Civic Intelligence

Halverson Foundation

990PF • Fiscal year 2021 • EIN 91-6348709

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile
22901 E Wellington PkwyLiberty Lake, WA 99019

(509) 321-7974

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

93rd percentile

72%

Higher net margin than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

195%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$138,987

Up $43,827 (+46%) from 2020

Net Assets

Up

$138,987

Up $43,827 (+46%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Up

$92,267

Up $60,995 (+195%) from 2020

Expenses

Down

$25,736

Down $234 (-0.9%) from 2020

Net Income

Up

$66,531

Up $61,229 (+1155%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $138,002Liabilities 2011: $02011Assets 2012: $121,166Liabilities 2012: $02012Assets 2013: $156,345Liabilities 2013: $02013Assets 2014: $137,023Liabilities 2014: $02014Assets 2015: $146,827Liabilities 2015: $02015Assets 2019: $111,548Liabilities 2019: $02019Assets 2020: $95,160Liabilities 2020: $0Net Assets 2020: $95,1602020Assets 2021: $138,987Liabilities 2021: $1Net Assets 2021: $138,9872021Assets 2022: $96,240Liabilities 2022: $0Net Assets 2022: $96,2402022

Highlighted filing

2021

Assets$138,987
Liabilities$1
Net Assets$138,987
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2011: $1,550Expenses 2011: $22,490Net Income 2011: -$20,9402011Revenue 2012: $1,370Expenses 2012: $18,206Net Income 2012: -$16,8362012Revenue 2013: $63,448Expenses 2013: $28,269Net Income 2013: $35,1792013Revenue 2014: $3,395Expenses 2014: $22,717Net Income 2014: -$19,3222014Revenue 2015: $32,250Expenses 2015: $22,446Net Income 2015: $9,8042015Revenue 2019: $50,006Expenses 2019: $95,145Net Income 2019: -$45,1392019Revenue 2020: $31,272Expenses 2020: $25,970Net Income 2020: $5,3022020Revenue 2021: $92,267Expenses 2021: $25,736Net Income 2021: $66,5312021Revenue 2022: $3,745Expenses 2022: $46,492Net Income 2022: -$42,7472022

Highlighted filing

2021

Revenue$92,267
Expenses$25,736
Net Income$66,531
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARLEY HALVERSONTrustee-$0--
LORRAINE HALVERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Halverson Foundation
EIN
91-6348709
Phone
5093217974
Address
22901 E Wellington Pkwy, Liberty Lake, WA 99019

Signing Officer

Name
Harley Halverson
Title
Trustee
Phone
5093217974
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Gary J Bowe EA
Address
3833 East Eloika Rd, Deer Park, WA 99006
Preparer
Gary J Bowe
Phone
5099222693
Raw XML Appendix240 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/DistributableAmountGrp/DistributableAsAdjustedAmt05862
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05862
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05862
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt049
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IRS990PF/FMVAssetsEOYAmt0150281
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt059573
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt064522
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt052153
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0204
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0118614
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0120420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HARLEY HALVERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LORRAINE HALVERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt022901 E Wellington Pkwy
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Liberty Lake
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0990199773
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Harley Halverson
IRS990PF/StatementsRegardingActyGrp/PhoneNum05093217974
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HARLEY HALVERSON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LORRAINE HALVERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025096
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE DETAIL PDF ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE PDF DETAIL
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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/AppliedToCurrentYearAmt05862
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05862
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt089693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt052265
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020393
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022490
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0202394
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt089693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt052265
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020393
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025096
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019234
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0224884
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0205650
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HARLEY LORRAINE HALVERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt022901 E Wellington Pkwy
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LIBERTY LAKE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
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IRS990ScheduleB/GeneralRuleInd0X
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARLEY HALVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05093217974
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Halverson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HALV
ReturnHeader/Filer/EIN0916348709
ReturnHeader/Filer/PhoneNum05093217974
ReturnHeader/Filer/USAddress/AddressLine1Txt022901 E Wellington Pkwy
ReturnHeader/Filer/USAddress/CityNm0Liberty Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd099019
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770007807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gary J Bowe EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03833 East Eloika Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deer Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099006
ReturnHeader/PreparerPersonGrp/PhoneNum05099222693
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary J Bowe
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-09T17:30:56-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HARLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALVERSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,987
Liabilities
$1
Net assets
$138,987
Revenue
$92,267
Expenses
$25,736
Net income
$66,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.46$0.43
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.92$0.26$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.31$0.26$0.05
2019Summary only. Only limited summary data is available for this year.$1.12$0.00$0.50$0.95$0.45
2015Summary only. Only limited summary data is available for this year.$1.47$0.00$0.32$0.22$0.10
2014Summary only. Only limited summary data is available for this year.$1.37$0.00$0.03$0.23$0.19
2013Summary only. Only limited summary data is available for this year.$1.56$0.00$0.63$0.28$0.35
2012Summary only. Only limited summary data is available for this year.$1.21$0.00$0.01$0.18$0.17
2011Summary only. Only limited summary data is available for this year.$1.38$0.00$0.02$0.22$0.21