Civic Intelligence

Issaquah Kiwanis Foundation

990 • Fiscal year 2019 • EIN 94-3135093

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 09, 2020

PO Box 1111Issaquah, WA 98027-1307

(425) 392-5145

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.10x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

38th percentile

-3.4%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$57,990

Down $2,031 (-3.4%) from 2018

Net Assets

Down

$54,140

Down $2,231 (-4.0%) from 2018

Liabilities

Up

$3,850

Up $200 (+5.5%) from 2018

Revenue

Down

$38,102

Down $18,973 (-33%) from 2018

Expenses

Down

$47,099

Down $32,128 (-41%) from 2018

Net Income

Up

-$8,997

Up $13,155 (+59%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $79,629Liabilities 2011: $550Net Assets 2011: $79,0792011Assets 2012: $70,326Liabilities 2012: $405Net Assets 2012: $69,9212012Assets 2013: $78,836Liabilities 2013: $1,155Net Assets 2013: $77,6812013Assets 2015: $54,176Liabilities 2015: $4,746Net Assets 2015: $49,4302015Assets 2016: $69,437Liabilities 2016: $5,211Net Assets 2016: $64,2262016Assets 2017: $75,588Liabilities 2017: $3,630Net Assets 2017: $71,9582017Assets 2018: $60,021Liabilities 2018: $3,650Net Assets 2018: $56,3712018Assets 2019: $57,990Liabilities 2019: $3,850Net Assets 2019: $54,1402019Assets 2020: $35,411Liabilities 2020: $1,350Net Assets 2020: $34,0612020Assets 2021: $30,574Liabilities 2021: $3,050Net Assets 2021: $27,5242021Assets 2022: $45,300Liabilities 2022: $2,820Net Assets 2022: $42,4802022Assets 2023: $68,018Liabilities 2023: $6,328Net Assets 2023: $61,6902023Assets 2024: $73,430Liabilities 2024: $4,172Net Assets 2024: $69,2582024Assets 2025: $85,125Liabilities 2025: $12,909Net Assets 2025: $72,2162025

Highlighted filing

2019

Assets$57,990
Liabilities$3,850
Net Assets$54,140

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $102,065Expenses 2011: $107,239Net Income 2011: -$5,1742011Expenses 2012: $105,3282012Expenses 2013: $64,8532013Revenue 2015: $71,550Expenses 2015: $59,633Net Income 2015: $11,9172015Revenue 2016: $81,140Expenses 2016: $70,739Net Income 2016: $10,4012016Revenue 2017: $65,367Expenses 2017: $60,543Net Income 2017: $4,8242017Revenue 2018: $57,075Expenses 2018: $79,227Net Income 2018: -$22,1522018Revenue 2019: $38,102Expenses 2019: $47,099Net Income 2019: -$8,9972019Revenue 2020: $32,966Expenses 2020: $48,432Net Income 2020: -$15,4662020Revenue 2021: $33,892Expenses 2021: $26,764Net Income 2021: $7,1282021Revenue 2022: $59,789Expenses 2022: $43,004Net Income 2022: $16,7852022Revenue 2023: $100,368Expenses 2023: $83,257Net Income 2023: $17,1112023Revenue 2024: $92,995Expenses 2024: $84,483Net Income 2024: $8,5122024Revenue 2025: $104,307Expenses 2025: $95,600Net Income 2025: $8,7072025

Highlighted filing

2019

Revenue$38,102
Expenses$47,099
Net Income-$8,997
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 9, 2020
Return Version
2018v3.1
Gross Receipts
$111,696
Mission and Program Overview

Mission

To promote, sponsor, or assist related and qualified charitable, benevolent, educational, religious or scientific enterprises. Also to provide funding for scholarships to youth.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$56,371$54,140▼ $2,231
Cash and Non-Interest-Bearing Accounts$47,105$42,820▼ $4,285
Savings and Temporary Cash Investments$12,916$15,170▲ $2,254
Total Assets$60,021$57,990▼ $2,031
Liabilities
Deferred Revenue$3,650$3,850▲ $200
Total Liabilities$3,650$3,850▲ $200
Net Assets / Fund Balance
Total Net Assets Fund Balance$56,371$54,140▼ $2,231
Total Liabilities and Net Assets / Fund Balance$60,021$57,990▼ $2,031
Compensation and Service Providers

Board Members and Trustees

NameTitle
David BleiweissPresident
Doug RectorPresident Elect
Don RobertsonVice-president
Marilyn BoydenSecretary
Jeri TolstedtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,157
Program Service Revenue
$1,410
Investment Income
$130
Other Revenue
$34,405
Change in Net Assets
$-8,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,099
Total Fundraising Expense$22
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$43,924$0$22$43,946
Total Functional Expenses$47,077$0$22$47,099
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$86,269
Fundraising Direct Expenses$36,932
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bb&b$34,272$34,272$6,772$27,500
Salmon Days$25,681$25,681$4,918$20,763
Total Events$86,269$86,269$36,932$49,337
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeri TolstedtEntity/consultantRental Agent and Cleaning Fee Gibson HallNo$9,795
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Issaquah Kiwanis Foundation
EIN
94-3135093
Phone
4253925145
Address
PO BOX 1111, ISSAQUAH, WA 98027-1307

Signing Officer

Name
Jeri Tolstedt
Title
Treasurer
Phone
4253925145
Signed
2020-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Tolsted
Formed
1929
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
55

Preparer

Firm
K Huckabay LLC
Address
21422 SE 37TH ST, SAMMAMISH, WA 98075
Preparer
Kathleen Huckabay
Phone
4254956768
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Our governing body receives copies of and reviews our 990 return prior to filing it.

Pt VI, Line 12C

Our officers and the members of our governing body are asked to disclose any conflicts of interest and to remove themselves from discussions and voting on issues where a conflict exists.

Pt VI, Line 15B

The rental and cleaning expenses are based on the amounts paid to prior rental agents and cleaning companies

Form 990, Part IX, Line 24E

NEW FLAGS 22. 0. 0. 22.

Form 990, Part IX, Line 24E

Support for other 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Community organizations 41840. 41840. 0. 0.

Form 990, Part IX, Line 24E

Misc community exp 1129. 1129. 0. 0.

Form 990, Part IX, Line 24E

Aklton club exp 955. 955. 0. 0.

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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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt026316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086269
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025681
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034272
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt026316
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086269
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt049337
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt08901
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020591
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04918
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06772
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0500
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JERI TOLSTEDT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0ENTITY/CONSULTANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt09795
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENTAL AGENT AND CLEANING FEE GIBSON HALL
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR GOVERNING BODY RECEIVES COPIES OF AND REVIEWS OUR 990 RETURN PRIOR TO FILING IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR OFFICERS AND THE MEMBERS OF OUR GOVERNING BODY ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST AND TO REMOVE THEMSELVES FROM DISCUSSIONS AND VOTING ON ISSUES WHERE A CONFLICT EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RENTAL AND CLEANING EXPENSES ARE BASED ON THE AMOUNTS PAID TO PRIOR RENTAL AGENTS AND CLEANING COMPANIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NEW FLAGS 22. 0. 0. 22.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPORT FOR OTHER 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNITY ORGANIZATIONS 41840. 41840. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISC COMMUNITY EXP 1129. 1129. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AKLTON CLUB EXP 955. 955. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt060021
IRS990/TotalAssetsEOYAmt057990
IRS990/TotalAssetsGrp/BOYAmt060021
IRS990/TotalAssetsGrp/EOYAmt057990
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02157
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt022
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047077
IRS990/TotalFunctionalExpensesGrp/TotalAmt047099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03650
IRS990/TotalLiabilitiesEOYAmt03850
IRS990/TotalLiabilitiesGrp/BOYAmt03650
IRS990/TotalLiabilitiesGrp/EOYAmt03850
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt056371
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054140
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt01410
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt047077
IRS990/TotalProgramServiceRevenueAmt01410
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034405
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01540
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038102
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt055
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt060021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt057990
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1111
IRS990/USAddress/CityNm0ISSAQUAH
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098027
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0http://www.issaquah.kiwanis.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERI TOLSTEDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04253925145
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISSAQUAH KIWANIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ISSA
ReturnHeader/Filer/EIN0943135093
ReturnHeader/Filer/PhoneNum04253925145
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1111
ReturnHeader/Filer/USAddress/CityNm0ISSAQUAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0980271307
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00EDA07739A453EC9AA398F3CB0DDF624DC0937E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05BA7099DA8BCAA53B8C833C25442B6AD4472414D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.173.0.230
ReturnHeader/FilingSecurityInformation/IPDt02020-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:02:10
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0K HUCKABAY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021422 SE 37TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAMMAMISH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098075
ReturnHeader/PreparerPersonGrp/PhoneNum04254956768
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN HUCKABAY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-15T15:02:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

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.$0.85$0.13$0.72$1.04$0.96$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.04$0.69$0.93$0.84$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.06$0.62$1.00$0.83$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.03$0.42$0.60$0.43$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.03$0.28$0.34$0.27$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.01$0.34$0.33$0.48$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.04$0.54$0.38$0.47$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.04$0.56$0.57$0.79$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.04$0.72$0.65$0.61$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.05$0.64$0.81$0.71$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.05$0.49$0.72$0.60$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.01$0.78$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$1.05
2011Summary only. Only limited summary data is available for this year.$0.80$0.01$0.79$1.02$1.07$0.05