Civic Intelligence

Purser-Maccready Scholarship Fund

990PF • Fiscal year 2014 • EIN 46-0820200

Nov 01, 2013 to Oct 31, 2014 • Filed on Jun 22, 2015

Organization Profile
1149 N Edison St Ste EWalla Walla, WA 99336

(509) 783-6800

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

81st percentile

$6,072

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

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

Asset Growth

54th percentile

2.3%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

95th percentile

152%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$411,853

Up $9,077 (+2.3%) from 2013

Net Assets

Up

$411,506

Up $8,816 (+2.2%) from 2013

Liabilities

Up

$347

Up $261 (+303%) from 2013

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin77th percentile

Revenue

$42,798

No earlier filing loaded for comparison.

Expenses

Up

$33,982

Up $2,277 (+7.2%) from 2013

Net Income

$8,816

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2013: $402,776Liabilities 2013: $86Net Assets 2013: $402,6902013Assets 2014: $411,853Liabilities 2014: $347Net Assets 2014: $411,5062014Assets 2015: $410,692Liabilities 2015: $0Net Assets 2015: $410,6922015Assets 2016: $411,200Liabilities 2016: $0Net Assets 2016: $411,2002016Assets 2018: $445,142Liabilities 2018: $0Net Assets 2018: $445,1422018Assets 2019: $423,140Liabilities 2019: $0Net Assets 2019: $423,1402019Assets 2020: $387,815Liabilities 2020: $0Net Assets 2020: $387,8152020Assets 2021: $423,465Liabilities 2021: $0Net Assets 2021: $423,4652021Assets 2022: $418,751Liabilities 2022: $0Net Assets 2022: $418,7512022Assets 2025: $370,715Liabilities 2025: $0Net Assets 2025: $370,7152025

Highlighted filing

2014

Assets$411,853
Liabilities$347
Net Assets$411,506
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$100K$50K$0-$50KExpenses 2013: $31,7052013Revenue 2014: $42,798Expenses 2014: $33,982Net Income 2014: $8,8162014Revenue 2015: $32,598Expenses 2015: $33,412Net Income 2015: -$8142015Revenue 2016: $31,735Expenses 2016: $31,227Net Income 2016: $5082016Revenue 2018: $21,020Expenses 2018: $15,644Net Income 2018: $5,3762018Revenue 2019: $23,634Expenses 2019: $46,066Net Income 2019: -$22,4322019Revenue 2020: -$2,052Expenses 2020: $33,232Net Income 2020: -$35,2842020Revenue 2021: $70,126Expenses 2021: $34,476Net Income 2021: $35,6502021Revenue 2022: $31,149Expenses 2022: $35,863Net Income 2022: -$4,7142022Revenue 2025: $18,078Expenses 2025: $30,899Net Income 2025: -$12,8212025

Highlighted filing

2014

Revenue$42,798
Expenses$33,982
Net Income$8,816
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Jun 22, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BAKER BOYER NATIONAL BANKTrustee-$6,072-$6,072
Filing and Contact Details

Filer

EIN
46-0820200
Phone
5097836800

Signing Officer

Name
Vesna Dodge
Title
Trustee
Phone
5097836800
Signed
2015-06-22
Discuss with paid preparer
Yes

Preparer

Preparer
THOMAS M O'BRIEN CPA
Phone
5097351561
Raw XML Appendix335 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/StockNm9DFA GLOBAL REAL ESTATE SEC PORT
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt042798
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0347
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LT CAPITAL GAIN DISTRIBUTIONS`
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031646
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08816
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0411506
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0402690
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt065127
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BAKER BOYER NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0KENNEWICK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode099336
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05097836800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024795
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TUITION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10COUMBIA BASIN COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102600 N 20TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0PASCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode099301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024795
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016190
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09348
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025538
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07371
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09348
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt086
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0347
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMIN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0347
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VESNA DODGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05097836800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10PURSER-MACCREADY SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O BAKER BOYER NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0PURS
ReturnHeader/Filer/EIN0460820200
ReturnHeader/Filer/PhoneNum05097836800
ReturnHeader/Filer/USAddress/AddressLine101149 N EDISON ST STE E
ReturnHeader/Filer/USAddress/City0KENNEWICK
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode099336
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101110 NORTH CENTER PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0KENNEWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode099336
ReturnHeader/PreparerPersonGrp/PhoneNum05097351561
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M O'BRIEN CPA
ReturnHeader/ReturnTs02015-07-08T10:28:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$411,853
Liabilities
$347
Net assets
$411,506
Revenue
$42,798
Expenses
$33,982
Net income
$8,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.18$0.31$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.00$4.19$0.31$0.36$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$0.70$0.34$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.88$0.00$3.88$0.02$0.33$0.35
2019Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.24$0.46$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.21$0.16$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.32$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.33$0.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.43$0.34$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.32