Civic Intelligence

Lord and Schryver Conservancy

990 • Fiscal year 2018 • EIN 83-0436350

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 20, 2019

PO Box 2755Salem, OR 97308

(503) 838-0527

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

32nd percentile

-3.4%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

92nd percentile

86%

Faster revenue growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$744,739

Down $26,138 (-3.4%) from 2017

Net Assets

Down

$742,453

Down $27,034 (-3.5%) from 2017

Liabilities

Up

$2,286

Up $896 (+64%) from 2017

Revenue

Up

$153,061

Up $70,741 (+86%) from 2017

Expenses

Up

$180,095

Up $65,005 (+56%) from 2017

Net Income

Up

-$27,034

Up $5,736 (+18%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $359,685Liabilities 2013: $0Net Assets 2013: $359,6852013Assets 2014: $499,439Liabilities 2014: $0Net Assets 2014: $499,4392014Assets 2015: $668,776Liabilities 2015: $0Net Assets 2015: $668,7762015Assets 2016: $803,900Liabilities 2016: $1,643Net Assets 2016: $802,2572016Assets 2017: $770,877Liabilities 2017: $1,390Net Assets 2017: $769,4872017Assets 2018: $744,739Liabilities 2018: $2,286Net Assets 2018: $742,4532018Assets 2019: $810,449Liabilities 2019: $3,498Net Assets 2019: $806,9512019Assets 2020: $839,296Liabilities 2020: $32,653Net Assets 2020: $806,6432020Assets 2021: $877,720Liabilities 2021: $2,157Net Assets 2021: $875,5632021Assets 2022: $798,362Liabilities 2022: $4,562Net Assets 2022: $793,8002022Assets 2023: $759,739Liabilities 2023: $1,768Net Assets 2023: $757,9712023Assets 2024: $705,450Liabilities 2024: $4,689Net Assets 2024: $700,7612024

Highlighted filing

2018

Assets$744,739
Liabilities$2,286
Net Assets$742,453

Operations Trend

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

$400K$200K$0-$200KRevenue 2013: $357,388Expenses 2013: $40,275Net Income 2013: $317,1132013Revenue 2014: $186,772Expenses 2014: $47,018Net Income 2014: $139,7542014Revenue 2015: $224,398Expenses 2015: $55,061Net Income 2015: $169,3372015Revenue 2016: $223,571Expenses 2016: $90,090Net Income 2016: $133,4812016Revenue 2017: $82,320Expenses 2017: $115,090Net Income 2017: -$32,7702017Revenue 2018: $153,061Expenses 2018: $180,095Net Income 2018: -$27,0342018Revenue 2019: $338,177Expenses 2019: $273,679Net Income 2019: $64,4982019Revenue 2020: $242,002Expenses 2020: $246,138Net Income 2020: -$4,1362020Revenue 2021: $229,215Expenses 2021: $171,527Net Income 2021: $57,6882021Revenue 2022: $92,589Expenses 2022: $155,982Net Income 2022: -$63,3932022Revenue 2023: $83,503Expenses 2023: $127,122Net Income 2023: -$43,6192023Revenue 2024: $76,277Expenses 2024: $144,626Net Income 2024: -$68,3492024

Highlighted filing

2018

Revenue$153,061
Expenses$180,095
Net Income-$27,034
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 20, 2019
Return Version
2018v3.1
Gross Receipts
$153,061
Mission and Program Overview

Mission

The lord & schryver conservancy preserves, interprets and stewards the legacy of landscape achitects elizabeth lord and edith schryver for public enrichment.

Preservation of histroic house and gardens maintenance and preservation of the body of work of ms. Lord & ms. Schryver regarding gardening, landscaping and beautification projects throughout oregon and the willamette valley, oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$769,487$742,453▼ $27,034
Land, Buildings, and Equipment, Net$442,934$429,858▼ $13,076
Cash and Non-Interest-Bearing Accounts$327,817$314,755▼ $13,062
Inventories for Sale or Use$126$126→ $0
Total Assets$770,877$744,739▼ $26,138
Liabilities
Accounts Payable and Accrued Expenses$1,390$2,286▲ $896
Total Liabilities$1,390$2,286▲ $896
Net Assets / Fund Balance
Total Net Assets Fund Balance$769,487$742,453▼ $27,034
Total Liabilities and Net Assets / Fund Balance$770,877$744,739▼ $26,138

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$344,858$50,019$394,877
Land$85,000-$85,000
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$150,764
Program Service Revenue
$0
Investment Income
$2,297
Other Revenue
$0
All Other Contributions
$91,500
Change in Net Assets
$-27,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,390
Salaries, Compensation, and Employee Benefits$67,705
Total Fundraising Expense$60,420
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$16,828$633$60,420$77,881
Other Salaries and Wages$32,841$26,250-$59,091
Advertising$15,114--$15,114
Depreciation Depletion$13,076--$13,076
Payroll Taxes$4,824$3,790-$8,614
Conferences and Meetings-$5,644-$5,644
Fees for Services Accounting-$675-$675
Total Functional Expenses$82,683$36,992$60,420$180,095
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Lord and Schryver Conservancy
EIN
83-0436350
Phone
5038380527
Address
PO BOX 2755, SALEM, OR 97308

Signing Officer

Name
Lola Hackett
Title
Secretary
Phone
5038380527
Signed
2019-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Wasson
Formed
2005
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
0
Employees
2

Preparer

Firm
Lefor Rapp & Holland LLC
Address
2735 12TH ST SE SUITE 200, SALEM, OR 97302-3187
Preparer
Richard B Lefor CPA
Phone
5033645851
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Preservation of histroic house and gardens maintenance and preservation of the body of work of ms. Lord & ms. Schryver regarding gardening, landscaping and beautification projects throughout oregon and the willamette valley, oregon.

Form 990, Page 2, Part III, Line 4D

To maintain and provide for preservation the body of landscape archecture for ms. Lord and ms. Schryver in salem oregon.

Form 990, Part IX, Line 11G

Professional fees 0 633 0 promotional, printing 11,500 0 0 event costs - open house etc 0 0 60,420 office expenses 5,328 0 0 total 16,828 633 60,420

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESERVATION OF HISTROIC HOUSE AND GARDENS MAINTENANCE AND PRESERVATION OF THE BODY OF WORK OF MS. LORD & MS. SCHRYVER REGARDING GARDENING, LANDSCAPING AND BEAUTIFICATION PROJECTS THROUGHOUT OREGON AND THE WILLAMETTE VALLEY, OREGON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO MAINTAIN AND PROVIDE FOR PRESERVATION THE BODY OF LANDSCAPE ARCHECTURE FOR MS. LORD AND MS. SCHRYVER IN SALEM OREGON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROFESSIONAL FEES 0 633 0 PROMOTIONAL, PRINTING 11,500 0 0 EVENT COSTS - OPEN HOUSE ETC 0 0 60,420 OFFICE EXPENSES 5,328 0 0 TOTAL 16,828 633 60,420
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02297
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153061
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0770877
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0744739
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0503 SNOW WHITE WY SE
IRS990/USAddress/CityNm0SALEM
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097302
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LOLA HACKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05038380527
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LORD AND SCHRYVER CONSERVANCY
ReturnHeader/Filer/BusinessNameControlTxt0LORD
ReturnHeader/Filer/EIN0830436350
ReturnHeader/Filer/PhoneNum05038380527
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2755
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097308
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId076DCE55C03AE1B1513DE66547931D9B32A02AB60
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E30E906715BB660E1B071EB0BA15E61BB29D04B2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.164.76.193
ReturnHeader/FilingSecurityInformation/IPDt02019-08-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:13:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830415372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEFOR RAPP & HOLLAND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02735 12TH ST SE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0973023187
ReturnHeader/PreparerPersonGrp/PhoneNum05033645851
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B LEFOR CPA
ReturnHeader/ReturnTs02019-08-27T13:13:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.05$7.01$0.76$1.45$0.68
2023Summary only. Only limited summary data is available for this year.$7.60$0.02$7.58$0.84$1.27$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.05$7.94$0.93$1.56$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$0.02$8.76$2.29$1.72$0.58
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$0.33$8.07$2.42$2.46$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.10$0.03$8.07$3.38$2.74$0.64
2018Detailed filing. Detailed filing data is available for this year.$7.45$0.02$7.42$1.53$1.80$0.27
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.71$0.01$7.69$0.82$1.15$0.33
2016Summary only. Only limited summary data is available for this year.$8.04$0.02$8.02$2.24$0.90$1.33
2015Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$2.24$0.55$1.69
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$1.87$0.47$1.40
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$3.57$0.40$3.17