Civic Intelligence

Windermere Foundation

990 • Fiscal year 2022 • EIN 91-1440894

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

1151 Fairview Ave N Ste 105Seattle, WA 98109

(206) 527-3801

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

40%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$4,064,670

Up $432,334 (+12%) from 2021

Net Assets

Up

$4,064,670

Up $432,334 (+12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$3,665,059

Up $1,054,514 (+40%) from 2021

Expenses

Up

$3,219,079

Up $915,723 (+40%) from 2021

Net Income

Up

$445,980

Up $138,791 (+45%) 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: $1,571,488Liabilities 2010: $0Net Assets 2010: $1,571,4882010Assets 2011: $1,421,277Liabilities 2011: $0Net Assets 2011: $1,421,2772011Assets 2012: $1,534,083Liabilities 2012: $0Net Assets 2012: $1,534,0832012Assets 2013: $1,768,265Liabilities 2013: $0Net Assets 2013: $1,768,2652013Assets 2014: $1,804,590Liabilities 2014: $0Net Assets 2014: $1,804,5902014Assets 2015: $2,244,267Liabilities 2015: $0Net Assets 2015: $2,244,2672015Assets 2016: $2,595,334Liabilities 2016: $0Net Assets 2016: $2,595,3342016Assets 2017: $2,832,843Liabilities 2017: $0Net Assets 2017: $2,832,8432017Assets 2018: $3,118,154Liabilities 2018: $0Net Assets 2018: $3,118,1542018Assets 2019: $3,422,310Liabilities 2019: $0Net Assets 2019: $3,422,3102019Assets 2020: $3,324,182Liabilities 2020: $0Net Assets 2020: $3,324,1822020Assets 2021: $3,632,336Liabilities 2021: $0Net Assets 2021: $3,632,3362021Assets 2022: $4,064,670Liabilities 2022: $0Net Assets 2022: $4,064,6702022Assets 2023: $3,265,556Liabilities 2023: $0Net Assets 2023: $3,265,5562023Assets 2024: $2,779,452Liabilities 2024: $0Net Assets 2024: $2,779,4522024

Highlighted filing

2022

Assets$4,064,670
Liabilities$0
Net Assets$4,064,670

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $1,214,0832010Expenses 2011: $1,302,5102011Expenses 2012: $1,246,1232012Revenue 2013: $1,614,634Expenses 2013: $1,380,452Net Income 2013: $234,1822013Revenue 2014: $1,830,922Expenses 2014: $1,788,815Net Income 2014: $42,1072014Revenue 2015: $2,010,636Expenses 2015: $1,566,192Net Income 2015: $444,4442015Revenue 2016: $2,087,645Expenses 2016: $1,732,099Net Income 2016: $355,5462016Revenue 2017: $2,294,078Expenses 2017: $2,051,828Net Income 2017: $242,2502017Revenue 2018: $2,312,173Expenses 2018: $2,026,862Net Income 2018: $285,3112018Revenue 2019: $2,843,333Expenses 2019: $2,539,177Net Income 2019: $304,1562019Revenue 2020: $2,392,643Expenses 2020: $2,490,321Net Income 2020: -$97,6782020Revenue 2021: $2,610,545Expenses 2021: $2,303,356Net Income 2021: $307,1892021Revenue 2022: $3,665,059Expenses 2022: $3,219,079Net Income 2022: $445,9802022Revenue 2023: $2,404,886Expenses 2023: $3,214,703Net Income 2023: -$809,8172023Revenue 2024: $2,550,624Expenses 2024: $3,037,204Net Income 2024: -$486,5802024

Highlighted filing

2022

Revenue$3,665,059
Expenses$3,219,079
Net Income$445,980
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$4,385,330
Mission and Program Overview

Mission

Every time a windermere sales associate sells a home, a portion of the commission goes to the windermere foundation, which was established in 1989. Contributions from windermere agents, combined with contributions from windermere employees and the public have allowed the windermere foundation to distribute over $2 million dollars annually in recent years to non-profit agencies dedicated to helping homeless and low-income familes.

The windermere foundation supports low-income & homeless families with financial assistance for children's programs, emergency or short-term shelter or assistance, school assistance, and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,303,283$2,692,115▲ $388,832
Investments Other Securities$1,316,261$1,362,519▲ $46,258
Land, Buildings, and Equipment, Net$12,792$10,036▼ $2,756
Total Assets$3,632,336$4,064,670▲ $432,334
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,632,336$4,064,670▲ $432,334
Total Net Assets Fund Balance$3,632,336$4,064,670▲ $432,334
Total Liabilities and Net Assets / Fund Balance$3,632,336$4,064,670▲ $432,334

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,036$16,060$26,096
Other Securities$219,649--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brooks BurtonPresident
Jill WoodVice-president
Christine WoodExecutive Director
Vanessa WheelerSecretary
Mark OsterTreasuer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,278,735
Program Service Revenue
$0
Investment Income
$57,292
Other Revenue
$-670,968
All Other Contributions
$2,557,802
Change in Net Assets
$445,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,049,371
Other Expenses$169,708
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,049,371--$3,049,371
Fees for Services Accounting-$140,366-$140,366
Fees for Service Investment Mgmnt Fees-$6,209-$6,209
Advertising-$6,086-$6,086
Insurance-$3,175-$3,175
Depreciation Depletion-$2,756-$2,756
Other Expenses-$1,606-$1,606
Travel-$1,559-$1,559
All Other Expenses-$285-$285
Total Functional Expenses$3,049,371$169,708$0$3,219,079
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Homesightsam Smith FundSeattle, WA501(3)Shelter$162,181
CHILDREN'S JUSTICE CENTERKelso, WA501(3)Babies/youth/child$160,000
Seattle Veterinary OutreachBothell, WA501(3)Emergency Assistance$100,000
New Avenues for YouthPortland, OR501(3)Babies/youth/child$86,700
SEATTLE CHILDREN'S SOCIAL WORK HOMELESSNESS PREVENTION FUNDSeattle, WA501(3)Emergency Assistance$81,942
Attain HousingKirkland, WA501(3)Shelter$52,750
MARY'S PLACESeattle, WA501(3)Shelter$48,600
Issaquah Food and Clothing BankIssaquah, WA501(3)Food Support$47,570
Bellevue LifespringBellevue, WA501(3)Emergency Assistance$45,000
Cancer Care Northwest FoundationSpokane Valley, WA501(3)Emergency Assistance$35,000
Eastside Baby CornerIssaquah, WA501(3)Emergency Assistance$32,700
PawsBainbridge Island, WA501(3)Emergency Assistance$32,490
5th Avenue TheatreSeattle, WA501(3)Babies/youth/child$30,000
Edmonds Food BankEdmonds, WA501(3)Food Support$27,471
Ballard Food BankSeattle, WA501(3)Food Support$27,400
Brooksee FoundationPleasant Grove, UT501(3)Babies/youth/child$25,000
Kitsap Community FoundationSilverdale, WA501(3)Emergency Assistance$25,000
LifewireBellevue, WA501(3)Emergency Assistance$25,000
Park City Education FoundationPark City, UT501(3)Education/job Training & Counseling$25,000
Rose HavenPortland, OR501(3)Shelter$25,000
SEATTLE CHILDREN'S HOSPITAL & RESEARCH FOUNDATIONSeattle, WA501(3)Emergency Assistance$25,000
Ymca of Greater SeattleSeattle, WA501(3)Food Support$24,500
Northwest Hope & HealingSeattle, WA501(3)Food Support$24,000
Wellspring Family ServicesSeattle, WA501(3)Emergency Assistance$23,500
University District Food BankSeattle, WA501(3)Food Support$22,500
Boys & Girls Clubs of Whatcom CountyBellingham, WA501(3)Food Support$21,550
Assistance League of EastsideRedmond, WA501(3)Emergency Assistance$21,500
Habitat for HumanityPortland, OR501(3)Shelter$21,145
Ballard Nw Senior CenterSeattle, WA501(3)Emergency Assistance$20,600
Tacoma Urban Performing Arts CenterTacoma, WA501(3)Babies/youth/child$20,470
University of Washington FoundationSeattle, WA501(3)Scholarships$20,000
College Success FoundationIssaquah, WA501(3)Scholarships$18,750
Multi-communitiesSeattle, WA501(3)Emergency Assistance$18,500
Housing HopeEverett, WA501(3)Shelter$18,034
Family Promise of SpokaneSpokane, WA501(3)Food Support$18,000
Hunger Intervention ProgramSeattle, WA501(3)Food Support$17,000
Vancouver Public Schools (foundation)Vancouver, WA501(3)Food Support$16,997
Boys & Girls Club of BallardSeattle, WA501(3)Babies/youth/child$16,000
Camping and Outdoor LeadershipSeattle, WA501(3)Babies/youth/child$15,800
GlobalgivingWashington, DC501(3)Emergency Assistance$15,351
Save the ChildrenFairfield, CT501(3)Babies/youth/child$15,351
World Central KitchenWashington, DC501(3)Food Support$15,351
Lutheran Community Services NwSeatac, WA501(3)Emergency Assistance$15,125
Backpack MealsSeattle, WA501(3)Emergency Assistance$15,000
MAMMA'S HANDSBellevue, WA501(3)Emergency Assistance$15,000
Pantry PacksRedmond, WA501(3)Food Support$15,000
Refugee Artisan InitiativeSeattle, WA501(3)Education/job Training & Counseling$14,000
Marysville Food BankMarysville, WA501(3)Food Support$13,680
Youth Eastside ServicesBellevue, WA501(3)Babies/youth/child$13,000
Beautiful SolesLynnwood, WA501(3)Babies/youth/child$12,500
Neighborhood HouseSalt Lake City, UT501(3)Emergency Assistance$12,500
Stanwood-camano YmcaStanwood, WA501(3)Babies/youth/child$12,000
Volunteers of AmericaEverett, WA501(3)Food Support$11,522
George Pocock Rowing FoundationSeattle, WA501(3)Babies/youth/child$11,500
Lynnwood Food BankLynnwood, WA501(3)Food Support$10,817
Hand in HandEverett, WA501(3)Emergency Assistance$10,500
New Phoebe House AssociationTacoma, WA501(3)Shelter$10,470
Nw Furniture BankTacoma, WA501(3)Emergency Assistance$10,470
AmaraSeattle, WA501(3)Education/job Training & Counseling$10,000
American Foundation for Suicide PreventionNew York, NY501(3)Education/job Training & Counseling$10,000
ChildsafeFort Collins, CO501(3)Emergency Assistance$10,000
Compass HealthEverett, WA501(3)Shelter$10,000
Federal Way Senior CenterAuburn, WA501(3)Food Support$10,000
Feeding San DiegoSan Diego, CA501(3)Food Support$10,000
Foundation for Edmonds School DistrictLynnwood, WA501(3)Education/job Training & Counseling$10,000
Pike Place Market FoundationSeattle, WA501(3)Emergency Assistance$10,000
Riverside Arts AcademyRiverside, CA501(3)Babies/youth/child$10,000
Sunshine DivisionPortland, OR501(3)Food Support$10,000
The Red Nose Run - Verify AddressDel Mar, CA501(3)Emergency Assistance$10,000
Westside BabySeattle, WA501(3)Emergency Assistance$10,000
Hope Creek Charitable FoundationMill Creek, WA501(3)Food Support$9,765
The Salvation ArmyAlexandria, VA501(3)Emergency Assistance$9,500
At the CoreMead, WA501(3)Food Support$8,629
InvestedRenton, WA501(3)Education/job Training & Counseling$8,500
Hope Center ResourcesSeattle, WA501(3)Emergency Assistance$8,400
Boys & Girls Club of Cathedral CityCathedral City, CA501(3)Babies/youth/child$8,000
Denise Louie Education CenterSeattle, WA501(3)Emergency Assistance$8,000
Bainbridge Youth ServicesBainbridge Island, WA501(3)Babies/youth/child$7,500
Boys & Girls Club of BellevueBellevue, WA501(3)Babies/youth/child$7,500
Eastside AcademyBellevue, WA501(3)Education/job Training & Counseling$7,500
Nw Education AccessSeattle, WA501(3)Education/job Training & Counseling$7,500
Oregon Symphony AssociationPortland, OR501(3)Education/job Training & Counseling$7,500
RytherSeattle, WA501(3)Babies/youth/child$7,500
William Temple HousePortland, OR501(3)Food Support$7,500
Alliance for EducationSeattle, WA501(3)School Assistance$7,000
Bridge MeadowsPortland, OR501(3)Babies/youth/child$7,000
Mockingbird SocietySeattle, WA501(3)Babies/youth/child$7,000
Level the Field SportsSeattle, WA501(3)Babies/youth/child$6,500
Southeast Senior Foundation - Look at Office Funds RelatedSeattle, WA501(3)Shelter$6,500
Food LifelineSeattle, WA501(3)Food Support$6,075
Acres of DiamondsDuvall, WA501(3)Emergency Assistance$6,000
Arms Around BainbridgeRollingbay, WA501(3)Babies/youth/child$6,000
Bainbridge High School Scholarship Program FundBainbridge Island, WA501(3)Scholarships$6,000
CasaSeattle, WA501(3)Shelter$6,000
HAWAI'I PEOPLE'S FUNDHonolulu, HI501(3)Education/job Training & Counseling$6,000
KinderingBellevue, WA501(3)Babies/youth/child$6,000
Papoose Club IncHailey, ID501(3)Education/job Training & Counseling$6,000
Puyallup Food BankPuyallup, WA501(3)Food Support$6,000
St Francis HouseSeattle, WA501(3)Emergency Assistance$6,000
The Seattle Police FoundationSeattle, WA501(3)Emergency Assistance$6,000
MIKEY'S CHANCEWest Richland, WA501(3)Education/job Training & Counseling$5,400
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$670,968
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$1,426,820-$196,798-
Golf Tournament$121,748-$1,361-
Total Events$1,720,933-$670,968$-670,968
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Christine wood and jill wood have a family relationship.

Form 990, Part VI, Section B, Line 11B

After preparation of the return by our outside cpas, the secretary/treasurer reviews the return and presents it to the officers for their review. The return is distributed to the board prior to filing with the irs.

Form 990, Part VI, Section C, Line 19

Upon written request to the executive director, the governing documents and financial statements would be provided.

Filing and Contact Details

Filer

Filer Name
Windermere Foundation
EIN
91-1440894
Phone
2065273801
Address
1151 FAIRVIEW AVE N STE 105, SEATTLE, WA 98109

Signing Officer

Name
Mark Oster
Title
Treasurer
Phone
2065273801
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Wood
Formed
1989
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
300

Preparer

Firm
Sweeney Conrad Ps
Address
10210 NE POINTS DRIVE SUITE 300, KIRKLAND, WA 98033
Preparer
Kristina Morrissette
Phone
4256291990
Raw XML AppendixShowing 400 of 1,565 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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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03175
IRS990/InsuranceGrp/TotalAmt03175
IRS990/InvestmentIncomeGrp/ExclusionAmt036927
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036927
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01316261
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01362519
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016060
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012792
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010036
IRS990/LandBldgEquipCostOrOtherBssAmt026096
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt049303
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EVERY TIME A WINDERMERE SALES ASSOCIATE SELLS A HOME, A PORTION OF THE COMMISSION GOES TO THE WINDERMERE FOUNDATION, WHICH WAS ESTABLISHED IN 1989. CONTRIBUTIONS FROM WINDERMERE AGENTS, COMBINED WITH CONTRIBUTIONS FROM WINDERMERE EMPLOYEES AND THE PUBLIC HAVE ALLOWED THE WINDERMERE FOUNDATION TO DISTRIBUTE OVER $2 MILLION DOLLARS ANNUALLY IN RECENT YEARS TO NON-PROFIT AGENCIES DEDICATED TO HELPING HOMELESS AND LOW-INCOME FAMILES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03632336
IRS990/NetAssetsOrFundBalancesEOYAmt04064670
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020365
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020365
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-670968
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-670968
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13646
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03632336
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04064670
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1REGISTRATION FEES/STATE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc3SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02851
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12540
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22275
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31606
IRS990/OtherExpensesGrp/TotalAmt02851
IRS990/OtherExpensesGrp/TotalAmt12540
IRS990/OtherExpensesGrp/TotalAmt22275
IRS990/OtherExpensesGrp/TotalAmt31606
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTINE WOOD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0YOUTH/CHILD PROGRAMS:SERVICES ARE PROVIDED TO CHILDREN AND YOUTH FROM LOW INCOME AND HOMELESS FAMILIES. THE WINDEREMERE KIDS AT THE Y PROGRAM HAS BEEN DESIGNATED MORE THAN $250,000 TO PROVIDE HUNDREDS OF UNDERPRIVILEGED YOUTH AFTER SCHOOL ENRICHMENT PROGRAMS AND QUALITY CHILD CARE AT ALREADY SELECTED YMCA SITES ACROSS THE WEST.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0770172
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0770172
IRS990/ProgSrvcAccomActy3Grp/Desc0FOOD SUPPORT:FOOD SUPPORT IS PROVIDED TO THOSE IN NEED OF ASSISTANCE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0457847
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0457847
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SHELTER RENT ASSISTANCE: SHELTER RENT ASSISTANCE IS MADE AVAILABLE TO HOMELESS FAMILIES
IRS990/ProgSrvcAccomActyOtherGrp/Desc1EDUCATION/JOB TRAINING AND CONSELING:EDUCATION IS TUTORING OR FINANCIAL PLANNINGJOB TRAINING IS JUST THAT, JOB TRAINING COUNSELING IS PARENTING CLASSES
IRS990/ProgSrvcAccomActyOtherGrp/Desc2SCHOLARSHIPS
IRS990/ProgSrvcAccomActyOtherGrp/Desc3SCHOOL ASSISTANCE
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0351780
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1241750
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2111813
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt385360
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0351780
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1241750
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt2111813
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt385360
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02589876
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02234069
IRS990/PYInvestmentIncomeAmt074735
IRS990/PYOtherExpensesAmt069287
IRS990/PYOtherRevenueAmt0-54066
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0307189
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02303356
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02610545
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0445980
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03049371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02234069
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02434737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02481954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01976290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012176421
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt064626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt074735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt052019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt046410
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021713
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0259503
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94160
IRS990ScheduleA/PublicSupportPY170Pct00.94850
IRS990ScheduleA/PublicSupportTotal170Amt011710139
IRS990ScheduleA/SubstantialContributorsTotAmt0466282
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03049371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02234069
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02434737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02481954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01976290
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012176421
IRS990ScheduleA/TotalSupportAmt012435924
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010036
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016060
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt026096
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0309610
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1833260
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2219649
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EXCHANGE TRADED & CLOSED END FUNDS #3145
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MUTUAL FUNDS #3145
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MUTUAL FUNDS #8145
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010036
IRS990ScheduleD/TotalBookValueSecuritiesAmt01362519
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt018996
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt036356
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt055352
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01720933
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01426820
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0121748
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0172365
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0670968
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt03750
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt08150
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02575
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt012339
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0208429
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0223343
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt01426820
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0121748
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0172365
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt01720933
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-670968
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt032457
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0230616
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0196798
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01361
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt092943
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt045492
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt015072
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0153507
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt27000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt56000
IRS990ScheduleI/RecipientTable/CashGrantAmt621500
IRS990ScheduleI/RecipientTable/CashGrantAmt78629
IRS990ScheduleI/RecipientTable/CashGrantAmt852750
IRS990ScheduleI/RecipientTable/CashGrantAmt915000
IRS990ScheduleI/RecipientTable/CashGrantAmt106000
IRS990ScheduleI/RecipientTable/CashGrantAmt117500
IRS990ScheduleI/RecipientTable/CashGrantAmt1227400
IRS990ScheduleI/RecipientTable/CashGrantAmt1320600
IRS990ScheduleI/RecipientTable/CashGrantAmt1412500
IRS990ScheduleI/RecipientTable/CashGrantAmt1545000
IRS990ScheduleI/RecipientTable/CashGrantAmt1616000
IRS990ScheduleI/RecipientTable/CashGrantAmt177500
IRS990ScheduleI/RecipientTable/CashGrantAmt188000
IRS990ScheduleI/RecipientTable/CashGrantAmt1921550
IRS990ScheduleI/RecipientTable/CashGrantAmt207000
IRS990ScheduleI/RecipientTable/CashGrantAmt2125000
IRS990ScheduleI/RecipientTable/CashGrantAmt2215800
IRS990ScheduleI/RecipientTable/CashGrantAmt2335000
IRS990ScheduleI/RecipientTable/CashGrantAmt246000
IRS990ScheduleI/RecipientTable/CashGrantAmt25160000
IRS990ScheduleI/RecipientTable/CashGrantAmt2610000
IRS990ScheduleI/RecipientTable/CashGrantAmt2718750
IRS990ScheduleI/RecipientTable/CashGrantAmt2810000
IRS990ScheduleI/RecipientTable/CashGrantAmt298000
IRS990ScheduleI/RecipientTable/CashGrantAmt307500
IRS990ScheduleI/RecipientTable/CashGrantAmt3132700
IRS990ScheduleI/RecipientTable/CashGrantAmt3227471
IRS990ScheduleI/RecipientTable/CashGrantAmt3318000
IRS990ScheduleI/RecipientTable/CashGrantAmt3410000
IRS990ScheduleI/RecipientTable/CashGrantAmt3510000
IRS990ScheduleI/RecipientTable/CashGrantAmt366075
IRS990ScheduleI/RecipientTable/CashGrantAmt3710000
IRS990ScheduleI/RecipientTable/CashGrantAmt3811500
IRS990ScheduleI/RecipientTable/CashGrantAmt3915351
IRS990ScheduleI/RecipientTable/CashGrantAmt408400
IRS990ScheduleI/RecipientTable/CashGrantAmt4121145
IRS990ScheduleI/RecipientTable/CashGrantAmt4210500
IRS990ScheduleI/RecipientTable/CashGrantAmt436000
IRS990ScheduleI/RecipientTable/CashGrantAmt44162181
IRS990ScheduleI/RecipientTable/CashGrantAmt459765
IRS990ScheduleI/RecipientTable/CashGrantAmt4618034
IRS990ScheduleI/RecipientTable/CashGrantAmt4717000
IRS990ScheduleI/RecipientTable/CashGrantAmt488500
IRS990ScheduleI/RecipientTable/CashGrantAmt4947570
IRS990ScheduleI/RecipientTable/CashGrantAmt506000
IRS990ScheduleI/RecipientTable/CashGrantAmt5125000
IRS990ScheduleI/RecipientTable/CashGrantAmt526500
IRS990ScheduleI/RecipientTable/CashGrantAmt5325000
IRS990ScheduleI/RecipientTable/CashGrantAmt5415125
IRS990ScheduleI/RecipientTable/CashGrantAmt5510817
IRS990ScheduleI/RecipientTable/CashGrantAmt5615000
IRS990ScheduleI/RecipientTable/CashGrantAmt5748600
IRS990ScheduleI/RecipientTable/CashGrantAmt5813680
IRS990ScheduleI/RecipientTable/CashGrantAmt595400
IRS990ScheduleI/RecipientTable/CashGrantAmt607000
IRS990ScheduleI/RecipientTable/CashGrantAmt6118500
IRS990ScheduleI/RecipientTable/CashGrantAmt6212500
IRS990ScheduleI/RecipientTable/CashGrantAmt6386700
IRS990ScheduleI/RecipientTable/CashGrantAmt6410470
IRS990ScheduleI/RecipientTable/CashGrantAmt6524000
IRS990ScheduleI/RecipientTable/CashGrantAmt667500
IRS990ScheduleI/RecipientTable/CashGrantAmt6710470
IRS990ScheduleI/RecipientTable/CashGrantAmt687500
IRS990ScheduleI/RecipientTable/CashGrantAmt6915000
IRS990ScheduleI/RecipientTable/CashGrantAmt706000
IRS990ScheduleI/RecipientTable/CashGrantAmt7125000
IRS990ScheduleI/RecipientTable/CashGrantAmt7232490
IRS990ScheduleI/RecipientTable/CashGrantAmt7310000
IRS990ScheduleI/RecipientTable/CashGrantAmt746000
IRS990ScheduleI/RecipientTable/CashGrantAmt7514000
IRS990ScheduleI/RecipientTable/CashGrantAmt7610000
IRS990ScheduleI/RecipientTable/CashGrantAmt7725000
IRS990ScheduleI/RecipientTable/CashGrantAmt787500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.78$0.00$2.78$2.55$3.04$0.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$2.40$3.21$0.81
2022Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$3.67$3.22$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$2.61$2.30$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.00$3.32$2.39$2.49$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$2.84$2.54$0.30
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.00$3.12$2.31$2.03$0.29
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.00$2.83$2.29$2.05$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$2.09$1.73$0.36
2015Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$2.01$1.57$0.44
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$1.83$1.79$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$1.61$1.38$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$1.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$1.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$1.21
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits