SEATTLE PUBLIC LIBRARY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SEATTLE PUBLIC LIBRARY FOUNDATION (EIN 91-1140642)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-20
- IRS object ID
- 202222639349300747
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-20T17:21:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911140642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEATTLE PUBLIC LIBRARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAT | BusinessNameControlTxt |
| Phone | 2063864130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 4TH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYLER PRESTON MICKEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2063864130 | PhoneNum |
| Signature | 2022-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TYLER | PersonFirstNm |
| Person Last | PRESTON MICKEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN R RYAN | PreparerPersonNm |
| PTIN | P00737884 | PTIN |
| Phone | 4254544919 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JONNA WARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 4TH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,681,005 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUPPORTSPL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | INSPIRE THE COMMUNITY'S PHILANTHROPIC SUPPORT, ADVOCACY FOR, AND PRIDE IN THE LIBRARY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,367,293 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,561,683 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,806,694 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,652,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,173,987 | PYTotalRevenueAmt |
| CY Total Revenue | $10,213,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,406,373 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,263,157 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,214,003 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,103,362 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $445,408 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $575,361 | PYOtherExpensesAmt |
| CY Other Expenses | $587,284 | CYOtherExpensesAmt |
| PY Total Expenses | $6,195,737 | PYTotalExpensesAmt |
| CY Total Expenses | $5,953,803 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,978,250 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,259,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,346,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,431,810 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,551,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,916,172 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $85,794,964 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,515,638 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SEATTLE PUBLIC LIBRARY FOUNDATION INSPIRES THE COMMUNITY'S PHILANTHROPIC SUPPORT, ADVOCACY FOR, AND PRIDE IN THE LIBRARY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,734,613 | ExpenseAmt |
| Grant | $4,263,157 | GrantAmt |
| Desc | THE SEATTLE PUBLIC LIBRARY FOUNDATION REPRESENTED MORE THAN 7,600 DONORS IN 2021 WHO DECLARE THROUGH THEIR GENEROUS CONTRIBUTIONS THAT THE LIBRARY IS A TREASURE IN OUR COMMUNITY. DONORS' COLLECTIVE INVESTMENTS ENHANCE LIBRARY COLLECTIONS, MAKE POSSIBLE FREE PROGRAMS AT LIBRARY BRANCHES, AND FUND NEW SERVICES TO HELP EVERYONE CONNECT TO RESOURCES THAT WILL BETTER THEIR LIVES. PRIVATE SUPPORT ALSO STRENGTHENS THE LIBRARY'S CAPACITY TO INNOVATE AND ADAPT TO CHANGE AND ALLOWS THE LIBRARY TO EXPERIMENT, EVALUATE THE RESULTS, AND INVEST RESOURCES IN AREAS THAT HAVE THE GREATEST IMPACT IN CREATING AN EQUITABLE SOCIETY WHERE ALL SEATTLE RESIDENTS CAN THRIVE. IN 2021, THE FOUNDATION PROVIDED MORE THAN $4.9 MILLION IN GRANTS AND DIRECT PROGRAM SUPPORT, OF WHICH OVER $4.4 MILLION WAS IN CASH GRANTS AND SUPPORT TO THE SEATTLE PUBLIC LIBRARY. THESE GRANTS SUPPORT SIX PATRON SERVICE PRIORITIES: COLLECTIONS AND RESOURCES; YOUTH AND FAMILY LEARNING, COMMUNITY ENGAGEMENT; TECHNOLOGY AND ACCESS; REIMAGINED SPACES; AND SEATTLE CULTURE AND HISTORY. ADDITIONALLY, THE FOUNDATION SUPPORTS LIBRARY TRAINING, STAFF DEVELOPMENT, AND STRATEGIC INITIATIVES TO HELP KEEP THE LIBRARY A LEADER IN ITS FIELD. THE LARGEST CASH GRANT, OVER $1.5 MILLION, SUPPORTED THE LIBRARY'S COLLECTIONS AND RESOURCES. THESE FUNDS ALLOWED THE LIBRARY TO PURCHASE BOOKS, EBOOKS, AUDIOBOOKS, DVDS, AND MUSIC FOR ALL AGES, AS WELL AS BOOKS AND MATERIALS FOR NUMEROUS LIBRARY PROGRAMS. CURRENTLY ONE IN EVERY FOUR ITEMS IN THE COLLECTION IS PURCHASED WITH FOUNDATION FUNDS. A GRANT OF OVER $708,000 SUPPORTED VARIOUS COMMUNITY ENGAGEMENT PROGRAMS, INCLUDING MOBILE SERVICES TO REACH PATRONS WITH BARRIERS TO VISITING BRANCHES, SUCH AS SENIORS, AND CIVIC ENGAGEMENT AND ART PROGRAMS TO ENGAGE NONTRADITIONAL LIBRARY AUDIENCES. GRANTS OF OVER $799,000 IN THE TECHNOLOGY AND ACCESS ARENA SUPPORTED UPGRADED TECHNOLOGY, IMPROVED ACCESS TO LIBRARY RESOURCES FOR OPPORTUNITY COMMUNITIES, AND DIGITAL MEDIA LEARNING PROGRAMS.THE FOUNDATION ALSO SUPPORTED THE LIBRARY'S SPECIAL PROGRAMS FOR YOUTH AND FAMILIES, GIVING OVER $704,000 IN GRANT FUNDS TO SPONSOR PROGRAMS SUCH AS SUMMER OF LEARNING, HOMEWORK HELP, RAISING A READER, THE GLOBAL READING CHALLENGE, AND OTHER INITIATIVES TO HELP CHILDREN SUCCEED IN SCHOOL. THE FOUNDATION ALSO SUPPORTED THE LIBRARY'S EFFORTS TO REIMAGINE ITS SPACES TO BETTER SERVE GROWING POPULATIONS WITH GRANTS TOTALING OVER $249,000 IN 2021. GRANTS TOTALING OVER $244,000 WERE PROVIDED FOR SPECIALIZED STAFF TRAINING, STRATEGIC SUPPORT, AND SEATTLE CULTURE AND HISTORY. | Desc |
| Total Program Service Expenses | $4,734,613 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAY ODROSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064136373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 4TH AVENUE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| PATRICIA WALKER | |||||||
| PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUSTO GONZALEZ | |||||||
| VICE PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TYLER PRESTON MICKEY | |||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CATHERINE IRBY ARNOLD | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE AXELROD | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROSS BAKER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GENE CHANG | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MORGAN COLLINS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN DUDLEY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEANETTE FLORY-SAGAN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SIBYL FRANKENBURG | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON HAMMEL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET INOUYE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JON JURICH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH KOHUT | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KITTI LILE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN LOOK | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY MARA | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH MASSINGA | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COURTNEY MCKLVEEN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NICK MOMYER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRITTNEY MORASKI | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GRACE NORDHOFF | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANDRES PAGUAGA | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN POTTS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE REPASS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LORI SCOTT | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HAERYUNG SHIN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CLAUDIA SKELTON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEN SOUTHWELL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL STAFFORD | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH STANLEY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID STRAUSS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE TURNER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| IRENE YAMAMOTO | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE ZUNKER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JONNA WARD | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | $197,427 | $0 | $34,281 | |
| B KAY ODROSKY | |||||||
| CHIEF FINANICAL OFFICER | 40.00 | 0.00 | Yes (X) | $162,840 | $0 | $32,083 | |
| BRIAN LAWRENCE | |||||||
| DEPUTY EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $153,554 | $0 | $18,506 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $513,821 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $84,870 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY WEALTH MANAGEMENT | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 108TH AVE NE SUITE 800 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $152,685 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,561,683 | AllOtherContributionsAmt |
| Noncash Contributions | $1,345,309 | NoncashContributionsAmt |
| Total Contributions | $5,561,683 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,470,457 | TotalRevenueColumnAmt |
| Exclusion | $1,470,457 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,648,865 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,467,322 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,181,543 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,181,543 | TotalRevenueColumnAmt |
| Exclusion | $3,181,543 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,213,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,652,000 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,263,157 | TotalAmt |
| Program Services | $4,263,157 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,691 | TotalAmt |
| Program Services | $209,468 | ProgramServicesAmt |
| Management And General | $253,530 | ManagementAndGeneralAmt |
| Fundraising | $135,693 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,811 | TotalAmt |
| Program Services | $112,594 | ProgramServicesAmt |
| Management And General | $136,279 | ManagementAndGeneralAmt |
| Fundraising | $72,938 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,529 | TotalAmt |
| Program Services | $8,932 | ProgramServicesAmt |
| Management And General | $10,811 | ManagementAndGeneralAmt |
| Fundraising | $5,786 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,524 | TotalAmt |
| Program Services | $29,573 | ProgramServicesAmt |
| Management And General | $35,794 | ManagementAndGeneralAmt |
| Fundraising | $19,157 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,807 | TotalAmt |
| Program Services | $25,473 | ProgramServicesAmt |
| Management And General | $30,832 | ManagementAndGeneralAmt |
| Fundraising | $16,502 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,600 | TotalAmt |
| Management And General | $27,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,685 | TotalAmt |
| Management And General | $152,685 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,089 | TotalAmt |
| Program Services | $41,761 | ProgramServicesAmt |
| Management And General | $26,669 | ManagementAndGeneralAmt |
| Fundraising | $25,659 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,123 | TotalAmt |
| Management And General | $586 | ManagementAndGeneralAmt |
| Fundraising | $2,537 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,648 | TotalAmt |
| Program Services | $18,098 | ProgramServicesAmt |
| Management And General | $26,314 | ManagementAndGeneralAmt |
| Fundraising | $143,236 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,011 | TotalAmt |
| Program Services | $21,860 | ProgramServicesAmt |
| Management And General | $33,817 | ManagementAndGeneralAmt |
| Fundraising | $16,334 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,485 | TotalAmt |
| Program Services | $1,865 | ProgramServicesAmt |
| Management And General | $6,523 | ManagementAndGeneralAmt |
| Fundraising | $1,097 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251 | TotalAmt |
| Management And General | $106 | ManagementAndGeneralAmt |
| Fundraising | $145 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,800 | TotalAmt |
| Program Services | $144 | ProgramServicesAmt |
| Management And General | $2,495 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,181 | TotalAmt |
| Management And General | $4,181 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,519 | TotalAmt |
| Management And General | $14,519 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CULTIVATION & STWRDSHP | $14,305 | $1,653 | $6,570 | $6,082 |
| LOBBYING EXPENSE | $4,000 | $4,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587 | TotalAmt |
| Program Services | $35 | ProgramServicesAmt |
| Management And General | $471 | ManagementAndGeneralAmt |
| Fundraising | $81 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,953,803 | TotalAmt |
| Program Services | $4,734,613 | ProgramServicesAmt |
| Management And General | $773,782 | ManagementAndGeneralAmt |
| Fundraising | $445,408 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,255,430 | BOYAmt |
| EOY | $3,456,491 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,589 | BOYAmt |
| EOY | $253,822 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,915 | BOYAmt |
| EOY | $221,616 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $120,277 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,840 | BOYAmt |
| EOY | $11,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,630 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,066 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,210 | BOYAmt |
| EOY | $7,564 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,297,684 | BOYAmt |
| EOY | $87,616,130 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,359,172 | BOYAmt |
| EOY | $4,744,521 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,346,840 | BOYAmt |
| EOY | $96,431,810 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,945 | BOYAmt |
| EOY | $240,476 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,343,931 | BOYAmt |
| EOY | $1,675,696 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,551,876 | BOYAmt |
| EOY | $1,916,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,129,361 | BOYAmt |
| EOY | $28,966,680 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,665,603 | BOYAmt |
| EOY | $65,548,958 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,794,964 | BOYAmt |
| EOY | $94,515,638 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,346,840 | BOYAmt |
| EOY | $96,431,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,259,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,469,028 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,234 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,840,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,635,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,449,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,367,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,561,683 | CurrentTaxYearAmt |
| Total | $21,854,240 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,840,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,635,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,449,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,367,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,561,683 | CurrentTaxYearAmt |
| Total | $21,854,240 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,190,486 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,663,754 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,409,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,598,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,864,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,966,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,470,457 | CurrentTaxYearAmt |
| Total | $8,308,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,163,148 | TotalSupportAmt |
| Public Support CY170 | 0.65190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,958,037 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,962,037 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $448,102 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $112,026 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $466,867 | CurrentYearMinus3Amt |
| Current Year Minus2 | $429,460 | CurrentYearMinus2Amt |
| Current Year Minus1 | $459,787 | CurrentYearMinus1Amt |
| Current Year | $448,102 | CurrentYearAmt |
| Total | $1,804,216 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,706,324 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $75,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $76,500 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000 | CurrentYearMinus1Amt |
| Current Year | $4,000 | CurrentYearAmt |
| Total | $156,500 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $116,717 | CurrentYearMinus3Amt |
| Current Year Minus2 | $107,365 | CurrentYearMinus2Amt |
| Current Year Minus1 | $114,947 | CurrentYearMinus1Amt |
| Current Year | $112,026 | CurrentYearAmt |
| Total | $451,055 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $676,583 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,542,342 | BeginningYearBalanceAmt |
| Contributions | $1,379,656 | ContributionsAmt |
| Investment Earnings Or Losses | $7,513,478 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,205,741 | GrantsOrScholarshipsAmt |
| End Year Balance | $75,229,735 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,902,029 | BeginningYearBalanceAmt |
| Contributions | $2,348,232 | ContributionsAmt |
| Investment Earnings Or Losses | $8,470,118 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,178,037 | GrantsOrScholarshipsAmt |
| End Year Balance | $68,542,342 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,050,829 | BeginningYearBalanceAmt |
| Contributions | $191,082 | ContributionsAmt |
| Investment Earnings Or Losses | $9,837,093 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,176,975 | GrantsOrScholarshipsAmt |
| End Year Balance | $59,902,029 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,811,363 | BeginningYearBalanceAmt |
| Contributions | $502,788 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,279,155 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,984,167 | GrantsOrScholarshipsAmt |
| End Year Balance | $52,050,829 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,610,310 | BeginningYearBalanceAmt |
| Contributions | $152,041 | ContributionsAmt |
| Investment Earnings Or Losses | $7,996,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,947,215 | GrantsOrScholarshipsAmt |
| End Year Balance | $56,811,363 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16250 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43180 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40570 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,066 | DepreciationAmt |
| Book Value | $7,564 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,564 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $14,751,955 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,469,028 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $221,929 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,690,957 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,060,998 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $152,685 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $152,685 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,213,683 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,031,281 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $221,929 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $8,234 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $230,163 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,801,118 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $152,685 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $152,685 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,953,803 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SUBSTANTIALLY ALL OF THE FOUNDATION'S ENDOWMENTS ARE RESTRICTED BY DONORS FOR SPECIFIC PURPOSES. SIGNIFICANT ENDOWMENTS EXIST TO SUPPORT THE LIBRARY'S GENERAL AND CHILDREN'S COLLECTIONS, AND TO PROVIDE A VARIETY OF FREE PUBLIC PROGRAMS. ALL ENDOWMENT FUNDS HAVE BEEN AND CONTINUE TO BE USED CONSISTENT WITH THE STATED DONOR RESTRICTIONS WHERE APPLICABLE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PRIOR YEAR PLEDGE WRITE OFF 8,234. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEATTLE PUBLIC LIBRARY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 FOURTH AVE | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 916001275 | RecipientEIN |
| IRC Section | PUBLIC LIBRARY | IRCSectionDesc |
| Cash Grant | $4,255,617 | CashGrantAmt |
| Non Cash Assistance | $7,540 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | EQUIPMENT | NonCashAssistanceDesc |
| Purpose Of Grant | SUPPORT LIBRARY'S PATRON SERVICE PRIORITIES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REVIEWS SUPPORTING DOCUMENTATION FOR GRANTS TO THE SEATTLE PUBLIC LIBRARY TO ENSURE THEY CONFORM TO THE MISSION OF THE FOUNDATION AND ARE IN ACCORDANCE WITH DONOR RESTRICTIONS. DEPENDING ON GRANT SIZE AND TYPE, THE FOUNDATION RECEIVES REPORTS AND BOARD PRESENTATIONS FROM THE LIBRARY ON USAGE AND EFFECTIVENESS OF GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONNA WARD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $180,427 | $0 | $17,000 | $0 | $0 | $0 | $12,136 | $0 | $22,145 | $0 | $231,708 | $0 | $0 | $0 |
| B KAY ODROSKY | ||||||||||||||
| CHIEF FINANICAL OFFICER | $152,290 | $0 | $10,550 | $0 | $0 | $0 | $9,938 | $0 | $22,145 | $0 | $194,923 | $0 | $0 | $0 |
| BRIAN LAWRENCE | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $143,004 | $0 | $10,550 | $0 | $0 | $0 | $9,096 | $0 | $9,410 | $0 | $172,060 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES ARE PAID SUBJECT TO AN AMOUNT DETERMINED AT THE BOARD'S DISCRETION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,121 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,327,348 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,840 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS LISTED IS THE NUMBER OF SEPARATE GIFTS MADE DURING THE YEAR. |
| PART I, LINE 32B: | THE SEATTLE PUBLIC LIBRARY FOUNDATION CONTRACTS CARS EASY TO FACILITATE THE CAR DONATION PROGRAM. CARS EASY ALSO FILES 1098-C ON THE ORGANIZATION'S BEHALF AND REMITS THE NET PROCEEDS FROM EACH TRANSACTION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | THE NUMBER OF VOLUNTEERS IS BASED ON BOARD OF DIRECTORS MEMBERSHIP, NONE OF WHOM RECEIVE ANY COMPENSATION FOR THEIR EFFORTS. OUR DEDICATED BOARD MEMBERS PARTICIPATE IN EXTENSIVE COMMITTEE WORK OF THE BOARD, ATTEND AND WORK AT VARIOUS FOUNDATION-SPONSORED AND LIBRARY-SPONSORED FUNCTIONS, AND PROVIDE SPECIAL EXPERTISE FOR VARIOUS FOUNDATION PROJECTS IN SUCH AREAS AS FINANCE, INVESTMENTS, LEGAL MATTERS, ETC. ADDITIONALLY, THE FOUNDATION IS ABLE TO TAP A READY POOL OF VOLUNTEERS WHO SUPPORT THE LIBRARY ITSELF WHEN PROJECTS AND OPPORTUNITIES COME UP THAT CALL FOR MORE VOLUNTEER SUPPORT FOR FOUNDATION WORK. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BYLAWS WERE AMENDED IN 2021 TO CHANGE THE MAXIMUM ELECTED MEMBERS OF THE BOARD FROM FORTY TO FIFTY MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 DETAILED SUPPORTING FINANCIAL INFORMATION IS PROVIDED BY THE CHIEF FINANCIAL OFFICER TO A THIRD PARTY ACCOUNTING FIRM, WHERE THE FORM 990 IS INITIALLY DRAFTED BY SAID ACCOUNTING FIRM, WHO WORKS JOINTLY WITH THEIR AUDIT TEAM TO COMPLETE A FULL TAX AND AUDIT ENGAGEMENT. THE DRAFT FORM 990 AND SOURCE DOCUMENTATION IS THEN REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. AFTER ANY NECESSARY REVISIONS HAVE BEEN MADE, THE DRAFT FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, CHAIRED BY THE FOUNDATION'S BOARD TREASURER. THE COMMITTEE ENSURES THE FINANCIAL INFORMATION IN THE FORM 990 AGREES WITH THE AUDITED FINANCIAL STATEMENTS DURING THE REVIEW OF THE DRAFT. ANY QUESTIONS OR CONCERNS ARE DISCUSSED WITH THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. ONCE THE FINANCE COMMITTEE APPROVES THE DRAFT, A COPY IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD OF DIRECTORS, WHO HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS, OR TO A COMMITTEE OF THE BOARD WITH DELEGATED POWERS OVER THE TRANSACTION OR ARRANGEMENT. ANNUALLY, ALL BOARD MEMBERS REVIEW, SIGN, AND DATE BOTH THE FOUNDATION'S CONFLICT OF INTEREST POLICY AS WELL AS THE IRS FORM 990 QUESTIONNAIRE. THESE FORMS ARE REVIEWED FOR ANY CONFLICTS/INTERESTED PERSON CONCERNS BY THE FOUNDATION'S GOVERNANCE COMMITTEE. AFTER GATHERING RELEVANT INFORMATION ON WHICH TO BASE THEIR DECISION, THE BOARD OR COMMITTEE DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. DELIBERATION BY THE BOARD OR COMMITTEE TAKES PLACE WITHOUT THE BOARD MEMBER IN QUESTION. THE BOARD OR COMMITTEE TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION WHENEVER IT DETERMINES A CONFLICT OF INTEREST EXISTS. THE GOVERNANCE COMMITTEE IS RESPONSIBLE FOR MAINTAINING THE CONFLICT OF INTEREST POLICY AND IRS FORM 990 QUESTIONNAIRE, REVIEWING THE DISCLOSURE FORMS, AND TAKING APPROPRIATE ACTION ON POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, DEPUTY EXECUTIVE DIRECTOR ALONG WITH THE ENTIRE STAFF IS ESTABLISHED AND/OR OVERSEEN BY THE COMPENSATION SUB-COMMITTEE OF THE EXECUTIVE COMMITTEE. IN MAKING ITS RECOMMENDATION, THE COMPENSATION COMMITTEE CONSIDERS INFORMATION DRAWN FROM A MARKET SURVEY OF COMPARABLE EMPLOYERS AND POSITIONS WITH SIMILAR LEVELS OF RESPONSIBILITY. THE MOST RECENT COMPENSATION REVIEW WAS COMPLETED 10/19/2021. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS ARE FILED WITH THE WASHINGTON SECRETARY OF STATE AND ARE AVAILABLE FOR PUBLIC INSPECTION. IN ADDITION, THE FOUNDATION MAKES AVAILABLE UPON REQUEST COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND FORM 990. THE FOUNDATION ALSO PROVIDES A COPY OF BOTH ITS FORM 990 AND ITS AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE. |
| FORM 990, PART XI, LINE 9: | PRIOR YEAR PLEDGE WRITE OFF -8,234. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE LEAD ANNUITY TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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