Civic Intelligence

Ceres Charitable Foundation

990PF • Fiscal year 2013 • EIN 26-1598048

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 13, 2014

Organization Profile
14525 SW Millikan Way97005

(408) 838-6493

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,173,560

Up $307,505 (+16%) from 2012

Net Assets

Up

$2,173,560

Up $307,505 (+16%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin91st percentile

Revenue

$293,520

No earlier filing loaded for comparison.

Expenses

Down

$110,920

Down $18,473 (-14%) from 2012

Net Income

$182,600

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,963,087Liabilities 2010: $0Net Assets 2010: $1,963,0872010Assets 2011: $1,753,625Liabilities 2011: $0Net Assets 2011: $1,753,6252011Assets 2012: $1,866,055Liabilities 2012: $0Net Assets 2012: $1,866,0552012Assets 2013: $2,173,560Liabilities 2013: $0Net Assets 2013: $2,173,5602013Assets 2014: $2,209,283Liabilities 2014: $0Net Assets 2014: $2,209,2832014Assets 2015: $2,073,104Liabilities 2015: $0Net Assets 2015: $2,073,1042015Assets 2016: $2,123,420Liabilities 2016: $0Net Assets 2016: $2,123,4202016Assets 2017: $2,263,611Liabilities 2017: $0Net Assets 2017: $2,263,6112017Assets 2018: $2,088,361Liabilities 2018: $0Net Assets 2018: $2,088,3612018Assets 2019: $2,378,448Liabilities 2019: $0Net Assets 2019: $2,378,4482019Assets 2020: $2,623,760Liabilities 2020: $0Net Assets 2020: $2,623,7602020Assets 2021: $2,972,309Liabilities 2021: $0Net Assets 2021: $2,972,3092021Assets 2022: $2,455,853Liabilities 2022: $75,000Net Assets 2022: $2,380,8532022Assets 2023: $2,369,315Liabilities 2023: $75,000Net Assets 2023: $2,294,3152023Assets 2024: $2,538,987Liabilities 2024: $0Net Assets 2024: $2,538,9872024

Highlighted filing

2013

Assets$2,173,560
Liabilities$0
Net Assets$2,173,560
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400K-$600KExpenses 2010: $96,8422010Expenses 2011: $106,5552011Expenses 2012: $129,3932012Revenue 2013: $293,520Expenses 2013: $110,920Net Income 2013: $182,6002013Revenue 2014: $88,272Expenses 2014: $116,396Net Income 2014: -$28,1242014Revenue 2015: $154,762Expenses 2015: $125,293Net Income 2015: $29,4692015Revenue 2016: $53,884Expenses 2016: $119,952Net Income 2016: -$66,0682016Revenue 2017: $169,686Expenses 2017: $122,423Net Income 2017: $47,2632017Revenue 2018: $47,578Expenses 2018: $111,572Net Income 2018: -$63,9942018Revenue 2019: $117,710Expenses 2019: $130,681Net Income 2019: -$12,9712019Revenue 2020: $65,983Expenses 2020: $122,051Net Income 2020: -$56,0682020Revenue 2021: $129,111Expenses 2021: $149,926Net Income 2021: -$20,8152021Revenue 2022: $93,949Expenses 2022: $138,458Net Income 2022: -$44,5092022Revenue 2023: -$337,313Expenses 2023: $140,678Net Income 2023: -$477,9912023Revenue 2024: $248,650Expenses 2024: $160,245Net Income 2024: $88,4052024

Highlighted filing

2013

Revenue$293,520
Expenses$110,920
Net Income$182,600
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 13, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott McDonaldChairmanPT$0--
Alan TraceyDirector-$0--
Zach TaylorDirector-$0--
Filing and Contact Details

Filer

EIN
26-1598048
Phone
4088386493

Signing Officer

Name
Scott McDonald
Title
Chairman
Signed
2014-08-13
Discuss with paid preparer
Yes

Preparer

Preparer
LD Torres CPA CFP
Phone
6508566161
Raw XML Appendix368 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Scott McDonald
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Alan Tracey
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1014525 SW Millikan Way 28224
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Beaverton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode097005
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Scott McDonald
IRS990PF/StatementsRegardingActyGrp/PhoneNum04088386493
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0http://www.cerescf.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Refer to http://www.cerescf.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Scott McDonald
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04088386493
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1014525 SW Millikan Way 28224
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Beaverton
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode097005
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Refer to http://www.cerescf.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Refer to http://www.cerescf.org
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Scott McDonald
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt218000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support the Kiwanis Int'l Foundation and UNICEF's Eliminate Project, a project to eliminate maternal neonatal tetanus in developing countries of the world.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support the charitable organization's general mission.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support the charitable organization's general mission.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Kiwanis International Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The Vietnam Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Next Door Solutions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine103636 Woodview Trace
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11500 Fifth Street NW Room 570
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12234 E Gish Road Suite 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Indianapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Washington DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2San Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode046268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode120001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode295112
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt088000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0957
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt087968
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt096154
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088925
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt095197
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt087968
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Account Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Interest Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Wire Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Miscellaneous - UBS A/C #995 Closure
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Miscellaneous - Montage Distribution
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt23
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31707
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt445
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt568
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6147
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31707
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt445
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt568
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016728
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13701
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Tax Preparation Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1925
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016728
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1925
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/Amt1202
TaxesSchedule/TaxesDetail/Amt262
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt2State Taxes (Montage Sch K-1)
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0105
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt162
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott McDonald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Ceres Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CERE
ReturnHeader/Filer/EIN0261598048
ReturnHeader/Filer/PhoneNum04088386493
ReturnHeader/Filer/USAddress/AddressLine1014525 SW Millikan Way
ReturnHeader/Filer/USAddress/City0Beaverton
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097005
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Irvin Abrahamson & Company CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10550 S California Avenue Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Palo Alto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094306
ReturnHeader/PreparerPersonGrp/PhoneNum06508566161
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LD Torres CPA CFP
ReturnHeader/ReturnTs02014-08-13T13:35:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,173,560
Liabilities
$0
Net assets
$2,173,560
Revenue
$293,520
Expenses
$110,920
Net income
$182,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.25$0.16$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.08$2.29$0.34$0.14$0.48
2022Detailed filing. Detailed filing data is available for this year.$2.46$0.08$2.38$0.09$0.14$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.13$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.07$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.05$0.11$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.17$0.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.05$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.15$0.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.09$0.12$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.29$0.11$0.18
2012Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.10