Civic Intelligence

Antique Preservation Foundation

EIN 26-3535177 • Beaverton, OR

9450 SW Gemini Dr Pmb 22346Beaverton, OR 97008
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

100th percentile

743%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2022

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $105,113 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $105,113 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$14,156

Down $29,846 (-190%) from 2021

Expenses

Up

$90,957

Up $75,267 (+480%) from 2021

Net Income

Down

-$105,113

Down $105,113 from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2015: $97,715Liabilities 2015: $0Net Assets 2015: $97,7152015Assets 2016: $105,544Liabilities 2016: $0Net Assets 2016: $105,5442016Assets 2018: $106,299Liabilities 2018: $0Net Assets 2018: $106,2992018Assets 2019: $106,113Liabilities 2019: $0Net Assets 2019: $106,1132019Assets 2020: $105,113Liabilities 2020: $0Net Assets 2020: $105,1132020Assets 2021: $105,113Liabilities 2021: $0Net Assets 2021: $105,1132021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100K-$150KRevenue 2015: $6,308Expenses 2015: $2,920Net Income 2015: $3,3882015Revenue 2016: $12,028Expenses 2016: $4,199Net Income 2016: $7,8292016Revenue 2018: $2,025Expenses 2018: $1,489Net Income 2018: $5362018Revenue 2019: $1,395Expenses 2019: $1,581Net Income 2019: -$1862019Revenue 2020: $0Expenses 2020: $1,000Net Income 2020: -$1,0002020Revenue 2021: $15,690Expenses 2021: $15,690Net Income 2021: $02021Revenue 2022: -$14,156Expenses 2022: $90,957Net Income 2022: -$105,1132022

Highlighted filing

2022

Revenue-$14,156
Expenses$90,957
Net Income-$105,113
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$14,156
Expenses
$90,957
Net income
-$105,113
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$0.91$1.05
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.16$0.16$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.01$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.02$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.12$0.04$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.03$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Dec 19, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGO D MARSHALLTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Antique Preservation Foundation
EIN
26-3535177
Phone
4154655980
Address
9450 SW GEMINI DR PMB 22346, BEAVERTON, OR 97008

Signing Officer

Name
Margo D Marshall
Title
Trustee
Phone
4084603925
Signed
2022-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix220 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0ANTIQUE AUCTIONS SOLD LAST ITEMS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt037780
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt023624
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0105113
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0105113
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0105113
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt052558
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0788
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt052558
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02589
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt051770
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt052558
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt089957
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0104647
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt014690
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt089957
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARGO D MARSHALL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01300 PEMBERTON TRAIL
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04154655980
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE SURVIVING TRUSTEE HAS LIQUIDED THE REMAINING INVENTORY OF ANTIQUES AND HAS CLOSED THE FOUNDATION. SHE REACHED OUT TO MUSEUMS AND HISTORICAL SOCIETIES, AS WELL AS ANTIQUES DEALERS. SO FAR SHE HAS FOUND THAT IN TODAYS MARKET, IT IS DIFFICULT TO FIND INTERESTED BUYERS. EACH ITEM REQUIRES A BUYER WHO KNOWS ITS HISTORY. THIS HAS PROVEN TO BE RARE. SO THE ITEMS THAT WERE NOT GIVEN TO OTHER CHARITIES WERE SOLD THROUGH AN AUCTION FOR PENNIES ON THE DOLLAR. THE FOUNDATION HAS OFFICIALY CLOSED AS OF JUNE 30, 2022.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt035800
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARGO D MARSHALL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04084603925
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06017 SNELL AVE 904
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0105024
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TWO STORAGE UNITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05486
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05486
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGO D MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04084603925
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANTIQUE PRESERVATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANTI
ReturnHeader/Filer/EIN0263535177
ReturnHeader/Filer/PhoneNum04154655980
ReturnHeader/Filer/USAddress/AddressLine1Txt09450 SW GEMINI DR PMB 22346
ReturnHeader/Filer/USAddress/CityNm0BEAVERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097008
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823783607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum05108862937
ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-12-23T14:31:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARGO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARSHALL
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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