CENTER FOR SHARING: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR SHARING (EIN 91-1496409)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202133159349104213
- Schema version
- 2020v4.1
- 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-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T17:57:39-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562382653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHWEST CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 COLUMBIA PARK TRAIL STE 210 | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911496409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR SHARING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 5095465999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3525 EAST A STREET | AddressLine1Txt |
| City | PASCO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL BROETJE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5095465999 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | BROETJE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON C GEBERS | PreparerPersonNm |
| PTIN | P00423745 | PTIN |
| Phone | 5097351300 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,771,676 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $19,127 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $85,456 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,456 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $85,456 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $160,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,373 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $160,373 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $536,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,903,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $536,170 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $63,374 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $38,100 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $38,082 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $18 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $18 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,085 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,085 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $807,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $781,999 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $315,306 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $218,330 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $218,330 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $307,677 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $5,666 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $302,011 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $98,859 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $102,574 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,742 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,742 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,046 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,005 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,005 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $42,917 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,635 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,635 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $63,384 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,145 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $11,145 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,557 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $13,180 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,282 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,745 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,745 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $785 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $785 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96,943 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $874,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $28,451 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $847,037 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,060,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $28,451 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,032,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$252,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $770,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $286,855 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $205,497 | CashBOYAmt |
| Cash EOY | $1,191,980 | CashEOYAmt |
| Cash EOYFMV | $1,191,980 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,119,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $540,263 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $540,263 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $920 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl BOY | $6,652 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $3,283 | InventoriesBOYAmt |
| Inventories EOY | $3,032 | InventoriesEOYAmt |
| Inventories EOYFMV | $3,032 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $26,568 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,448 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,448 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,122,802 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,950,376 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,950,376 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,329,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $362,856 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $287,279 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $73,744 | LandBOYAmt |
| Land EOY | $75,577 | LandEOYAmt |
| Land EOYFMV | $75,577 | LandEOYFMVAmt |
| Total Assets BOY | $9,889,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,771,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,771,676 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $30,139 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,667 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $30,139 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,667 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,859,146 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,758,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,859,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,758,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,889,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,771,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,859,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$252,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $151,659 | OtherIncreasesAmt |
| Subtotal | $9,758,009 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,758,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES LONG-TERM | 2019-01-01 | 2020-06-30 | $6,525,786 | $6,131,390 | $394,396 | $394,396 |
| SALE OF PUBLICLY TRADED SECURITIES SHORT-TERM | 2020-01-01 | 2020-06-30 | $255,206 | $235,585 | $19,621 | $19,621 |
| CAPITAL GAIN DISTRIBUTIONS - LONG-TERM | 2019-01-01 | 2020-12-31 | $78,400 | $78,400 | $78,400 | |
| CAPITAL GAIN DISTRIBUTIONS - SHORT-TERM | 2020-01-01 | 2020-12-31 | $43,753 | $43,753 | $43,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $536,170 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $63,374 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,708 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,708 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,708 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,156 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,156 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,448 | OverpaymentAmt |
| Applied To ES Tax | $15,448 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BROETJEFAMILYTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | SHELLY BROETJE | IndividualWithBooksNm |
| Phone | 5095465999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3525 EAST A STREET | AddressLine1Txt |
| City | PASCO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHERYL BROETJE | ||||||||
| 3525 EAST A STREET | PASCO | WA | 99301 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| RALPH BROETJE | ||||||||
| 3525 EAST A STREET | PASCO | WA | 99301 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUZANNE BROETJE | ||||||||
| 3525 EAST A STREET | PASCO | WA | 99301 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SANDRA GAMBLE | ||||||||
| 3525 EAST A STREET | PASCO | WA | 99301 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROGER BAIRSTOW | ||||||||
| 3525 EAST A STREET | PASCO | WA | 99301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHAUN BROETJE | ||||||||
| 3525 EAST A STREET | PASCO | WA | 99301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TYLER BROETJE | ||||||||
| 3525 EAST A STREET | PASCO | WA | 99301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILY B GRAY | ||||||||
| 3525 EAST A STREET | PASCO | WA | 99301 | EXECUTIVE DIRECTOR (FORMER) | 40.00 | $124,900 | $8,049 | $0 |
| DONNA RASSAT | ||||||||
| 3525 EAST A STREET | PASCO | WA | 99301 | MANAGING DIRECTOR | 40.00 | $93,430 | $6,698 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN C CROSS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3525 EAST A STREET | AddressLine1Txt |
| City | PASCO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SERVANT LEADERSHIP M | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $86,687 | CompensationAmt |
| Employee Benefits | $9,912 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION'S LARGEST CHARITABLE ACTIVITIES INCLUDE THE CAFE AND SERVANT LEADERSHIP. THE CAFE OFFERS TRAINING AND EMPLOYMENT TO INDIVIDUALS WHO WOULD NOT OTHERWISE BE ABLE TO FIND SUSTAINABLE EMPLOYMENT. THE CAFE OFFERS A SAFE PLACE FOR THE COMMUNITY, WHICH TIES DIRECTLY INTO THE CHARITABLE MISSION OF THE ORGANIZATION. THE ORGANIZATION ALSO PROMOTES TEACHING, MENTORING, AND PRACTICING SERVANT LEADERSHIP FOR OUR PARTNERS AND COMMUNITIES. | Description1Txt |
| Expenses1 | $1,037,677 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,181,610 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,912,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,094,082 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,094,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,957,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $447,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,032,367 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $12,390 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,044,757 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,044,757 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $286,855 | CurrentYearAmt |
| Year1 | $202,555 | Year1Amt |
| Year2 | $71,491 | Year2Amt |
| Year3 | $169,918 | Year3Amt |
| Total | $730,819 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $243,827 | CurrentYearAmt |
| Year1 | $172,172 | Year1Amt |
| Year2 | $60,767 | Year2Amt |
| Year3 | $144,430 | Year3Amt |
| Total | $621,196 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,044,757 | CurrentYearAmt |
| Year1 | $465,198 | Year1Amt |
| Year2 | $275,169 | Year2Amt |
| Year3 | $141,448 | Year3Amt |
| Total | $1,926,572 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $185,236 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $685 | Year2Amt |
| Year3 | $27,120 | Year3Amt |
| Total | $213,041 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $859,521 | CurrentYearAmt |
| Year1 | $465,198 | Year1Amt |
| Year2 | $274,484 | Year2Amt |
| Year3 | $114,328 | Year3Amt |
| Total | $1,713,531 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $298,589 | CurrentYearAmt |
| Year1 | $311,725 | Year1Amt |
| Year2 | $144,877 | Year2Amt |
| Year3 | $141,925 | Year3Amt |
| Total | $897,116 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHERYL BROETJE | ContributingManagerNm |
| Contributing Manager | RALPH BROETJE | ContributingManagerNm |
| Contributing Manager | SUZANNE BROETJE | ContributingManagerNm |
| Contributing Manager | ROGER BAIRSTOW | ContributingManagerNm |
| Contributing Manager | SHAUN BROETJE | ContributingManagerNm |
| Contributing Manager | TYLER BROETJE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GLENN CROSS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3525 EAST A STREET | AddressLine1Txt |
| City | PASCO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5095465999 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUEST SHOULD BE SUBMITTED IN WRITING AND CONTAIN ANY INFORMATION THE APPLICANT DEEMS APPROPRIATE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS OTHER THAN COMPLIANCE WITH THE ORGANIZATION'S MISSION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONORAN PACIFIC FOUNDATION INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10632 N SCOTTSDALE RD | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | DONATION | GrantOrContributionPurposeTxt |
| Amt | $185,330 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,330 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVANT LEADERSHIP PROGRAM | Desc |
| Related Or Exempt Function Incm | $2,201 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,456 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,373 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $536,170 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CAFE INCOME | Desc |
| Related Or Exempt Function Incm | $3,884 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $781,999 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,103 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $788,102 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 10 | CAFE OFFERS JOB TRAINING AND PROVIDES CONVENIENCE TO THE CHARITABLE MEMBERS THE FOUNDATION SERVES. |
| 11A | CAFE OFFERS JOB TRAINING AND PROVIDES CONVENIENCE TO THE CHARITABLE MEMBERS THE FOUNDATION SERVES. |
| 1A | SERVANT LEADERSHIP PROVIDES EDUCATION ON DEVELOPING LEADERSHIP SKILLS BY FIRST SERVING OTHERS WITHIN THE COMMUNITY. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $40,046 | Amt |
| Net Investment Income | $4,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,005 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $42,917 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EDWARD JONES MUTUAL FUNDS | StockNm |
| EOY Book Value | $7,950,376 | EOYBookValueAmt |
| EOYFMV | $7,950,376 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDINGS AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $362,856 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $287,279 | AccumulatedDepreciationAmt |
| Book Value | $75,577 | BookValueAmt |
| EOYFMV | $75,577 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,742 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,742 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $13,373 | $0 | $0 | $13,373 |
| BANK CHARGES | $1,091 | $0 | $0 | $1,091 |
| DUES & SUBSCRIPTIONS | $4,456 | $0 | $0 | $4,456 |
| HOSPITALITY | $3,755 | $0 | $0 | $4,001 |
| INSURANCE | $8,806 | $0 | $0 | $3,861 |
| MEALS | $2,442 | $0 | $0 | $2,442 |
| OFFICE EXPENSE | $20,241 | $0 | $0 | $20,210 |
| REPAIRS & MAINTENANCE | $12,307 | $0 | $0 | $13,300 |
| SUPPLIES | $11,195 | $0 | $0 | $11,195 |
| TELEPHONE | $9,930 | $0 | $0 | $9,991 |
| REGISTRATION FEES | $2,011 | $0 | $0 | $2,011 |
| LICENSES AND FEES | $813 | $0 | $0 | $813 |
| PROGRAM ACTIVITIES | $957 | $0 | $0 | $957 |
| FUNDRAISING EXPENSES | $369 | $0 | $0 | $369 |
| BAD DEBT EXPENSE | $5,197 | $0 | $0 | $5,197 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SERVANT LEADERSHIP PROGRAM | $2,201 | $2,201 |
| OTHER CAFE INCOME | $3,884 | $3,884 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES ON INVESTMENTS | Desc |
| Amt | $151,659 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $25,950 | $0 | $0 | $29,283 |
| COMPUTER AND WEB SERVICES | $34,101 | $0 | $0 | $34,101 |
| INVESTMENT FEES | $7,635 | $7,635 | $7,635 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BUSINESS TAXES | $437 | $0 | $437 | $0 |
| FEDERAL TAX | $10,708 | $0 | $10,708 | $0 |