Civic Intelligence

Jan Kittelson Education Fund

990EZ • Fiscal year 2014 • EIN 46-1993243

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
8817 SW Greening LanePortland, OR 97224

(503) 590-5288

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

53rd percentile

3.6%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$38,946

Up $1,365 (+3.6%) from 2013

Net Assets

Up

$38,946

Up $1,365 (+3.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Down

$2,661

Down $34,920 (-93%) from 2013

Expenses

$1,296

No earlier filing loaded for comparison.

Net Income

$1,365

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$40K$30K$20K$10K$0Assets 2013: $37,581Liabilities 2013: $0Net Assets 2013: $37,5812013Assets 2014: $38,946Liabilities 2014: $0Net Assets 2014: $38,9462014Assets 2015: $39,720Liabilities 2015: $0Net Assets 2015: $39,7202015

Highlighted filing

2014

Assets$38,946
Liabilities$0
Net Assets$38,946
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

$40K$30K$20K$10K$0Revenue 2013: $37,5812013Revenue 2014: $2,661Expenses 2014: $1,296Net Income 2014: $1,3652014Revenue 2015: $1,324Expenses 2015: $550Net Income 2015: $7742015

Highlighted filing

2014

Revenue$2,661
Expenses$1,296
Net Income$1,365
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v6.0
Gross Receipts
$2,661
Mission and Program Overview

Mission

Memorial Scholarship Fund

Program Services

DescriptionGrantsExpenses
2 Scholarship funded totalling 125000--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen J HughartPresident-$0--
Brian K KittelsonDirector-$0--
Matthew J KittelsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jan Kittelson Education Fund
EIN
46-1993243
Address
8817 SW Greening Lane, Portland, OR 97224

Signing Officer

Name
Karen J Hughart
Title
President
Phone
5035905288
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Patricia K Thomas CPA PC
Address
PO Box 230346, Tigard, OR 97281-0346
Preparer
Patricia K Thomas
Phone
5035901965
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Scholarships Grantee Tigard High School Amount 1,250”

Raw XML Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Karen J Hughart
IRS990EZ/BooksInCareOfDetail/PhoneNum05035905288
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08817 SW Greening Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097224
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037581
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038946
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01300
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01365
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037581
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038946
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01250
IRS990EZ/GrossReceiptsAmt02661
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01361
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037581
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038946
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037581
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038946
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen J Hughart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Brian K Kittelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Matthew J Kittelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Memorial Scholarship Fund
IRS990EZ/PrintingPublicationsPostageAmt046
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02 Scholarship funded totalling 125000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01296
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt02661
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt037581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01361
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01361
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt038881
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037581
IRS990ScheduleA/Total509Grp/TotalAmt038881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt037581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt040242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Scholarships Grantee Tigard High School Amount 1,250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen J Hughart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05035905288
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jan Kittelson Education Fund
ReturnHeader/Filer/BusinessNameControlTxt0JANK
ReturnHeader/Filer/EIN0461993243
ReturnHeader/Filer/USAddress/AddressLine1Txt08817 SW Greening Lane
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097224
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930989841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Patricia K Thomas CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 230346
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tigard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972810346
ReturnHeader/PreparerPersonGrp/PhoneNum05035901965
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia K Thomas
ReturnHeader/ReturnTs02016-12-03T17:42:05-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$38,946
Liabilities
$0
Net assets
$38,946
Revenue
$2,661
Expenses
$1,296
Net income
$1,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$1.32$0.55$0.77
2014Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$2.66$1.30$1.37
2013Detailed filing. Detailed filing data is available for this year.$37.6$0.00$37.6$37.6