Firland Sheltered Workshop Foundation FY2021 filing

Not tax-deductible

Shoreline, WA501(c)(4)EIN 91-0549079Revenue $3.7M in FY2021

On file with the IRSfirland.org1700 Ne 150th St, 98155-7226 · Shoreline, WATax-exempt since Aug 1949

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Employment for the disabled and research and care of individuals with respiratory diseases

100¢ of each $1 spent went to programs.
$288K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $35K a year · 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$288K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$373K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.7M
+1% vs prior year
Spent
$3.0M
To programs
100%
Net assets
$4.7M
By yearFY2019–FY2024
Revenue
$3.7M
FY2021▲ +1%
Tap a bar for its year
Revenue by fiscal year
FY2019$4.8M
FY2020$3.7M
FY2021$3.7M
FY2022$2.5M
FY2023$1.4M
FY2024$1.9M
Expenses
$3.0M
FY2021▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2019$4.1M
FY2020$3.5M
FY2021$3.0M
FY2022$3.0M
FY2023$2.1M
FY2024$2.0M
Net assets
$4.7M
FY2021▲ +17%
Tap a bar for its year
Net assets by fiscal year
FY2019$3.9M
FY2020$4.0M
FY2021$4.7M
FY2022$3.5M
FY2023$3.3M
FY2024$3.2M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1949.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $3.0M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $288K paid to officers and key staff.

Part VII, Section A · reportable compensation
$179,674Pt VII · Sec A
$108,268Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020FY2019
Matt Miller—$175,204$170,328$179,674$210,981$185,076
Tom Greene$200,000—————
Michael Poelzer—$116,191$110,009$108,268$117,505$110,894
Sheri Kneeland————$106,634$114,159
Christopher Bannister—————$104,305

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Firland Sheltered Workshop Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps disabled people find jobs and supports research and care for respiratory illnesses.

Provided by the organization

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2 programs · $3.0M · in their own filed words · FY2021
01

Provide employment for disabled individuals who otherwise would be unemployed.

$3.0Mprogram expense
02

Give grants to research AND/OR services related to tuberculosis and other respiratory diseases.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 43 grants · $2.1M · 2019–2024
Uw Grant & Contract AcctngFY2024$71,564
Uw Grant & Contract AcctngFY2024$63,751
Uw Grant & Contract AcctngFY2024$60,567
Uw Grant & Contract AcctngFY2024$46,333
Seattle & King Cnty-Public HealthFY2024$30,000
Congolese United FoundationWA · FY2024$25,000
Uw Grant & Contract AcctngFY2024$25,000
Iraqi-Arab Health BoardWA · FY2024$25,000
Harborview Medical CenterFY2024$20,000
Seattle Children's HospitalWA · FY2024$15,000
WA Goh Tb ProgramFY2024$6,000
WA Goh Tb ProgramFY2024$6,000
Uw Seattle Tb NursingFY2024$5,650
University of WashingtonFY2023$185,069
Pub Hlth Seattle & King CntyFY2023$133,862
University of WashingtonFY2023$75,000
Uw-Kenya HospitalFY2023$49,700
See all 43 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.7M
Ln 12
Fees for servicesLn 2g$2.6M
Gifts and grantsLn 1h$981K
Investment incomeLn 3$114K
Money outPt IX
$3.0M
Ln 25
Programscol B$3.0M
Owns and owesPt X
$4.7M
net assets · Ln 32
Cash and savingsLn 1–2$517K
Total assetsLn 16$5.1M
LiabilitiesLn 26$373K
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$981K
Government grantsLn 1e$981K
Fees for servicesLn 2g$2.6M
Investment incomeLn 3$114K
Total revenueLn 12$3.7M
Assets in detailPt X, end of year
CashLn 1$517K
Cash and savings togetherLn 1–2$517K
InvestmentsLn 11–13$2.9M
Land, buildings, equipmentLn 10c$1.0M
Total assetsLn 16$5.1M
LiabilitiesLn 26$373K
Net assetsLn 32$4.7M
OperationsPt I, VI
EmployeesI 541
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$428K$517K
InvestmentsLn 11–13$2.8M$2.9M
Land, buildings, equipmentLn 10c$1.1M$1.0M
Total assetsLn 16$5.0M$5.1M
LiabilitiesLn 26$971K$373K
Net assetsLn 32$4.0M$4.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$247K$247K
Grants to domestic individualsLn 2$20K$20K
Pay of current officers, directors and key staffLn 5$180K$180K
Other salaries and wagesLn 7$1.2M$1.2M
Pension plan contributionsLn 8$177K$177K
Other employee benefitsLn 9$393K$393K
Payroll taxesLn 10$123K$123K
Accounting feesLn 11c$52K$52K
Other fees for servicesLn 11g$53K$53K
OccupancyLn 16$65K$65K
InterestLn 20$8K$8K
Depreciation, depletion and amortizationLn 22$208K$208K
InsuranceLn 23$39K$39K
Other expenses (24a–d)Ln 24$281K$281K
All other expensesLn 24e$6K$6K
Total functional expensesLn 25$3.0M$3.0M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.9M$2.0M−$132K$3.2M 990 PDF
FY2023 $1.4M$2.1M−$688K$3.3M 990 PDF
FY2022 $2.5M$3.0M−$432K$3.5M 990 PDF
FY2021 Viewing $3.7M$3.0M$691K$4.7M 990 PDF
FY2020 $3.7M$3.5M$149K$4.0M 990 PDF
FY2019 $4.8M$4.1M$622K$3.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $3,718,973 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$981,098
I-9 Program service revenuePrior year $3,306,252$2,624,318
I-10 Investment incomePrior year $364,321$113,557
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $3,670,573$3,718,973
I-13 Grants and similar amounts paidPrior year $378,218$266,845
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,311,583$2,049,677
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $832,020$711,584
I-18 Total expensesPrior year $3,521,821$3,028,106
I-19 Revenue less expensesPrior year $148,752$690,867
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,718,973 across 5 lines filed
VIII-1e Government grants$981,098
VIII-1h Total contributions, gifts and grants$981,098
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $2,624,318$2,624,318
VIII-3 Investment incomeExcluded from tax $113,557$113,557
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $2,737,875$3,718,973
Part IX · Statement of functional expenses $3,028,106 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $246,845$246,845
IX-2 Grants to domestic individualsPrograms $20,000$20,000
IX-5 Pay of current officers, directors and key staffPrograms $179,674$179,674
IX-7 Other salaries and wagesPrograms $1,176,870$1,176,870
IX-8 Pension plan contributionsPrograms $177,000$177,000
IX-9 Other employee benefitsPrograms $393,272$393,272
IX-10 Payroll taxesPrograms $122,861$122,861
IX-11c Accounting feesPrograms $51,838$51,838
IX-11g Other fees for servicesPrograms $52,873$52,873
IX-16 OccupancyPrograms $64,686$64,686
IX-20 InterestPrograms $7,527$7,527
IX-22 Depreciation, depletion and amortizationPrograms $207,950$207,950
IX-23 InsurancePrograms $39,461$39,461
IX-24 Other expenses (24a–d)Programs $280,956$280,956
IX-24e All other expensesPrograms $6,293$6,293
IX-25 Total functional expensesPrograms $3,028,106 · Management $0 · Fundraising $0$3,028,106
Part X · Balance sheet $5,104,230 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $427,509$517,269
X-4 Accounts receivableStart of year $202,468$138,509
X-8 Inventories for sale or useStart of year $396,200$438,000
X-9 Prepaid expenses and deferred chargesStart of year $64,264$97,592
X-10c Land, buildings and equipment, netStart of year $1,149,552$1,021,883
X-12 Other securitiesStart of year $2,771,244$2,890,977
X-16 Total assetsStart of year $5,011,237$5,104,230
X-17 Accounts payable and accrued expensesStart of year $18,126$12,051
X-18 Grants payableStart of year $120,017$83,264
X-25 Other liabilitiesStart of year $832,377$277,331
X-26 Total liabilitiesStart of year $970,520$372,646
X-27 Net assets without donor restrictionsStart of year $4,040,717$4,731,584
X-32 Total net assets or fund balancesStart of year $4,040,717$4,731,584
X-33 Total liabilities and net assetsStart of year $5,011,237$5,104,230
Part XI · Reconciliation of net assets $4,731,584 net assets at year end
XI-1 Total revenue$3,718,973
XI-2 Total expenses$3,028,106
XI-3 Revenue less expenses$690,867
XI-4 Net assets at start of year$4,040,717
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,731,584

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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