenue

Down

$799,371

Down $2,443,187 (-75%) from 2013

Expenses

Down

$1,017,352

Down $99,387 (-8.9%) from 2013

Net Income

Down

-$217,981

Down $2,343,800 (-110%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,430,990Liabilities 2010: $0Net Assets 2010: $2,430,9902010Assets 2011: $2,352,365Liabilities 2011: $0Net Assets 2011: $2,352,3652011Assets 2012: $3,271,149Liabilities 2012: $0Net Assets 2012: $3,271,1492012Assets 2013: $5,396,968Liabilities 2013: $0Net Assets 2013: $5,396,9682013Assets 2014: $5,178,987Liabilities 2014: $0Net Assets 2014: $5,178,9872014Assets 2015: $4,687,769Liabilities 2015: $0Net Assets 2015: $4,687,7692015Assets 2016: $3,998,490Liabilities 2016: $0Net Assets 2016: $3,998,4902016Assets 2017: $3,485,196Liabilities 2017: $0Net Assets 2017: $3,485,1962017Assets 2018: $3,394,596Liabilities 2018: $0Net Assets 2018: $3,394,5962018Assets 2019: $3,116,354Liabilities 2019: $0Net Assets 2019: $3,116,3542019Assets 2020: $2,738,814Liabilities 2020: $0Net Assets 2020: $2,738,8142020Assets 2021: $2,556,820Liabilities 2021: $0Net Assets 2021: $2,556,8202021Assets 2022: $2,261,147Liabilities 2022: $0Net Assets 2022: $2,261,1472022Assets 2023: $1,933,807Liabilities 2023: $0Net Assets 2023: $1,933,8072023Assets 2024: $1,739,624Liabilities 2024: $0Net Assets 2024: $1,739,6242024

Highlighted filing

2014

Assets$5,178,987
Liabilities$0
Net Assets$5,178,987
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $411,2992010Expenses 2011: $638,4692011Expenses 2012: $632,3952012Revenue 2013: $3,242,558Expenses 2013: $1,116,739Net Income 2013: $2,125,8192013Revenue 2014: $799,371Expenses 2014: $1,017,352Net Income 2014: -$217,9812014Revenue 2015: $285,435Expenses 2015: $776,653Net Income 2015: -$491,2182015Revenue 2016: $24,760Expenses 2016: $714,039Net Income 2016: -$689,2792016Revenue 2017: $174,891Expenses 2017: $688,185Net Income 2017: -$513,2942017Revenue 2018: $489,654Expenses 2018: $580,254Net Income 2018: -$90,6002018Revenue 2019: $129,495Expenses 2019: $407,737Net Income 2019: -$278,2422019Revenue 2020: $13,416Expenses 2020: $391,511Net Income 2020: -$378,0952020Revenue 2021: $220,427Expenses 2021: $403,385Net Income 2021: -$182,9582021Revenue 2022: $98,029Expenses 2022: $392,668Net Income 2022: -$294,6392022Revenue 2023: $77,736Expenses 2023: $404,385Net Income 2023: -$326,6492023Revenue 2024: $217,849Expenses 2024: $410,619Net Income 2024: -$192,7702024

Highlighted filing

2014

Revenue$799,371
Expenses$1,017,352
Net Income-$217,981
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON TULLISPresident-$0--
MARY JO BOWMANSecretary-$0--
THOMAS BURNHAMTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Edgebrook Foundation
EIN
91-1307405
In Care Of
% LN TYEE TRUST CO - JON TULLI
Phone
2064645234
Address
C/O JON TULLIS, 801 SECOND AVENUE SUITE 1600 Suite, SEATTLE, WA 98104

Signing Officer

Name
Jon Tullis
Title
President
Phone
2064645234
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bader Martin Ps
Address
1000 SECOND AVENUE 34TH FLOOR, SEATTLE, WA 98104-1022
Preparer
Susan B Queary
Phone
2064645234
Raw XML Appendix339 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0801 SECOND AVENUE SUITE 1600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LN TYEE TRUST CO - JON TULLIS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02064645234
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0965000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0801 SECOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 1600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0965000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0256708
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0256708
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0877006
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0511780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0512767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0295870
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0182033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0182033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02908076
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0710653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0877006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0511780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0512767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0295870
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0967361
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0710653
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03090109
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02379456
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLOTTE TAYLOR CLAT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O LAIRD NORTON 801 SECOND AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SEATTLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098104
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0622063
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt126
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - LAIRD NORTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046950
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01997
TaxesSchedule/TaxesDetail/Amt11044
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01997
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON TULLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02064645234
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDGEBROOK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0911307405
ReturnHeader/Filer/InCareOfNm0% LN TYEE TRUST CO - JON TULLI
ReturnHeader/Filer/PhoneNum02064645234
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O JON TULLIS
ReturnHeader/Filer/USAddress/AddressLine2Txt0801 SECOND AVENUE SUITE 1600 Suite
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BADER MARTIN PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 SECOND AVENUE 34TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041022
ReturnHeader/PreparerPersonGrp/PhoneNum02064645234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN B QUEARY
ReturnHeader/ReturnTs02015-05-14T15:09:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,178,987
Liabilities
$0
Net assets
$5,178,987
Revenue
$799,371
Expenses
$1,017,352
Net income
-$217,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.22$0.41$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.08$0.40$0.33
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.10$0.39$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.22$0.40$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.01$0.39$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.13$0.41$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.49$0.58$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.17$0.69$0.51
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.02$0.71$0.69
2015Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.29$0.78$0.49
2014Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.80$1.02$0.22
2013Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$3.24$1.12$2.13
2012Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.63
2011Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.64
2010Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.41