Civic Intelligence

Clasen Family Foundation

990PF • Fiscal year 2017 • EIN 39-1807696

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 30, 2018

Organization Profile
337 West Sisters View AveSisters, OR 97759

(414) 321-9413

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

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

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

Net Margin

94th percentile

63%

Higher net margin than 94% 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

94th percentile

127%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

96th percentile

205%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$41,099

Up $22,976 (+127%) from 2016

Net Assets

Up

$41,099

Up $22,976 (+127%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$36,642

Up $24,628 (+205%) from 2016

Expenses

Down

$13,666

Down $504 (-3.6%) from 2016

Net Income

Up

$22,976

Up $25,132 (+1166%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$300K$200K$100K$0Assets 2010: $17,836Liabilities 2010: $1,991Net Assets 2010: $15,8452010Assets 2011: $17,193Liabilities 2011: $3,7982011Assets 2012: $13,211Liabilities 2012: $1,780Net Assets 2012: $11,4312012Assets 2013: $21,288Liabilities 2013: $3,0512013Assets 2014: $25,777Liabilities 2014: $1Net Assets 2014: $25,7772014Assets 2015: $20,279Liabilities 2015: $1Net Assets 2015: $20,2792015Assets 2016: $18,123Liabilities 2016: $0Net Assets 2016: $18,1232016Assets 2017: $41,099Liabilities 2017: $0Net Assets 2017: $41,0992017Assets 2018: $38,390Liabilities 2018: $9,587Net Assets 2018: $28,8032018Assets 2019: $36,176Liabilities 2019: $9,600Net Assets 2019: $26,5762019Assets 2020: $66,497Liabilities 2020: $12020Assets 2021: $237,966Liabilities 2021: $2,447Net Assets 2021: $235,5192021Assets 2022: $220,491Liabilities 2022: $1Net Assets 2022: $220,4912022Assets 2023: $224,353Liabilities 2023: $12023Assets 2024: $295,424Liabilities 2024: $0Net Assets 2024: $295,4242024

Highlighted filing

2017

Assets$41,099
Liabilities$0
Net Assets$41,099
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $4,7122010Revenue 2011: $1,450Expenses 2011: $3,900Net Income 2011: -$2,4502011Expenses 2012: $4,7622012Revenue 2013: $16,710Expenses 2013: $9,904Net Income 2013: $6,8062013Revenue 2014: $9,421Expenses 2014: $1,881Net Income 2014: $7,5402014Revenue 2015: $1,397Expenses 2015: $6,895Net Income 2015: -$5,4982015Revenue 2016: $12,014Expenses 2016: $14,170Net Income 2016: -$2,1562016Revenue 2017: $36,642Expenses 2017: $13,666Net Income 2017: $22,9762017Revenue 2018: $16,326Expenses 2018: $28,622Net Income 2018: -$12,2962018Revenue 2019: $33,646Expenses 2019: $35,873Net Income 2019: -$2,2272019Revenue 2020: $71,221Expenses 2020: $31,300Net Income 2020: $39,9212020Revenue 2021: $222,593Expenses 2021: $53,571Net Income 2021: $169,0222021Revenue 2022: $18,852Expenses 2022: $33,880Net Income 2022: -$15,0282022Revenue 2023: $35,144Expenses 2023: $31,282Net Income 2023: $3,8622023Revenue 2024: $129,691Expenses 2024: $58,620Net Income 2024: $71,0712024

Highlighted filing

2017

Revenue$36,642
Expenses$13,666
Net Income$22,976
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS CLASENTrustee-$0--
MARY CLASENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Clasen Family Foundation
EIN
39-1807696
Address
337 West Sisters View Ave, Sisters, OR 97759

Signing Officer

Name
Thomas Clasen
Title
Trustee
Phone
4149630976
Signed
2018-08-30
Discuss with paid preparer
Yes

Preparer

Firm
DWT Tax & Accounting Inc
Address
3216 S 92nd St, Milwaukee, WI 53227
Preparer
John W Ludolph CPA
Phone
4143219413
Raw XML Appendix270 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AVE MARIA RISING FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1OAKMARK EQUITY INCOME FUND
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017881
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt018123
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0199
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018925
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0965
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017960
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0284
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0932
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018641
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018925
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS CLASEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY CLASEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1337 West Sisters View Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Sisters
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.400832
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.270594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.081449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.712801
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04149630976
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Thomas F Clasen
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09138
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013345
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011430
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043770
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032340
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Thomas and Mary Clasen
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0337 West Sisters View
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Sisters
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097759
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt035000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Foley and Lardner
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02180
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02180
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS CLASEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04149630976
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Clasen Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CLAS
ReturnHeader/Filer/EIN0391807696
ReturnHeader/Filer/USAddress/AddressLine1Txt0337 West Sisters View Ave
ReturnHeader/Filer/USAddress/CityNm0Sisters
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097759
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C787F76030DF07ACBD0BD8E8507AFF1C74B90E10
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C787F76030DF07ACBD0BD8E8507AFF1C74B90E10
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03909772018243xzfkotg
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.128.127.120
ReturnHeader/FilingSecurityInformation/IPDt02018-08-31
ReturnHeader/FilingSecurityInformation/IPTm010:54:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203132739
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DWT Tax & Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03216 S 92nd St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053227
ReturnHeader/PreparerPersonGrp/PhoneNum04143219413
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John W Ludolph CPA
ReturnHeader/ReturnTs02018-08-31T10:48:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,099
Liabilities
$0
Net assets
$41,099
Revenue
$36,642
Expenses
$13,666
Net income
$22,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.95$1.30$0.59$0.71
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$0.35$0.31$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.19$0.34$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.02$2.36$2.23$0.54$1.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.71$0.31$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.10$0.27$0.34$0.36$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.10$0.29$0.16$0.29$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.37$0.14$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.00$0.18$0.12$0.14$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.01$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.09$0.02$0.08
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.03$0.17$0.10$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.13$0.02$0.11$0.05
2011Summary only. Only limited summary data is available for this year.$0.17$0.04$0.01$0.04$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.16$0.05