Civic Intelligence

Marvin O Palmer Trust 50651660

990PF • Fiscal year 2016 • EIN 81-6079218

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 10, 2017

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-292%

Higher net margin than 3% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$9,196

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 63.9% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

18th percentile

-7.7%

Faster asset growth than 18% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-72%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$507,122

Down $42,043 (-7.7%) from 2015

Net Assets

Down

$507,122

Down $42,043 (-7.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin3rd percentile

Revenue

Down

$14,392

Down $37,369 (-72%) from 2015

Expenses

Down

$56,452

Down $2,501 (-4.2%) from 2015

Net Income

Down

-$42,060

Down $34,868 (-485%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$800K$600K$400K$200K$0Assets 2010: $631,239Liabilities 2010: $0Net Assets 2010: $631,2392010Assets 2011: $543,182Liabilities 2011: $0Net Assets 2011: $543,1822011Assets 2012: $554,491Liabilities 2012: $0Net Assets 2012: $554,4912012Assets 2013: $557,230Liabilities 2013: $0Net Assets 2013: $557,2302013Assets 2014: $556,365Liabilities 2014: $0Net Assets 2014: $556,3652014Assets 2015: $549,165Liabilities 2015: $0Net Assets 2015: $549,1652015Assets 2016: $507,122Liabilities 2016: $0Net Assets 2016: $507,1222016Assets 2018: $484,949Liabilities 2018: $0Net Assets 2018: $484,9492018Assets 2019: $650,338Liabilities 2019: $0Net Assets 2019: $650,3382019Assets 2020: $629,111Liabilities 2020: $0Net Assets 2020: $629,1112020Assets 2021: $664,646Liabilities 2021: $0Net Assets 2021: $664,6462021Assets 2022: $712,873Liabilities 2022: $0Net Assets 2022: $712,8732022Assets 2023: $682,536Liabilities 2023: $0Net Assets 2023: $682,5362023Assets 2024: $664,030Liabilities 2024: $0Net Assets 2024: $664,0302024

Highlighted filing

2016

Assets$507,122
Liabilities$0
Net Assets$507,122
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $60,8312010Expenses 2011: $115,9782011Expenses 2012: $11,8362012Revenue 2013: $44,494Expenses 2013: $41,753Net Income 2013: $2,7412013Revenue 2014: $61,558Expenses 2014: $62,437Net Income 2014: -$8792014Revenue 2015: $51,761Expenses 2015: $58,953Net Income 2015: -$7,1922015Revenue 2016: $14,392Expenses 2016: $56,452Net Income 2016: -$42,0602016Revenue 2018: $43,580Expenses 2018: $53,900Net Income 2018: -$10,3202018Revenue 2019: $226,550Expenses 2019: $61,119Net Income 2019: $165,4312019Revenue 2020: $31,742Expenses 2020: $52,958Net Income 2020: -$21,2162020Revenue 2021: $88,658Expenses 2021: $53,121Net Income 2021: $35,5372021Revenue 2022: $104,735Expenses 2022: $56,500Net Income 2022: $48,2352022Revenue 2023: $19,210Expenses 2023: $49,545Net Income 2023: -$30,3352023Revenue 2024: $30,826Expenses 2024: $49,326Net Income 2024: -$18,5002024

Highlighted filing

2016

Revenue$14,392
Expenses$56,452
Net Income-$42,060
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$9,196-$9,196
Filing and Contact Details

Filer

Filer Name
Marvin O Palmer Trust
EIN
81-6079218
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2017-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt35045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01162.273 LAUDUS INTERNATIONAL MARKETMASTERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1413.545 SCOUT INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2112.952 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc399.246 HARBOR CAPITAL CAP APPRCTN INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41025.641 NUVEEN STRATEGIC INCOME I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51022.495 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6385.208 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7291.375 ROWE T PRICE INTL FDS INC INTL BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83.129 MORGAN DEMPSEY SMALL MICRO CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9471.254 MORGAN DEMPSEY SMALL MICRO CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1093.162 PRICE T ROWE GROWTH STK FD INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11616.447 TFS MARKET NEUTRAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02880
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-42060
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt017
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0507122
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0549165
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0507122
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt040908
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt040908
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt040908
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt040966
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt058
IRS990PF/DistributableAmountGrp/TotalTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0304
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0422
IRS990PF/FMVAssetsEOYAmt0841242
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0549165
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0507122
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0637
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0632
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0632
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt035500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt025270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt023528
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0434343
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0426367
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0759406
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0545
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01266
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01266
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt028136
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt030959
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt068140
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt025451
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt025451
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0549165
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0507122
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0841242
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0549165
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0507122
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0549165
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0507122
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0831806
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08083
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0823723
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012477
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt040966
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0819329
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0831806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09196
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 3168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt043461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt043519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt048830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt050802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt031720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0105538
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.056103
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.003204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.113892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt058
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0819329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0871489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0905511
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0881223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0843822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0926646
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt047657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.265225
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt047599
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt047657
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt058
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt047657
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0555 SW OAK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$507,122
Liabilities
$0
Net assets
$507,122
Revenue
$14,392
Expenses
$56,452
Net income
-$42,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.31$0.49$0.19
2023Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.19$0.50$0.30
2022Detailed filing. Detailed filing data is available for this year.$7.13$0.00$7.13$1.05$0.57$0.48
2021Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.89$0.53$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.32$0.53$0.21
2019Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$2.27$0.61$1.65
2018Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.44$0.54$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.14$0.56$0.42
2015Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.52$0.59$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.62$0.62$0.01
2013Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.44$0.42$0.03
2012Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.12
2011Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$1.16
2010Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.61