Civic Intelligence

Juniper Foundation

990PF • Fiscal year 2023 • EIN 91-1908199

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 28, 2024

1000 Second Avenue 34th FloorSeattle, WA 98104

(206) 667-0300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$21,421,407

Up $4,469,532 (+26%) from 2022

Net Assets

Up

$21,189,078

Up $4,571,898 (+28%) from 2022

Liabilities

Down

$232,329

Down $102,366 (-31%) from 2022

Revenue And Expenses

Revenue

Down

$1,112,161

Down $671,215 (-38%) from 2022

Expenses

Down

$615,831

Down $66,503 (-9.7%) from 2022

Net Income

Down

$496,330

Down $604,712 (-55%) from 2022

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $7,559,492Liabilities 2011: $02011Assets 2012: $8,781,168Liabilities 2012: $02012Assets 2013: $9,115,862Liabilities 2013: $02013Assets 2014: $10,550,710Liabilities 2014: $02014Assets 2015: $10,244,825Liabilities 2015: $02015Assets 2016: $9,986,721Liabilities 2016: $0Net Assets 2016: $9,986,7212016Assets 2017: $10,137,509Liabilities 2017: $0Net Assets 2017: $10,137,5092017Assets 2019: $14,094,160Liabilities 2019: $350,633Net Assets 2019: $13,743,5272019Assets 2020: $17,000,984Liabilities 2020: $549,973Net Assets 2020: $16,451,0112020Assets 2021: $17,642,501Liabilities 2021: $372,589Net Assets 2021: $17,269,9122021Assets 2022: $16,951,875Liabilities 2022: $334,695Net Assets 2022: $16,617,1802022Assets 2023: $21,421,407Liabilities 2023: $232,329Net Assets 2023: $21,189,0782023Assets 2024: $22,910,596Liabilities 2024: $0Net Assets 2024: $22,910,5962024

Highlighted filing

2023

Assets$21,421,407
Liabilities$232,329
Net Assets$21,189,078

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $748,562Expenses 2011: $278,091Net Income 2011: $470,4712011Revenue 2012: $1,563,443Expenses 2012: $341,767Net Income 2012: $1,221,6762012Revenue 2013: $748,602Expenses 2013: $413,908Net Income 2013: $334,6942013Revenue 2014: $1,973,320Expenses 2014: $538,473Net Income 2014: $1,434,8472014Revenue 2015: $291,911Expenses 2015: $597,796Net Income 2015: -$305,8852015Revenue 2016: $279,862Expenses 2016: $537,966Net Income 2016: -$258,1042016Revenue 2017: $725,238Expenses 2017: $533,552Net Income 2017: $191,6862017Revenue 2019: $605,986Expenses 2019: $666,106Net Income 2019: -$60,1202019Revenue 2020: $2,336,921Expenses 2020: $819,065Net Income 2020: $1,517,8562020Revenue 2021: $756,369Expenses 2021: $805,153Net Income 2021: -$48,7842021Revenue 2022: $1,783,376Expenses 2022: $682,334Net Income 2022: $1,101,0422022Revenue 2023: $1,112,161Expenses 2023: $615,831Net Income 2023: $496,3302023Revenue 2024: $951,962Expenses 2024: $785,165Net Income 2024: $166,7972024

Highlighted filing

2023

Revenue$1,112,161
Expenses$615,831
Net Income$496,330
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 28, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA WYCKOFF-DICKEYPresident/Treasurer/Director-$0--
CHARLES D DICKEY IIIVice President/Director-$0--
DANIEL M ASHERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Juniper Foundation
EIN
91-1908199
In Care Of
% FOUNDATION MANAGEMENT GROUP
Phone
2066670300
Address
1000 SECOND AVENUE 34TH FLOOR, SEATTLE, WA 98104

Signing Officer

Name
Sheila Wyckoff-dickey
Title
Pres./ Treas./ Director
Phone
2066670300
Signed
2024-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Management Group LLC
Address
1000 2ND AVE 34TH FLOOR, SEATTLE, WA 98104-1022
Preparer
Madalina Dobra CPA
Phone
2066670300
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS - PACCAR INC
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IRS990PF/StatementsRegardingActyGrp/PhoneNum02066670300
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SHEILA WYCKOFF-DICKEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CHARLES D DICKEY III
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0To provide support for Seattle Cristo Rey Project
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Cristo Rey Jesuit Seattle
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt010001 57th Ave S
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd098178
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2124292
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHMENT B - cash grants
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To provide support for Seattle Cristo Rey Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Cristo Rey Jesuit Seattle
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Green Lake Community Boathouse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 SECOND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110001 57th Ave S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28061 Densmore Ave N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt034TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SEATTLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd198178
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt080000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0535060
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0214918
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0332142
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0910768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0547060
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0695850
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0332142
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01280
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-1280
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt215733
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt3406906
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4-7500
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATION COSTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCUMULATED AMORTIZATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3PRI FORTERRA STRONG COMM. I
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4LESS UNCLEARED CHECKS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01280
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-1280
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt22186
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3396647
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt40
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01280
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-1280
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt22186
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt3396647
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt40
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FORTERRA STRONG COMM. - PRI RENTAL LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-10259
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-10259
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03965582
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1109986
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN ASSETS FMV
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1GRANTS PAYABLE PAID IN CY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CY EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07621
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt040171
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt120000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADMINISTRATION FEES/MGMT - FMG
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt112000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt040171
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt18000
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt05892
TaxesSchedule/TaxesDetail/Amt114708
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05892
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHEILA WYCKOFF-DICKEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES./ TREAS./ DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum02066670300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUNIPER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JUNI
ReturnHeader/Filer/EIN0911908199
ReturnHeader/Filer/InCareOfNm0% FOUNDATION MANAGEMENT GROUP
ReturnHeader/Filer/PhoneNum02066670300
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 SECOND AVENUE 34TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION MANAGEMENT GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 2ND AVE 34TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981041022
ReturnHeader/PreparerPersonGrp/PhoneNum02066670300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MADALINA DOBRA CPA
ReturnHeader/ReturnTs02024-10-28T17:01:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$0.95$0.79$0.17
2023Detailed filing. Detailed filing data is available for this year.$21.4$0.23$21.2$1.11$0.62$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.33$16.6$1.78$0.68$1.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.37$17.3$0.76$0.81$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$0.55$16.5$2.34$0.82$1.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.35$13.7$0.61$0.67$0.06
2017Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.73$0.53$0.19
2016Detailed filing. Detailed filing data is available for this year.$9.99$0.00$9.99$0.28$0.54$0.26
2015Summary only. Only limited summary data is available for this year.$10.2$0.00$0.29$0.60$0.31
2014Summary only. Only limited summary data is available for this year.$10.6$0.00$1.97$0.54$1.43
2013Summary only. Only limited summary data is available for this year.$9.12$0.00$0.75$0.41$0.33
2012Summary only. Only limited summary data is available for this year.$8.78$0.00$1.56$0.34$1.22
2011Summary only. Only limited summary data is available for this year.$7.56$0.00$0.75$0.28$0.47
Peer Organizations

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