SOUTH PUGET INTERTRIBAL PLANNING: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOUTH PUGET INTERTRIBAL PLANNING (EIN 91-1065249)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-17
- IRS object ID
- 202040489349301334
- Schema version
- 2018v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-17T15:14:06-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911125749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER OVERBY & MOORE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 E 8TH ST STE A | AddressLine1Txt |
| City | PORT ANGELES | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 983626221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911065249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH PUGET INTERTRIBAL PLANNING AG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 3604263990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 SE OLD OLYMPIC HIGHWAY | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98584 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN GLEASON | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3604263990 | PhoneNum |
| Signature | 2020-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY LESKINOVITCH | PreparerPersonNm |
| PTIN | P01255441 | PTIN |
| Phone | 3604574481 | PhoneNum |
| Preparation | 2020-02-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-17 | IPDt |
| IP Tm | 15:14:06 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34CF7F389F84536AF6AC12F8A0AA29DBB695096B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D222FC9E62A7D2120ECA42C97CCA8EC5662CEDB2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN GLEASON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 536 | AddressLine1Txt |
| City | OAKVILLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,558,894 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SPIPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | SOUTH PUGET INTERTRIBAL PLANNING AGENCY'S ACTIVITIES ARE TO SUPPORT SOCIAL, HUMAN AND HEALTH SERVICE DELIVERY, PROVIDE TRAINING AND TECHNICAL ASSISTANCE, AND PROVIDE RESOURCE DEVELOPMENT AND PLANNING TO THE CHEHALIS, NISQUALLY, SHOALWATER BAY, SKOKOMISH AND SQUAXIN ISLAND TRIBAL COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 105 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,222,770 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,204,133 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,236,494 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,310,835 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,212 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,926 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,496,476 | PYTotalRevenueAmt |
| CY Total Revenue | $15,558,894 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,931,941 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,221,101 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,309 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,758,688 | PYOtherExpensesAmt |
| CY Other Expenses | $8,251,892 | CYOtherExpensesAmt |
| PY Total Expenses | $14,690,629 | PYTotalExpensesAmt |
| CY Total Expenses | $15,472,993 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$194,153 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $85,901 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,741,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,445,703 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,993,738 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,622,239 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,747,379 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,823,464 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SOUTH PUGET INTERTRIBAL PLANNING AGENCY IS AN INTERTRIBAL NONPROFIT CONSORTIUM WHICH SERVES THE CHEHALIS, NISQUALLY, SHOALWATER BAY, SKOKOMISH AND SQUAXIN ISLAND TRIBES THROUGH PLANNING, TECHNICAL ASSISTANCE AND PROGRAM MANAGEMENT IN RESPONSE TO THE DIRECTIVES OF THE CONSORTIUM TRIBES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $10,213,411 | ExpenseAmt |
| Desc | EDUCATION - PROGRAM PROVIDES THE FOLLOWING: EARLY CHILDHOOD SAFETY AND WELLNESS TO IMPROVE SCHOOL READINESS; SERVICE TO REDUCE BARRIERS TO EMPLOYMENT; PROMOTES ECONOMIC SELF-SUFFICIENCY IN TRIBAL FAMILIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,231,190 | ExpenseAmt |
| Desc | HEALTH - TO PROVIDE NUTRITION ACTIVITIES AND EDUCATION TO SUPPORT HEALTHY FAMILIES; IMPROVE TRIBAL ELDER HEALTH THROUGH NUTRITION SERVICES AND EDUCATION; REDUCE CANCER MORTALITY FOR RURAL NA/AI POPULATION; IMPROVE TRIBAL COMMUNITY MEMBERS HEALTH THROUGH REDUCING BARRIERS TO ACCESS AND INCREASE WELLNESS ACTIVITIES IN TRIBAL COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,176,167 | ExpenseAmt |
| Desc | SOCIAL SERVICES - PROGRAM PROVIDES THE FOLOWING:IMMEDIATE SHELTER AND RELATED ASSISTANCE TO VICTIMS OF FAMILY VIOLENCE; COORDINATES SERVICES TO REDUCE THE NUMBER OF OUT OF HOME PLACES FOR DEPENDENT CHILDREN; SAFE HOMES FOR CHILDREN WHEN THEY CANNOT LIVE WITH THEIR BIOLOGICAL PARENTS; SUPPORT SERVICES FOR CHILDREN IN OUT OF HOME PLACEMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,620,768 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 120 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 105 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN BRYANT | PersonNm |
| Phone | 3604263990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 SE OLD OLYMPIC HIGHWAY | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98584 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAN GLEASON | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALEX GOULEY | |||||||
| DELEGATE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHIRINE HORNE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VICKI KRUGER | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HARRY PICKERNELL | |||||||
| DELEGATE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN CLARKE | |||||||
| ALTERNATE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE CUSHMAN | |||||||
| ALTERNATE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATTY PUHN | |||||||
| ALTERNATE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK-LYN SMITH | |||||||
| ALTERNATE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARLAINE LACLAIR | |||||||
| DELEGATE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE MCDONALD | |||||||
| ALTERNATE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLENE KRISE | |||||||
| DELEGATE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WHITNEY JONES | |||||||
| EXECUTIVE DI | 37.50 | $145,451 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $145,451 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $13,069,555 | GovernmentGrantsAmt |
| All Other Contributions | $134,578 | AllOtherContributionsAmt |
| Noncash Contributions | $30,891 | NoncashContributionsAmt |
| Total Contributions | $13,204,133 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Total Revenue Column | $2,310,835 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,310,835 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,310,835 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,926 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,558,894 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,354,761 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,368,711 | TotalAmt |
| Program Services | $4,272,005 | ProgramServicesAmt |
| Management And General | $1,095,671 | ManagementAndGeneralAmt |
| Fundraising | $1,035 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,268 | TotalAmt |
| Program Services | $126,294 | ProgramServicesAmt |
| Management And General | $45,385 | ManagementAndGeneralAmt |
| Fundraising | $589 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,423 | TotalAmt |
| Program Services | $1,057,575 | ProgramServicesAmt |
| Management And General | $148,676 | ManagementAndGeneralAmt |
| Fundraising | $172 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,699 | TotalAmt |
| Program Services | $371,147 | ProgramServicesAmt |
| Management And General | $102,256 | ManagementAndGeneralAmt |
| Fundraising | $296 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,518 | TotalAmt |
| Program Services | $383,627 | ProgramServicesAmt |
| Management And General | $97,891 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,928 | TotalAmt |
| Management And General | $5,928 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,153 | TotalAmt |
| Program Services | $18,084 | ProgramServicesAmt |
| Management And General | $13,069 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| INDIRECT COSTS | $1,801,058 | $1,801,058 |
| CLIENT FINANCIAL ASSISTAN | $1,280,873 | $1,280,873 |
| FAMILY & YOUTH ACTIVITIES | $942,924 | $942,924 |
| CLIENT SERVICES | $479,232 | $479,232 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,229,206 | TotalAmt |
| Program Services | $2,887,949 | ProgramServicesAmt |
| Management And General | $334,040 | ManagementAndGeneralAmt |
| Fundraising | $7,217 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,472,993 | TotalAmt |
| Program Services | $13,620,768 | ProgramServicesAmt |
| Management And General | $1,842,916 | ManagementAndGeneralAmt |
| Fundraising | $9,309 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,639 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,580,345 | BOYAmt |
| EOY | $1,730,816 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,708 | BOYAmt |
| EOY | $1,232,374 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,704 | BOYAmt |
| EOY | $11,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $149,611 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,753 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,985 | BOYAmt |
| EOY | $39,858 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,736 | BOYAmt |
| EOY | $430,874 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,741,117 | BOYAmt |
| EOY | $3,445,703 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,877 | BOYAmt |
| EOY | $728,710 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,448,861 | BOYAmt |
| EOY | $893,529 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,993,738 | BOYAmt |
| EOY | $1,622,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,747,379 | BOYAmt |
| EOY | $1,823,464 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,747,379 | BOYAmt |
| EOY | $1,823,464 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,741,117 | BOYAmt |
| EOY | $3,445,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $85,901 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,816 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $15,533,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,393,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,372,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,222,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,204,133 | CurrentTaxYearAmt |
| Total | $71,727,001 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,533,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,393,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,372,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,222,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,204,133 | CurrentTaxYearAmt |
| Total | $71,727,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $71,727,001 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,680 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,926 | CurrentTaxYearAmt |
| Total | $151,737 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $71,878,738 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,354,761 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99850 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $419,736 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,373 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,234 | AdministrativeExpensesAmt |
| End Year Balance | $430,874 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $399,257 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,612 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,133 | AdministrativeExpensesAmt |
| End Year Balance | $419,736 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $372,114 | BeginningYearBalanceAmt |
| Contributions | $810 | ContributionsAmt |
| Investment Earnings Or Losses | $32,058 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,725 | AdministrativeExpensesAmt |
| End Year Balance | $399,257 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $345,966 | BeginningYearBalanceAmt |
| Contributions | $1,170 | ContributionsAmt |
| Investment Earnings Or Losses | $30,352 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,374 | AdministrativeExpensesAmt |
| End Year Balance | $372,114 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $353,189 | BeginningYearBalanceAmt |
| Contributions | $1,070 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,491 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $4,802 | AdministrativeExpensesAmt |
| End Year Balance | $345,966 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $149,611 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,753 | DepreciationAmt |
| Book Value | $39,858 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,858 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMNENT FUND | Desc |
| Book Value | $430,874 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $430,874 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $15,749,996 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,816 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $200,918 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $191,102 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,558,894 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $15,558,894 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,673,911 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $200,918 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $200,918 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,472,993 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $15,472,993 | TotalExpensesPerForm990Amt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FOOD VOUCHERS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,891 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | SOUTH PUGET INTERTRIBAL PLANNING AGENCY IS AN INTERTRIBAL NONPROFIT CONSORTIUM WHICH SERVES THE CHEHALIS, NISQUALLY, SHOALWATER BAY, SKOKOMISH AND SQUAXIN ISLAND TRIBES THROUGH PLANNING, TECHNICAL ASSISTANCE AND PROGRAM MANAGEMENT IN RESPONSE TO THE DIRECTIVES OF THE CONSORTIUM TRIBES. |
| FORM 990, PAGE 6, PART VI, LINE 8B | COMMITTEE DOES NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY THE ACCOUNTING FIRM RETAINED BY SPIPA: BAKER, OVERBY & MOORE, INC., P.S. THE CFO, EXECUTIVE DIRECTOR AND DEPUTY EXECUTIVE DIRECTOR REVIEW THE FORM 990 IN DETAIL PRIOR TO FILING. THE DATA ON THE FORM IS COMPARED TO SPIPA'S AUDITED FINANCIAL STATEMENTS FOR THE REPORTING PERIOD. IF CORRECTIONS OR QUESTIONS ARISE, THE CFO CLARIFIES WITH THE ACCOUNTING FIRM PRIOR TO THE FILING OF THE FORM 990. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS UPON ENTRY TO THE BOARD ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. THE BOARD, THROUGH ITS LEGAL ADVISOR, REVIEWS ALL CONTRACTS FOR COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD PERFORMS AN ANNUAL REVIEW OF EXECUTIVE DIRECTOR ACTIVITY AND COMPENSATION PACKAGE ON ANNIVERSARY DATE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD PERFORMS AN ANNUAL REVIEW OF EXECUTIVE DIRECTOR ACTIVITY AND COM PENSATION PACKAGE ON ANNIVERSARY DATE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON WRITTEN REQUEST DOCUMENTATION WILL BE PROVIDED |
| FORM 990, PART IX, LINE 24E | CONTRACTUAL SERVICES 258,950 120,298 0 QUALITY ACTIVITIES 249,505 0 0 TRAINING COSTS & TRAVEL 189,743 28,307 0 TRIBES CAPITAL EQUIP > 5 215,817 0 0 FOSTER PLACEMENT CARE 206,857 0 0 CLIENT UTILITY PAYMENT 186,715 0 0 CHILD CARE PAYMENTS 154,913 0 0 PROGRAM SUPPLIES 142,976 0 325 CONSUMABLE SUPPLIES 110,643 18,219 1,392 UTILITIES 98,430 29,245 0 STAFF DEVELOPMENT 117,724 5,168 214 LOCAL TRAVEL 103,599 4,918 90 COMMUNICATION 66,324 26,571 264 NON CAPITAL EQUIP <5K 84,290 1,829 0 SPECIAL EVENTS 82,876 0 63 FOOD VOUCHERS 81,236 0 0 PASS THRU FEES FOR SERVIC 68,488 0 919 TRANS TANF - UNEMPLOYED 61,212 0 0 BUILDING/OFFICE MAINT 23,673 35,972 0 FOOD-PROGRAM PARTICIPANTS 57,102 0 0 WEX, SUBSIDIZED EMPLOYMET 57,045 0 0 WA STATE CHILD SUPPORT PA 52,663 0 0 PROJECT OUTREACH 48,637 0 -2,281 SPIPA CAPITAL EQUIP >5K 12,249 30,925 0 TRANSPORTATION TANF 41,552 0 0 IT SUPPORT 16,351 19,981 0 NON CASH GOODS 30,891 0 0 COPYING 22,539 4,472 0 RECRUITMENT 18,961 2,488 0 FDP WAREHOUSE MAINTENANCE 13,983 0 0 CLINICAL SUPPLIES 6,361 0 0 FINANCIAL INSTITUTE CHARG 0 -423 6,231 BOARD OF DIRECTOR EXPENSE 0 3,068 0 EXEC DIRECTORS BUDGET 0 2,794 0 CLIENT UTILITY CRISIS SER 2,584 0 0 DUES & MEMBERSHIPS 1,445 155 0 FDP TRUCK EXPENSE 532 0 0 CHILD CARE UNEMPLOYED 473 0 0 FEES/ LICENSES 414 50 0 FDP NUTRITION EDUCATION 196 0 0 ROUNDING 0 3 0 TOTAL 2,887,949 334,040 7,217 |