Civic Intelligence

Bertram W Coltman Jr Foundation

990PF • Fiscal year 2012 • EIN 36-3993400

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 21, 2013

Organization Profile
1823 NW Avondale Court97229
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

92nd percentile

$3,000

Higher top officer pay than 92% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

29th percentile

-8.8%

Faster asset growth than 29% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$430,569

Down $41,607 (-8.8%) from 2011

Net Assets

Down

$430,096

Down $41,807 (-8.9%) from 2011

Liabilities

Up

$473

Up $200 (+73%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$41,952

Up $4,418 (+12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$600K$400K$200K$0Assets 2010: $509,645Liabilities 2010: $273Net Assets 2010: $509,3722010Assets 2011: $472,176Liabilities 2011: $273Net Assets 2011: $471,9032011Assets 2012: $430,569Liabilities 2012: $473Net Assets 2012: $430,0962012Assets 2013: $403,835Liabilities 2013: $1,273Net Assets 2013: $402,5622013Assets 2014: $380,039Liabilities 2014: $15Net Assets 2014: $380,0242014Assets 2015: $363,640Liabilities 2015: $16Net Assets 2015: $363,6242015Assets 2016: $345,380Liabilities 2016: $15Net Assets 2016: $345,3652016Assets 2017: $349,312Liabilities 2017: $15Net Assets 2017: $349,2972017Assets 2018: $320,793Liabilities 2018: $15Net Assets 2018: $320,7782018Assets 2019: $300,515Liabilities 2019: $15Net Assets 2019: $300,5002019Assets 2020: $281,794Liabilities 2020: $15Net Assets 2020: $281,7792020Assets 2021: $285,549Liabilities 2021: $15Net Assets 2021: $285,5342021Assets 2022: $293,977Liabilities 2022: $15Net Assets 2022: $293,9622022Assets 2023: $283,878Liabilities 2023: $15Net Assets 2023: $283,8632023Assets 2024: $292,514Liabilities 2024: $15Net Assets 2024: $292,4992024

Highlighted filing

2012

Assets$430,569
Liabilities$473
Net Assets$430,096
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20K-$40KExpenses 2010: $35,3872010Expenses 2011: $37,5342011Expenses 2012: $41,9522012Revenue 2013: $6,988Expenses 2013: $34,522Net Income 2013: -$27,5342013Revenue 2014: $10,093Expenses 2014: $32,631Net Income 2014: -$22,5382014Revenue 2015: $12,546Expenses 2015: $28,946Net Income 2015: -$16,4002015Revenue 2016: $18,043Expenses 2016: $36,302Net Income 2016: -$18,2592016Revenue 2017: $33,631Expenses 2017: $29,699Net Income 2017: $3,9322017Revenue 2018: $11,362Expenses 2018: $39,881Net Income 2018: -$28,5192018Revenue 2019: $8,840Expenses 2019: $29,118Net Income 2019: -$20,2782019Revenue 2020: $9,059Expenses 2020: $27,780Net Income 2020: -$18,7212020Revenue 2021: $14,034Expenses 2021: $10,279Net Income 2021: $3,7552021Revenue 2022: $12,790Expenses 2022: $4,362Net Income 2022: $8,4282022Revenue 2023: $12,401Expenses 2023: $22,500Net Income 2023: -$10,0992023Revenue 2024: $9,624Expenses 2024: $988Net Income 2024: $8,6362024

Highlighted filing

2012

Revenue-
Expenses$41,952
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 21, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bertram W Coltman IIIVice President-$3,000-$3,000
Rudyard ColtmanPresident-$3,000-$3,000
Milenka ColtmanDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Health care501(c)(3)Hillsboro, OR, US$12,500
Paid Grant-Education501(c)(3)Eugene, OR, US$11,200
Paid Grant-Education501(c)(3)Portland, OR, US$5,500
Paid Grant-Health services501(c)3Portland, OR, US$4,500
Paid Grant-Charitable donation501(c)(3)Portland, OR, US$1,000
Paid Grant-Environmental501(c)(3)Newport, OR, US$500
Filing and Contact Details

Filer

EIN
36-3993400
Raw XML Appendix302 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/UndistributedIncome/TotalCorpus049880
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover036723
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue03769
OtherAssetsSchedule/OtherAssets/Description0Prepaid Federal excise tax
OtherAssetsSchedule/OtherAssets/Description1Investment in Wine to Donate
OtherAssetsSchedule/OtherAssets/EOYBookValue019
OtherAssetsSchedule/OtherAssets/EOYBookValue13769
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0258
OtherLiabilitiesSchedule/OtherLiabilities/Description0Due to Rudyard Coltman
OtherLiabilitiesSchedule/OtherLiabilities/Description1Due to CFLP
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue0200
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue1258
TaxesSchedule/Taxes/Amount077
TaxesSchedule/Taxes/Amount11
TaxesSchedule/Taxes/Category0Oregon CT-12 fees
TaxesSchedule/Taxes/Category1Federal Excise tax
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0363993400
ReturnHeader/Filer/Name/BusinessNameLine10Bertram W Coltman Jr Foundation
ReturnHeader/Filer/NameControl0BERT
ReturnHeader/Filer/Phone05037541224
ReturnHeader/Filer/USAddress/AddressLine101823 NW Avondale Court
ReturnHeader/Filer/USAddress/City0Portland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097229
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-07-21
ReturnHeader/Officer/Name0Bertram W Coltman III
ReturnHeader/Officer/Title0Vice President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Ivey Jacobson & Company LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine105335 SW MEADOWS RD STE 455
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAKE OSWEGO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097035
ReturnHeader/Preparer/Name0Karen S Jacobson
ReturnHeader/Preparer/Phone05036844585
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-07-25T15:09:32-07:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$430,569
Liabilities
$473
Net assets
$430,096
Revenue
-
Expenses
$41,952
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.92$0.10$0.01$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.12$0.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.13$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.09$0.28$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.09$0.29$0.20
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.11$0.40$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.34$0.30$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.18$0.36$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.13$0.29$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.10$0.33$0.23
2013Detailed filing. Detailed filing data is available for this year.$4.04$0.01$4.03$0.07$0.35$0.28
2012Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.30$0.42
2011Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.38
2010Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.09$0.35