Civic Intelligence

Trout Lake Community Foundation

EIN 91-2010756 • 501(c)3 • Trout Lake, WA

Profile

To provide scholarships to trout lake students, graduates and post graduates.

PO Box 322Trout Lake, WA 98650
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

3.9%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$905,531

Up $85,957 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$905,531

Up $85,957 (+10%) from 2023

Revenue

Up

$110,323

Up $4,147 (+3.9%) from 2023

Expenses

Up

$89,339

Up $17,436 (+24%) from 2023

Net Income

Down

$20,984

Down $13,289 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $261,971Liabilities 2011: $02011Assets 2012: $282,458Liabilities 2012: $02012Assets 2013: $311,651Liabilities 2013: $02013Assets 2014: $439,112Liabilities 2014: $02014Assets 2015: $469,124Liabilities 2015: $02015Assets 2016: $493,398Liabilities 2016: $02016Assets 2017: $577,366Liabilities 2017: $0Net Assets 2017: $577,3662017Assets 2018: $534,256Liabilities 2018: $0Net Assets 2018: $534,2562018Assets 2019: $654,784Liabilities 2019: $0Net Assets 2019: $654,7842019Assets 2021: $811,043Liabilities 2021: $0Net Assets 2021: $811,0432021Assets 2022: $736,698Liabilities 2022: $0Net Assets 2022: $736,6982022Assets 2023: $819,574Liabilities 2023: $0Net Assets 2023: $819,5742023Assets 2024: $905,531Liabilities 2024: $0Net Assets 2024: $905,5312024

Highlighted filing

2024

Assets$905,531
Liabilities$0
Net Assets$905,531

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $61,141Expenses 2011: $28,095Net Income 2011: $33,0462011Revenue 2012: $52,558Expenses 2012: $32,101Net Income 2012: $20,4572012Revenue 2013: $57,147Expenses 2013: $27,954Net Income 2013: $29,1932013Revenue 2014: $167,214Expenses 2014: $28,952Net Income 2014: $138,2622014Revenue 2015: $61,024Expenses 2015: $31,012Net Income 2015: $30,0122015Revenue 2016: $52,714Expenses 2016: $40,905Net Income 2016: $11,8092016Revenue 2017: $44,207Expenses 2017: $44,184Net Income 2017: $232017Revenue 2018: $40,651Expenses 2018: $68,489Net Income 2018: -$27,8382018Revenue 2019: $44,757Expenses 2019: $56,717Net Income 2019: -$11,9602019Revenue 2021: $20,765Expenses 2021: $45,359Net Income 2021: -$24,5942021Revenue 2022: $67,441Expenses 2022: $141,786Net Income 2022: -$74,3452022Revenue 2023: $106,176Expenses 2023: $71,903Net Income 2023: $34,2732023Revenue 2024: $110,323Expenses 2024: $89,339Net Income 2024: $20,9842024

Highlighted filing

2024

Revenue$110,323
Expenses$89,339
Net Income$20,984

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.06$0.00$9.06$1.10$0.89$0.21
2023Summary only. Only limited summary data is available for this year.$8.20$0.00$8.20$1.06$0.72$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.37$0.00$7.37$0.67$1.42$0.74
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.11$0.00$8.11$0.21$0.45$0.25
2019Summary only. Only limited summary data is available for this year.$6.55$0.00$6.55$0.45$0.57$0.12
2018Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$0.41$0.68$0.28
2017Summary only. Only limited summary data is available for this year.$5.77$0.00$5.77$0.44$0.44$0.00
2016Summary only. Only limited summary data is available for this year.$4.93$0.00$0.53$0.41$0.12
2015Summary only. Only limited summary data is available for this year.$4.69$0.00$0.61$0.31$0.30
2014Summary only. Only limited summary data is available for this year.$4.39$0.00$1.67$0.29$1.38
2013Summary only. Only limited summary data is available for this year.$3.12$0.00$0.57$0.28$0.29
2012Summary only. Only limited summary data is available for this year.$2.82$0.00$0.53$0.32$0.20
2011Summary only. Only limited summary data is available for this year.$2.62$0.00$0.61$0.28$0.33
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 13, 2023
Return Version
2022v5.0
Gross Receipts
$67,441
Mission and Program Overview

Mission

To provide scholarships to trout lake students, graduates and post graduates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$781,428$704,598▼ $76,830
Cash and Non-Interest-Bearing Accounts$15,414$21,966▲ $6,552
Savings and Temporary Cash Investments$14,201$10,134▼ $4,067
Total Assets$811,043$736,698▼ $74,345
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$811,043$736,698▼ $74,345
Total Net Assets Fund Balance$811,043$736,698▼ $74,345
Total Liabilities and Net Assets / Fund Balance$811,043$736,698▼ $74,345
Compensation and Service Providers

Board Members and Trustees

NameTitle
David WickwirePresident
Camden McmahonDirector
Debbie NelsonDirector
Emily LoganDirector
James JensenDirector
Jeff BakerDirector
Jim WhiteDirector
Page LoganDirector
Stephanie RubeshSecretary
Coralee WarnerTreasurer
Kathy WhiteVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$30,375
Program Service Revenue
$0
Investment Income
$5
Other Revenue
$37,061
All Other Contributions
$30,375
Change in Net Assets
$-74,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,620
Grants and Similar Amounts Paid$59,166
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$78,709--$78,709
Grants to Domestic Individuals$59,166--$59,166
Insurance$1,389--$1,389
Occupancy$1,368--$1,368
Office Expenses$1,144--$1,144
Other Expenses$10--$10
Total Functional Expenses$141,786$0$0$141,786
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$37,061
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Fundrais$37,061$37,061-$37,061
Total Events$37,061$37,061-$37,061
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 35% controlled entity
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, Page 6, Part VI, Line 7A

A new board member must be voted in and approved by the majority of the current board of directors. Each member shal have a single vote.

Form 990, Page 6, Part VI, Line 11B

Form 990 is available for all board members upon request

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Trout Lake Community Foundation
EIN
91-2010756
Phone
5093952218
Address
PO BOX 322, TROUT LAKE, WA 98650

Signing Officer

Name
Coralee Warner
Title
Treasurer
Phone
5093952218
Signed
2023-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Wickwire
Formed
1999
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
200
Employees
0

Preparer

Firm
Jana Warner CPA Pc
Address
PO BOX 335, TROUT LAKE, WA 98650-2002
Preparer
Jana Warner
Phone
5094937493
Supplemental Narrative

Additional Explanations

Form 990

Line 13 scholarships for books & tuition for:clara mcmahon cal poly university administration 131-e san luis obispo, ca 93407-0501

Form 990, Part IX, Line 11G

Investment gain/loss 78,709 0 0

Form 990, Part XI

GAIN ON INVESTMENTS

Raw XML Appendix355 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
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IRS990/BooksInCareOfDetail/PhoneNum05093952218
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 322
IRS990/BooksInCareOfDetail/USAddress/CityNm0TROUT LAKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098650
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IRS990/ExpenseAmt0141786
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 13 SCHOLARSHIPS FOR BOOKS & TUITION FOR:CLARA MCMAHON CAL POLY UNIVERSITY ADMINISTRATION 131-E SAN LUIS OBISPO, CA 93407-0501
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A NEW BOARD MEMBER MUST BE VOTED IN AND APPROVED BY THE MAJORITY OF THE CURRENT BOARD OF DIRECTORS. EACH MEMBER SHAL HAVE A SINGLE VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE FOR ALL BOARD MEMBERS UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INVESTMENT GAIN/LOSS 78,709 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GAIN ON INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0141786
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt037061
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt067441
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORALEE WARNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05093952218
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TROUT LAKE COMMUNITY FOUNDATION
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ReturnHeader/Filer/EIN0912010756
ReturnHeader/Filer/PhoneNum05093952218
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861293608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANA WARNER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 335
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROUT LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0986502002
ReturnHeader/PreparerPersonGrp/PhoneNum05094937493
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANA WARNER
ReturnHeader/ReturnTs02023-06-02T13:04:47-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CORALEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WARNER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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