Civic Intelligence

Northwest Berry Foundation

990EZ • Fiscal year 2018 • EIN 47-2327643

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 09, 2019

Organization Profilenwberryfoundation.org
5261 N Princeton stPortland, OR 97203

(503) 289-7488

Siviq Scores

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

Liabilities / Assets

88th percentile

0.42x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

86th percentile

$28,075

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 19.8% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

98th percentile

600%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$18,011

Up $15,437 (+600%) from 2017

Net Assets

Down

$10,423

Down $3,251 (-24%) from 2017

Liabilities

$7,588

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin50th percentile

Revenue

Up

$141,602

Up $51,947 (+58%) from 2017

Expenses

Up

$137,054

Up $51,729 (+61%) from 2017

Net Income

Up

$4,548

Up $218 (+5.0%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$300K$200K$100K$0-$100KAssets 2016: $9,344Net Assets 2016: $9,3442016Assets 2017: $2,574Net Assets 2017: $13,6742017Assets 2018: $18,011Liabilities 2018: $7,588Net Assets 2018: $10,4232018Assets 2019: $11,926Liabilities 2019: $38,538Net Assets 2019: -$26,6122019Assets 2020: $28,830Liabilities 2020: $40,790Net Assets 2020: -$11,9602020Assets 2021: $11,759Liabilities 2021: $16,131Net Assets 2021: -$4,3722021Assets 2022: $148,574Liabilities 2022: $195,741Net Assets 2022: -$47,1672022Assets 2023: $203,470Liabilities 2023: $192,061Net Assets 2023: $11,4092023Assets 2024: $240,982Liabilities 2024: $185,523Net Assets 2024: $55,4592024

Highlighted filing

2018

Assets$18,011
Liabilities$7,588
Net Assets$10,423
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2016: $52,390Expenses 2016: $43,674Net Income 2016: $8,7162016Revenue 2017: $89,655Expenses 2017: $85,325Net Income 2017: $4,3302017Revenue 2018: $141,602Expenses 2018: $137,054Net Income 2018: $4,5482018Revenue 2019: $157,967Expenses 2019: $195,883Net Income 2019: -$37,9162019Revenue 2020: $194,938Expenses 2020: $180,254Net Income 2020: $14,6842020Revenue 2021: $235,220Expenses 2021: $227,556Net Income 2021: $7,6642021Revenue 2022: $264,090Expenses 2022: $306,885Net Income 2022: -$42,7952022Revenue 2023: $636,453Expenses 2023: $577,899Net Income 2023: $58,5542023Revenue 2024: $597,603Expenses 2024: $553,556Net Income 2024: $44,0472024

Highlighted filing

2018

Revenue$141,602
Expenses$137,054
Net Income$4,548
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 9, 2019
Return Version
2018v3.0
Gross Receipts
$141,602
Mission and Program Overview

Mission

Sustainable NW Berry Industry

Program Services

DescriptionGrantsExpenses
Berry recovery-$40,160
Research-$24,659
Workshops-$22,698
OTHER PROGRAM SERVICES-$13,387
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jo PetersonAssistant DirectorFT$28,075-$28,075
Tom PeerboltExecutive DirectorFT$27,600-$27,600
Anna PeerboltTreasurerPT$4,160-$4,160
Eric GerbrantBoard MemberPT$0--
Henry BierlinkPresidentPT$0--
Tom WaltersVice PresidentPT$0--
Joe DeFrancescoTreasurerPT$0--
Caroline TeasdaleBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Northwest Berry Foundation
EIN
47-2327643
Phone
5032897488
Address
5261 N Princeton st, PORTLAND, OR 97203

Signing Officer

Name
Tom Peerbolt
Title
executive director
Signed
2019-11-09
Discuss with paid preparer
Yes

Preparer

Firm
SpitaleriHandlin BATS
Address
11918 SE Division St no 105, PORTLAND, OR 97266
Preparer
Lynn Spitaleri Handli
Phone
5037619267
Supplemental Narrative

Additional Explanations

other expense part 1 line 16

“See attached statement”

Part III line 31 other program service

“Newletter and website”

Part II line 26B

“visa 180 PCM loan 7408”

Part I line 20

“3301 adjust for 2017 liability adjustment”

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02574
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jo Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tom Peerbolt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Eric Gerbrant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Henry Bierlink
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anna Peerbolt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Tom Walters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Joe DeFrancesco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Caroline Teasdale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Assistant director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1executive director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5vice president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04988
IRS990EZ/OtherChangesInNetAssetsAmt03301
IRS990EZ/OtherExpensesTotalAmt026755
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sustainable NW Berry Industry
IRS990EZ/PrintingPublicationsPostageAmt0247
IRS990EZ/ProgramServiceRevenueAmt010676
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Workshops
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Research
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAM SERVICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022698
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124659
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt240160
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt313387
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt086347
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07588
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0137054
IRS990EZ/TotalProgramServiceExpensesAmt0100904
IRS990EZ/TotalRevenueAmt0141602
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0130926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0222722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt010676
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt067578
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
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IRS990ScheduleA/PublicSupportTotal509Amt0290300
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0141602
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt052390
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IRS990ScheduleA/Total509Grp/TotalAmt0290300
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0See attached statement
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Newletter and website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2visa 180 PCM loan 7408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33301 adjust for 2017 liability adjustment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0other expense part 1 line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III line 31 other program service
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II line 26B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I line 20
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Peerbolt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0executive director
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Northwest Berry Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0472327643
ReturnHeader/Filer/PhoneNum05032897488
ReturnHeader/Filer/USAddress/AddressLine1Txt05261 N Princeton st
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097203
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.193.132.223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931193596
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011918 SE Division St no 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097266
ReturnHeader/PreparerPersonGrp/PhoneNum05037619267
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Spitaleri Handli
ReturnHeader/ReturnTs02019-11-15T06:00:33-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,011
Liabilities
$7,588
Net assets
$10,423
Revenue
$141,602
Expenses
$137,054
Net income
$4,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$1.86$0.55$5.98$5.54$0.44
2023Detailed filing. Detailed filing data is available for this year.$2.03$1.92$0.11$6.36$5.78$0.59
2022Detailed filing. Detailed filing data is available for this year.$1.49$1.96$0.47$2.64$3.07$0.43
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.16$0.04$2.35$2.28$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.41$0.12$1.95$1.80$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.39$0.27$1.58$1.96$0.38
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.08$0.10$1.42$1.37$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.14$0.90$0.85$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.52$0.44$0.09