Civic Intelligence

Kittelson Charitable Foundation

990EZ • Fiscal year 2023 • EIN 26-1601312

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 30, 2024

Organization Profile
851 SW 6th Avenue Suite 600Portland, OR 97204

(503) 639-8568

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.03x

Higher debt load relative to assets than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.15x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-23%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.9%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$176,802

Down $13,015 (-6.9%) from 2022

Net Assets

Down

$170,892

Down $14,280 (-7.7%) from 2022

Liabilities

Up

$5,910

Up $1,265 (+27%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin18th percentile

Revenue

Down

$39,208

Down $13,984 (-26%) from 2022

Expenses

Up

$48,355

Up $337 (+0.7%) from 2022

Net Income

Down

-$9,147

Down $14,321 (-277%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$200K$150K$100K$50K$0Assets 2022: $189,817Liabilities 2022: $4,645Net Assets 2022: $185,1722022Assets 2023: $176,802Liabilities 2023: $5,910Net Assets 2023: $170,8922023Assets 2024: $173,227Liabilities 2024: $0Net Assets 2024: $173,2272024Assets 2025: $151,039Liabilities 2025: $0Net Assets 2025: $151,0392025

Highlighted filing

2023

Assets$176,802
Liabilities$5,910
Net Assets$170,892
Open 2023 Filing

Operations Trend

Revenue Growth21st percentile

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

$60K$40K$20K$0-$20KRevenue 2022: $53,192Expenses 2022: $48,018Net Income 2022: $5,1742022Revenue 2023: $39,208Expenses 2023: $48,355Net Income 2023: -$9,1472023Revenue 2024: $34,727Expenses 2024: $32,275Net Income 2024: $2,4522024Revenue 2025: $49,560Expenses 2025: $47,528Net Income 2025: $2,0322025

Highlighted filing

2023

Revenue$39,208
Expenses$48,355
Net Income-$9,147
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 30, 2024
Return Version
2022v5.0
Gross Receipts
$39,208
Mission and Program Overview

Mission

Provide educational support

Program Services

DescriptionGrantsExpenses
Provided tuition, supplies, housing and transporation for 24 deserving individuals who otherwise would not be able to obtain education.$44,112-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wayne K KittelsonPresident-$0--
Filing and Contact Details

Filer

Filer Name
Kittelson Charitable Foundation
EIN
26-1601312
Address
851 SW 6th Avenue Suite 600, Portland, OR 97204

Signing Officer

Name
Wayne K Kittelson
Title
President
Phone
5036398568
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Patricia K Thomas
Address
PO Box 230346, Tigard, OR 97281-0346
Preparer
Patricia K Thomas
Phone
5035901965
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Educational expenses-24 individuals none over $5K Amount 42,768”

Description of other expenses Part I line 16

“Description AmountAnnual Report and Tax Filing Fees 109Bank fees & Foreign Exch rate chang 795Travel expenses 60Taxes 3,280”

Other changes in net assets or fund balances Part I line 20

“Description AmountPrior Year Adjustment (5,133)”

Description of other assets Part II line 24

“Category Beginning of Year End of YearNotes Receivable 30,200 28,227Art affects for future Auction 11,521 11,521”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPayables,restricted contributi 4,645 5,910”

Raw XML Appendix159 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Tigard
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097224
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IRS990EZ/OtherExpensesTotalAmt04244
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044112
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04645
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05910
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048355
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt039208
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0173896
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0123764
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0434116
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt082
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt082
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0110
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59930
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IRS990ScheduleA/PublicSupportTotal509Amt0260220
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0173896
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Educational expenses-24 individuals none over $5K Amount 42,768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountAnnual Report and Tax Filing Fees 109Bank fees & Foreign Exch rate chang 795Travel expenses 60Taxes 3,280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountPrior Year Adjustment (5,133)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearNotes Receivable 30,200 28,227Art affects for future Auction 11,521 11,521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Category Beginning of Year End of YearPayables,restricted contributi 4,645 5,910
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Wayne K Kittelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05036398568
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
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ReturnHeader/Filer/BusinessNameControlTxt0KITT
ReturnHeader/Filer/EIN0261601312
ReturnHeader/Filer/USAddress/AddressLine1Txt0851 SW 6th Avenue Suite 600
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patricia K Thomas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 230346
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tigard
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972810346
ReturnHeader/PreparerPersonGrp/PhoneNum05035901965
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia K Thomas
ReturnHeader/ReturnTs02024-05-04T05:40:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Wayne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kittelson
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,802
Liabilities
$5,910
Net assets
$170,892
Revenue
$39,208
Expenses
$48,355
Net income
-$9,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.50$0.48$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.35$0.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.06$1.71$0.39$0.48$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.05$1.85$0.53$0.48$0.05