Civic Intelligence

Zacherwilliamsfahnestock Fund

990PF • Fiscal year 2013 • EIN 91-1656527

Oct 01, 2012 to Sep 30, 2013 • Filed on Jan 22, 2014

3300 NE 164th StRidgefield, WA 98642
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

97th percentile

1.45x

Higher debt load relative to revenue than 97% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

1st percentile

-29490%

Higher net margin than 1% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

33rd percentile

-5.7%

Faster asset growth than 33% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$96,688

Down $5,895 (-5.7%) from 2012

Net Assets

Down

$96,659

Down $5,898 (-5.8%) from 2012

Liabilities

Up

$29

Up $3 (+12%) from 2012

Revenue

$20

No earlier filing loaded for comparison.

Expenses

Down

$5,918

Down $490 (-7.6%) from 2012

Net Income

-$5,898

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $115,453Liabilities 2010: $12Net Assets 2010: $115,4412010Assets 2011: $108,926Liabilities 2011: $24Net Assets 2011: $108,9022011Assets 2012: $102,583Liabilities 2012: $26Net Assets 2012: $102,5572012Assets 2013: $96,688Liabilities 2013: $29Net Assets 2013: $96,6592013Assets 2014: $91,027Liabilities 2014: $41Net Assets 2014: $90,9862014Assets 2015: $85,518Liabilities 2015: $52Net Assets 2015: $85,4662015Assets 2016: $79,973Liabilities 2016: $51Net Assets 2016: $79,9222016

Highlighted filing

2013

Assets$96,688
Liabilities$29
Net Assets$96,659

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $6,1542010Expenses 2011: $6,6252011Expenses 2012: $6,4082012Revenue 2013: $20Expenses 2013: $5,918Net Income 2013: -$5,8982013Revenue 2014: $19Expenses 2014: $5,692Net Income 2014: -$5,6732014Revenue 2015: $18Expenses 2015: $5,538Net Income 2015: -$5,5202015Revenue 2016: $17Expenses 2016: $5,561Net Income 2016: -$5,5442016

Highlighted filing

2013

Revenue$20
Expenses$5,918
Net Income-$5,898
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jan 22, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Korte BrueckmannDirector-$0--
Lynden WattsDirector-$0--
Lori WattsDirector-$0--
Joyce B FahnestockVP/Secretary-$0--
Sheridan Z FahnestockPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Annual fund drive that supports various non-profit organizations in the greater Seattle area.501c3Seattle, WA, US$4,900
Filing and Contact Details

Filer

EIN
91-1656527
Raw XML Appendix266 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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AccountingFeesSchedule/AccountingFees/Category0Kim Mishko & Associates CPA PS
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Korte Brueckmann
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Lynden Watts
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Lori Watts
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Sheridan Z Fahnestock
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VP/Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10711 10th Ave E 4
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114436 332nd Avenue SE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124436 332nd Avenue SE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine133300 NE 164th St P-3
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14330 NE 164th St P-3
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Seattle
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Fall City
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4Ridgefield
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode098102
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05109
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.04999
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.04487
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.05101
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IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets099280
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.24762
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions04900
IRS990PF/QualifyingDistributions/ExpensesAndContributions04900
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Sheridan Fahnstock
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03605719571
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103300 NE 164th St P-3
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Ridgefield
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode098642
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0Sheridan Z Fahnestock
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount04900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Annual fund drive that supports various non-profit organizations in the greater Seattle area.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0The Seattle Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101200 Fifth Avenue Suite 1300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Seattle
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode098101
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear04900
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04900
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50126
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0117
IRS990PF/UndistributedIncome/ExcessFromYear10116
IRS990PF/UndistributedIncome/ExcessFromYear201
IRS990PF/UndistributedIncome/QualifyingDistributions04900
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount0400
LegalFeesSchedule/LegalFees/Category0Short Cressman & Burgess PLLC
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherAssetsSchedule/OtherAssets/BOYBookValue0500
OtherAssetsSchedule/OtherAssets/Description0Determination Letter
OtherAssetsSchedule/OtherAssets/EOYBookValue0500
OtherExpensesSchedule/OtherExpenses/Description0Postage
OtherExpensesSchedule/OtherExpenses/Description1Office Supplies
OtherExpensesSchedule/OtherExpenses/Description2Licenses & Permits
OtherExpensesSchedule/OtherExpenses/Description3Bank Charges
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks225
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks39
TaxesSchedule/Taxes/Amount01
TaxesSchedule/Taxes/Category0Taxes 990 PF
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0911656527
ReturnHeader/Filer/Name/BusinessNameLine10ZacherWilliamsFahnestock Fund
ReturnHeader/Filer/NameControl0ZACH
ReturnHeader/Filer/Phone03605719571
ReturnHeader/Filer/USAddress/AddressLine103300 NE 164th St
ReturnHeader/Filer/USAddress/City0Ridgefield
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098642
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-22
ReturnHeader/Officer/Name0Sheridan Fahnestock
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MEYER & COMPANY CPAs PS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 1629
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SEQUIM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode098382
ReturnHeader/Preparer/Name0Stephanie P Southern-White CPA
ReturnHeader/Preparer/Phone03606836677
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-22T08:54:35-08:00

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