Civic Intelligence

Morton E Goulder Revocable Trust

990PF • Fiscal year 2020 • EIN 26-6221848

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

650 SE Manchester PlacePortland, OR 97202

(503) 504-6389

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

37th percentile

-1.7%

Higher net margin than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$30,000

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 42.9% of source-year revenue.

2020 filings • $1M-$5M 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

$2,761,344

No earlier filing loaded for comparison.

Net Assets

$2,761,344

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$69,898

No earlier filing loaded for comparison.

Expenses

$71,069

No earlier filing loaded for comparison.

Net Income

-$1,171

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.

$3.0M$2.0M$1.0M$0Assets 2020: $2,761,344Liabilities 2020: $0Net Assets 2020: $2,761,3442020Assets 2021: $2,498,415Liabilities 2021: $0Net Assets 2021: $2,498,4152021Assets 2022: $1,884,714Liabilities 2022: $0Net Assets 2022: $1,884,7142022Assets 2023: $1,854,080Liabilities 2023: $0Net Assets 2023: $1,854,0802023Assets 2024: $1,421,688Liabilities 2024: $0Net Assets 2024: $1,421,6882024

Highlighted filing

2020

Assets$2,761,344
Liabilities$0
Net Assets$2,761,344

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $69,898Expenses 2020: $71,069Net Income 2020: -$1,1712020Revenue 2021: $5,874,067Expenses 2021: $6,080,159Net Income 2021: -$206,0922021Revenue 2022: -$228,151Expenses 2022: $356,645Net Income 2022: -$584,7962022Revenue 2023: $142,458Expenses 2023: $212,293Net Income 2023: -$69,8352023Revenue 2024: $267,039Expenses 2024: $665,322Net Income 2024: -$398,2832024

Highlighted filing

2020

Revenue$69,898
Expenses$71,069
Net Income-$1,171
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL T GOULDERTreasurer/DirectorPT$30,000-$30,000
DAVID N GOULDERPresident/DirectorPT$27,500-$27,500
Filing and Contact Details

Filer

Filer Name
Morton E Goulder Revocable Trust
EIN
26-6221848
Phone
5035046389
Address
650 SE MANCHESTER PLACE, PORTLAND, OR 97202

Signing Officer

Name
David N Goulder
Title
President/director
Phone
5035046389
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Hamblett & Kerrigan Pa
Address
20 TRAFALGAR SQ SUITE 505, NASHUA, NH 03063
Phone
6038835501
Raw XML Appendix388 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/StatementsRegardingActyGrp/PhoneNum05035046389
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0COVER LETTER SUMMARIZING REQUEST. COPY OF DETERMINATION LETTER BY APPLICANT. CURRENT FINANCIAL STATEMENTS AND ANY OTHER ADDITIONAL INFORMATION DEEMED RELEVANT BY APPLICANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID N GOULDER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05035046389
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0650 SE MANCHESTER PLACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE AT THIS TIME.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE AT THIS TIME.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MISCELLANEOUS CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BIG IDEA GROUP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O ALUMNI VEN 70 FEDERAL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0125033
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0125009
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0650000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0612817
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0125009
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01137808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0650000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0487808
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01137808
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01262817
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0HAMBLETT & KERRIGAN PA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012912
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01401727
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0LIMITED PARTNERSHIPS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01299165
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01140009
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02750
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1129
OtherDecreasesSchedule/OtherDecreasesDetail/Amt2290
OtherDecreasesSchedule/OtherDecreasesDetail/Amt31797
OtherDecreasesSchedule/OtherDecreasesDetail/Amt4127400
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BARBARA JANE WOOD - TRUSTEE FEE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1MICHAEL GOULDER - EXPENSE REIMBURSEMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2DAVID N. GOULDER - EXPENSE REIMBURSEMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3STATE OF NH - TAX PAYMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc4CAPITAL ACCOUNT ADJUSTMENTS FROM K-1'S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0END GAME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WHY DATA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2APG ELECTRIC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0760
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt120014
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-18227
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-9331
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4-102
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt59018
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt64104
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt795835
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt8905
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EUREKA PARTNERS I LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MAPLE CREST REGENCY ASSOCIATION
OtherIncomeSchedule2/OtherIncomeDetail/Desc2CARILLON ASSISTED LIVING
OtherIncomeSchedule2/OtherIncomeDetail/Desc3HBN SHOE LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc4PARALLEL SIMULATION TECHNOLOGY
OtherIncomeSchedule2/OtherIncomeDetail/Desc5END GAME
OtherIncomeSchedule2/OtherIncomeDetail/Desc6BIG IDEA GROUP
OtherIncomeSchedule2/OtherIncomeDetail/Desc7APG ELECTRIC
OtherIncomeSchedule2/OtherIncomeDetail/Desc8WHY DATA
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0760
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt120014
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-18227
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-9331
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4-102
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt59018
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt64104
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt795835
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt8905
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0760
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt120014
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-18227
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-9331
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-102
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt59018
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt64104
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt795835
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt8905
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID N GOULDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05035046389
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORTON E GOULDER REVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0266221848
ReturnHeader/Filer/PhoneNum05035046389
ReturnHeader/Filer/USAddress/AddressLine1Txt0650 SE MANCHESTER PLACE
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020330672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMBLETT & KERRIGAN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 TRAFALGAR SQ SUITE 505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003063
ReturnHeader/PreparerPersonGrp/PhoneNum06038835501
ReturnHeader/ReturnTs02021-11-15T13:17:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOULDER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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