Civic Intelligence

J & W Charitable Tr

990PF • Fiscal year 2014 • EIN 46-0511105

Sep 01, 2013 to Aug 31, 2014 • Filed on Dec 05, 2014

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

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

1714.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

1st percentile

-691100%

Higher net margin than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

33rd percentile

-5.3%

Faster asset growth than 33% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$92,046

Down $5,198 (-5.3%) from 2013

Net Assets

Down

$90,332

Down $6,912 (-7.1%) from 2013

Liabilities

Up

$1,714

Up $1,714 from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

$1

No earlier filing loaded for comparison.

Expenses

Up

$6,912

Up $2,054 (+42%) from 2013

Net Income

-$6,911

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2014

Assets$92,046
Liabilities$1,714
Net Assets$90,332
Open 2014 Filing

Operations Trend

Revenue Growth1st 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: $1Expenses 2014: $6,912Net Income 2014: -$6,9112014Revenue 2015: $0Expenses 2015: $2,820Net Income 2015: -$2,8202015Revenue 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

2014

Revenue$1
Expenses$6,912
Net Income-$6,911
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Dec 5, 2014
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

EIN
46-0511105
Phone
5035379147

Signing Officer

Name
Earl W Hanson
Title
Trustee
Phone
5035379147
Signed
2014-12-05
Discuss with paid preparer
Yes

Preparer

Preparer
Kendra Steph
Phone
5036829600
Raw XML Appendix283 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/Amt01100
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01100
CompensationExplanation/CompensationExplanationGrp/PersonNm0EARL W HANSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARY J CRAWLEY HANSON
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05731
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05731
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6912
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01181
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01181
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6912
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt090332
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt097244
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt090332
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04697
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04697
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04697
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt092046
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt047244
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt040332
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt040332
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt01714
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt097244
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt090332
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt051714
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt051714
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt097244
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt092046
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt092046
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01714
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt097244
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt092046
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt097244
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt090332
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt095365
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt044530
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt050835
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01430
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04697
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt093935
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt095365
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/AddressLine10PO BOX 555
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0DUNDEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1DUNDEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode097115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode197115
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.035125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt093935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt097756
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt097679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt089156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0100233
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt094747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.225337
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06912
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06912
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06912
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/AddressLine10PO BOX 550
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0DUNDEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode097115
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/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt196
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt470
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AUTISM EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HOMELESS ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSISTANCE/CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CULTURAL EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ASSISTANCE/CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5VISUAL AID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ALZHEIMER RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7WAGING PEACE / FIGHTING DISEASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8PUBLIC EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10VICTORY ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11UNION GOSPEL MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12PORTLAND RESUCE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13OREGON SHAKESPEARE FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14HABITAT FOR HUMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15THE DELTA GAMMA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine16ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine17THE CARTER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine18OREGON PUBLIC BROADCASTING
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/RecipientUSAddress/AddressLine105531 SW NATCHEZ ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine113 NW 3RD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO BOX 3713
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13PO BOX 158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine141478 NE KILLINGSWORTH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15715 NW 23RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine161650 NW NAITO PKWY 190
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine17453 FREEDOM PKWY NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine187140 SW MACADAM AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0TUALATIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3ASHLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5CORVALLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City6PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City7ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City8PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State6OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State7GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State8OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode097062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode197209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode297208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode397520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode497211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode597330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode697209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode730307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode897219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05731
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/AppliedToCurrentYearAmt02674
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04238
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04697
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06912
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02023
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04238
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040
TaxesSchedule/TaxesDetail/Amt021
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt021
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt120
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EARL W HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05035379147
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10J & W CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0J&WC
ReturnHeader/Filer/EIN0460511105
ReturnHeader/Filer/PhoneNum05035379147
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 550
ReturnHeader/Filer/USAddress/City0DUNDEE
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097115
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200745610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ACUMEN FINANCIAL SERVICES GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102 CENTERPOINTE DR STE 345
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097035
ReturnHeader/PreparerPersonGrp/PhoneNum05036829600
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENDRA STEPH
ReturnHeader/ReturnTs02015-01-12T11:07:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,046
Liabilities
$1,714
Net assets
$90,332
Revenue
$1
Expenses
$6,912
Net income
-$6,911
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