Civic Intelligence

B P Lester & Regina John Foundation

990PF • Fiscal year 2020 • EIN 23-7110263

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 17, 2021

Organization Profile
1000 SW Vista Avenue Suite 116Portland, OR 97205

(503) 223-4590

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.07x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

32nd percentile

-1.5%

Higher net margin than 32% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

35th percentile

$141,315

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

29th percentile

0.3%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-12%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$35,277,310

Up $101,069 (+0.3%) from 2019

Net Assets

Down

$35,140,778

Down $30,145 (-0.1%) from 2019

Liabilities

Up

$136,532

Up $131,214 (+2467%) from 2019

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin32nd percentile

Revenue

Down

$1,948,657

Down $257,281 (-12%) from 2019

Expenses

Down

$1,978,802

Down $230,651 (-10%) from 2019

Net Income

Down

-$30,145

Down $26,630 (-758%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$40M$30M$20M$10M$0Assets 2011: $21,330,386Liabilities 2011: $0Net Assets 2011: $21,330,3862011Assets 2012: $30,884,613Liabilities 2012: $0Net Assets 2012: $30,884,6132012Assets 2013: $31,529,599Liabilities 2013: $0Net Assets 2013: $31,529,5992013Assets 2014: $32,351,032Liabilities 2014: $0Net Assets 2014: $32,351,0322014Assets 2019: $35,176,241Liabilities 2019: $5,318Net Assets 2019: $35,170,9232019Assets 2020: $35,277,310Liabilities 2020: $136,532Net Assets 2020: $35,140,7782020Assets 2021: $36,917,772Liabilities 2021: $43,385Net Assets 2021: $36,874,3872021Assets 2022: $35,777,446Liabilities 2022: $3,700Net Assets 2022: $35,773,7462022Assets 2023: $34,448,528Liabilities 2023: $14,826Net Assets 2023: $34,433,7022023Assets 2024: $35,968,417Liabilities 2024: $89,524Net Assets 2024: $35,878,8932024

Highlighted filing

2020

Assets$35,277,310
Liabilities$136,532
Net Assets$35,140,778
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $843,9152011Expenses 2012: $1,167,2812012Revenue 2013: $2,335,081Expenses 2013: $1,690,095Net Income 2013: $644,9862013Revenue 2014: $2,704,877Expenses 2014: $1,883,444Net Income 2014: $821,4332014Revenue 2019: $2,205,938Expenses 2019: $2,209,453Net Income 2019: -$3,5152019Revenue 2020: $1,948,657Expenses 2020: $1,978,802Net Income 2020: -$30,1452020Revenue 2021: $3,830,649Expenses 2021: $2,097,040Net Income 2021: $1,733,6092021Revenue 2022: $1,299,746Expenses 2022: $2,400,387Net Income 2022: -$1,100,6412022Revenue 2023: $933,576Expenses 2023: $2,273,620Net Income 2023: -$1,340,0442023Revenue 2024: $3,648,213Expenses 2024: $2,203,022Net Income 2024: $1,445,1912024

Highlighted filing

2020

Revenue$1,948,657
Expenses$1,978,802
Net Income-$30,145
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA HARTNELLPresident/SecretaryPT$118,453$22,862$141,315
MARY AMSTADDirectorPT$417-$417
SUSAN BARICEVIC MURPHYDirector-$0--
SR JOAN HANSEN SNJMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bp Lester & Regina John Foundation
EIN
23-7110263
Phone
5032234590
Address
1000 SW VISTA AVENUE SUITE 116, PORTLAND, OR 97205

Signing Officer

Name
Melissa Hartnell
Title
President
Phone
5032234590
Signed
2021-08-17

Preparer

Firm
Gary Mcgee & Co Llp
Address
1000 SW BROADWAY SUITE 1200, PORTLAND, OR 97205
Preparer
Gary Mcgee
Phone
5032222515
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39118788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4035624
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4428974
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46206493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALASKA AIR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC NON VOTING CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN WATER WORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AT HOME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BLACK ROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BROADRIDGE FINANCIAL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CAESARS ENTERTAINMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CARDLYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CELANESE CORPORATION SERIES A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FACEBOOK INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FIDELITY NATIONAL INFORMATION SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HILTON GRAND VACATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26LPL FINANCIAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MASIMO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MGM RESORTS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MOLINA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PARTY CITY HOLDCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PENN NATIONAL GAMING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SCOTTS MIRACLE-GRO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ZILLOW GROUP INC CL A
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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt013878399
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt119173
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt221297
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt311532
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt40
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt5138413
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt68266
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt737579
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt88108
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt92884
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt100
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt110
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt122613
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt13322
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt144812
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt153496
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt16275
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt171219
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt183973
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InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt113957
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt215466
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt31720
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt470345
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt5100636
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt66019
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt727303
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt8447
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt90
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InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt11720000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1218852
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt133277
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1487127
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1564671
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt166016
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InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1ELECTRICAL
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2HEATING AND AIR CONDITIONING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3PAVING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt5BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt6ROOF
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt7LEASEHOLD IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt8COMPUTER
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt9SOFTWARE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt10LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt11LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt12ROOF
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt13IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt142018 IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt15IMPROVEMENTS - SIDING/TRIM
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt16SIDEWALK AND CURB IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt172020 IMPROVEMENTS
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt18FURNITURE AND FIXTURES
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InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt133130
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt236763
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt313252
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt470345
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt5239049
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InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt764882
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt88555
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt92884
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt101818202
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt11720000

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,277,310
Liabilities
$136,532
Net assets
$35,140,778
Revenue
$1,948,657
Expenses
$1,978,802
Net income
-$30,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.0$0.09$35.9$3.65$2.20$1.45
2023Detailed filing. Detailed filing data is available for this year.$34.4$0.01$34.4$0.93$2.27$1.34
2022Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$1.30$2.40$1.10
2021Detailed filing. Detailed filing data is available for this year.$36.9$0.04$36.9$3.83$2.10$1.73
2020Detailed filing. Detailed filing data is available for this year.$35.3$0.14$35.1$1.95$1.98$0.03
2019Detailed filing. Detailed filing data is available for this year.$35.2$0.01$35.2$2.21$2.21$0.00
2014Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$2.70$1.88$0.82
2013Detailed filing. Detailed filing data is available for this year.$31.5$0.00$31.5$2.34$1.69$0.64
2012Detailed filing. Detailed filing data is available for this year.$30.9$0.00$30.9$1.17
2011Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$0.84