Civic Intelligence

Bertram W Coltman Jr Foundation

990PF • Fiscal year 2017 • EIN 36-3993400

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

1823 NW Avondale CourtPortland, OR 97229

(503) 754-1224

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

50th percentile

1.1%

Faster asset growth than 50% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

86%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$349,312

Up $3,932 (+1.1%) from 2016

Net Assets

Up

$349,297

Up $3,932 (+1.1%) from 2016

Liabilities

Flat

$15

Flat from 2016

Revenue

Up

$33,631

Up $15,588 (+86%) from 2016

Expenses

Down

$29,699

Down $6,603 (-18%) from 2016

Net Income

Up

$3,932

Up $22,191 (+122%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$349,312
Liabilities$15
Net Assets$349,297

Operations Trend

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

2017

Revenue$33,631
Expenses$29,699
Net Income$3,932
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rudyard ColtmanPresident-$0--
Bertram W Coltman IIIVice President-$0--
Milenka ColtmanDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bertram W Coltman Jr Foundation
EIN
36-3993400
Phone
5037541224
Address
1823 NW Avondale Court, Portland, OR 97229

Signing Officer

Name
Bertram W Coltman III
Title
Vice President
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ivey Jacobson & Company LLC
Address
5335 SW MEADOWS RD STE 455, LAKE OSWEGO, OR 97035
Preparer
Karen S Jacobson
Phone
5036844585
Raw XML AppendixShowing 400 of 425 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0150 shares Southwest Airlines Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc130 shares Biogen Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc215 shares Bioverativ Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3110 shares Caterpillar Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4220 shares Dow Chemical Company
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5550 shares Gap Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6110 shares Phillips 66
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7140 shares Procter & Gamble Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc810,000 bond Stancorp Financial Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc969 shares 3M Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10400 shares Weyerhaeuser Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1120,000 bond Stancorp Financial Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Capital Gain Dividends
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Make a Wish Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12727 Leo Harris Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2335 SE 8th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31819 NW Everett Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41702 East Highland Avenue Suite 40
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5One Waterfowl Way
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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1280
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Due from Rudyard Coltman
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Investment in Wine to Donate
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Prepaid Federal Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13769
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
TaxesSchedule/TaxesDetail/Amt0180
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Oregon CT-12
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

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