Civic Intelligence

J & W Charitable Tr

990PF • Fiscal year 2015 • EIN 46-0511105

Sep 01, 2014 to Aug 31, 2015 • Filed on Nov 26, 2015

Organization Profile
PO Box 550Dundee, OR 97115

(503) 537-9147

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

2800.00x

Higher debt load relative to revenue than 100% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-281900%

Higher net margin than 1% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

42nd percentile

-1.9%

Faster asset growth than 42% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

0.0%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$90,312

Down $1,734 (-1.9%) from 2014

Net Assets

Down

$87,512

Down $2,820 (-3.1%) from 2014

Liabilities

Up

$2,800

Up $1,086 (+63%) from 2014

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$1

Up $1 from 2014

Expenses

Down

$2,820

Down $4,092 (-59%) from 2014

Net Income

Up

-$2,819

Up $4,093 (+59%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0Assets 2011: $99,136Liabilities 2011: $0Net Assets 2011: $99,1362011Assets 2012: $100,033Liabilities 2012: $0Net Assets 2012: $100,0332012Assets 2013: $97,244Liabilities 2013: $0Net Assets 2013: $97,2442013Assets 2014: $92,046Liabilities 2014: $1,714Net Assets 2014: $90,3322014Assets 2015: $90,312Liabilities 2015: $2,800Net Assets 2015: $87,5122015Assets 2016: $86,971Liabilities 2016: $3,563Net Assets 2016: $83,4082016Assets 2017: $83,292Liabilities 2017: $4,124Net Assets 2017: $79,1682017Assets 2018: $79,635Liabilities 2018: $0Net Assets 2018: $79,6352018Assets 2019: $75,327Liabilities 2019: $1Net Assets 2019: $75,3262019Assets 2020: $70,849Liabilities 2020: $0Net Assets 2020: $70,8492020Assets 2021: $65,922Liabilities 2021: $0Net Assets 2021: $65,9222021Assets 2022: $61,545Liabilities 2022: $0Net Assets 2022: $61,5452022Assets 2023: $57,169Liabilities 2023: $0Net Assets 2023: $57,1692023Assets 2024: $53,040Liabilities 2024: $0Net Assets 2024: $53,0402024

Highlighted filing

2015

Assets$90,312
Liabilities$2,800
Net Assets$87,512
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

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

$10K$5.0K$0-$5.0K-$10KExpenses 2011: $4,2732011Expenses 2012: $3,5982012Expenses 2013: $4,8582013Revenue 2014: $0Expenses 2014: $6,912Net Income 2014: -$6,9122014Revenue 2015: $1Expenses 2015: $2,820Net Income 2015: -$2,8192015Revenue 2016: $0Expenses 2016: $4,104Net Income 2016: -$4,1042016Revenue 2017: $0Expenses 2017: $4,240Net Income 2017: -$4,2402017Revenue 2018: $4,535Expenses 2018: $4,068Net Income 2018: $4672018Revenue 2019: $0Expenses 2019: $4,309Net Income 2019: -$4,3092019Revenue 2020: $0Expenses 2020: $4,478Net Income 2020: -$4,4782020Revenue 2021: $0Expenses 2021: $4,927Net Income 2021: -$4,9272021Revenue 2022: $0Expenses 2022: $4,377Net Income 2022: -$4,3772022Revenue 2023: $0Expenses 2023: $4,376Net Income 2023: -$4,3762023Revenue 2024: $0Expenses 2024: $4,129Net Income 2024: -$4,1292024

Highlighted filing

2015

Revenue$1
Expenses$2,820
Net Income-$2,819
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Nov 26, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EARL W HANSONTrustee-$0--
MARY J CRAWLEY HANSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
J & W Charitable Trust
EIN
46-0511105
Phone
5035379147
Address
PO BOX 550, DUNDEE, OR 97115

Signing Officer

Name
Earl W Hanson
Title
Trustee
Phone
5035379147
Signed
2015-11-26
Discuss with paid preparer
Yes

Preparer

Firm
Acumen Financial Services Group Pc
Address
2 CENTERPOINTE DR STE 345, LAKE OSWEGO, OR 97035
Preparer
Kendra Steph
Phone
5036829600
Raw XML Appendix297 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02001
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02001
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2820
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02820
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02820
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0819
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2820
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt087512
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt090332
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt087512
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04493
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04493
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04493
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt090312
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt040332
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037512
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037512
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt01714
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt02800
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt090332
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt087512
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt051714
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt052800
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt052800
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt092046
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt090312
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt090312
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01714
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt092046
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt090312
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt090332
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt087512
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt091220
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038965
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt052255
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01368
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04493
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt089852
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt091220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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/PersonNm0EARL W HANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY J CRAWLEY HANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 555
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DUNDEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DUNDEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197115
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.073583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.036835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt089852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt093935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt097756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt097679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt089156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0100233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263795
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02820
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02820
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02820
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EARL W HANSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 550
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DUNDEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05035379147
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0EARL W HANSON MARY J CRAWLEY HANSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt111000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ALZHEIMER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FAMILY ASSITANCE/CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PARKINSON'S RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SENIOR NUTRITION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOOD ASSISTANCE/CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PUBLIC EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CULTURAL EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7ASSISTANCE/CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8DOMESTIC VIOLENCE ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9FOOD ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10HOMELESS ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS TOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MICHAEL J FOX FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NW SENIOR & DISABILITY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4OREGON FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5OREGON PUBLIC BROADCASTING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6OREGON SHAKESPEARE FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7PORTLAND RESUCE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8RAPHAEL HOUSE OF PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10UNION GOSPEL MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11VICTORY ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01650 NW NAITO PKWY 190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1FATHER FLANAGAN BOYS HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 4777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 12189
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 2988
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57140 SW MACADAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 3713
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84110 SE HAWTHORNE 503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9PO BOX 765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103 NW 3RD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115531 SW NATCHEZ ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOYS TOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SALEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ASHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9WILSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11TUALATIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd597219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd697520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd797208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd897214
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd997218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1097209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1197062
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02001
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/AppliedToCurrentYearAmt0797
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02023
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04493
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02820
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03696
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02023
TaxesSchedule/TaxesDetail/Amt069
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt069
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EARL W HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05035379147
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J & W CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0J&WC
ReturnHeader/Filer/EIN0460511105
ReturnHeader/Filer/PhoneNum05035379147
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 550
ReturnHeader/Filer/USAddress/CityNm0DUNDEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200745610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACUMEN FINANCIAL SERVICES GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 CENTERPOINTE DR STE 345
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05036829600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENDRA STEPH
ReturnHeader/ReturnTs02015-12-07T13:44:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,312
Liabilities
$2,800
Net assets
$87,512
Revenue
$1
Expenses
$2,820
Net income
-$2,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$0.00$0.04$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.00$0.04$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.00$0.62$0.00$0.04$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.00$0.05$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.00$0.04$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.00$0.04$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.05$0.04$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.04$0.79$0.00$0.04$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.04$0.83$0.00$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.03$0.88$0.00$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.00$0.07$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • <$500k nonprofits