Civic Intelligence

Horizons Foundation

990PF • Fiscal year 2024 • EIN 91-1493424

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 21, 2025

5025 - 25th Ave NE Ste 206Seattle, WA 98105

(206) 323-8061

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

31st percentile

-1.2%

Higher net margin than 31% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

29th percentile

$123,892

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

64th percentile

8.9%

Faster asset growth than 64% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

49%

Faster revenue growth than 81% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$29,104,616

Up $2,372,643 (+8.9%) from 2023

Net Assets

Up

$29,100,745

Up $2,368,772 (+8.9%) from 2023

Liabilities

Up

$3,871

Up $3,871 from 2023

Revenue

Up

$1,726,893

Up $564,388 (+49%) from 2023

Expenses

Up

$1,747,776

Up $215,951 (+14%) from 2023

Net Income

Up

-$20,883

Up $348,437 (+94%) from 2023

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $6,964,372Liabilities 2011: $7802011Assets 2012: $6,562,491Liabilities 2012: $7722012Assets 2013: $6,316,784Liabilities 2013: $17,521Net Assets 2013: $6,299,2632013Assets 2014: $7,278,700Liabilities 2014: $22,569Net Assets 2014: $7,256,1312014Assets 2015: $6,744,557Liabilities 2015: $7,6162015Assets 2019: $25,710,397Liabilities 2019: $108Net Assets 2019: $25,710,2892019Assets 2020: $28,063,416Liabilities 2020: $14,905Net Assets 2020: $28,048,5112020Assets 2021: $29,840,694Liabilities 2021: $44,491Net Assets 2021: $29,796,2032021Assets 2022: $24,016,951Liabilities 2022: $0Net Assets 2022: $24,016,9512022Assets 2023: $26,731,973Liabilities 2023: $0Net Assets 2023: $26,731,9732023Assets 2024: $29,104,616Liabilities 2024: $3,871Net Assets 2024: $29,100,7452024

Highlighted filing

2024

Assets$29,104,616
Liabilities$3,871
Net Assets$29,100,745

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $620,435Expenses 2011: $1,066,870Net Income 2011: -$446,4352011Revenue 2012: $735,830Expenses 2012: $1,164,168Net Income 2012: -$428,3382012Revenue 2013: $898,273Expenses 2013: $1,141,548Net Income 2013: -$243,2752013Revenue 2014: $2,305,890Expenses 2014: $1,341,931Net Income 2014: $963,9592014Revenue 2015: $827,450Expenses 2015: $1,356,083Net Income 2015: -$528,6332015Revenue 2019: $1,923,737Expenses 2019: $1,444,734Net Income 2019: $479,0032019Revenue 2020: $2,401,123Expenses 2020: $1,518,496Net Income 2020: $882,6272020Revenue 2021: $3,317,532Expenses 2021: $1,547,562Net Income 2021: $1,769,9702021Revenue 2022: $1,910,806Expenses 2022: $1,416,683Net Income 2022: $494,1232022Revenue 2023: $1,162,505Expenses 2023: $1,531,825Net Income 2023: -$369,3202023Revenue 2024: $1,726,893Expenses 2024: $1,747,776Net Income 2024: -$20,8832024

Highlighted filing

2024

Revenue$1,726,893
Expenses$1,747,776
Net Income-$20,883
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN T HADACExec. Dir.& Treas.& SecretaryFT$94,992$28,900$123,892
LUCY J HADACDirector-$0--
KAREN CLARKE HADACPresident & DirectorPT$0--
ROBIN HADACDirector & Vice President-$0--
Filing and Contact Details

Filer

Filer Name
Horizons Foundation
EIN
91-1493424
In Care Of
% PMNW LLC
Phone
2063238061
Address
5025 - 25th Ave NE Ste 206, SEATTLE, WA 98105

Signing Officer

Name
Stephen Hadac
Title
Executive Director
Phone
4254483120
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Philanthropy Management Northwest
Address
24 ROY ST PMB 454, SEATTLE, WA 98109
Preparer
Madalina Dobra
Phone
4254483120
Raw XML AppendixShowing 400 of 584 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.

Path#Value
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt01990-11-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt11990-11-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt21990-12-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt31990-12-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt41991-02-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt51991-03-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt61991-03-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt71992-12-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt81993-02-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt91994-03-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt101994-03-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt111994-03-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt121994-03-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt131994-03-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt141994-03-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt151994-05-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt161994-06-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt171994-08-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt181994-08-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt191994-10-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt201994-10-27
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt211994-11-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt221995-06-02
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt231995-06-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt241998-02-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt251998-02-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt261998-02-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt271998-11-04
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt281999-02-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt292006-03-31
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt21SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt22SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt23SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt24SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt25SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt26SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt27SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt28SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt29SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt058
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11178
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt2108
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt31483
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt497
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5269
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt6107
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt7151
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8433
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9314
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt10378
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11130
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1276
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt13216
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14130
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt152442
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt16108
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt172004
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt18470
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt19303
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt20305
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt21152
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt22100
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt23200
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt24300
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt25950
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt262399
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt27250
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt28160
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt292308
DepreciationSchedule/DepreciationPropertyGrp/LifeRt07
DepreciationSchedule/DepreciationPropertyGrp/LifeRt17
DepreciationSchedule/DepreciationPropertyGrp/LifeRt27
DepreciationSchedule/DepreciationPropertyGrp/LifeRt35
DepreciationSchedule/DepreciationPropertyGrp/LifeRt47
DepreciationSchedule/DepreciationPropertyGrp/LifeRt57
DepreciationSchedule/DepreciationPropertyGrp/LifeRt67
DepreciationSchedule/DepreciationPropertyGrp/LifeRt77
DepreciationSchedule/DepreciationPropertyGrp/LifeRt85
DepreciationSchedule/DepreciationPropertyGrp/LifeRt97
DepreciationSchedule/DepreciationPropertyGrp/LifeRt107
DepreciationSchedule/DepreciationPropertyGrp/LifeRt117
DepreciationSchedule/DepreciationPropertyGrp/LifeRt127
DepreciationSchedule/DepreciationPropertyGrp/LifeRt137
DepreciationSchedule/DepreciationPropertyGrp/LifeRt147
DepreciationSchedule/DepreciationPropertyGrp/LifeRt155
DepreciationSchedule/DepreciationPropertyGrp/LifeRt167
DepreciationSchedule/DepreciationPropertyGrp/LifeRt177
DepreciationSchedule/DepreciationPropertyGrp/LifeRt185
DepreciationSchedule/DepreciationPropertyGrp/LifeRt197
DepreciationSchedule/DepreciationPropertyGrp/LifeRt207
DepreciationSchedule/DepreciationPropertyGrp/LifeRt215
DepreciationSchedule/DepreciationPropertyGrp/LifeRt225
DepreciationSchedule/DepreciationPropertyGrp/LifeRt235
DepreciationSchedule/DepreciationPropertyGrp/LifeRt245
DepreciationSchedule/DepreciationPropertyGrp/LifeRt255
DepreciationSchedule/DepreciationPropertyGrp/LifeRt265
DepreciationSchedule/DepreciationPropertyGrp/LifeRt275
DepreciationSchedule/DepreciationPropertyGrp/LifeRt285
DepreciationSchedule/DepreciationPropertyGrp/LifeRt295
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt058
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11178
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2108
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt31483
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt497
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt5269
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt6107
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt7151
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt8433
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt9314
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt10378
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11130
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1276
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13216
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt14130
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt152442
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16108
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt172004
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt18470
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt19303
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt20305
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt21152
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22100
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt23200
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24300
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt25950
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt262399
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt27250
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt28160
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt292308
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0PHONE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2UTILITY CART
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3COMPUTER, PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4STORAGE CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5ROUND TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6COAT RACK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FILE CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8VCR - TV UNIT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc92 GUEST CHAIRS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10CONFERENCE TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11UTILITY CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12BOOKCASE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13DESK CHAIR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14DESK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15POWER MAC COMP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16FILE CABINET
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17SOFA, CHAIR, TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18CD-ROM READER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19LAMP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc202 PICTURE FRAMES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21REFRIGERATOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22FAX MODEM
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23ZIP DRIVE DEVICE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24COLOR MONITOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25LASERJET PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26POWER MAC G3 COMP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27TV-VCR COMBO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28MODEM - GLOBAL VLG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29COMPUTER, PRINTER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BOND FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FIXED INCOME ETFS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3PREFERRED SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0324800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1478504
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2703980
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3282959
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0324800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1478504
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2703980
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3282959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06706695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14062126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211813257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31529425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41458511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06706695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14062126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211813257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31529425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41458511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ETFS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3OTHER ETFS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4STOCK FUNDS
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01469476
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01469476
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0630666
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01092133
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523930
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BROOKFIELD OAKTREE HOLDINGS, LLC
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04094
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01726893
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01726893
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01092133
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt047496
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt047496
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt094992
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01436000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01436000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0630666
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0630666
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20883
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03848425
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01092133
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01524738
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt012859
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt012859
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt025718
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07744
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0112833
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0121833
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt014450
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt014450
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt028900
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011395
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01524427
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0202155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01747776
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01726893
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01726893
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt088427
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0202155
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0311776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01830462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1925830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0327219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-138607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2903521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3903521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0327219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-138607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02157681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1787223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01092133
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20883
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02389655
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029100745
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt026731973
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029100745
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01388048
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01388048
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01388048
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01409242
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021194
IRS990PF/DistributableAmountGrp/TotalTaxAmt021194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt020629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt024500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt020629
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021194
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt041823
IRS990PF/FMVAssetsEOYAmt029104616
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt010687351
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt010687351
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02110573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01790243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01790243
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt022829968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt025570014
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025570014
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt017661
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt017661
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03871
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt017323
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016044622
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt018413394
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0348375
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0274883
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0274883
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt026731973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt029104616
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt029104616
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03871
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt026731973
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt029104616
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt026731973
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt029100745
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01425734
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01469476
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01469476
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt028614045
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0319288
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt028294757
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0429211
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01409242
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt028184834
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt028614045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt194992
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt128900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LUCY J HADAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEPHEN T HADAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KAREN CLARKE HADAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBIN HADAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1EXEC. DIR.& TREAS.& SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR & vice PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05025 - 25th Ave NE Ste 206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15025 - 25th Ave NE Ste 206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25025 - 25th Ave NE Ste 206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt35025 - 25th Ave NE Ste 206
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd298105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd398105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01524427
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01524427

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings