Civic Intelligence

The Edgebrook Foundation

990PF • Fiscal year 2022 • EIN 91-1307405

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 09, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

3rd percentile

-301%

Higher net margin than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

16th percentile

-12%

Faster asset growth than 16% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-56%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$2,261,147

Down $295,673 (-12%) from 2021

Net Assets

Down

$2,261,147

Down $295,673 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$98,029

Down $122,398 (-56%) from 2021

Expenses

Down

$392,668

Down $10,717 (-2.7%) from 2021

Net Income

Down

-$294,639

Down $111,681 (-61%) from 2021

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

2022

Assets$2,261,147
Liabilities$0
Net Assets$2,261,147

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

2022

Revenue$98,029
Expenses$392,668
Net Income-$294,639
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON TULLISPresident-$0--
MARY JO BOWMANSecretary-$0--
THOMAS BURNHAMTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMAIDSTONE FOUNDATION INCTO SUPPORT CHARITABLE ACTIVITIESPCNEW YORK, NY, US$360,000
Filing and Contact Details

Filer

Filer Name
The Edgebrook Foundation
EIN
91-1307405
Phone
2064645234
Address
801 SECOND AVENUE SUITE 1600, SEATTLE, WA 98104

Signing Officer

Name
Jon Tullis
Title
President
Phone
2064645234
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
1000 SECOND AVE SUITE 3400, SEATTLE, WA 98104-1022
Preparer
Susan B Queary
Phone
2066211900
Raw XML Appendix370 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/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0362445
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0362445
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LN TYEE TRUST CO - JON TULLIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0801 SECOND AVENUE SUITE 1600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02064645234
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0360000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAIDSTONE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2178
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0101012178
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0360000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0125062
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0213012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0213575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0201377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0364949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0445249
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0445249
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01230296
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0237383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0213012
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0213575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0201377
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0364949
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0362445
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0237383
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01675545
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01438162
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01034
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE ON COST BASIS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026524
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - LAIRD NORTON
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026524
TaxesSchedule/TaxesDetail/Amt01143
TaxesSchedule/TaxesDetail/Amt1956
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01143
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON TULLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02064645234
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDGEBROOK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDGE
ReturnHeader/Filer/EIN0911307405
ReturnHeader/Filer/PhoneNum02064645234
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 SECOND AVENUE SUITE 1600
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 SECOND AVE SUITE 3400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041022
ReturnHeader/PreparerPersonGrp/PhoneNum02066211900
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN B QUEARY
ReturnHeader/ReturnTs02023-11-15T12:02:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TULLIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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