Civic Intelligence

Halverson Foundation

990PF • Fiscal year 2023 • EIN 91-6348709

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 17, 2024

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-450%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

417%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $96,240 (-100%) from 2022

Net Assets

Down

$0

Down $96,240 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Up

$19,352

Up $15,607 (+417%) from 2022

Expenses

Up

$106,369

Up $59,877 (+129%) from 2022

Net Income

Down

-$87,017

Down $44,270 (-104%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $0Net Assets 2022: $96,2402022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 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: -$42,7472022Revenue 2023: $19,352Expenses 2023: $106,369Net Income 2023: -$87,0172023

Highlighted filing

2023

Revenue$19,352
Expenses$106,369
Net Income-$87,017
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 17, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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
Signed
2024-09-17
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 Appendix237 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01035
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03399
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122901 E Wellington Pkwy
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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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
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Lorraine Halverson
IRS990PF/StatementsRegardingActyGrp/PhoneNum05093217974
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LORRAINE HALVERSON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE DETAIL PDF ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE PDF DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099019
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Harley Halverson
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1LORRAINE HALVERSON
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LiquidationExplanationStmt/ExplanationTxt0THE HALVERSON FOUNDATION IS CEASING OPERATION AND EXISTENCE AS OF 12/31/2023. ALL ASSETS (INVESTMENT ACCOUNT ONLY) HAVE BEEN LIQUIDATED AND ALL FUNDS HAVE BEEN DISBURSED TO CHARITABLE ORGANIZATIONS. AS THE ENTITY NO LONGER HAS ANY ASSETS OR OPERATIONS, THIS IS THE FINAL RETURN TO BE FILED AND CONSTITUTES NOTICE TO INTERNAL REVENUE SERVICE OF ITS TERMINATION. A SCHEDULE OF ORGANIZATIONS RECEIVING CASH GRANTS AS A PART OF THIS LIQUIDATION IS ATTACHED TO THE RETURN SUPPORTING 990-PF, PART XIV.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09223
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARLEY HALVERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-17
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/ReturnTs02024-09-23T20:39:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$19,352
Expenses
$106,369
Net income
-$87,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$1.06$0.87
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