Bertram W Coltman Jr Foundation

990PF • Fiscal year 2018 • EIN 36-3993400

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization Profile

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.

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

-251%

Higher net margin than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

$2,900

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 25.5% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

-8.2%

Faster asset growth than 30% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

-66%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$320,793

Down $28,519 (-8.2%) from 2017

Net Assets

Down

$320,778

Down $28,519 (-8.2%) from 2017

Liabilities

Flat

$15

Flat from 2017

Revenue And Expenses

Liabilities / Revenue61st percentile Net Margin4th percentile

Revenue

Down

$11,362

Down $22,269 (-66%) from 2017

Expenses

$39,881

Up $10,182 (+34%) from 2017

Net Income

Down

-$28,519

Down $32,451 (-825%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2018

Assets$320,793

Liabilities$15

Net Assets$320,778

Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

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

Highlighted filing

2018

Revenue$11,362

Expenses$39,881

Net Income-$28,519

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Nov 5, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Rudyard Coltman	President	-	$2,900	-	$2,900
Bertram W Coltman III	Vice President	-	$430	-	$430
Milenka Coltman	Director	-	$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: 2019-11-05
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

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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	97123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	97209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	38120
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	36215
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	24844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	15133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	25475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	26725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	27050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	27050
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	128392
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	36215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	24844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	15133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	25475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	26725
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	36215
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	36215
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	155442
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	119227
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	2900
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	3769
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Due from Rudyard Coltman
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	Investment in Wine to Donate
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	5900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	3769
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	-177
TaxesSchedule/TaxesDetail/Amt	0	336
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Excise Tax
ReturnHeader/BuildTS	0	2020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Bertram W Coltman III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Bertram W Coltman Jr Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	BERT
ReturnHeader/Filer/EIN	0	363993400
ReturnHeader/Filer/PhoneNum	0	5037541224
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1823 NW Avondale Court
ReturnHeader/Filer/USAddress/CityNm	0	Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	930986130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Ivey Jacobson & Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5335 SW MEADOWS RD STE 455
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	97035
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5036844585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Karen S Jacobson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2019-11-06T09:01:51-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $320,793
Liabilities: $15
Net assets: $320,778
Revenue: $11,362
Expenses: $39,881
Net income: -$28,519

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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