Civic Intelligence

The Philip and Wanda Adams Foundation

EIN 33-1009856 • Milwaukie, OR

5469 SE Harlene StMilwaukie, OR 97222
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-634%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-96%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $31,819 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $31,819 (-100%) from 2023

Revenue

Down

$5,019

Down $125,709 (-96%) from 2023

Expenses

Down

$36,838

Down $63,337 (-63%) from 2023

Net Income

Down

-$31,819

Down $62,372 (-204%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2015: $10,084Liabilities 2015: $0Net Assets 2015: $10,0842015Assets 2016: $7,247Liabilities 2016: $0Net Assets 2016: $7,2472016Assets 2017: $7,102Liabilities 2017: $0Net Assets 2017: $7,1022017Assets 2018: $5,909Liabilities 2018: $0Net Assets 2018: $5,9092018Assets 2019: $5,505Liabilities 2019: $0Net Assets 2019: $5,5052019Assets 2020: $4,326Liabilities 2020: $0Net Assets 2020: $4,3262020Assets 2021: $1,416Liabilities 2021: $0Net Assets 2021: $1,4162021Assets 2022: $1,266Liabilities 2022: $0Net Assets 2022: $1,2662022Assets 2023: $31,819Liabilities 2023: $0Net Assets 2023: $31,8192023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $1Expenses 2015: $2,560Net Income 2015: -$2,5592015Revenue 2016: $1Expenses 2016: $2,838Net Income 2016: -$2,8372016Revenue 2017: $5Expenses 2017: $150Net Income 2017: -$1452017Revenue 2018: $467Expenses 2018: $1,660Net Income 2018: -$1,1932018Revenue 2019: $6Expenses 2019: $410Net Income 2019: -$4042019Revenue 2020: $1Expenses 2020: $1,180Net Income 2020: -$1,1792020Revenue 2021: $0Expenses 2021: $2,910Net Income 2021: -$2,9102021Revenue 2022: $0Expenses 2022: $150Net Income 2022: -$1502022Revenue 2023: $130,728Expenses 2023: $100,175Net Income 2023: $30,5532023Revenue 2024: $5,019Expenses 2024: $36,838Net Income 2024: -$31,8192024

Highlighted filing

2024

Revenue$5,019
Expenses$36,838
Net Income-$31,819

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE J COXCEO-$0--
VALORA A MATHEWSSecretary, CFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPARKINSON'S FOUNDATION INCGENERAL PURPOSEPUBLIC CHARITYMIAMI, FL, US$28,945
Filing and Contact Details

Filer

Filer Name
The Philip and Wanda Adams Foundation
EIN
33-1009856
Phone
5036593622
Address
5469 SE HARLENE ST, MILWAUKIE, OR 97222

Signing Officer

Name
Valora Mathews
Title
CFO
Phone
5035942455
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Temo Arjani Llp
Address
301 E COLORADO BLVD SUITE 426, PASADENA, CA 91101
Preparer
William H Hranchak
Phone
6265781978
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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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 E COLORADO BLVD SUITE 426
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H HRANCHAK
ReturnHeader/ReturnTs02025-05-14T23:12:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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