Civic Intelligence

Sb Schaar & Pk Whelpton Foundation C/O Dan Kovarik

990PF • Fiscal year 2018 • EIN 91-6468169

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

10655 NE Fourth Street Suite 510Bellevue, WA 98004

(425) 213-1550

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.10x

Higher debt load relative to revenue than 47% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

24th percentile

-6.2%

Higher net margin than 24% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

44th percentile

0.1%

Faster asset growth than 44% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$6,124,773

Up $8,488 (+0.1%) from 2017

Net Assets

Down

$6,093,664

Down $18,340 (-0.3%) from 2017

Liabilities

Up

$31,109

Up $26,828 (+627%) from 2017

Revenue

Up

$296,662

Up $63,186 (+27%) from 2017

Expenses

Down

$315,002

Down $47,069 (-13%) from 2017

Net Income

Up

-$18,340

Up $110,255 (+86%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,728,026Liabilities 2011: $0Net Assets 2011: $4,728,0262011Assets 2012: $5,399,881Liabilities 2012: $2,6782012Assets 2013: $6,495,282Liabilities 2013: $2,829Net Assets 2013: $6,492,4532013Assets 2014: $6,707,515Liabilities 2014: $4,409Net Assets 2014: $6,703,1062014Assets 2015: $6,559,398Liabilities 2015: $3,728Net Assets 2015: $6,555,6702015Assets 2016: $6,244,951Liabilities 2016: $4,352Net Assets 2016: $6,240,5992016Assets 2017: $6,116,285Liabilities 2017: $4,281Net Assets 2017: $6,112,0042017Assets 2018: $6,124,773Liabilities 2018: $31,109Net Assets 2018: $6,093,6642018Assets 2019: $6,731,119Liabilities 2019: $5,203Net Assets 2019: $6,725,9162019Assets 2020: $6,936,785Liabilities 2020: $11,842Net Assets 2020: $6,924,9432020Assets 2021: $6,914,813Liabilities 2021: $4,025Net Assets 2021: $6,910,7882021Assets 2022: $6,817,253Liabilities 2022: $7,520Net Assets 2022: $6,809,7332022Assets 2023: $7,302,336Liabilities 2023: $500Net Assets 2023: $7,301,8362023Assets 2024: $7,217,892Liabilities 2024: $0Net Assets 2024: $7,217,8922024

Highlighted filing

2018

Assets$6,124,773
Liabilities$31,109
Net Assets$6,093,664

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $216,2822011Revenue 2012: $952,057Expenses 2012: $282,880Net Income 2012: $669,1772012Revenue 2013: $1,383,250Expenses 2013: $288,000Net Income 2013: $1,095,2502013Revenue 2014: $552,414Expenses 2014: $341,761Net Income 2014: $210,6532014Revenue 2015: $194,314Expenses 2015: $341,750Net Income 2015: -$147,4362015Revenue 2016: $26,618Expenses 2016: $341,689Net Income 2016: -$315,0712016Revenue 2017: $233,476Expenses 2017: $362,071Net Income 2017: -$128,5952017Revenue 2018: $296,662Expenses 2018: $315,002Net Income 2018: -$18,3402018Revenue 2019: $989,171Expenses 2019: $356,919Net Income 2019: $632,2522019Revenue 2020: $514,059Expenses 2020: $315,032Net Income 2020: $199,0272020Revenue 2021: $430,128Expenses 2021: $444,283Net Income 2021: -$14,1552021Revenue 2022: $300,293Expenses 2022: $401,348Net Income 2022: -$101,0552022Revenue 2023: $939,083Expenses 2023: $446,980Net Income 2023: $492,1032023Revenue 2024: $336,079Expenses 2024: $420,023Net Income 2024: -$83,9442024

Highlighted filing

2018

Revenue$296,662
Expenses$315,002
Net Income-$18,340
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE E EDSFORTHManaging Trustee-$0--
JABE BLUMENTHALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sb Schaar & Pk Whelpton Foundation
EIN
91-6468169
Phone
4252131550
Address
10655 NE FOURTH STREET SUITE 510, BELLEVUE, WA 98004

Signing Officer

Name
Jabe Blumenthal
Title
Trustee
Phone
4252131550
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Kovarik & Kim Pllc
Address
10655 NE FOURTH STREET SUITE 510, BELLEVUE, WA 98004
Preparer
Scott S Kim CPA
Phone
4252131550
Raw XML AppendixShowing 400 of 1,206 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/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098004
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt281500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt672500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt681000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt69500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt70500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt721250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt73500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt741500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt76500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt77500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7826000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt791500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt80750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt811000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt832500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt841000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt853000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt861500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8730000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt892000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt901000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt922000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt931000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt945000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt952000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt46CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47CONTRIBUTION TO BE USED FOR CHARITABLE PURPOSES

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.34$0.42$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$0.00$7.30$0.94$0.45$0.49
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.01$6.81$0.30$0.40$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.91$0.00$6.91$0.43$0.44$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$0.01$6.92$0.51$0.32$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.73$0.01$6.73$0.99$0.36$0.63
2018Detailed filing. Detailed filing data is available for this year.$6.12$0.03$6.09$0.30$0.32$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.12$0.00$6.11$0.23$0.36$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.03$0.34$0.32
2015Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.19$0.34$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.70$0.55$0.34$0.21
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.50$0.00$6.49$1.38$0.29$1.10
2012Summary only. Only limited summary data is available for this year.$5.40$0.00$0.95$0.28$0.67
2011Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.22