Civic Intelligence

James and Colin Lee Wozumi Charitable Trust Dated 10/04/00

EIN 91-2078604 • Seattle, WA

153 SW 154th StreetSeattle, WA 98166
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-124%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$7,500

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 40.8% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

43rd percentile

-6.9%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-9.7%

Faster revenue growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$317,923

Down $23,488 (-6.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$317,923

No earlier filing loaded for comparison.

Revenue

Down

$18,382

Down $1,978 (-9.7%) from 2023

Expenses

Up

$41,207

Up $5,407 (+15%) from 2023

Net Income

Down

-$22,825

Down $7,385 (-48%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $236,462Liabilities 2011: $02011Assets 2012: $252,175Liabilities 2012: $02012Assets 2013: $245,362Liabilities 2013: $02013Assets 2014: $452,547Liabilities 2014: $02014Assets 2015: $430,059Liabilities 2015: $02015Assets 2019: $408,428Liabilities 2019: $0Net Assets 2019: $408,4282019Assets 2020: $384,343Liabilities 2020: $0Net Assets 2020: $384,3432020Assets 2021: $385,547Liabilities 2021: $0Net Assets 2021: $385,5472021Assets 2022: $356,481Liabilities 2022: $12022Assets 2023: $341,411Liabilities 2023: $12023Assets 2024: $317,923Liabilities 2024: $0Net Assets 2024: $317,9232024

Highlighted filing

2024

Assets$317,923
Liabilities$0
Net Assets$317,923

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $19,241Expenses 2011: $11,295Net Income 2011: $7,9462011Revenue 2012: $26,454Expenses 2012: $11,689Net Income 2012: $14,7652012Revenue 2013: $7,263Expenses 2013: $14,224Net Income 2013: -$6,9612013Revenue 2014: $225,736Expenses 2014: $17,806Net Income 2014: $207,9302014Revenue 2015: $5,497Expenses 2015: $30,407Net Income 2015: -$24,9102015Revenue 2019: $32,974Expenses 2019: $24,962Net Income 2019: $8,0122019Revenue 2020: $18,713Expenses 2020: $43,000Net Income 2020: -$24,2872020Revenue 2021: $20,399Expenses 2021: $19,119Net Income 2021: $1,2802021Revenue 2022: $20,394Expenses 2022: $49,534Net Income 2022: -$29,1402022Revenue 2023: $20,360Expenses 2023: $35,800Net Income 2023: -$15,4402023Revenue 2024: $18,382Expenses 2024: $41,207Net Income 2024: -$22,8252024

Highlighted filing

2024

Revenue$18,382
Expenses$41,207
Net Income-$22,825

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT HARDYTrustee-$7,500-$7,500
Filing and Contact Details

Filer

Filer Name
James and Colin Lee Wozumi
EIN
91-2078604
Phone
2062441718
Address
153 SW 154TH STREET, SEATTLE, WA 98166

Signing Officer

Name
Robert Hardy
Title
Trustee
Phone
2062441718
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Allied Financial & Tax Svcs Inc
Address
PO BOX 471, MAPLE VALLEY, WA 98038
Preparer
Tim Gapp
Phone
4256576544
Raw XML Appendix397 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/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0341411
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0317923
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0341411
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0317923
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0504982
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013587
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0491395
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07575
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024870
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0497407
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0504982
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt07500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT HARDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0153 SW 154TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098166
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt029500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt029500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02020
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT HARDY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0153 SW 154TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SEATTLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098166
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02062441718
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN ESSAY DEFINING NEED AND USE OF FUNDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT HARDY TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02062441718
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0153 SW 154TH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SEATTLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098166
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MEDICAL RESEARCH AND/OR EDUCATION FOR THE PREVENTION AND TREATMENT OF THE HUMAN IMMUNODEFICIENCY VIRUS (HIV).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GSBA SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 E PINE ST STE 322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEATTLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd098122
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
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/AppliedToCurrentYearAmt016390
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013110
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024786
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt012550
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt012550
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029500
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt012550
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08396
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013110
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0863
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0196
OtherIncreasesSchedule/OtherIncreasesDetail/Amt14
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DIVIDEND DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05494
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RBC FINANCIAL SERVICES INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05494
TaxesSchedule/TaxesDetail/Amt0120
TaxesSchedule/TaxesDetail/Amt191
TaxesSchedule/TaxesDetail/CategoryTxt0RBC FINANCIAL SERVICES INC
TaxesSchedule/TaxesDetail/CategoryTxt1UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0120
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt191
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HARDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02062441718
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES AND COLIN LEE WOZUMI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST DATED 10/04/00
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0912078604
ReturnHeader/Filer/PhoneNum02062441718
ReturnHeader/Filer/USAddress/AddressLine1Txt0153 SW 154TH STREET
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098166
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204050101
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED FINANCIAL & TAX SVCS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 471
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAPLE VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098038
ReturnHeader/PreparerPersonGrp/PhoneNum04256576544
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM GAPP
ReturnHeader/ReturnTs02025-05-13T17:42:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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