Civic Intelligence

Enderby Foundation

EIN 82-3283045 • Portland, OR

240 SW Birdshill RdPortland, OR 97219
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-2212%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2021

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2020

Asset Growth

11th percentile

-13%

Faster asset growth than 11% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-5.6%

Faster revenue growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $2,148,035 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $2,148,035 (-100%) from 2022

Revenue

Down

$24,158

Down $10,147 (-30%) from 2022

Expenses

Up

$2,275,769

Up $2,253,013 (+9901%) from 2022

Net Income

Down

-$2,251,611

Down $2,263,160 (-19596%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $3,500,000Liabilities 2017: $0Net Assets 2017: $3,500,0002017Assets 2018: $3,248,155Liabilities 2018: $0Net Assets 2018: $3,248,1552018Assets 2019: $3,212,189Liabilities 2019: $1Net Assets 2019: $3,212,1892019Assets 2020: $2,676,814Liabilities 2020: $1Net Assets 2020: $2,676,8142020Assets 2021: $2,317,561Liabilities 2021: $1Net Assets 2021: $2,317,5612021Assets 2022: $2,148,035Liabilities 2022: $0Net Assets 2022: $2,148,0352022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2017: $3,500,000Expenses 2017: $0Net Income 2017: $3,500,0002017Revenue 2018: $25,752Expenses 2018: $243,846Net Income 2018: -$218,0942018Revenue 2019: $58,725Expenses 2019: $179,095Net Income 2019: -$120,3702019Revenue 2020: $25,419Expenses 2020: $653,060Net Income 2020: -$627,6412020Revenue 2021: $23,994Expenses 2021: $554,690Net Income 2021: -$530,6962021Revenue 2022: $34,305Expenses 2022: $22,756Net Income 2022: $11,5492022Revenue 2023: $24,158Expenses 2023: $2,275,769Net Income 2023: -$2,251,6112023

Highlighted filing

2023

Revenue$24,158
Expenses$2,275,769
Net Income-$2,251,611

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Feb 2, 2024
Return Version
2023v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne Brooke RyanPresident-$0--
Miles DodgeSecretary-$0--
Elizabeth GassTreasurer-$0--
Andrew GassBoard Member-$0--
Catherine JohnsonBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Enderby Foundation
EIN
82-3283045
Phone
5038263357
Address
240 SW Birdshill Rd, Portland, OR 97219

Signing Officer

Name
Anne Brooke Ryan
Title
President
Signed
2024-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Culshaw and Company LLC
Address
15115 SW Sequoia Pkwy 170, Portland, OR 97224
Preparer
Mary Culshaw CPAPFS CFP
Phone
5036708286
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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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LiquidationExplanationStmt/ExplanationTxt0The Board of Enderby Foundation has made the decision to cease operations as a private foundation and transfer its assets to a Donor-Advised Fund (DAF)with Schwab Charitable. The Board agreed that the advantages listed below made this change the best choice.1. Ongoing Maximization - Schwab DAF offers lower ongoing expenses which maximizes assets available to distribute. Schwab also provides all ongoing administration, record keeping, reporting, compliance with state and federal regulations and tax filings. 2. Flexibility in donations - Private Foundations are required to distribute at least 5% of their assets each calendar year. DAF's have the flexibility for donors to take their time to deciding when and where to give. Therefore, Enderby Foundation transferred all its funds to Schwab DAF and was terminated in September 30, 2023. Schwab Charitable Donor-Advised Fund: stocks ($1,224,690) and bonds ($509,897) at a fair market value of $1,734,587 in total.
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0477
TaxesSchedule/TaxesDetail/Amt1265
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1Oregon
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne Brooke Ryan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Enderby Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ENDE
ReturnHeader/Filer/EIN0823283045
ReturnHeader/Filer/PhoneNum05038263357
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 SW Birdshill Rd
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270630379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Culshaw and Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015115 SW Sequoia Pkwy 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097224
ReturnHeader/PreparerPersonGrp/PhoneNum05036708286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Culshaw CPAPFS CFP
ReturnHeader/ReturnTs02024-02-02T15:18:50-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Anne Brooke
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ryan
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02023

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