Civic Intelligence

Leupold & Stevens Foundation

990PF • Fiscal year 2022 • EIN 68-0517512

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 10, 2023

Organization Profile
2863 S PalmettoCornelius, OR 97113

(503) 422-0177

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

85th percentile

45%

Higher net margin than 85% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-20%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,190,938

Up $243,235 (+12%) from 2021

Net Assets

Up

$2,190,938

Up $243,235 (+12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Down

$535,259

Down $133,658 (-20%) from 2021

Expenses

Down

$292,024

Down $124,318 (-30%) from 2021

Net Income

Down

$243,235

Down $9,340 (-3.7%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,096,034Liabilities 2011: $0Net Assets 2011: $1,096,0342011Assets 2012: $1,089,346Liabilities 2012: $0Net Assets 2012: $1,089,3462012Assets 2013: $1,140,626Liabilities 2013: $0Net Assets 2013: $1,140,6262013Assets 2014: $1,607,598Liabilities 2014: $0Net Assets 2014: $1,607,5982014Assets 2015: $1,650,847Liabilities 2015: $0Net Assets 2015: $1,650,8472015Assets 2016: $1,948,861Liabilities 2016: $0Net Assets 2016: $1,948,8612016Assets 2017: $1,813,991Liabilities 2017: $0Net Assets 2017: $1,813,9912017Assets 2018: $1,662,407Liabilities 2018: $0Net Assets 2018: $1,662,4072018Assets 2019: $1,706,731Liabilities 2019: $0Net Assets 2019: $1,706,7312019Assets 2020: $1,741,283Liabilities 2020: $0Net Assets 2020: $1,741,2832020Assets 2021: $1,947,703Liabilities 2021: $0Net Assets 2021: $1,947,7032021Assets 2022: $2,190,938Liabilities 2022: $0Net Assets 2022: $2,190,9382022Assets 2023: $2,373,292Liabilities 2023: $0Net Assets 2023: $2,373,2922023Assets 2024: $2,421,717Liabilities 2024: $0Net Assets 2024: $2,421,7172024

Highlighted filing

2022

Assets$2,190,938
Liabilities$0
Net Assets$2,190,938
Open 2022 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $163,1282011Expenses 2012: $182,3342012Revenue 2013: $261,064Expenses 2013: $209,784Net Income 2013: $51,2802013Revenue 2014: $714,245Expenses 2014: $247,273Net Income 2014: $466,9722014Revenue 2015: $323,414Expenses 2015: $280,165Net Income 2015: $43,2492015Revenue 2016: $604,864Expenses 2016: $306,850Net Income 2016: $298,0142016Revenue 2017: $126,695Expenses 2017: $261,565Net Income 2017: -$134,8702017Revenue 2018: $77,384Expenses 2018: $228,968Net Income 2018: -$151,5842018Revenue 2019: $247,315Expenses 2019: $222,880Net Income 2019: $24,4352019Revenue 2020: $257,268Expenses 2020: $222,716Net Income 2020: $34,5522020Revenue 2021: $668,917Expenses 2021: $416,342Net Income 2021: $252,5752021Revenue 2022: $535,259Expenses 2022: $292,024Net Income 2022: $243,2352022Revenue 2023: $577,123Expenses 2023: $394,769Net Income 2023: $182,3542023Revenue 2024: $480,751Expenses 2024: $432,326Net Income 2024: $48,4252024

Highlighted filing

2022

Revenue$535,259
Expenses$292,024
Net Income$243,235
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda NealeTrustee-$0--
Greg WaggonerTrustee-$0--
Amy WhiteSecretary-$0--
Joanna MorrillTrustee-$0--
Michael SlackChariperson-$0--
Toni StevensTrustee-$0--
Alexandra BurtonTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONALPCMedford, OR, US$24,509
Paid Grant-EDUCATIONALPCPortland, OR, US$19,194
Paid Grant-EDUCATIONALPCBend, OR, US$16,804
Paid Grant-CHARITABLEPCPortland, OR, US$16,506
Paid Grant-CHARITABLEPCPortland, OR, US$14,444
Paid Grant-ARTSPCPortland, OR, US$13,786
Paid Grant-CHARITABLEPCCorvallis, OR, US$13,006
Paid Grant-ENVIROMENTALPCPortland, OR, US$12,908
Paid Grant-PUBLIC SERVICEPCPortland, OR, US$11,286
Paid Grant-CHARITABLEPCPortland, OR, US$10,444
Paid Grant-CHARITABLEPCPortland, OR, US$10,388
Paid Grant-EDUCATIONALPCPortland, OR, US$10,000
Paid Grant-EDUCATIONALPCPortland, OR, US$9,444
Paid Grant-EDUCATIONALPCCorvallis, OR, US$9,003
Paid Grant-ENVIROMENTALPCPortland, OR, US$9,000
Paid Grant-ENVIROMENTALPCPortland, OR, US$8,500
Paid Grant-CHARITABLEPCCamp Sherman, OR, US$7,500
Paid Grant-CHARITABLEPCPortland, OR, US$7,500
Paid Grant-ARTSPCPortland, OR, US$7,262
Paid Grant-ARTSPCPortland, OR, US$7,000
Paid Grant-ARTSPCPortland, OR, US$6,762
Paid Grant-CHARITABLEPCPortland, OR, US$6,638
Paid Grant-ENVIRONMENTALPCPortland, OR, US$6,608
Paid Grant-ENVIROMENTALPCSeaside, OR, US$6,200
Paid Grant-ENVIROMENTALPCPortland, OR, US$6,108
Paid Grant-CHARITABLEPCBend, OR, US$6,000
Paid Grant-CHARITABLEPCPortland, OR, US$6,000
Paid Grant-ENVIROMENTALPCPortland, OR, US$5,804
Filing and Contact Details

Filer

Filer Name
Leupold & Stevens Foundation
EIN
68-0517512
Address
2863 S PALMETTO, CORNELIUS, OR 97113

Signing Officer

Name
Alexandra Burton
Title
Treasurer
Phone
5034220177
Signed
2023-10-10
Discuss with paid preparer
No

Preparer

Firm
Jim Stephenson CPA
Address
18360 SE Willamette Drive, Portland, OR 97267
Preparer
Jim Stephenson
Phone
5036543753
Raw XML AppendixShowing 400 of 542 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Greg Waggoner
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Alexandra Burton
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm23PORTLAND HOMELESS FAMILY SOLUTIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3210 NW IRVING AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt710401 SE BUSH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83117 NE MARTIN LUTHER KING BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9TYRON CREEK STATE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10842 EAST MADISON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt161818 SE 6TH AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18222 NW DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19301 CRATER LAKE SUITE C
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21201 BEXELL HALL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26PO BOX 20146
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Camp Sherman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Portland
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17Bend
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19Medford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm20Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm21Corvallis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm22Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm23Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm24Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm25Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm26Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm27Seaside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,190,938
Liabilities
$0
Net assets
$2,190,938
Revenue
$535,259
Expenses
$292,024
Net income
$243,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.48$0.43$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.58$0.39$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.54$0.29$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.67$0.42$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.26$0.22$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.25$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.23$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.13$0.26$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.60$0.31$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.32$0.28$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.71$0.25$0.47
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.26$0.21$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.16