Civic Intelligence

Bertram W Coltman Jr Foundation

990PF • Fiscal year 2019 • EIN 36-3993400

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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.

Liabilities / Assets

61st percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

4th percentile

-229%

Higher net margin than 4% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

32nd percentile

-6.3%

Faster asset growth than 32% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$300,515

Down $20,278 (-6.3%) from 2018

Net Assets

Down

$300,500

Down $20,278 (-6.3%) from 2018

Liabilities

Flat

$15

Flat from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin4th percentile

Revenue

Down

$8,840

Down $2,522 (-22%) from 2018

Expenses

Down

$29,118

Down $10,763 (-27%) from 2018

Net Income

Up

-$20,278

Up $8,241 (+29%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$300,515
Liabilities$15
Net Assets$300,500
Open 2019 Filing

Operations Trend

Revenue Growth23rd percentile

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

2019

Revenue$8,840
Expenses$29,118
Net Income-$20,278
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

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
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Ivey Jacobson & Company LLC
Address
5285 SW MEADOWS RD STE 265, LAKE OSWEGO, OR 97035-3229
Preparer
Karen S Jacobson
Phone
5036844585
Raw XML Appendix338 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Rudyard Coltman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bertram W Coltman III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Milenka Coltman
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Bert Coltman
IRS990PF/StatementsRegardingActyGrp/PhoneNum05037541224
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Health care
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Health services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Environmental
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Apoyemos El Espanol
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Tuality Healthcare Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Northwest Children's Theater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Providence Portland Medical Foundat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Make a Wish Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Ducks Unlimited
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02425 SW Vista Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1335 SE 8th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21819 NW Everett Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 3338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41702 East Highland Avenue Suite 40
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5One Waterfowl Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Hillsboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd538120
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027475
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt036215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0129142
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt036215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025475
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027475
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027475
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0155867
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0128392
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05900
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt13769
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Due from Rudyard Coltman
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Investment in Wine to Donate
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13769
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-185
TaxesSchedule/TaxesDetail/Amt0128
TaxesSchedule/TaxesDetail/Amt1335
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax
TaxesSchedule/TaxesDetail/CategoryTxt1State fees
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bertram W Coltman III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bertram W Coltman Jr Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERT
ReturnHeader/Filer/EIN0363993400
ReturnHeader/Filer/PhoneNum05037541224
ReturnHeader/Filer/USAddress/AddressLine1Txt01823 NW Avondale Court
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930986130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IVEY JACOBSON & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05285 SW MEADOWS RD STE 265
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970353229
ReturnHeader/PreparerPersonGrp/PhoneNum05036844585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen S Jacobson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T16:54:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,515
Liabilities
$15
Net assets
$300,500
Revenue
$8,840
Expenses
$29,118
Net income
-$20,278
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