Civic Intelligence

Storms Family Foundation

990PF • Fiscal year 2020 • EIN 26-2020553

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 19, 2021

Pmb 325 25 NW 23rd Place No 6Portland, OR 97210

(503) 227-5174

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

11th percentile

-62%

Higher net margin than 11% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$32,640

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Assets

$5,523,426

No earlier filing loaded for comparison.

Net Assets

$5,523,426

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$459,378

No earlier filing loaded for comparison.

Expenses

$742,461

No earlier filing loaded for comparison.

Net Income

-$283,083

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2020: $5,523,426Liabilities 2020: $0Net Assets 2020: $5,523,4262020Assets 2021: $4,707,464Liabilities 2021: $0Net Assets 2021: $4,707,4642021Assets 2022: $4,351,028Liabilities 2022: $0Net Assets 2022: $4,351,0282022Assets 2023: $4,138,055Liabilities 2023: $0Net Assets 2023: $4,138,0552023Assets 2024: $3,411,623Liabilities 2024: $0Net Assets 2024: $3,411,6232024

Highlighted filing

2020

Assets$5,523,426
Liabilities$0
Net Assets$5,523,426

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $459,378Expenses 2020: $742,461Net Income 2020: -$283,0832020Revenue 2021: $1,164,603Expenses 2021: $1,980,565Net Income 2021: -$815,9622021Revenue 2022: $694,787Expenses 2022: $1,051,223Net Income 2022: -$356,4362022Revenue 2023: $851,229Expenses 2023: $1,064,202Net Income 2023: -$212,9732023Revenue 2024: $462,312Expenses 2024: $1,188,744Net Income 2024: -$726,4322024

Highlighted filing

2020

Revenue$459,378
Expenses$742,461
Net Income-$283,083
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 19, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE STORMS MILLISPresidentPT$31,800$840$32,640
ANNA STORMS INGRAMTreasurerPT$31,800$840$32,640
ROSEMARY STORMS MONTGOMERYSecretaryPT$31,800$420$32,220
Filing and Contact Details

Filer

Filer Name
Storms Family Foundation
EIN
26-2020553
Phone
5032275174
Address
PMB 325 25 NW 23RD PLACE NO 6, PORTLAND, OR 97210

Signing Officer

Name
Anna Storms Ingram
Title
Treasurer
Phone
5032275174
Signed
2021-03-19

Preparer

Firm
Gary Mcgee & Co Llp
Address
1000 SW BROADWAY SUITE 1200, PORTLAND, OR 97205
Preparer
Yee Lee Mcgee
Phone
5032222515
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61RECRUIT CO LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ROCHE HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64RWE AG ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SHIN ETSU CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SONY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TFI INTERNTNL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TENCENT HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TORONTO DOMINION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TOTAL S A ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UNILEVER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79UNITED HEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VERIZON COMMUNICATN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VOYA FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ZOETIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0340114
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0385759
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt069240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt145642
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt225212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3198453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4181125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5186073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt696854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7190000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8172769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt931356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1025069
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES MSCI EAFE SMALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES MSCI JAPAN ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HARDING LOEVNER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5JPMORGAN US SMALL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MATTHEWS PACIFIC TIGER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VERSUS CAP MULTI MNGR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VERSUS CAP REAL ASSET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BOSTON PROPERTIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DIGITAL REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt087552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt154680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt229051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3312716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4227231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5248347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6105869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7185524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8173761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt928359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1032785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0146494
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0312884
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0459378
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0459378
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0312884
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt078000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt097500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0596100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0596100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0146494
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0146494
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-283083
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02652069
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02933
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02933
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0312884
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0408362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt029473
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt029473
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01478
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08922
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0684001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt051016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0742461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0459378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0459378
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt087901
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt051016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0146361
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0851
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02339185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0312884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0312884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02652069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0312884
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-283083
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05523426
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05806509
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05523426
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0325259
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0325259

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