Civic Intelligence

B P Lester & Regina John Foundation

990PF • Fiscal year 2012 • EIN 23-7110263

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

Organization Profile
1000 SW Vista Suite 11697205
Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2012 filings • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

64th percentile

$41,530

Higher top officer pay than 64% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Source year 2012

Asset Growth

95th percentile

45%

Faster asset growth than 95% of similar nonprofits.

2012 filings • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$30,884,613

Up $9,554,227 (+45%) from 2011

Net Assets

Up

$30,884,613

Up $9,554,227 (+45%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,167,281

Up $323,366 (+38%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2012

Assets$30,884,613
Liabilities$0
Net Assets$30,884,613
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$1,167,281
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA ABRAHAMPresident/TreasurerFT$41,530-$41,530
MELISSA HARTNELLSecretary/DirectorPT$15,433-$15,433
MARY AMSTADDirector-$2,583-$2,583
PHILIP T ABRAHAMDirector-$0--
JOAN HANSENDirector-$0--
SUZANN BARICEVIC MURPHYDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTUNRESTRICTEDPUBLIC CHARITYCITY ON ATTACHED STATE, OR, US$910,193
Filing and Contact Details

Filer

EIN
23-7110263
Raw XML AppendixShowing 400 of 897 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1UMPQUA INVESTMENTS INC. - SEE ATTACHED STATEMENT
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IRS990PF/BalanceSheets/RetainedEarningsEOY030884613
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0154043
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY02208688
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV02208688
IRS990PF/BalanceSheets/TotalAssetsBOY021330386
IRS990PF/BalanceSheets/TotalAssetsEOY030884613
IRS990PF/BalanceSheets/TotalAssetsEOYFMV032359711
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY021330386
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY030884613
IRS990PF/BalanceSheets/TotalNetAssetsBOY021330386
IRS990PF/BalanceSheets/TotalNetAssetsEOY030884613
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-72280
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0206780
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13002223
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis22733847
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis32066618
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis424327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0MORGAN STANLEY - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1MORGAN STANLEY - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2UMPQUA INVESTMENTS INC. - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3UMPQUA INVESTMENTS INC. - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4CHARLES SCHWAB & CO., INC. - SEE ATTACHED
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5POWERSHARES DB COMMODITY INDEX TRACKING FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6POWERSHARES DB COMMODITY INDEX TRACKING FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03687
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-124635
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss28614
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3874
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-8294
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5847
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss745747
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses03687
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-124635
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses28614
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3874
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-8294
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5847
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses745747
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0210467
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12877588
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice22742461
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice32067492
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice416033
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5847
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice6880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice745747
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses09554227
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal030884613
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY021330386
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY030884613
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01346879
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01346879
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01346879

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,884,613
Liabilities
$0
Net assets
$30,884,613
Revenue
-
Expenses
$1,167,281
Net income
-
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