Civic Intelligence

Smith-Barbieri Progressive Fund a Charitable Foundation

990 • Fiscal year 2017 • EIN 91-1914985

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

Organization Profilewww.smith-barbieri.com
820 N Post Street No 603Spokane, WA 99201-5080

(509) 951-9535

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

59th percentile

6.9%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-33%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$7,550,961

Up $489,994 (+6.9%) from 2016

Net Assets

Up

$7,550,961

Up $489,994 (+6.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin91st percentile

Revenue

Down

$967,341

Down $469,634 (-33%) from 2016

Expenses

Up

$477,347

Up $86,966 (+22%) from 2016

Net Income

Down

$489,994

Down $556,600 (-53%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th 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: $4,094,444Liabilities 2011: $1,209,650Net Assets 2011: $2,884,7942011Assets 2012: $5,352,228Liabilities 2012: $1,290,148Net Assets 2012: $4,062,0802012Assets 2013: $5,287,716Liabilities 2013: $952,991Net Assets 2013: $4,334,7252013Assets 2014: $6,210,433Liabilities 2014: $0Net Assets 2014: $6,210,4332014Assets 2015: $6,014,373Liabilities 2015: $0Net Assets 2015: $6,014,3732015Assets 2016: $7,060,967Liabilities 2016: $0Net Assets 2016: $7,060,9672016Assets 2017: $7,550,961Liabilities 2017: $0Net Assets 2017: $7,550,9612017Assets 2018: $7,636,143Liabilities 2018: $0Net Assets 2018: $7,636,1432018Assets 2019: $7,563,471Liabilities 2019: $0Net Assets 2019: $7,563,4712019Assets 2020: $7,630,655Liabilities 2020: $0Net Assets 2020: $7,630,6552020Assets 2021: $7,566,798Liabilities 2021: $50Net Assets 2021: $7,566,7482021Assets 2022: $7,278,771Liabilities 2022: $0Net Assets 2022: $7,278,7712022Assets 2023: $7,225,149Liabilities 2023: $0Net Assets 2023: $7,225,1492023Assets 2024: $6,907,804Liabilities 2024: $0Net Assets 2024: $6,907,8042024

Highlighted filing

2017

Assets$7,550,961
Liabilities$0
Net Assets$7,550,961
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,948,029Expenses 2011: $1,663,202Net Income 2011: $284,8272011Revenue 2012: $2,316,680Expenses 2012: $1,139,394Net Income 2012: $1,177,2862012Revenue 2013: $1,529,031Expenses 2013: $1,256,386Net Income 2013: $272,6452013Revenue 2014: $3,085,248Expenses 2014: $1,209,540Net Income 2014: $1,875,7082014Revenue 2015: $280,731Expenses 2015: $476,791Net Income 2015: -$196,0602015Revenue 2016: $1,436,975Expenses 2016: $390,381Net Income 2016: $1,046,5942016Revenue 2017: $967,341Expenses 2017: $477,347Net Income 2017: $489,9942017Revenue 2018: $1,102,973Expenses 2018: $1,017,791Net Income 2018: $85,1822018Revenue 2019: $649,695Expenses 2019: $722,367Net Income 2019: -$72,6722019Revenue 2020: $1,187,333Expenses 2020: $1,120,149Net Income 2020: $67,1842020Revenue 2021: $1,125,813Expenses 2021: $1,189,720Net Income 2021: -$63,9072021Revenue 2022: $1,133,063Expenses 2022: $1,421,040Net Income 2022: -$287,9772022Revenue 2023: $1,451,679Expenses 2023: $1,505,301Net Income 2023: -$53,6222023Revenue 2024: $958,165Expenses 2024: $1,275,510Net Income 2024: -$317,3452024

Highlighted filing

2017

Revenue$967,341
Expenses$477,347
Net Income$489,994
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$2,543,220
Mission and Program Overview

Mission

Help ensure those in need have every opportunity to succeed by reducing poverty, broadening affordable housing, fostering a more dynamic and powerful constituency and spotlighting our region. The income generated by cash and security transactions will be contributed/granted as allowed to exempt organizations under IRC Section 501(C)(3), as the trustees determine appropriate.

Help ensure those in need have every opportunity to succeed by reducing poverty, broadening affordable housing, fostering a more dynamic and powerful constituency and spotlighting our region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,884,848$7,008,141▲ $123,293
Rtn Earn Endowment Incm Other Fnds$5,835,512$6,325,506▲ $489,994
Cap Stk Tr Prin Current Funds$1,225,455$1,225,455→ $0
Cash and Non-Interest-Bearing Accounts$92,539$462,724▲ $370,185
Other Notes and Loans Receivable, Net$83,580$80,096▼ $3,484
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$7,060,967$7,550,961▲ $489,994
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,060,967$7,550,961▲ $489,994
Total Liabilities and Net Assets / Fund Balance$7,060,967$7,550,961▲ $489,994
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Donald K BarbieriTrustee
Sharon K SmithTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$450,384
Program Service Revenue
$0
Investment Income
$516,904
Other Revenue
$53
All Other Contributions
$450,384
Change in Net Assets
$489,994

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$421,250Fair Market Value (FMV) At Date of Gift
Total Noncash Contributions1$421,250-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$408,669
Other Expenses$68,678
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$408,669--$408,669
Fees for Service Investment Mgmnt Fees-$62,673-$62,673
Fees for Services Accounting-$2,280-$2,280
Fees for Services Other-$1,507-$1,507
Advertising-$1,142-$1,142
Other Expenses$123$953-$123
Total Functional Expenses$408,792$68,555$0$477,347
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Planned ParenthoodSpokane, WA501(c)(3)Community Enrichment$100,000
Second Harvest Food BankSpokane, WA501(c)(3)Community Enrichment$63,000
Global NeighborhoodSpokane, WA501(c)(3)Community Enrichment$39,626
Spokane AllianceSpokane, WA501(c)(3)Community Enrichment$22,500
Center for JusticeSpokane, WA501(c)(3)Community Enrichment$21,000
WSU FoundationPullman, WA501(c)(3)Community Enrichment$17,166
Project HopeSpokane, WA501(c)(3)Community Enrichment$15,000
Spark CentralSpokane, WA501(c)(3)Community Enrichment$15,000
Youth Emergency ServicesNewport, WA501(c)(3)Community Enrichment$15,000
WSU College of NursingSpokane, WA501(c)(3)Community Enrichment$14,000
ElevationsSpokane, WA501(c)(3)Community Enrichment$10,000
Fuse WashingtonSeattle, WA501(c)(3)Community Enrichment$10,000
Black LensSpokane, WA501(c)(3)Community Enrichment$8,091
Leadership SpokaneSpokane, WA501(c)(3)Community Enrichment$6,500
Pura VidaSpokane, WA501(c)(3)Community Enrichment$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, line 2

“Immediate Family- Domestic Partners”

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

“The Trustees meet annually with the Foundation's financial advisor to forecast the gifting for the upcoming year. In connection with the foregoing, the directors meet to review the Form 990 before it is filed.”

Form 990, Part VI, Section C, line 19

“The organization's governing documents, policies, and financial statements are available upon request at its office.”

Filing and Contact Details

Filer

Filer Name
Smith-Barbieri Progressive Fund
EIN
91-1914985
Phone
5099519535
Address
820 N Post Street No 603, Spokane, WA 99201-5080

Signing Officer

Name
Donald K Barbieri
Title
Trustee
Phone
5094596104
Signed
2018-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald K Barbieri
Formed
1998
Legal Domicile
Wa
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Hma CPA Ps
Address
510 W Riverside Ave Ste 400, Spokane, WA 99201
Preparer
Kevin R Sell CPA
Phone
5094558173
Raw XML AppendixShowing 400 of 474 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Help ensure those in need have every opportunity to succeed by reducing poverty, broadening affordable housing, fostering a more dynamic and powerful constituency and spotlighting our region.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01142
IRS990/AdvertisingGrp/TotalAmt01142
IRS990/AllOtherContributionsAmt0450384
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Sharon K Smith
IRS990/BooksInCareOfDetail/PhoneNum05099999926
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0820 N Post Street 603
IRS990/BooksInCareOfDetail/USAddress/CityNm0Spokane
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd099201
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01225455
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01225455
IRS990/CashNonInterestBearingGrp/BOYAmt092539
IRS990/CashNonInterestBearingGrp/EOYAmt0462724
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0450384
IRS990/CYGrantsAndSimilarPaidAmt0408669
IRS990/CYInvestmentIncomeAmt0516904
IRS990/CYOtherExpensesAmt068678
IRS990/CYOtherRevenueAmt053
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0489994
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0477347
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0967341
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Grants under $5,000 used for various charitable purposes.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt045786
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02280
IRS990/FeesForServicesAccountingGrp/TotalAmt02280
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01507
IRS990/FeesForServicesOtherGrp/TotalAmt01507
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt062673
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt062673
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0Donald K Barbieri
IRS990/Form990PartVIISectionAGrp/PersonNm1Sharon K Smith
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0412542
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt045786
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0408669
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0408669
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01988421
IRS990/GrossReceiptsAmt02543220
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0104362
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104362
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06884848
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07008141
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01575879
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Help ensure those in need have every opportunity to succeed by reducing poverty, broadening affordable housing, fostering a more dynamic and powerful constituency and spotlighting our region. The income generated by cash and security transactions will be contributed/granted as allowed to exempt organizations under IRC Section 501(C)(3), as the trustees determine appropriate.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07060967
IRS990/NetAssetsOrFundBalancesEOYAmt07550961
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0412542
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0412542
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0421250
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Foreign Taxes
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0953
IRS990/OtherExpensesGrp/ProgramServicesAmt0123
IRS990/OtherExpensesGrp/TotalAmt0953
IRS990/OtherExpensesGrp/TotalAmt1123
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other Revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt053
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt053
IRS990/OtherRevenueTotalAmt053
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt083580
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt080096
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Donald K Barbieri
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Grants over $5,000 used for various charitable purposes.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0362883
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0362883
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Miscellaneous program expenses
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0123
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01401400
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0323725
IRS990/PYInvestmentIncomeAmt035524
IRS990/PYOtherExpensesAmt066656
IRS990/PYOtherRevenueAmt051
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01046594
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0390381
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01436975
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0489994
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05835512
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06325506
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0421250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt01396000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0331556
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02149306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0440781
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01401400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028777
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0410620
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042481
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02324059
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0104362
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt097237
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0100662
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt099227
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt051858
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0453346
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01033617
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01491102
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02524719
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0104362
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt097237
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0100662
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt099227
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt051858
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0453346
IRS990ScheduleA/InvestmentIncomeCYPct00.08550
IRS990ScheduleA/InvestmentIncomePYPct00.05420
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.50910
IRS990ScheduleA/PublicSupportPY509Pct00.57460
IRS990ScheduleA/PublicSupportTotal509Amt02699472
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0421250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01396000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0331556
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02149306
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0440781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01401400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt028777
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01444237
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01533583
IRS990ScheduleA/Total509Grp/TotalAmt04848778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0545143
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01498637
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0129439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01543464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01585441
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05302124
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt121000
IRS990ScheduleI/RecipientTable/CashGrantAmt222500
IRS990ScheduleI/RecipientTable/CashGrantAmt38091
IRS990ScheduleI/RecipientTable/CashGrantAmt4100000
IRS990ScheduleI/RecipientTable/CashGrantAmt517166
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt714000
IRS990ScheduleI/RecipientTable/CashGrantAmt815000
IRS990ScheduleI/RecipientTable/CashGrantAmt96500
IRS990ScheduleI/RecipientTable/CashGrantAmt1039626
IRS990ScheduleI/RecipientTable/CashGrantAmt116000
IRS990ScheduleI/RecipientTable/CashGrantAmt1263000
IRS990ScheduleI/RecipientTable/CashGrantAmt1315000
IRS990ScheduleI/RecipientTable/CashGrantAmt1415000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13Community Enrichment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14Community Enrichment
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Fuse Washington
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Center for Justice
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Spokane Alliance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Black Lens
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Planned Parenthood
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WSU Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Elevations
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7WSU College of Nursing
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8Project Hope
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9Leadership Spokane
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10Global Neighborhood
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11Pura Vida
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12Second Harvest Food Bank
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13Spark Central
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14Youth Emergency Services
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01402 3rd AVenue Suite 310
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt135 W Main Avenue Suite 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21526 E 11th Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31312 North Monroe 148
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4123 E Indiana Avenue 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5255 East Main Street Suite 301
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6325 South University Road Suite 203
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7103 E Spokane Falls Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt81428 West Broadway Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9801 W Riverside Suite 220
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10902 W Indiana
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11527 S Cannon St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt121234 E Front Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt131214 W Summit Pkwy
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14316 West 2nd Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0203
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Seattle
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Pullman
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm7Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm8Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm9Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm10Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm11Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm12Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm13Spokane
IRS990ScheduleI/RecipientTable/USAddress/CityNm14Newport
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd13WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd14WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098101
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd199201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd299202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd399201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd499207
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd599164
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd699206
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd799202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd899201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd999201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1099205
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1199201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1299202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1399201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1499156
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc5FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc6FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc7FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc8FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc9FMV
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV At Date of Gift
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0421250
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Immediate Family- Domestic Partners
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustees meet annually with the Foundation's financial advisor to forecast the gifting for the upcoming year. In connection with the foregoing, the directors meet to review the Form 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization's governing documents, policies, and financial statements are available upon request at its office.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07060967
IRS990/TotalAssetsEOYAmt07550961
IRS990/TotalAssetsGrp/BOYAmt07060967

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,550,961
Liabilities
$0
Net assets
$7,550,961
Revenue
$967,341
Expenses
$477,347
Net income
$489,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.96$1.28$0.32
2023Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$1.45$1.51$0.05
2022Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$1.13$1.42$0.29
2021Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$1.13$1.19$0.06
2020Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$1.19$1.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.65$0.72$0.07
2018Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$1.10$1.02$0.09
2017Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.97$0.48$0.49
2016Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$1.44$0.39$1.05
2015Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.28$0.48$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$3.09$1.21$1.88
2013Detailed filing. Detailed filing data is available for this year.$5.29$0.95$4.33$1.53$1.26$0.27
2012Summary only. Only limited summary data is available for this year.$5.35$1.29$4.06$2.32$1.14$1.18
2011Summary only. Only limited summary data is available for this year.$4.09$1.21$2.88$1.95$1.66$0.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $5M-$10M nonprofits