Civic Intelligence

Halverson Foundation

990PF • Fiscal year 2022 • EIN 91-6348709

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2023

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-1141%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

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.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-96%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$96,240

Down $42,747 (-31%) from 2021

Net Assets

Down

$96,240

Down $42,747 (-31%) from 2021

Liabilities

Up

$1

Up $1 from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin3rd percentile

Revenue

Down

$3,745

Down $88,522 (-96%) from 2021

Expenses

Up

$46,492

Up $20,756 (+81%) from 2021

Net Income

Down

-$42,747

Down $109,278 (-164%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th 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: $0Net Assets 2021: $138,9872021Assets 2022: $96,240Liabilities 2022: $1Net Assets 2022: $96,2402022

Highlighted filing

2022

Assets$96,240
Liabilities$1
Net Assets$96,240
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$3,745
Expenses$46,492
Net Income-$42,747
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
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
2023-10-30
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 Appendix230 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/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03745
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-42747
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03695
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03745
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt051
IRS990PF/DistributableAmountGrp/TotalTaxAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt064522
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt068205
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0138987
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt096240
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0138987
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0126624
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt056122
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt069946
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01899
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0556
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06236
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0124725
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0126624
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Harley Halverson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LORRAINE HALVERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt022901 E Wellington Pkwy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122901 E Wellington Pkwy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LIBERTY LAKE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0990195278
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1990195278
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt045475
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt045475
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/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
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt022901 E Wellington Pkwy
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Liberty Lake
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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/Amt045475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE PDF DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE DETAIL PDF ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE DETAIL PDF ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE PDF DETAIL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099019
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Harley Halverson
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1LORRAINE HALVERSON
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045475
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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019234
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt089693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt052265
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020393
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020393
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0221291
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019234
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt089693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt052265
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045475
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039290
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0241684
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0202394
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REFUND RECEIVED
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-8
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARLEY HALVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05093217974
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-10-30T15:49:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Harley
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Halverson
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,240
Liabilities
$1
Net assets
$96,240
Revenue
$3,745
Expenses
$46,492
Net income
-$42,747
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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