INNOVIA FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INNOVIA FOUNDATION (EIN 91-0941053)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201333199349303838
- Schema version
- 2012v2.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T10:50:33-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910614823 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOEDEL & SCHOEDEL CPAS PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 W RIVERSIDE AVE STE 1420 | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 992010395 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910941053 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INLAND NORTHWEST COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INLA | NameControl |
| Phone | 5096242606 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W RIVERSIDE AVENUE NO 606 | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99201 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK HURTUBISE | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 5096242606 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES R HARLESS CPA | Name |
| PTIN | P00011472 | PTIN |
| Phone | 5097472158 | Phone |
| Date Prepared | 2013-11-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | MARK HURTUBISE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W RIVERSIDE SUITE 606 | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6288433 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | BENEFIT OF LOCAL CHARITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4729552 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4034316 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 76154 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 102646 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1589191 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2151471 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6394897 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6288433 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3055654 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2898833 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 678004 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 690822 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 98625 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 469468 | OtherExpensePriorYear |
| Other Expenses Current Year | 510741 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4203126 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4100396 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2191771 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2188037 | RevenuesLessExpensesCY |
| Total Assets BOY | 63885919 | TotalAssetsBOY |
| Total Assets EOY | 71112854 | TotalAssetsEOY |
| Total Liabilities BOY | 337473 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 267443 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 63548446 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 70845411 | NetAssetsOrFundBalancesEOY |
| Mission Description | COMMUNITY FOUNDATION FOR THE BENEFIT OF LOCAL CHARITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3532781 | Expense |
| Grants | 2898833 | Grants |
| Revenue | 102646 | Revenue |
| Description | THE ORGANIZATION'S PURPOSE IS TO CARRY OUT EXCLUSIVELY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY OF SPOKANE, WA, AND THE INLAND NORTHWEST. SEE LIST ATTACHED. | Description |
| Total Program Service Expense | 3532781 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5096242606 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W RIVERSIDE AVENUE NO 606 | AddressLine1 |
| City | SPOKANE | City |
| State | WA | State |
| ZIP Code | 99201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| SANDY PATANO | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM SIMER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES R NIPP | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT JONES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GARRY T SHEA | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SHELLEY L BENNETT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CHRISTIE QUERNA | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BETSY WILKERSON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PATRICIA MCRAE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DALE N SCHUMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT LARSON | |||||||
| CHAIR | 4.00 | 0 | 0 | 0 | X | ||
| WILLIAM O BOUTEN | |||||||
| VICE-CHAIR | 2.00 | 0 | 0 | 0 | X | ||
| K DUANE BRELSFORD | |||||||
| SECRETARY | 2.00 | 0 | 0 | 0 | X | ||
| MARK HURTUBISE | |||||||
| PRESIDENT/CEO | 40.00 | 190821 | 0 | 25404 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 190821 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25404 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 103120 | RelatedOrganizations |
| All Other Contributions | 3931196 | AllOtherContributions |
| Noncash Contributions | 102515 | NoncashContributions |
| Total Contributions | 4034316 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMIN ASSESSMENT | 900099 | 78716 | 78716 |
| GRANTS RETURNED | 900099 | 23930 | 23930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 102646 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1618960 | TotalRevenueColumn |
| Exclusion | $1,618,960 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 532511 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 532511 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 532511 | TotalRevenueColumn |
| Exclusion | $532,511 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6288433 | TotalRevenueColumn |
| Related Or Exempt Function Income | 102646 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,151,471 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2898833 | Total |
| Program Services | 2898833 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217985 | Total |
| Program Services | 119892 | ProgramServices |
| Management And General | 54496 | ManagementAndGeneral |
| Fundraising | 43597 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375537 | Total |
| Program Services | 204087 | ProgramServices |
| Management And General | 144688 | ManagementAndGeneral |
| Fundraising | 26762 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53451 | Total |
| Program Services | 28965 | ProgramServices |
| Management And General | 22321 | ManagementAndGeneral |
| Fundraising | 2165 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43849 | Total |
| Program Services | 23921 | ProgramServices |
| Management And General | 15013 | ManagementAndGeneral |
| Fundraising | 4915 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7281 | Total |
| Program Services | 3972 | ProgramServices |
| Management And General | 2493 | ManagementAndGeneral |
| Fundraising | 816 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96000 | Total |
| Program Services | 52371 | ProgramServices |
| Management And General | 32868 | ManagementAndGeneral |
| Fundraising | 10761 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19094 | Total |
| Program Services | 10416 | ProgramServices |
| Management And General | 6537 | ManagementAndGeneral |
| Fundraising | 2141 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12526 | Total |
| Management And General | 12526 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6282 | Total |
| Management And General | 6282 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT F | 153979 | 153979 | ||
| CONSULTING | 57577 | 57577 | ||
| MAINTENANCE | 35291 | 35291 | ||
| PUBLIC INFORMATION | 33398 | 18219 | 11435 | 3744 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89313 | Total |
| Program Services | 18126 | ProgramServices |
| Management And General | 67463 | ManagementAndGeneral |
| Fundraising | 3724 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4100396 | Total |
| Program Services | 3532781 | ProgramServices |
| Management And General | 468990 | ManagementAndGeneral |
| Fundraising | 98625 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160061 | BOY |
| EOY | 150527 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6072655 | BOY |
| EOY | 6522312 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10103 | BOY |
| EOY | 10807 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 136414 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 127621 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13008 | BOY |
| EOY | 8793 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56134662 | BOY |
| EOY | 62319682 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1495430 | BOY |
| EOY | 2100733 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63885919 | BOY |
| EOY | 71112854 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119620 | BOY |
| EOY | 130825 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 217853 | BOY |
| EOY | 136618 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337473 | BOY |
| EOY | 267443 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62053016 | BOY |
| EOY | 68744678 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1495430 | BOY |
| EOY | 2100733 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63548446 | BOY |
| EOY | 70845411 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63885919 | BOY |
| EOY | 71112854 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2188037 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5108928 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2199245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3859127 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7166412 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4729552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4034316 | CurrentTaxYear |
| Total | 21988652 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2199245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3859127 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7166412 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4729552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4034316 | CurrentTaxYear |
| Total | 21988652 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5614153 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16374499 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1419876 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1251214 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1415215 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1540185 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1618960 | CurrentTaxYear |
| Total | 7245450 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 29234102 | TotalSupport |
| Gross Receipts From Admissions Etc | 348044 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.56010 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.56200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 732711 | BeginningBalance |
| Ending Balance | 732711 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 54527822 | BeginningOfYearBalance |
| Contributions | 3876042 | Contributions |
| Investment Earnings Or Losses | 5243050 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2913437 | GrantsOrScholarships |
| Other Expenditures | -10000 | OtherExpenditures |
| Administrative Expenses | 811201 | AdministrativeExpenses |
| End Of Year Balance | 59932276 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57743260 | BeginningOfYearBalance |
| Contributions | 4582482 | Contributions |
| Investment Earnings Or Losses | -806844 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3077804 | GrantsOrScholarships |
| Other Expenditures | 3298509 | OtherExpenditures |
| Administrative Expenses | 614763 | AdministrativeExpenses |
| End Of Year Balance | 54527822 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46544329 | BeginningOfYearBalance |
| Contributions | 7032616 | Contributions |
| Investment Earnings Or Losses | 7545941 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2796716 | GrantsOrScholarships |
| Administrative Expenses | 582910 | AdministrativeExpenses |
| End Of Year Balance | 57743260 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42017907 | BeginningOfYearBalance |
| Contributions | 3710283 | Contributions |
| Investment Earnings Or Losses | 4029169 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2538549 | GrantsOrScholarships |
| Administrative Expenses | 674481 | AdministrativeExpenses |
| End Of Year Balance | 46544329 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 53574017 | BeginningOfYearBalance |
| Contributions | 2064801 | Contributions |
| Investment Earnings Or Losses | -9989581 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2961775 | GrantsOrScholarships |
| Administrative Expenses | 669555 | AdministrativeExpenses |
| End Of Year Balance | 42017907 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 136414 | InvestmentCostOrOtherBasis |
| Depreciation | 127621 | Depreciation |
| Book Value | 8793 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8793 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (16 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DODGE AND COX FUNDS | 3264249 | F |
| RAINIER INVESTMENT MANAGEMENT SMALL/MIDCAP | 2683973 | F |
| EUROPACIFIC GROWTH FUND | 7334751 | F |
| PIMCO FUNDS | 6723764 | F |
| AURORA OFFSHORE FUND | 4852798 | F |
| RREEF AMERICA REIT II | 4230940 | F |
| FIDELITY SPARTAN US EQUITY INDEX FUND | 3078637 | F |
| CASH VALUE LIFE INSURANCE | 2260615 | F |
| DIMENSIONAL FUND | 1798354 | F |
| RICHARDS MERRILL PETERSON | 9681923 | F |
| GROWTH FUND OF AMERICA | 3084753 | F |
| BLACKROCK GLOBAL FUND | 2244640 | F |
| PIMCO ASSET INSTITUTIONAL FUND | 2115273 | F |
| VANGUARD TOTAL BOND MARKET INDEX | 6097936 | F |
| THIRD AVENUE REAL ESTATE VALUE FUND | 1732736 | F |
| WELLS FARGO | 1134340 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 62319682 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 10982014 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4507504 | NetUnrealizedGainsInvestments |
| Other Revenues | 1499288 | OtherRevenues |
| Revenue Not Rptd F990 | 6006792 | RevenueNotRptdF990 |
| Revenue Subtotal | 4975222 | RevenueSubtotal |
| Other Revenues Not Included | 1313211 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1313211 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6288433 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4852853 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 912063 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 912063 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3940790 | ExpensesSubtotal |
| Other Expenses Not Included | 159606 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 159606 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4100396 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 1B: | TRUSTEE OF CHARITABLE REMAINDER UNITRUSTS. AMOUNTS REPORTED IN SCHEDULE D ARE NET OF REMAINDER INTEREST ALREADY REPORTED IN FORM 990, PART X, BALANCE SHEET. | |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INVESTED TO PROVIDE FUNDS FOR FUTURE CHARITABLE DISTRIBUTIONS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| INTERNAL ADMIN. FEES FUTURE INTERESTS RECEIVABLE FMV ADJUSTMENT CONSOLIDATING ENTRY - SUPPORTING ORGANIZATION | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| FASB 136 AGENCY FUNDS ALLOCATION ADJUSTMENT | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| INTERNAL ADMIN. FEES CONSOLIDATING ENTRY - SUPPORTING ORGANIZATION | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| FASB 136 AGENCY FUNDS ALLOCATION ADJUSTMENT | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHEDULE ATTACHED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 2898833 | AmountOfCashGrant |
| Method Of Valuation | CASH | MethodOfValuation |
| Purpose Of Grant | CHARITABLE, EDUCATIONAL | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE GRANT DISBURSEMENT COMMITTEE MONITORS THE USE OF GRANT FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK HURTUBISE | NamePerson |
| Title | PRESIDENT/CEO | Title |
| Base Compensation Filing Org | 171914 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 18907 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 17190 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8214 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 216225 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | RENTS | 1 | 96000 | FAIR MARKET VALUE |
| X | MISC | 2 | 6515 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE FISCAL DIRECTOR AND PRESIDENT & CEO AND IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH FISCAL YEAR, A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED BY BOARD MEMBERS. THE IS REVIEWED BY THE BOARD FOR ANY CONFLICT. ANY POTENTIAL CONFLICT OF INTEREST IS RECORDED IN MINUTES OF BOARD MEETINGS. IF IT IS DEMONSTRATED THAT A BOARD OR COMMITTEE MEMBER HAS A CONFLICT, THEY ARE EXCUSED FROM VOTING ON A MOTION WHERE IT IS PERCEIVED A CONFLICT EXISTS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ON WEBSITE. | |
| FORM 990, PART XI, LINE 9: | INCREASE (DECREASE) DEFERRED GIFTS-FUTURE INTEREST VALUATION 605,303. INCREASE (DECREASE) IN FAIR MARKET VALUE OF INVESTMENTS 4,507,504. MISC. DIFFERENCE IN INTERNAL ADMIN. FEES -3,879. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C, OVERSIGHT OF THE AUDIT | THE FINANCE COMMITTEE HAS OVERSIGHT OF THE ANNUAL AUDIT. NO CHANGES HAVE OCCURRED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| HENRY TREEDE SUPPORTING ORGANIZATION | |||||||||
| 421 W RIVERSIDE SUITE 606 | SPOKANE | WA | 99201 | 330995489 | SUPPORTING ORGANIZATION | WA | 501(C)(3) | 509(A)(3) TYPE I | 0 |
| TAD SUPPORTING ORGANIZATION | |||||||||
| 421 W RIVERSIDE SUITE 606 | SPOKANE | WA | 99201 | 453028624 | SUPPORTING ORGANIZATION | WA | 501(C)(3) | 509(A)(3) TYPE I | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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