Civic Intelligence

The Marguerite Foundation

990PF • Fiscal year 2015 • EIN 20-5634407

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profile
PO Box 280Lake Oswego, OR 97034

(503) 636-1199

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

45th percentile

0.04x

Higher debt load relative to revenue than 45% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

7th percentile

-87%

Higher net margin than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

31st percentile

-3.0%

Faster asset growth than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

4.7%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,910,587

Down $89,842 (-3.0%) from 2014

Net Assets

Down

$2,907,337

Down $90,342 (-3.0%) from 2014

Liabilities

Up

$3,250

Up $500 (+18%) from 2014

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin7th percentile

Revenue

Up

$79,123

Up $3,538 (+4.7%) from 2014

Expenses

Down

$148,131

Down $19,234 (-11%) from 2014

Net Income

Up

-$69,008

Up $22,772 (+25%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,266,414Liabilities 2010: $0Net Assets 2010: $3,266,4142010Assets 2011: $3,198,838Liabilities 2011: $0Net Assets 2011: $3,198,8382011Assets 2012: $3,124,110Liabilities 2012: $1,000Net Assets 2012: $3,123,1102012Assets 2013: $3,056,217Liabilities 2013: $1,000Net Assets 2013: $3,055,2172013Assets 2014: $3,000,429Liabilities 2014: $2,750Net Assets 2014: $2,997,6792014Assets 2015: $2,910,587Liabilities 2015: $3,250Net Assets 2015: $2,907,3372015Assets 2016: $2,848,435Liabilities 2016: $3,750Net Assets 2016: $2,844,6852016Assets 2017: $3,011,340Liabilities 2017: $3,750Net Assets 2017: $3,007,5902017Assets 2018: $2,955,345Liabilities 2018: $5,227Net Assets 2018: $2,950,1182018Assets 2019: $2,914,738Liabilities 2019: $5,134Net Assets 2019: $2,909,6042019Assets 2020: $3,131,925Liabilities 2020: $6,2642020Assets 2021: $3,023,823Liabilities 2021: $7,999Net Assets 2021: $3,015,8242021Assets 2022: $2,741,636Liabilities 2022: $5,400Net Assets 2022: $2,736,2362022Assets 2023: $3,437,169Liabilities 2023: $5,4002023Assets 2024: $3,614,218Liabilities 2024: $4,700Net Assets 2024: $3,609,5182024

Highlighted filing

2015

Assets$2,910,587
Liabilities$3,250
Net Assets$2,907,337
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $125,4562010Expenses 2011: $125,0202011Expenses 2012: $123,7162012Revenue 2013: $57,422Expenses 2013: $125,494Net Income 2013: -$68,0722013Revenue 2014: $75,585Expenses 2014: $167,365Net Income 2014: -$91,7802014Revenue 2015: $79,123Expenses 2015: $148,131Net Income 2015: -$69,0082015Revenue 2016: $77,962Expenses 2016: $127,245Net Income 2016: -$49,2832016Revenue 2017: $283,634Expenses 2017: $134,396Net Income 2017: $149,2382017Revenue 2018: $92,522Expenses 2018: $149,495Net Income 2018: -$56,9732018Revenue 2019: $74,561Expenses 2019: $170,161Net Income 2019: -$95,6002019Revenue 2020: $320,846Expenses 2020: $193,949Net Income 2020: $126,8972020Revenue 2021: $139,186Expenses 2021: $203,616Net Income 2021: -$64,4302021Revenue 2022: $40,312Expenses 2022: $148,082Net Income 2022: -$107,7702022Revenue 2023: $667,383Expenses 2023: $140,286Net Income 2023: $527,0972023Revenue 2024: $163,611Expenses 2024: $122,835Net Income 2024: $40,7762024

Highlighted filing

2015

Revenue$79,123
Expenses$148,131
Net Income-$69,008
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE BECKERTreasurerPT$0--
BRUCE WOOLEVERDirector-$0--
CAROLINE COOLEY BROWNEVice President-$0--
MARK WILSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Marguerite Foundation
EIN
20-5634407
Phone
5036361199
Address
PO BOX 280, LAKE OSWEGO, OR 97034

Signing Officer

Name
Jeanne Becker
Title
Director
Phone
5036361199
Signed
2016-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204-3710
Preparer
Roy Abramowitz
Phone
5032210336
Raw XML AppendixShowing 400 of 862 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.

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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2420
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5WASHER & INSTALLATION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6DISHWASHER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7FRIDGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9DRYER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13WASHING MACHINE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14DRYER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15ELECTRIC RANGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17FRIDGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19WASHER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21RANGE OVEN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22FRIDGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23RANGE OVEN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24FENCE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25HVAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26GARBAGE DISPOSAL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27STOVE HOOD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28GAS FIREPLACE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29TOILETS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30HEAT PUMP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31GARAGE DOOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32DOOR REPLACEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33GARAGE DOOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc34HEAT PUMP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35RANGE OVEN
DepreciationSchedule/DepreciationPropertyGrp/Rt00.000000000000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0US BANK - FIXED INCOME FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt058390
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt047213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt019928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt040602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0US BANK - COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0212386
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15181
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0US BANK - EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1COMMODITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0191711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15197
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt252008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09097
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt018145
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0-90467
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt027248
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-90467
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-63219
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt018145
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt080321
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt080321
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt09097
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09097
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09097
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-69008
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt051875
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt051875
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0187429
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt087
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt018145
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024323
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-90467
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt037972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt072
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt038115
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02777
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt024049
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt060978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0142342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0148131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt079123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0142342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02844
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0148131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt042221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1127063

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Filings

Displayed year

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

Open filing
Assets
$2,910,587
Liabilities
$3,250
Net assets
$2,907,337
Revenue
$79,123
Expenses
$148,131
Net income
-$69,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.16$0.12$0.04
2023Summary only. Only limited summary data is available for this year.$3.44$0.01$0.67$0.14$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.01$2.74$0.04$0.15$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.01$3.02$0.14$0.20$0.06
2020Summary only. Only limited summary data is available for this year.$3.13$0.01$0.32$0.19$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.01$2.91$0.07$0.17$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.01$2.95$0.09$0.15$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.28$0.13$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.84$0.08$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.08$0.15$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.08$0.17$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.06$0.13$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.12
2011Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.13
2010Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.13