Civic Intelligence

Hewiit Research Foundation

990 • Fiscal year 2019 • EIN 95-6100400

May 01, 2018 to Apr 30, 2019 • Filed on Aug 23, 2019

PO Box 9Washougal, WA 98671

(360) 835-8708

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

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

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

Net Margin

31st percentile

-4.5%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

90th percentile

$41,050

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

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

Asset Growth

33rd percentile

-6.4%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

38th percentile

-6.5%

Faster revenue growth than 38% of similar nonprofits.

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

Assets

Down

$216,883

Down $14,776 (-6.4%) from 2018

Net Assets

Down

$201,515

Down $11,581 (-5.4%) from 2018

Liabilities

Down

$15,368

Down $3,195 (-17%) from 2018

Revenue

Down

$246,518

Down $17,143 (-6.5%) from 2018

Expenses

Down

$257,695

Down $16,256 (-5.9%) from 2018

Net Income

Down

-$11,177

Down $887 (-8.6%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $140,213Liabilities 2011: $16,619Net Assets 2011: $123,5942011Assets 2012: $148,264Liabilities 2012: $32,901Net Assets 2012: $115,3632012Assets 2013: $105,318Liabilities 2013: $21,451Net Assets 2013: $83,8672013Assets 2014: $91,561Liabilities 2014: $25,405Net Assets 2014: $66,1562014Assets 2015: $107,975Liabilities 2015: $44,091Net Assets 2015: $63,8842015Assets 2016: $257,236Liabilities 2016: $16,470Net Assets 2016: $240,7662016Assets 2017: $253,439Liabilities 2017: $29,915Net Assets 2017: $223,5242017Assets 2018: $231,659Liabilities 2018: $18,563Net Assets 2018: $213,0962018Assets 2019: $216,883Liabilities 2019: $15,368Net Assets 2019: $201,5152019Assets 2020: $80,217Liabilities 2020: $5,905Net Assets 2020: $74,3122020Assets 2021: $231,649Liabilities 2021: $62,610Net Assets 2021: $169,0392021Assets 2022: $304,826Liabilities 2022: $17,112Net Assets 2022: $287,7142022Assets 2023: $270,814Liabilities 2023: $62,328Net Assets 2023: $208,4862023Assets 2024: $327,043Liabilities 2024: $57,133Net Assets 2024: $269,9102024Assets 2025: $305,588Liabilities 2025: $93,593Net Assets 2025: $211,9952025

Highlighted filing

2019

Assets$216,883
Liabilities$15,368
Net Assets$201,515

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $350,876Expenses 2011: $366,812Net Income 2011: -$15,9362011Revenue 2012: $343,720Expenses 2012: $351,951Net Income 2012: -$8,2312012Revenue 2013: $318,599Expenses 2013: $350,095Net Income 2013: -$31,4962013Revenue 2014: $294,108Expenses 2014: $311,819Net Income 2014: -$17,7112014Revenue 2015: $220,792Expenses 2015: $205,358Net Income 2015: $15,4342015Revenue 2016: $417,748Expenses 2016: $237,970Net Income 2016: $179,7782016Revenue 2017: $223,988Expenses 2017: $241,227Net Income 2017: -$17,2392017Revenue 2018: $263,661Expenses 2018: $273,951Net Income 2018: -$10,2902018Revenue 2019: $246,518Expenses 2019: $257,695Net Income 2019: -$11,1772019Revenue 2020: $193,953Expenses 2020: $320,752Net Income 2020: -$126,7992020Revenue 2021: $409,821Expenses 2021: $302,533Net Income 2021: $107,2882021Revenue 2022: $287,413Expenses 2022: $241,820Net Income 2022: $45,5932022Revenue 2023: $255,904Expenses 2023: $344,493Net Income 2023: -$88,5892023Revenue 2024: $440,206Expenses 2024: $471,158Net Income 2024: -$30,9522024Revenue 2025: $500,654Expenses 2025: $584,099Net Income 2025: -$83,4452025

Highlighted filing

2019

Revenue$246,518
Expenses$257,695
Net Income-$11,177
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Aug 23, 2019
Return Version
2018v3.1
Gross Receipts
$304,091
Mission and Program Overview

Mission

Our mission is to provide books and materials, evaluations of course work, and achievement testing for homeschooling families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$186,104$173,028▼ $13,076
Inventories for Sale or Use$40,514$39,160▼ $1,354
Accounts Receivable$3,981$3,847▼ $134
Land, Buildings, and Equipment, Net$1,060$848▼ $212
Total Assets$231,659$216,883▼ $14,776
Liabilities
Other Liabilities$8,354$15,368▲ $7,014
Accounts Payable and Accrued Expenses$10,209--
Total Liabilities$18,563$15,368▼ $3,195
Net Assets / Fund Balance
Unrestricted Net Assets$213,096$201,515▼ $11,581
Total Net Assets Fund Balance$213,096$201,515▼ $11,581
Total Liabilities and Net Assets / Fund Balance$231,659$216,883▼ $14,776

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$391$447,576$447,967
Other Land Buildings$457$77,384$77,841
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
April PurtellPresidentFT$41,050$41,050

Board Members and Trustees

NameTitle
Jerry DillonVice President
James WilkinsDirector
Joan HaugaardSecretary
Steve TibbitsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$181,820
Investment Income
$197
Other Revenue
$64,501
Change in Net Assets
$-11,177
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$140,190
Other Expenses$117,505
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$39,721$48,548-$88,269
Current Officers, Directors, Trustees, and Key Employees$18,473$22,577-$41,050
Office Expenses$18,344$22,420-$40,764
Other Expenses$15,565$19,024-$34,589
Occupancy$7,290$8,910-$16,200
Payroll Taxes$4,680$5,721-$10,401
Fees for Services Accounting$2,964$3,623-$6,587
Advertising$1,924$2,351-$4,275
All Other Expenses$1,709$2,088-$3,797
Insurance$1,153$1,410-$2,563
Other Employee Benefits$212$258-$470
Depreciation Depletion$95$117-$212
Total Functional Expenses$115,963$141,732$0$257,695
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$9,138
Royalties Payable$6,230
Payroll Liabilities-
Benefits Payable-
Wages Payable-
Sales Tax Payable-
Credit Cards Payable-
Deferred Revenue-
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
Hewiit Research Foundation
EIN
95-6100400
Phone
3608358708
Address
PO Box 9, Washougal, WA 98671
Doing Business As
Hewitt Homeschooling Resources

Signing Officer

Name
April Purtell
Title
President
Phone
3605216624
Signed
2019-08-23
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
10

Preparer

Firm
Richard Christopher EA
Address
1106 Y Street, Vancouver, WA 98661
Preparer
Richard D Christopher
Phone
3606963321
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4B

I have filed all neccessary Forms and nothing has changed

Raw XML AppendixShowing 400 of 418 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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IRS990ScheduleA/InvestmentIncomePYPct00.01750
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.98170
IRS990ScheduleA/PublicSupportPY509Pct00.97970
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt01150439
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0246321
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0253578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0213035
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0216824
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0220681
IRS990ScheduleA/Total509Grp/TotalAmt01150439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0246518
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0263661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0224018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0216935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0220792
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01171924
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0391
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0447576
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0447967
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0457
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt077384
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt077841
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16230
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Royalties Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Payroll Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Benefits Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Wages Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5Sales Tax Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6Credit Cards Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc7Deferred Revenue
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0848
IRS990ScheduleD/TotalLiabilityAmt015368
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0I have filed all neccessary Forms and nothing has changed
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4B
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0231659
IRS990/TotalAssetsEOYAmt0216883
IRS990/TotalAssetsGrp/BOYAmt0231659
IRS990/TotalAssetsGrp/EOYAmt0216883
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0141732
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115963
IRS990/TotalFunctionalExpensesGrp/TotalAmt0257695
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018563
IRS990/TotalLiabilitiesEOYAmt015368
IRS990/TotalLiabilitiesGrp/BOYAmt018563
IRS990/TotalLiabilitiesGrp/EOYAmt015368
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0213096
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0201515
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt05126
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt05126
IRS990/TotalProgramServiceExpensesAmt0115963
IRS990/TotalProgramServiceRevenueAmt0181820
IRS990/TotalReportableCompFromOrgAmt041050
IRS990/TotalRevenueGrp/ExclusionAmt0197
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0246321
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0246518
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0231659
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0216883
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0213096
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0201515
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02103 Main Street
IRS990/USAddress/CityNm0Washougal
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098671
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.hewitthomeschooling.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0April Purtell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03605216624
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hewiit Research Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HEWI
ReturnHeader/Filer/EIN0956100400
ReturnHeader/Filer/PhoneNum03608358708
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 9
ReturnHeader/Filer/USAddress/CityNm0Washougal
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098671
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A87F8D51D0A66660B5A918B12D6A87D2E40F39E1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId080DD3B386B3D7A9C2C261CC3C8E6C404B77B78BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.06$0.94$2.12$5.01$5.84$0.83
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.57$2.70$4.40$4.71$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.62$2.08$2.56$3.44$0.89
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.17$2.88$2.87$2.42$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.63$1.69$4.10$3.03$1.07
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.06$0.74$1.94$3.21$1.27
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.15$2.02$2.47$2.58$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.19$2.13$2.64$2.74$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.30$2.24$2.24$2.41$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.16$2.41$4.18$2.38$1.80
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.44$0.64$2.21$2.05$0.15
2014Summary only. Only limited summary data is available for this year.$0.92$0.25$0.66$2.94$3.12$0.18
2013Summary only. Only limited summary data is available for this year.$1.05$0.21$0.84$3.19$3.50$0.31
2012Summary only. Only limited summary data is available for this year.$1.48$0.33$1.15$3.44$3.52$0.08
2011Summary only. Only limited summary data is available for this year.$1.40$0.17$1.24$3.51$3.67$0.16