Civic Intelligence

Roundhouse Foundation Irrv Charitable Tr

990PF • Fiscal year 2018 • EIN 22-6930631

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 24, 2019

Organization Profile

View Organization Page

PO Box 2078Sisters, OR 97759

(541) 904-0700

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$25,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

64th percentile

5.2%

Faster asset growth than 64% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$18,440,152

Up $905,056 (+5.2%) from 2017

Net Assets

Up

$18,440,152

Up $905,056 (+5.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin93rd percentile

Revenue

Down

$2,682,888

Down $702,495 (-21%) from 2017

Expenses

Up

$812,546

Up $95,249 (+13%) from 2017

Net Income

Down

$1,870,342

Down $797,744 (-30%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$400M$300M$200M$100M$0Assets 2010: $4,560,266Liabilities 2010: $0Net Assets 2010: $4,560,2662010Assets 2011: $5,264,344Liabilities 2011: $0Net Assets 2011: $5,264,3442011Assets 2012: $5,965,446Liabilities 2012: $12012Assets 2013: $6,954,138Liabilities 2013: $6,000Net Assets 2013: $6,948,1382013Assets 2014: $8,099,930Liabilities 2014: $17,000Net Assets 2014: $8,082,9302014Assets 2015: $18,162,717Liabilities 2015: $27,003Net Assets 2015: $18,135,7142015Assets 2016: $17,018,572Liabilities 2016: $0Net Assets 2016: $17,018,5722016Assets 2017: $17,535,096Liabilities 2017: $0Net Assets 2017: $17,535,0962017Assets 2018: $18,440,152Liabilities 2018: $0Net Assets 2018: $18,440,1522018Assets 2019: $18,559,707Liabilities 2019: $0Net Assets 2019: $18,559,7072019Assets 2020: $130,425,797Liabilities 2020: $0Net Assets 2020: $130,425,7972020Assets 2021: $376,773,592Liabilities 2021: $6,328Net Assets 2021: $376,767,2642021Assets 2022: $375,971,594Liabilities 2022: $788Net Assets 2022: $375,970,8062022Assets 2023: $358,883,108Liabilities 2023: $183Net Assets 2023: $358,882,9252023Assets 2024: $344,521,532Liabilities 2024: $312Net Assets 2024: $344,521,2202024

Highlighted filing

2018

Assets$18,440,152
Liabilities$0
Net Assets$18,440,152
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

$300M$200M$100M$0-$100MExpenses 2010: $137,3612010Expenses 2011: $277,6992011Revenue 2012: $1,010,861Expenses 2012: $309,759Net Income 2012: $701,1022012Revenue 2013: $1,360,526Expenses 2013: $377,834Net Income 2013: $982,6922013Revenue 2014: $1,616,275Expenses 2014: $481,483Net Income 2014: $1,134,7922014Revenue 2015: $10,593,172Expenses 2015: $540,388Net Income 2015: $10,052,7842015Revenue 2016: $813,778Expenses 2016: $1,012,015Net Income 2016: -$198,2372016Revenue 2017: $3,385,383Expenses 2017: $717,297Net Income 2017: $2,668,0862017Revenue 2018: $2,682,888Expenses 2018: $812,546Net Income 2018: $1,870,3422018Revenue 2019: $1,072,820Expenses 2019: $764,018Net Income 2019: $308,8022019Revenue 2020: $114,339,269Expenses 2020: $1,920,763Net Income 2020: $112,418,5062020Revenue 2021: $260,472,613Expenses 2021: $12,536,833Net Income 2021: $247,935,7802021Revenue 2022: $15,180,284Expenses 2022: $15,877,270Net Income 2022: -$696,9862022Revenue 2023: $1,961,684Expenses 2023: $18,936,645Net Income 2023: -$16,974,9612023Revenue 2024: $4,283,833Expenses 2024: $19,517,888Net Income 2024: -$15,234,0552024

Highlighted filing

2018

Revenue$2,682,888
Expenses$812,546
Net Income$1,870,342
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 24, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN BORLATrusteeFT$25,000-$25,000
KATHLEEN DEGGENDORFERTrusteeFT$0--
FRANK DEGGENDORFERTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOSU FOUNDATIONOSU CASCADES CAMPUS EXPANSION YEAR 2 OF 5 - STEAM PROJECT - PUBLIC ART OSU CASCADES CAMPUS EXPANSION YEAR 2 OF 5PCBEND, OR, US$50,000
Paid GrantHIGH DESERT MUSEUMCURATOR OF ART AND COMMUNITY ENGAGEMENTPCBEND, OR, US$30,000
Paid GrantU OF O FOUNDATIONPINE MOUNTAIN OBSERVATORY RESEARCH AND EDUCATION PROGRAMPCEUGENE, OR, US$27,500
Paid GrantOSU FOUNDATIONFACULTY SCHOLAR OF SCIENCE EDUCATION AT OREGON STATE CASCADES CAMPUSPCBEND, OR, US$25,000
Paid GrantSISTERS GRADUATE RESOURCE ORGANIZATIONENRICHMENT SCHOLARSHIPS AND MANAGEMENT AND ADMINSTRATIVE COSTSPCSISTERS, OR, US$17,000
Paid GrantCONFLUENCESNATIVE LED PROFESSIONAL DEVELOPMENT WORKSHOP FOR TEACHERSPCVANCOUVER, WA, US$12,000
Paid GrantKEMPLE MEMORIAL CHILDREN'S DENTAL CLINICCOMMUNITY AND SCHOOL BASED ORAL HEALTH PROGRAMPCBEND, OR, US$10,000
Paid GrantOREGON PUBLIC BROADCASTINGRURAL COMMUNITIES REPORTERPCPORTLAND, OR, US$10,000
Paid GrantSISTERS FOLK FESTIVAL INCSUPPORT FOR SISTERS FOLK FESTIVALPCSISTERS, OR, US$10,000
Paid GrantSISTERS SCHOOL DISTRICTSES COUNSELING PROGRAM YEAR 3 OF 3PCSISTERS, OR, US$10,000
Paid GrantSISTERS OUTDOOR QUILT SHOWIMPLEMENTATION OF STRATEGIC ASSESSMENT FINDINGSPCSISTERS, OR, US$7,500
Paid GrantSISTERS SCHOOL DISTRICTMIDDLE AND ELEMENTARY SCHOOL LIBRARIESPCSISTERS, OR, US$7,500
Paid GrantTHE MUSEUM AT WARM SPRINGSMEMORY OF THE LAND EXHIBIT AND PROGRAMSPCWARM SPRINGS, OR, US$7,500
Paid GrantSISTERS KIWANIS COMMUNITY SERVICE FOUNDATIONGIFT - FOOD BANK GENERAL SUPPORTPCSISTERS, OR, US$5,775
Paid GrantBEND FILM INCFEMALE FILM MAKERS PROGRAM SUPPORTPCBEND, OR, US$5,000
Paid GrantSISTERS SCHOOLS FOUNDATIONSPONSORSHIP OF STARRY NIGHTS CONCERT TO BENEFIT SISTERS SCHOOLS 2019PCSISTERS, OR, US$5,000
Paid GrantUPPER DESCHUTES WATERSHED COUNCILTHE UPSTREAM PROJECT 2019PCBEND, OR, US$5,000
Paid GrantYOUTH MUSIC PROJECTMUSIC INSTRUCTION FOR LOW-INCOME YOUTHPCWEST LINN, OR, US$5,000
Paid GrantSISTERS SCHOOLS FOUNDATIONVISITING AUTHOR PROGRAMPCSISTERS, OR, US$4,614
Paid GrantSEED TO TABLE OREGONINNOVATIVE SUSTAINABLE AG. HIGH SCHOOL INTERNSHIP PROGRAMPCSISTERS, OR, US$4,500
Paid GrantKIDS CLUB OF HARNEY COUNTYOUT OF SCHOOL ENRICHMENT STEAM PROJECT (FOR SUPPLIES ONLY, NOT STAFFING)PCBURNS, OR, US$3,000
Paid GrantNEIGHBORIMPACTSISTERS HOUSING ASSISTANCEPCREDMOND, OR, US$3,000
Paid GrantCENTRAL OREGON SYMPHONY ASSOCIATION INCMALHEUR MUSIC PROJECTPCBEND, OR, US$2,500
Paid GrantDESCHUTES PUBLIC LIBRARY FOUNDATION INCNOVEL IDEA LITERARY PROGRAM 2019PCBEND, OR, US$2,500
Paid GrantSISTERS SCHOOL DISTRICTPROJECT UNIFY PROGRAMPCSISTERS, OR, US$2,500
Paid GrantSISTERS SCHOOL DISTRICTPROJECT UNIFY PROGRAMPCSISTERS, OR, US$2,500
Paid GrantBEND ART CENTER ATELIER 6000 INC2019 VISITING ARTIST PROGRAMPCBEND, OR, US$2,000
Paid GrantTOWER THEATRE FOUNDATION INCLESSON PLAN PROGRAM FOR STUDENTS 2019 RECYCLED PERCUSSION PROGRAMPCBEND, OR, US$2,000
Paid GrantLEUKEMIA AD LYMPHOMA SOCIETYCANCER RESEARCHPCPORTLAND, OR, US$1,950
Paid GrantSISTERS SCHOOLS FOUNDATIONFAMILY NIGHTS AT SISTERS ELEMENTARYPCSISTERS, OR, US$1,500
Paid GrantFURRY FRIENDS FOUNDATION INCGIFT- PETS OF LOW INCOME FAMILIES GENERAL SUPPORTPCSISTERS, OR, US$1,000
Paid GrantOREGON COAST AQUARIUM INCAQUARIUM EDUCATION OUTREACH PROGRAMSPCNEWPORT, OR, US$1,000
Paid GrantSCALEHOUSEBEND DESIGN CONFERENCE SUPPORTPCBEND, OR, US$1,000
Paid GrantTROUT UNLIMITED INCSTREAM GIRLS PROGRAM FOR CENTRAL OREGONPCBEND, OR, US$1,000
Paid GrantCASCADE SCHOOL OF MUSICYOUTH PERCUSSION PROGRAMPCBEND, OR, US$700
Paid GrantCENTRAL OREGON ANIMAL FRIENDS DBA THREE RIVERS HUMANE SOCIETYHEALTHY SHELTER PET PROJECTPCMADRAS, OR, US$500
Paid GrantCOLUMBIA ARTSYOUTH THEATREPCHOOD RIVER, OR, US$500
Paid GrantHIGH DESERT CHAMBER MUSICHDCM EDUCATIONAL OUTREACHPCBEND, OR, US$500
Paid GrantMIRACLE THEATRE GROUPMILAGRO ARTS RESIDENCY - A BILINGUAL ARTS-INTERGRATED RESIDENCY FOR DESCHUTES COUNTY SCHOOLS - SISTERS SCHOOLS MILAGRO ARTS EDUCATION AND PERFORMANCEPCPORTLAND, OR, US$500
Paid GrantOREGON EAST SYMPHONY INCPLAYING FOR KEEPS MUSIC PROGRAMMINGPCPENDLETON, OR, US$500
Paid GrantRIMROCK TRAILS TREATMENT SERVICESART THERAPY PROGRAMPCPRINEVILLE, OR, US$500
Paid GrantTHREE SISTERS HISTORICAL SOCIETYGIFT - GENERAL OPERATING SUPPORT SISTERS HISTORY PRESERVATIONPCSISTERS, OR, US$500
Paid GrantBASE CAMP STUDIOAFTER SCHOOL TEEN MURAL PROJECT 2018-19PCBEND, OR, US$250
Paid GrantCROOK COUNTY SCHOOL DISTRICTCROOK COUNTY SCHOOL DISTRICT ELEMENTARY COUNSELINGPCPRINEVILLE, OR, US$250
Paid GrantSISTERS SCHOOL DISTRICTSAFE TOUCH CURRICULUMPCSISTERS, OR, US$250
Paid GrantTHE WATERSTON WRITING PRIZEA DESERT CONVERSATION 2018PCBEND, OR, US$250
Paid GrantSISTERS SCHOOL DISTRICTSISTERS HIGH SCHOOL FIELD TRIP TO PINE MEADOW OBSERVATORYPCSISTERS, OR, US$200
Filing and Contact Details

Filer

Filer Name
The Roundhouse Foundation
EIN
22-6930631
Phone
5419040700
Address
PO BOX 2078, SISTERS, OR 97759

Signing Officer

Name
Kathleen Deggendorfer
Title
Trustee
Phone
5419040700
Signed
2019-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Karin S Wandtke
Phone
5032270581
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9288 SHARES BANK OF NEW YORK MELLON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1448 SHARES CHARTER COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15131 SHARES CITIGROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16124 SHARES CITRIX SYSTEMS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181530 SHARES COMCAST CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19207 SHARES CREE RESEARCH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20119 SHARES DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2186 SHARES DEERE & CO.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24174 SHARES EATON CORP PLC SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45137 SHARES METLIFE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46212 SHARES MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47172 SHARES MOTOROLA SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48115 SHARES NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49463 SHARES NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50503 SHARES NUCOR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51143 SHARES ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52163 SHARES PENTAIR PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53125 SHARES PEPSICO INC NC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54252 SHARES PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5569 SHARES PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56142 SHARES PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57932 SHARES SEAGATE TECHNOLOGY PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58101 SHARES SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5991 SHARES STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60503 SHARES TE CONNECTIVITY LTD NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6170 SHARES TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62353 SHARES TWENTY-FIRST CENTRY FOX CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631300 SHARES TWITTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64380 SHARES US BANCORP COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65146 SHARES UNITED PARCEL SER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66239 SHARES UNITEDHEALTH GP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67166 SHARES VERTEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68108000 SHARES COLUMBIA SPORTSWEAR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2658 SHARES ISHARES RUSSELL 1000 VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33335 SHARES ISHARES RUSSELL 3000 ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57834 SHARES VANGUARD FTSE EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt646852 SHARES VANGUARD TOTAL BOND MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79949.475 SHARES CRA QUALIFIED INVESMENT INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt864885.285 SHARES DOMINI IMPACT INTL EQ INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9618.156 SHARES NEUBERGER BERMNAN SOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0132857
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
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IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02600
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0297262
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01870342
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09083017
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt029092
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt029092
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01705568
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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,440,152
Liabilities
$0
Net assets
$18,440,152
Revenue
$2,682,888
Expenses
$812,546
Net income
$1,870,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$345$0.00$345$4.28$19.5$15.2
2023Detailed filing. Detailed filing data is available for this year.$359$0.00$359$1.96$18.9$17.0
2022Detailed filing. Detailed filing data is available for this year.$376$0.00$376$15.2$15.9$0.70
2021Detailed filing. Detailed filing data is available for this year.$377$0.01$377$260$12.5$248
2020Detailed filing. Detailed filing data is available for this year.$130$0.00$130$114$1.92$112
2019Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.07$0.76$0.31
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$2.68$0.81$1.87
2017Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$3.39$0.72$2.67
2016Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.81$1.01$0.20
2015Detailed filing. Detailed filing data is available for this year.$18.2$0.03$18.1$10.6$0.54$10.1
2014Detailed filing. Detailed filing data is available for this year.$8.10$0.02$8.08$1.62$0.48$1.13
2013Detailed filing. Detailed filing data is available for this year.$6.95$0.01$6.95$1.36$0.38$0.98
2012Summary only. Only limited summary data is available for this year.$5.97$0.00$1.01$0.31$0.70
2011Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.28
2010Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.14