Civic Intelligence

Richard and Lois Worthington Foundation

990PF • Fiscal year 2017 • EIN 91-1909665

Jan 01, 2017 to Dec 31, 2017 • Filed on May 04, 2018

Organization Profile
15203 Gilbralter RoadAnacortes, WA 98221

(360) 293-9647

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.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

20th percentile

-3.2%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

72%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,576,797

Down $182,952 (-3.2%) from 2016

Net Assets

Down

$5,576,797

Down $182,952 (-3.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin6th percentile

Revenue

Up

$230,303

Up $96,764 (+72%) from 2016

Expenses

Up

$388,828

Up $135,374 (+53%) from 2016

Net Income

Down

-$158,525

Down $38,610 (-32%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,991,939Liabilities 2011: $0Net Assets 2011: $4,991,9392011Assets 2012: $4,831,212Liabilities 2012: $0Net Assets 2012: $4,831,2122012Assets 2013: $4,771,184Liabilities 2013: $0Net Assets 2013: $4,771,1842013Assets 2014: $6,270,646Liabilities 2014: $0Net Assets 2014: $6,270,6462014Assets 2015: $6,138,396Liabilities 2015: $0Net Assets 2015: $6,138,3962015Assets 2016: $5,759,749Liabilities 2016: $0Net Assets 2016: $5,759,7492016Assets 2017: $5,576,797Liabilities 2017: $0Net Assets 2017: $5,576,7972017Assets 2018: $5,553,806Liabilities 2018: $0Net Assets 2018: $5,553,8062018Assets 2019: $5,362,929Liabilities 2019: $0Net Assets 2019: $5,362,9292019Assets 2020: $5,238,571Liabilities 2020: $0Net Assets 2020: $5,238,5712020Assets 2021: $5,401,708Liabilities 2021: $0Net Assets 2021: $5,401,7082021Assets 2022: $5,536,294Liabilities 2022: $0Net Assets 2022: $5,536,2942022Assets 2023: $5,374,462Liabilities 2023: $0Net Assets 2023: $5,374,4622023Assets 2024: $5,533,796Liabilities 2024: $0Net Assets 2024: $5,533,7962024

Highlighted filing

2017

Assets$5,576,797
Liabilities$0
Net Assets$5,576,797
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $300,2922011Expenses 2012: $295,1202012Expenses 2013: $319,1622013Revenue 2014: $1,830,232Expenses 2014: $330,770Net Income 2014: $1,499,4622014Revenue 2015: $235,339Expenses 2015: $367,589Net Income 2015: -$132,2502015Revenue 2016: $133,539Expenses 2016: $253,454Net Income 2016: -$119,9152016Revenue 2017: $230,303Expenses 2017: $388,828Net Income 2017: -$158,5252017Revenue 2018: $260,660Expenses 2018: $281,851Net Income 2018: -$21,1912018Revenue 2019: $186,862Expenses 2019: $373,585Net Income 2019: -$186,7232019Revenue 2020: $238,343Expenses 2020: $362,701Net Income 2020: -$124,3582020Revenue 2021: $529,363Expenses 2021: $366,226Net Income 2021: $163,1372021Revenue 2022: $587,938Expenses 2022: $453,356Net Income 2022: $134,5822022Revenue 2023: $222,189Expenses 2023: $384,022Net Income 2023: -$161,8332023Revenue 2024: $722,122Expenses 2024: $562,789Net Income 2024: $159,3332024

Highlighted filing

2017

Revenue$230,303
Expenses$388,828
Net Income-$158,525
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA MATHESONPresident-$0--
MOLLY HENDRICKS1st V Pres-$0--
RICHARD MATHESON2nd V Pres-$0--
KATHERINE METCALFSecretary-$0--
B MICHAEL MATHESONTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANACORTES SCHOOL FOUNDATIONATHLETIC FIELDHOUSE-ANACORTES, WA, US$82,000
Paid GrantANACORTES SCHOOL FOUNDATIONPRINCIPALS & TEACHERS FUNDS-ANACORTES, WA, US$65,000
Paid GrantBOYS & GIRLS CLUB OF SKAGIT COUNTYAFTER SCHOOL PROGRAMS-MOUNT VERNON, WA, US$50,000
Paid GrantISLAND HOSPITAL FOUNDATIONMENTAL HEALTH - ANACORTES MIDDLE SCH-ANACORTES, WA, US$30,000
Paid GrantANACORTES PARKS FOUNDATIONATHLETIC FIELDHOUSE-ANACORTES, WA, US$27,500
Paid GrantWESTMINISTER PRESBYTERIAN CHURCHFOOD TO GO-ANACORTES, WA, US$20,000
Paid GrantANACORTES COMMUNITY SHELTERGENERAL SUPPORT ACTIVITIES-ANACORTES, WA, US$15,000
Paid GrantRICHARD C WORTHINGTON JUNIOR CITIZESCHOLARSHIPS-BOTHELL, WA, US$9,000
Paid GrantGREATER SEATTLE BUSINESS ASSOCIATIOSCHOLARSHIP FUND-SEATTLE, WA, US$5,000
Paid GrantHUMANE SOCIETY OF SKAGIT VALLEYPREVENTION OF CRUELTY TO ANIMALS-BURLINGTON, WA, US$5,000
Paid GrantSEAHAWK ATHLETIC BOOSTER ASSOCANACORTES HS BOYS SOCCER TEAM-ANACORTES, WA, US$5,000
Paid GrantSPF SKAGITORIANS PRESERVE FARMLNDGENERAL SUPPORT ACTIVITIES-MOUNT VERNON, WA, US$5,000
Paid GrantSUMMIT ASSISTANCE DOGSTRAINING OF SERVICE DOGS-ANACORTES, WA, US$5,000
Paid Grant-SCHOLARSHIP-ANACORTES, WA, US$5,000
Paid Grant-SCHOLARSHIP-ANACORTES, WA, US$5,000
Paid GrantCATS MEOWGENERAL SUPPORT ACTIVITIES-ANACORTES, WA, US$3,000
Paid GrantSKAGIT RIVER POETRY FOUNDATIONSPONSOR A POET-LA CONNER, WA, US$3,000
Paid Grant-SCHOLARSHIP-ANACORTES, WA, US$2,500
Paid Grant-SCHOLARSHIP-ANACORTES, WA, US$2,500
Paid Grant-SCHOLARSHIP-ANACORTES, WA, US$2,500
Paid Grant-SCHOLARSHIP-ANACORTES, WA, US$2,500
Filing and Contact Details

Filer

Filer Name
Richard&lois Worthington Foundation
EIN
91-1909665
Phone
3602939647
Address
15203 GILBRALTER ROAD, ANACORTES, WA 98221

Signing Officer

Name
Barbara Matheson
Title
President
Phone
3602939647
Signed
2018-05-04

Preparer

Firm
WILLIAMS & NULLE PLLC CPA'S
Address
407 PINE ST, MOUNT VERNON, WA 98273-3853
Preparer
Warren W Walz
Phone
3603366611
Raw XML AppendixShowing 400 of 652 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt233184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt354048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt915801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1018265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1116043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1326509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16135000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1819504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1927704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2036185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2222425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2312412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2413147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2543090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0APPLE COMPUTER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MYLAN NV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GENERAL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ORACLE CORPORATONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4KINDER MORGAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PEAR TREE POL FRGN VAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6AMERICAN TOWER COPR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PNC BANK CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8APPLE COMPUTER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PRICELINE GRP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10APPLIED MATERIALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PRUDENTIAL FINL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12AUSTIN WATER BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13TEMPLETON INST FOREIGN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL ONE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15UNITEDHEALTH GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CLARK SD BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17VALERO ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CONSTELLATION BRANDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19VIRTUS OPPORTUNITIES TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20EXPRESS SCRIPTS HOLDING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21VIRTUS OPPORTUNITIES TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22GENERAL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23HENNESSY FOCUS FUND-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24J P MORGAN CHASE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25MEAD JOHNSON NUTRITION CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242017-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252017-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt072776
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01003
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-158525
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt024427
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05601224
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05759749
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05576797
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0305171
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0305171
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0305171
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0306937
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01766
IRS990PF/DistributableAmountGrp/TotalTaxAmt01766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01500
IRS990PF/FMVAssetsEOYAmt06495789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01076216
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0972036
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0945614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04520324
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04383509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05328923
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0163209
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0221252
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0221252
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05759749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05576797
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06495789
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05759749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05576797
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05759749
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05576797
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt05759749
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt05576797
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06232232
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0192231
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06040001
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt093483
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0306937
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06138749
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06232232
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBARA MATHESON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MOLLY HENDRICKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD MATHESON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KATHERINE METCALF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4B MICHAEL MATHESON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11ST V PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt22ND V PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015203 GIBRALTER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt114809 GIBRALTER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt217866 BEST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt315189 DECEPTION ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt415203 GIBRALTER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ANACORTES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ANACORTES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MOUNT VERNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ANACORTES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ANACORTES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd198221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd298273
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd398221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd498221
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0276471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0278237
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0215000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0304591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0289500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0280398
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0266500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.037006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06138749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05809932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05977456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06111455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06495149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05709036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0349500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.225183
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0347734
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0349500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01766
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0349500
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,576,797
Liabilities
$0
Net assets
$5,576,797
Revenue
$230,303
Expenses
$388,828
Net income
-$158,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.72$0.56$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$0.22$0.38$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.59$0.45$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$0.00$5.40$0.53$0.37$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$0.24$0.36$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.36$0.00$5.36$0.19$0.37$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.26$0.28$0.02
2017Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.23$0.39$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.00$5.76$0.13$0.25$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.00$6.14$0.24$0.37$0.13
2014Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$1.83$0.33$1.50
2013Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.32
2012Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.30
2011Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.30