Civic Intelligence

Jan Kittelson Education Fund

990EZ • Fiscal year 2015 • EIN 46-1993243

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 15, 2016

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$39,720

Up $774 (+2.0%) from 2014

Net Assets

Up

$39,720

Up $774 (+2.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Down

$1,324

Down $1,337 (-50%) from 2014

Expenses

Down

$550

Down $746 (-58%) from 2014

Net Income

Down

$774

Down $591 (-43%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2015

Assets$39,720
Liabilities$0
Net Assets$39,720
Open 2015 Filing

Operations Trend

Revenue Growth9th 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

2015

Revenue$1,324
Expenses$550
Net Income$774
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 15, 2016
Return Version
2015v2.1
Gross Receipts
$1,324
Mission and Program Overview

Mission

Memorial Scholarship Fund

Program Services

DescriptionGrantsExpenses
Awarded Scholarship but did not fund until 2016--
Compensation and Service Providers
Top Officer Pay75th 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
2016-09-15
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

Description of other expenses Part I line 16

“Description AmountState Registration Fees 150Tax Exempt Status Fee 400”

Raw XML Appendix120 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/BOYAmt038946
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039720
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0774
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt038946
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039720
IRS990EZ/GrossReceiptsAmt01324
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01324
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt038946
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039720
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt038946
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039720
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/OtherExpensesTotalAmt0550
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Memorial Scholarship Fund
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Awarded Scholarship but did not fund until 2016
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0550
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01324
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt037581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038881
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01324
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01361
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02685
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01324
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01361
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02685
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt038881
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01300
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt037581
IRS990ScheduleA/Total509Grp/TotalAmt038881
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01324
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt037581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt041566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountState Registration Fees 150Tax Exempt Status Fee 400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen J Hughart
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05035905288
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-15
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/ReturnTs02016-12-03T17:40:12-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$39,720
Liabilities
$0
Net assets
$39,720
Revenue
$1,324
Expenses
$550
Net income
$774
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