Civic Intelligence

Joyce Miller Owens Charitable Foundation

990PF • Fiscal year 2016 • EIN 46-0608856

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

4910 NE HolmanPortland, OR 97218

(503) 281-5102

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

3rd percentile

-339%

Higher net margin than 3% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$10,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

18th percentile

-6.1%

Faster asset growth than 18% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,636,597

Down $235,329 (-6.1%) from 2015

Net Assets

Down

$3,636,597

Down $235,329 (-6.1%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Up

$69,414

Up $10,107 (+17%) from 2015

Expenses

Down

$304,743

Down $270,120 (-47%) from 2015

Net Income

Up

-$235,329

Up $280,227 (+54%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,422,900Liabilities 2012: $02012Assets 2013: $4,812,347Liabilities 2013: $1Net Assets 2013: $4,812,3472013Assets 2014: $4,387,482Liabilities 2014: $0Net Assets 2014: $4,387,4822014Assets 2015: $3,871,926Liabilities 2015: $1Net Assets 2015: $3,871,9262015Assets 2016: $3,636,597Liabilities 2016: $0Net Assets 2016: $3,636,5972016Assets 2017: $3,370,973Liabilities 2017: $0Net Assets 2017: $3,370,9732017Assets 2018: $2,204,581Liabilities 2018: $0Net Assets 2018: $2,204,5812018Assets 2019: $2,038,925Liabilities 2019: $1Net Assets 2019: $2,038,9252019Assets 2020: $1,849,958Liabilities 2020: $1Net Assets 2020: $1,849,9582020Assets 2021: $1,915,697Liabilities 2021: $1,753Net Assets 2021: $1,913,9442021Assets 2022: $1,832,918Liabilities 2022: $10Net Assets 2022: $1,832,9082022Assets 2023: $1,585,614Liabilities 2023: $1,911Net Assets 2023: $1,583,7032023Assets 2024: $3,989,839Liabilities 2024: $0Net Assets 2024: $3,989,8392024

Highlighted filing

2016

Assets$3,636,597
Liabilities$0
Net Assets$3,636,597

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $2,492,505Expenses 2012: $69,605Net Income 2012: $2,422,9002012Revenue 2013: $2,519,407Expenses 2013: $129,960Net Income 2013: $2,389,4472013Revenue 2014: $65,984Expenses 2014: $490,849Net Income 2014: -$424,8652014Revenue 2015: $59,307Expenses 2015: $574,863Net Income 2015: -$515,5562015Revenue 2016: $69,414Expenses 2016: $304,743Net Income 2016: -$235,3292016Revenue 2017: $83,933Expenses 2017: $349,557Net Income 2017: -$265,6242017Revenue 2018: $106,864Expenses 2018: $1,276,478Net Income 2018: -$1,169,6142018Revenue 2019: $106,520Expenses 2019: $285,849Net Income 2019: -$179,3292019Revenue 2020: $84,415Expenses 2020: $273,382Net Income 2020: -$188,9672020Revenue 2021: $117,896Expenses 2021: $69,938Net Income 2021: $47,9582021Revenue 2022: $102,174Expenses 2022: $171,178Net Income 2022: -$69,0042022Revenue 2023: $122,656Expenses 2023: $195,884Net Income 2023: -$73,2282023Revenue 2024: $1,026,565Expenses 2024: $296,434Net Income 2024: $730,1312024

Highlighted filing

2016

Revenue$69,414
Expenses$304,743
Net Income-$235,329
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hilarie MillerDirectorPT$10,000-$10,000
George Ray JrDirectorPT$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Joyce Miller Owens Charitable Foundation
EIN
46-0608856
Phone
5032815102
Address
4910 NE Holman, Portland, OR 97218

Signing Officer

Name
Hilarie Miller
Title
Director
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
P & L Tax & Accounting Services
Address
18863 SW MARTINAZZI AVE, TUALATIN, OR 97062-6807
Preparer
Bryan J Laughlin
Phone
5032185130
Raw XML Appendix365 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/PersonNm1George Ray Jr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Sycamore Lane Therapeutic Riding Ce
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9St Peters Catholic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 2213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1One Waterfowl Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt333342 SW Meadow Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt414445 NW Charlton Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt518510 NW Reeder Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 411
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 1150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt813921 Clackamas River Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt95905 SE 87th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Fossil
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Scappoose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Marylhurst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Gresham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Oregon City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
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/ZIPCd097208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd597231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd697036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd797030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd897045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd997266
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0285496
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/ExcessDistributionCyovYr1Amt0574863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0490849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0129960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068870
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01569285
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0304743
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0574863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0490849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0129960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068870
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0304743
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0304743
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01569285
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01264542
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0924
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0924
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0551077
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0R & R Leasing LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0539153
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0539153
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Awards & Plaques
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0683
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt161
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2217
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt34493
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0683
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2217
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34493
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Rental Income - Noninvestment Property
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Repayment & Overpayment
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt060551
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt139
TaxesSchedule/TaxesDetail/Amt098
TaxesSchedule/TaxesDetail/Amt1174
TaxesSchedule/TaxesDetail/Amt2452
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/CategoryTxt2Oregon CT-12
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt098
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1174
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2452
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hilarie Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joyce Miller Owens Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOYC
ReturnHeader/Filer/EIN0460608856
ReturnHeader/Filer/PhoneNum05032815102
ReturnHeader/Filer/USAddress/AddressLine1Txt04910 NE Holman
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0P & L TAX & ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018863 SW MARTINAZZI AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUALATIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970626807
ReturnHeader/PreparerPersonGrp/PhoneNum05032185130
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bryan J Laughlin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T11:21:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$1.03$0.30$0.73
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.58$0.12$0.20$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.10$0.17$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.91$0.12$0.07$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.08$0.27$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.11$0.29$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11$1.28$1.17
2017Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.08$0.35$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.07$0.30$0.24
2015Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.06$0.57$0.52
2014Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.07$0.49$0.42
2013Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$2.52$0.13$2.39
2012Summary only. Only limited summary data is available for this year.$2.42$0.00$2.49$0.07$2.42