Civic Intelligence

The Oregon Community Foundation Trust

990 • Fiscal year 2020 • EIN 46-7059268

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 16, 2021

1221 SW Yamhill Street 100Portland, OR 97205-2108

(503) 227-6846

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

44th percentile

0.0%

Faster asset growth than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Flat

$100

Flat from 2019

Net Assets

Flat

$100

Flat from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$0

Down $634,586 (-100%) from 2019

Expenses

Down

$1,620

Down $1,696,166 (-100%) from 2019

Net Income

Up

-$1,620

Up $1,061,580 (+100%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 1916: $100Liabilities 1916: $0Net Assets 1916: $1001916Assets 2014: $100Liabilities 2014: $02014Assets 2015: $100Liabilities 2015: $02015Assets 2016: $100Liabilities 2016: $02016Assets 2017: $100Liabilities 2017: $0Net Assets 2017: $1002017Assets 2018: $1,062,100Liabilities 2018: $0Net Assets 2018: $1,062,1002018Assets 2019: $100Liabilities 2019: $0Net Assets 2019: $1002019Assets 2020: $100Liabilities 2020: $0Net Assets 2020: $1002020Assets 2021: $100Liabilities 2021: $0Net Assets 2021: $1002021Assets 2022: $100Liabilities 2022: $0Net Assets 2022: $1002022Assets 2023: $100Liabilities 2023: $0Net Assets 2023: $1002023Assets 2024: $100Liabilities 2024: $0Net Assets 2024: $1002024

Highlighted filing

2020

Assets$100
Liabilities$0
Net Assets$100

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 1916: $0Expenses 1916: $0Net Income 1916: $01916Revenue 2014: $100Expenses 2014: $0Net Income 2014: $1002014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $1,062,000Expenses 2018: $0Net Income 2018: $1,062,0002018Revenue 2019: $634,586Expenses 2019: $1,697,786Net Income 2019: -$1,063,2002019Revenue 2020: $0Expenses 2020: $1,620Net Income 2020: -$1,6202020Revenue 2021: $38Expenses 2021: $0Net Income 2021: $382021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2020

Revenue$0
Expenses$1,620
Net Income-$1,620
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 16, 2021
Return Version
2020v4.0
Gross Receipts
$0
Mission and Program Overview

Mission

The Oregon Community Foundation Trust is a supporting organization of The Oregon Community Foundation (OCF). The Trust makes grants that further the mission of OCF which is to improve lives for all Oregonians through the power of philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$100$100→ $0
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$100$100→ $0
Total Net Assets Fund Balance$100$100→ $0
Total Liabilities and Net Assets / Fund Balance$100$100→ $0
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-1,620
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,620
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$1,620-$1,620
Total Functional Expenses$0$1,620$0$1,620
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

The Oregon Community Foundation (OCF) prepares the Form 990 which is reviewed by OCF's Chief Financial and Operations Officer. All Board members are provided a copy of the completed 990 before it is filed.

Form 990, Part VI, Line 19 Required documents available to the public

The Trust is a supporting organization of the Oregon Community Foundation (OCF). OCF posts the consolidated financial statements on it's website (www.oregoncf.org). Conflict of interest policies and governing documents are provided upon request either by mail, electronically or review in the office.

Filing and Contact Details

Filer

Filer Name
The Oregon Community Foundation Trust
EIN
46-7059268
Phone
5032276846
Address
1221 SW Yamhill Street 100, Portland, OR 97205-2108

Signing Officer

Name
Erica D Daley
Title
Chief Financial &Operations Officer
Signed
2021-09-16

Organization Details

Formed
2014
Legal Domicile
Or
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Transfer from the Oregon Community Foundation - 1620;

Form 990, Part XII, Line 2C

The Oregon Community Foundation's audit committee oversees the audit and selection of the independent accountants.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Oregon Community Foundation (OCF) prepares the Form 990 which is reviewed by OCF's Chief Financial and Operations Officer. All Board members are provided a copy of the completed 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trust is a supporting organization of the Oregon Community Foundation (OCF). OCF posts the consolidated financial statements on it's website (www.oregoncf.org). Conflict of interest policies and governing documents are provided upon request either by mail, electronically or review in the office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Transfer from the Oregon Community Foundation - 1620;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Oregon Community Foundation's audit committee oversees the audit and selection of the independent accountants.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9 Other changes in net assets or fund balances
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3The Oregon Community Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4The Oregon community Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5The Oregon Community Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt6The Oregon Community Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt7The Oregon Community Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt8The Oregon Community Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt9The Oregon Community Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Oregon Community Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OCF Joseph E Weston Public Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Wieden Family Public Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3Sid and Karen DeBoer Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4Peter W Stott Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5Robert & Leona DeArmond Public Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6The Gray Family Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7Niemeyer Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8Hollis Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9Working Forests Foundation
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Makes grants to improve life in Oregon
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Makes grants to improve life in Oregon
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4Makes grants to improve life in Oregon
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5Makes grants to improve life in Oregon
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6Makes grants to improve life in Oregon
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt7Makes grants to improve life in Oregon
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt8Makes grants to improve life in Oregon
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt9accept/manage working forestlands & make distributions to OCF to support charitable purposes
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt08
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt5Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt6Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt7Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt8Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt9Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01211 SW Yamhill St Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11221 SW Yamhill ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21221 SW Yamhill St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31221 SW Yamhill St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt41221 SW Yamhill St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt51221 SW Yamhill St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt61221 SW Yamhill St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt71221 SW Yamhill St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt81221 SW Yamhill St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt91221 SW Yamhill St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt0Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt1Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt2Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt3Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt4Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt5Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt6Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt7Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine2Txt8Suite 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4Poretland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm6Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm7Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm8Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm9Portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd6OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd7OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd8OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd9OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd197205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd297205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd397205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd497205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd597205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd697205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd797205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd897205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd997205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01620
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0The Oregon Community Foundation
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0100
IRS990/TotalAssetsEOYAmt0100
IRS990/TotalAssetsGrp/BOYAmt0100
IRS990/TotalAssetsGrp/EOYAmt0100
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01620
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01620
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0100
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0100
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00

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