Civic Intelligence

Sequim Education Foundation

990 • Fiscal year 2024 • EIN 91-2122290

Jul 01, 2023 to Jun 30, 2024 • Filed on Mar 24, 2025

PO Box 3065Sequim, WA 98382

(360) 461-4455

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$30,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

93rd percentile

71%

Faster asset growth than 93% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1045%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,523,355

Up $1,051,263 (+71%) from 2023

Net Assets

Up

$2,522,057

Up $1,051,221 (+71%) from 2023

Liabilities

Up

$1,298

Up $42 (+3.3%) from 2023

Revenue

Up

$1,070,507

Up $976,994 (+1045%) from 2023

Expenses

Up

$132,781

Up $7,571 (+6.0%) from 2023

Net Income

Up

$937,726

Up $969,423 (+3058%) from 2023

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $224,755Net Assets 2010: $224,7552010Assets 2011: $228,963Liabilities 2011: $0Net Assets 2011: $228,9632011Assets 2012: $228,052Liabilities 2012: $35,204Net Assets 2012: $192,8482012Assets 2013: $248,600Liabilities 2013: $34,705Net Assets 2013: $213,8952013Assets 2014: $560,632Liabilities 2014: $1Net Assets 2014: $560,6312014Assets 2015: $1,220,865Liabilities 2015: $104,225Net Assets 2015: $1,116,6402015Assets 2016: $1,176,969Liabilities 2016: $0Net Assets 2016: $1,176,9692016Assets 2017: $1,243,716Liabilities 2017: $490Net Assets 2017: $1,243,2262017Assets 2018: $1,307,984Liabilities 2018: $388Net Assets 2018: $1,307,5962018Assets 2019: $1,347,091Liabilities 2019: $0Net Assets 2019: $1,347,0912019Assets 2020: $1,335,084Liabilities 2020: $404Net Assets 2020: $1,334,6802020Assets 2021: $1,689,847Liabilities 2021: $471Net Assets 2021: $1,689,3762021Assets 2022: $1,412,932Liabilities 2022: $915Net Assets 2022: $1,412,0172022Assets 2023: $1,472,092Liabilities 2023: $1,256Net Assets 2023: $1,470,8362023Assets 2024: $2,523,355Liabilities 2024: $1,298Net Assets 2024: $2,522,0572024Assets 2025: $2,750,354Liabilities 2025: $15Net Assets 2025: $2,750,3392025

Highlighted filing

2024

Assets$2,523,355
Liabilities$1,298
Net Assets$2,522,057

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $48,535Expenses 2010: $26,761Net Income 2010: $21,7742010Expenses 2011: $20,0682011Expenses 2012: $36,6622012Expenses 2013: $29,3382013Revenue 2014: $337,046Expenses 2014: $42,861Net Income 2014: $294,1852014Revenue 2015: $686,515Expenses 2015: $54,630Net Income 2015: $631,8852015Revenue 2016: $68,740Expenses 2016: $84,534Net Income 2016: -$15,7942016Revenue 2017: $94,560Expenses 2017: $81,545Net Income 2017: $13,0152017Revenue 2018: $151,068Expenses 2018: $110,219Net Income 2018: $40,8492018Revenue 2019: $124,513Expenses 2019: $104,586Net Income 2019: $19,9272019Revenue 2020: $109,875Expenses 2020: $94,352Net Income 2020: $15,5232020Revenue 2021: $241,603Expenses 2021: $105,537Net Income 2021: $136,0662021Revenue 2022: $160,770Expenses 2022: $112,991Net Income 2022: $47,7792022Revenue 2023: $93,513Expenses 2023: $125,210Net Income 2023: -$31,6972023Revenue 2024: $1,070,507Expenses 2024: $132,781Net Income 2024: $937,7262024Revenue 2025: $180,148Expenses 2025: $127,026Net Income 2025: $53,1222025

Highlighted filing

2024

Revenue$1,070,507
Expenses$132,781
Net Income$937,726
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 24, 2025
Return Version
2023v6.0
Gross Receipts
$1,070,507
Mission and Program Overview

Mission

To be a catalyst for vibrant growth of each student in the Sequim School District.

Sequim Education Foundations vision is to inspire and support a lifelong love of learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,428,443$2,491,317▲ $1,062,874
Savings and Temporary Cash Investments$36,833$28,448▼ $8,385
Cash and Non-Interest-Bearing Accounts$6,816$3,590▼ $3,226
Total Assets$1,472,092$2,523,355▲ $1,051,263
Liabilities
Accounts Payable and Accrued Expenses$1,256$1,298▲ $42
Total Liabilities$1,256$1,298▲ $42
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,470,836$1,605,004▲ $134,168
Net Assets With Donor Restrictions-$917,053-
Total Net Assets Fund Balance$1,470,836$2,522,057▲ $1,051,221
Total Liabilities and Net Assets / Fund Balance$1,472,092$2,523,355▲ $1,051,263

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023-$917,053▲ $38,768$1,000$927,974
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jessica ElliottExecutive DirectorPT$30,000$30,000

Board Members and Trustees

NameTitle
Philip TrowbridgePresident
Jody SpiveyVice President
Jill DolceDirector
Jodi OlsonDirector
Larry JeffryesDirector
Allison LotzgesellScholarships
Elna KawalScholarships
Sarah ThorsonScholarships
Ed KoszykowskiSecretary
John BridgeTeaching Grants
Glenn BeachTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$965,578
Program Service Revenue
$0
Investment Income
$104,929
Other Revenue
$0
All Other Contributions
$965,578
Change in Net Assets
$937,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,020
Salaries, Compensation, and Employee Benefits$32,819
Other Expenses$28,942
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$47,477--$47,477
Current Officers, Directors, Trustees, and Key Employees-$30,000-$30,000
Grants to Domestic Orgs$23,543--$23,543
Fees for Service Investment Mgmnt Fees-$21,832-$21,832
Payroll Taxes-$2,819-$2,819
Fees for Services Accounting-$2,238-$2,238
Insurance-$1,546-$1,546
Other Expenses-$1,220-$1,220
Office Expenses-$929-$929
Total Functional Expenses$71,020$61,761$0$132,781
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sequim School DistrictSequim, WA--$23,543
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Board reviews Form 990 and votes to accept the filing as complete and correct

Conflict of interest policy compliance Part VI line 12C

Board members annually sign a conflict of interest policy

CEO executive director top management comp Part VI line 15A

Hiring and salary approval for executive director was reviewed and recommended by Olympic View Community Foundation and the Phillips Foundation. In addition, the Port Angeles Education Foundation, another local foundation, was consulted for comparable salary and benefits ranges. An SEF board member presented her recommendation to the full SEF Board for approval.

Governing documents etc available to public Part VI line 19

Documents are available to the public upon specific request

Filing and Contact Details

Filer

Filer Name
Sequim Education Foundation
EIN
91-2122290
Address
PO Box 3065, Sequim, WA 98382

Signing Officer

Name
Philip Trowbridge
Title
President
Phone
3606803061
Signed
2025-03-24
Discuss with paid preparer
No

Organization Details

Principal Officer
Philip Trowbridge
Formed
2001
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
15

Preparer

Firm
Sherry Lacey CPA LLC
Address
PO Box 105, Brinnon, WA 98320
Preparer
Sherry Lacey
Phone
4257856848
Supplemental Narrative

Financial Statement Notes

Endowment funds intended uses (Part V, line 4)

The intended uses for the Endowment funds are for awarding Scholarships and Grants

Raw XML AppendixShowing 400 of 420 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01256
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01298
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Sequim Education Foundations vision is to inspire and support a lifelong love of learning.
IRS990/AllOtherContributionsAmt0965578
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0Judi Jones
IRS990/BooksInCareOfDetail/PhoneNum03604614455
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0408 Tree Ct
IRS990/BooksInCareOfDetail/USAddress/CityNm0Holly Ridge
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028445
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt06816
IRS990/CashNonInterestBearingGrp/EOYAmt03590
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt030000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt030000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0965578
IRS990/CYGrantsAndSimilarPaidAmt071020
IRS990/CYInvestmentIncomeAmt0104929
IRS990/CYOtherExpensesAmt028942
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0937726
IRS990/CYSalariesCompEmpBnftPaidAmt032819
IRS990/CYTotalExpensesAmt0132781
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01070507
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0Scholarships - Scholarships for participation in the arts and STEM-based programs are awarded. Scholarships are awarded to district students graduating from high school to facilitate post-secondary education.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0917053
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt047477
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02238
IRS990/FeesForServicesAccountingGrp/TotalAmt02238
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt021832
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt021832
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0Jessica Elliott
IRS990/Form990PartVIISectionAGrp/PersonNm1John Bridge
IRS990/Form990PartVIISectionAGrp/PersonNm2Sarah Thorson
IRS990/Form990PartVIISectionAGrp/PersonNm3Jodi Olson
IRS990/Form990PartVIISectionAGrp/PersonNm4Jill Dolce
IRS990/Form990PartVIISectionAGrp/PersonNm5Larry Jeffryes
IRS990/Form990PartVIISectionAGrp/PersonNm6Elna Kawal
IRS990/Form990PartVIISectionAGrp/PersonNm7Allison Lotzgesell
IRS990/Form990PartVIISectionAGrp/PersonNm8Glenn Beach
IRS990/Form990PartVIISectionAGrp/PersonNm9Philip Trowbridge
IRS990/Form990PartVIISectionAGrp/PersonNm10Ed Koszykowski
IRS990/Form990PartVIISectionAGrp/PersonNm11Jody Spivey
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt030000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Teaching Grants
IRS990/Form990PartVIISectionAGrp/TitleTxt2Scholarships
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Scholarships
IRS990/Form990PartVIISectionAGrp/TitleTxt7Scholarships
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt047477
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt047477
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt047477
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt023543
IRS990/GrantsToDomesticOrgsGrp/TotalAmt023543
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01070507
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01546
IRS990/InsuranceGrp/TotalAmt01546
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0104929
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0104929
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01428443
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02491317
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Sequim Education Foundations vision is to inspire and support a lifelong love of learning.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01470836
IRS990/NetAssetsOrFundBalancesEOYAmt02522057
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0113495
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01470836
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01605004
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0929
IRS990/OfficeExpensesGrp/TotalAmt0929
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Website
IRS990/OtherExpensesGrp/Desc1Taxes
IRS990/OtherExpensesGrp/Desc2Donation Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0897
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1280
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21220
IRS990/OtherExpensesGrp/TotalAmt0897
IRS990/OtherExpensesGrp/TotalAmt1280
IRS990/OtherExpensesGrp/TotalAmt21220
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02819
IRS990/PayrollTaxesGrp/TotalAmt02819
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Philip Trowbridge
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Teaching Grants - Sequim Education Foundation (SEF) collaborates with the Sequim School District to provide grant funds for specific academic programs that would not otherwise be able to be conducted in the district. SEF works closely with district staff to determine how best to leverage existing district resources and have as wide of a program footprint as possible. The scale of SEF grants ranges from single classroom pilot programs to larger programs open to all students in the district.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023543
IRS990/ProgSrvcAccomActy2Grp/GrantAmt023543
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt043001
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt068811
IRS990/PYInvestmentIncomeAmt050512
IRS990/PYOtherExpensesAmt024314
IRS990/PYRevenuesLessExpensesAmt0-31697
IRS990/PYSalariesCompEmpBnftPaidAmt032085
IRS990/PYTotalExpensesAmt0125210
IRS990/PYTotalRevenueAmt093513
IRS990/ReconcilationRevenueExpnssAmt0937726
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt036833
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0965578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043001
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt063399
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056021
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046219
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01174218
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0104929
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt050512
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt097371
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0185582
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt063123
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0501517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0104929
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt050512
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt097371
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0185582
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt063123
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0501517
IRS990ScheduleA/InvestmentIncomeCYPct00.30000
IRS990ScheduleA/InvestmentIncomePYPct00.67000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.70070
IRS990ScheduleA/PublicSupportPY509Pct00.32940
IRS990ScheduleA/PublicSupportTotal509Amt01174218
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0965578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063399
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056021
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046219
IRS990ScheduleA/Total509Grp/TotalAmt01174218
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01070507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt093513
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0160770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0241603
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0109342
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01675735
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04940
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt026847
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0917053
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0927974
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt038768
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.94240
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The intended uses for the Endowment funds are for awarding Scholarships and Grants
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Endowment funds intended uses (Part V, line 4)
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00820
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt047477
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt021
IRS990ScheduleI/RecipientTable/CashGrantAmt023543
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Sequim School District
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0503 N Sequim Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Sequim
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098382
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The organization maintains records to substantiate the amounts granted to each grantee in relation to their eligibility based on the selection criteria established by the entity.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board reviews Form 990 and votes to accept the filing as complete and correct
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members annually sign a conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Hiring and salary approval for executive director was reviewed and recommended by Olympic View Community Foundation and the Phillips Foundation. In addition, the Port Angeles Education Foundation, another local foundation, was consulted for comparable salary and benefits ranges. An SEF board member presented her recommendation to the full SEF Board for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Documents are available to the public upon specific request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01472092
IRS990/TotalAssetsEOYAmt02523355
IRS990/TotalAssetsGrp/BOYAmt01472092
IRS990/TotalAssetsGrp/EOYAmt02523355
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0965578
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt061761
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt071020
IRS990/TotalFunctionalExpensesGrp/TotalAmt0132781
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01256
IRS990/TotalLiabilitiesEOYAmt01298
IRS990/TotalLiabilitiesGrp/BOYAmt01256
IRS990/TotalLiabilitiesGrp/EOYAmt01298
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01470836
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02522057
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt071020
IRS990/TotalReportableCompFromOrgAmt030000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0104929
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01070507
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01472092
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02523355
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0150 Ward Lane
IRS990/USAddress/CityNm0Sequim
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098382
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.sequimeducationfoundation.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip Trowbridge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03606803061
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sequim Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SEQU

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.18$0.13$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$1.07$0.13$0.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.09$0.13$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$0.16$0.11$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.24$0.11$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.33$0.11$0.09$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.12$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.15$0.11$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.09$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.07$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.10$1.12$0.69$0.05$0.63
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.34$0.04$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.03$0.21$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.04$0.19$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.22$0.05$0.03$0.02