Civic Intelligence

Historic Baker City Charitable Fund Ltd

990EZ • Fiscal year 2017 • EIN 20-3510876

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

(541) 523-6471

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

4th percentile

-106%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-5.1%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-94%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$19,945

Down $1,069 (-5.1%) from 2016

Net Assets

$19,945

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Down

$1,005

Down $16,007 (-94%) from 2016

Expenses

Down

$2,074

Down $44,610 (-96%) from 2016

Net Income

Up

-$1,069

Up $28,603 (+96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2017

Assets$19,945
Liabilities-
Net Assets$19,945
Open 2017 Filing

Operations Trend

Revenue Growth2nd 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

2017

Revenue$1,005
Expenses$2,074
Net Income-$1,069
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$1,005
Mission and Program Overview

Mission

Preserve and improve buildings in historic baker city oregon

Program Services

DescriptionGrantsExpenses
DOWNTOWN BUILDING PRESERVATION AND IMPROVEMENT PROJECTS$2,074-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORA POEDirector-$0--
MICHELLE DOLLARDirector-$0--
DEEDEE CLARKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Historic Baker City Charitable Fund Ltd
EIN
20-3510876
Phone
5415236471
Address
PO BOX 1074, BAKER CITY, OR 97814

Signing Officer

Name
Larry Abell
Title
Director
Signed
2018-05-15
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

Other Expenses.1002

“Office Expenses $415”

Other Expenses.1

“DOWNTOWN PROJECTS $1234”

Other Assets.1

“DUE FROM HBC, INC - Beginning $2597 DUE FROM HBC, INC - Ending $9866”

Raw XML Appendix146 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
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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/BOYAmt018417
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010079
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1069
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021014
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019945
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt01005
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021014
IRS990EZ/NetAssetsOrFundBalancesEOYAmt019945
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021014
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt019945
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBORA POE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE DOLLAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEEDEE CLARKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02597
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09866
IRS990EZ/OtherExpensesTotalAmt01649
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/GrantsAndAllocationsAmt02074
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02074
IRS990EZ/TotalProgramServiceExpensesAmt02074
IRS990EZ/TotalRevenueAmt01005
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/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ANY INCOME EARNED AFTER NECESSARY EXPENDITURES ARE TO BE TRANSFERRED TO HBC,INC SOLELY FOR THE BENEFIT OF ENHANCING DOWNTOWN HISTORIC BAKER CITY HISTORIC BUILDINGS AND PROMOTIONAL EVENTS TO ENHANCE ECONOMIC ACTIVITY FOR THE DOWNTOWN DISTRICT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1WHEN HBC,INC HAS EXAHUSTED ASSETS TO BE USED FOR FURTHERING HBC, INC.'S MISSION THE BOARD AUTHORIZES THE TRANSFER OF RESERVE FUNDS (IF ANY) FROM HBC CHARITABLE TO HBC, INC. AS PER THE ORGANIZATIONAL DOCUMENTS. THE BOARD OF EACH ENTITY IS THE SAME AND ALL MEMBER OF THE BOARD AND MEMBERSHIP ARE AWARE OF THE TWO ENTITIES AS A SUPPORT FROM ONE ENTITY FOR THE BENEFIT OF THE OTHER ENTITY.EACH ENTITY REQUIRES PERIODIC REPORTS TO THE BOARD AND MEMBERSHIP CONCERING FINANCIAL ACTIVITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930972921
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HISTORIC BAKER CITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOWNTOWN PROJECTS $1234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM HBC, INC - Beginning $2597 DUE FROM HBC, INC - Ending $9866
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY ABELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC BAKER CITY CHARITABLE FUND LTD
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0203510876
ReturnHeader/Filer/PhoneNum05415236471
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1074
ReturnHeader/Filer/USAddress/CityNm0BAKER CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097814
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931047902
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/ReturnTs02018-05-15T14:48:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,945
Liabilities
-
Net assets
$19,945
Revenue
$1,005
Expenses
$2,074
Net income
-$1,069
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
2017Detailed filing. Detailed filing data is available for this year.$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