Civic Intelligence

Historic Baker City Charitable Fund Ltd

990EZ • Fiscal year 2015 • EIN 20-3510876

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 20, 2016

Organization ProfileN/A
PO Box 1074Baker City, OR 97814

(541) 523-5442

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

1516%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$56,705

Up $7,044 (+14%) from 2014

Net Assets

Up

$56,705

Up $7,044 (+14%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin68th percentile

Revenue

Up

$55,117

Up $51,707 (+1516%) from 2014

Expenses

Up

$48,073

Up $9,569 (+25%) from 2014

Net Income

Up

$7,044

Up $42,138 (+120%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2010: $9,462Net Assets 2010: $9,4622010Assets 2011: $13,215Liabilities 2011: $02011Assets 2012: $8,131Liabilities 2012: $8,1312012Assets 2013: $19,571Liabilities 2013: $14,816Net Assets 2013: $4,7552013Assets 2014: $49,661Net Assets 2014: $49,6612014Assets 2015: $56,705Net Assets 2015: $56,7052015Assets 2016: $21,014Liabilities 2016: $02016Assets 2017: $19,945Net Assets 2017: $19,9452017Assets 2018: $12,901Net Assets 2018: $12,9012018Assets 2019: $5,412Liabilities 2019: $0Net Assets 2019: $5,4122019

Highlighted filing

2015

Assets$56,705
Liabilities-
Net Assets$56,705
Open 2015 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $7,270Expenses 2010: $13,865Net Income 2010: -$6,5952010Revenue 2011: $29,189Expenses 2011: $25,436Net Income 2011: $3,7532011Revenue 2012: $19,483Expenses 2012: $32,698Net Income 2012: -$13,2152012Revenue 2013: $4,805Expenses 2013: $50Net Income 2013: $4,7552013Revenue 2014: $3,410Expenses 2014: $38,504Net Income 2014: -$35,0942014Revenue 2015: $55,117Expenses 2015: $48,073Net Income 2015: $7,0442015Revenue 2016: $17,012Expenses 2016: $46,684Net Income 2016: -$29,6722016Revenue 2017: $1,005Expenses 2017: $2,074Net Income 2017: -$1,0692017Revenue 2018: $7,501Expenses 2018: $14,545Net Income 2018: -$7,0442018Revenue 2019: $11Expenses 2019: $7,500Net Income 2019: -$7,4892019

Highlighted filing

2015

Revenue$55,117
Expenses$48,073
Net Income$7,044
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 20, 2016
Return Version
2015v2.0
Gross Receipts
$55,117
Mission and Program Overview

Mission

Preserve and improve buildings in historic baker city oregon

Program Services

DescriptionGrantsExpenses
DOWNTOWN BUILDING PRESERVATION AND IMPROVEMENT PROJECTS$48,073-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSEMARY ABELLDirector-$0--
DEBBIE POEDirector-$0--
PAUL DOLANDirector-$0--
MICHELLE DOLLARDirector-$0--
LARRY ABELLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Historic Baker City Charitable Fund Ltd
EIN
20-3510876
Phone
5415235442
Address
PO BOX 1074, BAKER CITY, OR 97814

Signing Officer

Name
Larry Abell
Title
Director
Signed
2016-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Nichols & Mitchell CPAs PC
Address
2550 Broadway, Baker City, OR 97814
Preparer
Bruce a Nichols
Phone
5415236471
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: HISTORIC BAKER CITY INC | Donee's Address: PO BOX 1074 BAKER CITY OR 97814 | Relationship of Donee: RELATED ORGANIZATION | Cash Amount Given: $20475”

Other Expenses.1002

“Office Expenses $100”

Other Expenses.1

“DOWNTOWN PROJECTS $15048”

Raw XML Appendix154 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NICHOLS MITCHEL CPA'S
IRS990EZ/BooksInCareOfDetail/PhoneNum05415236471
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02550 BROADWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BAKER CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049661
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056705
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07044
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049661
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056705
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020475
IRS990EZ/GrossReceiptsAmt055117
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049661
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056705
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049661
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056705
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROSEMARY ABELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBBIE POE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PAUL DOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHELLE DOLLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LARRY ABELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt015148
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE AND IMPROVE BUILDINGS IN HISTORIC BAKER CITY OREGON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DOWNTOWN BUILDING PRESERVATION AND IMPROVEMENT PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt048073
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048073
IRS990EZ/TotalProgramServiceExpensesAmt048073
IRS990EZ/TotalRevenueAmt055117
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930972921
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020475
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HISTORIC BAKER CITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt020475
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: HISTORIC BAKER CITY INC | Donee's Address: PO BOX 1074 BAKER CITY OR 97814 | Relationship of Donee: RELATED ORGANIZATION | Cash Amount Given: $20475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOWNTOWN PROJECTS $15048
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY ABELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC BAKER CITY CHARITABLE FUND LTD
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0203510876
ReturnHeader/Filer/PhoneNum05415235442
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1074
ReturnHeader/Filer/USAddress/CityNm0BAKER CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols & Mitchell CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02550 Broadway
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baker City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097814
ReturnHeader/PreparerPersonGrp/PhoneNum05415236471
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A NICHOLS
ReturnHeader/ReturnTs02016-06-21T10:06:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,705
Liabilities
-
Net assets
$56,705
Revenue
$55,117
Expenses
$48,073
Net income
$7,044
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.01$7.50$7.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$12.9$7.50$14.5$7.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$19.9$1.01$2.07$1.07
2016Summary only. Only limited summary data is available for this year.$21.0$0.00$17.0$46.7$29.7
2015Detailed filing. Detailed filing data is available for this year.$56.7$56.7$55.1$48.1$7.04
2014Detailed filing. Detailed filing data is available for this year.$49.7$49.7$3.41$38.5$35.1
2013Detailed filing. Detailed filing data is available for this year.$19.6$14.8$4.76$4.81$0.05$4.76
2012Summary only. Only limited summary data is available for this year.$8.13$8.13$19.5$32.7$13.2
2011Summary only. Only limited summary data is available for this year.$13.2$0.00$29.2$25.4$3.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.46$9.46$7.27$13.9$6.60
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits