Civic Intelligence

The Edgebrook Foundation

990PF • Fiscal year 2020 • EIN 91-1307405

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

801 Second Avenue Suite 1600Seattle, WA 98104

(206) 464-5234

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

1st percentile

-2818%

Higher net margin than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-90%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,738,814

Down $377,540 (-12%) from 2019

Net Assets

Down

$2,738,814

Down $377,540 (-12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$13,416

Down $116,079 (-90%) from 2019

Expenses

Down

$391,511

Down $16,226 (-4.0%) from 2019

Net Income

Down

-$378,095

Down $99,853 (-36%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$2,738,814
Liabilities$0
Net Assets$2,738,814

Operations Trend

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

2020

Revenue$13,416
Expenses$391,511
Net Income-$378,095
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

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
801 SECOND AVENUE SUITE 1600, SEATTLE, WA 98104

Signing Officer

Name
Jon Tullis
Title
President
Phone
2066211900
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bader Martin Ps
Address
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 98104-1022
Preparer
Susan B Queary
Phone
2066211900
Raw XML Appendix296 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS BURNHAM
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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/AppliedToCurrentYearAmt0146460
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0201377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0364949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0445249
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0451843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0467680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0467680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01676993
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0213575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0201377
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0364949
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0445249
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0451843
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0360035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0213575
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02144673
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01931098
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0555
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE ON COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030281
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - LAIRD NORTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030281
TaxesSchedule/TaxesDetail/Amt0915
TaxesSchedule/TaxesDetail/Amt1280
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0915
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON TULLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02066211900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
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/AddressLine1Txt0801 SECOND AVENUE SUITE 1600
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098104
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BADER MARTIN PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 2ND AVE 34TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041022
ReturnHeader/PreparerPersonGrp/PhoneNum02066211900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN B QUEARY
ReturnHeader/ReturnTs02021-05-15T15:36:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TULLIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

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