Merchants Exchange Scholarship Fund

990EZ • Fiscal year 2011 • EIN 86-1090663

Oct 01, 2010 to Sep 30, 2011 • Filed on Dec 22, 2011

Organization Profile INFORMATION CONTAINED @ WWW.PDXMEX.COM

200 SW Market Street97201

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2011

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

-83%

Higher net margin than 5% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

No value available

This filing does not contain officer compensation rows.

Source year 2011

-7.2%

Faster asset growth than 36% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

-31%

Faster revenue growth than 18% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$32,406

Down $2,497 (-7.2%) from 2010

Net Assets

Down

$32,406

Down $2,497 (-7.2%) from 2010

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin5th percentile

Revenue

Down

$3,013

Down $1,365 (-31%) from 2010

Expenses

$5,510

Up $505 (+10%) from 2010

Net Income

Down

-$2,497

Down $1,870 (-298%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

Highlighted filing

2011

Assets$32,406

Liabilities-

Net Assets$32,406

Open 2011 Filing

Operations Trend

Revenue Growth18th percentile

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

Highlighted filing

2011

Revenue$3,013

Expenses$5,510

Net Income-$2,497

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2010 to Sep 30, 2011
Signed: Dec 22, 2011
Return Version: 2010v3.2

Mission and Program Overview

Mission

PUBLIC CHARITY

Filing and Contact Details

Filer

EIN: 86-1090663

Raw XML Appendix197 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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IRS990EZ/CashSavingsAndInvestments/BOY	0	34903
IRS990EZ/CashSavingsAndInvestments/EOY	0	32406
IRS990EZ/ContributionsGiftsGrantsEtc	0	3000
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-2497
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	0
IRS990EZ/GrantsAndSimilarAmountsPaid	0	5500
IRS990EZ/GrossReceipts	0	3013
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/GrossReceiptsLessThan25000	0	X
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	13
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	34903
IRS990EZ/NetAssetsOrFundBalancesBOY	0	34903
IRS990EZ/NetAssetsOrFundBalances/EOY	0	32406
IRS990EZ/NetAssetsOrFundBalancesEOY	0	32406
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	0	WELLS FARGO CENTER STE 2929
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	1	1300 SW FIFTH AVENUE STE 2929
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	2	2174 NW THORNCROFT DR 1027
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	3	200 SW MARKET ST STE 190
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	4	1785 WOODLAND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	5	1150 CAPITOL DRIVE UNIT 133
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	6	222 SW COLUMBIA ST STE 1133
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	0	PORTLAND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	1	PORTLAND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	2	HILLSBORO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	3	PORTLAND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	4	WOODBURN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	5	SAN PEDRO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	6	PORTLAND
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	0	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	1	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	2	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	3	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	4	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	5	CA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	6	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	0	97201
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	1	97201
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	2	97124
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	3	97201
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	4	970712008
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	5	90732
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	6	97201
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	KEVIN KILPATRICK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	ANDEE MASONEK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	MARY CIULA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	ELIZABETH WAINWRIGHT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	VIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	KAREN TOZER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	KIM AEBY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	SECT/TREASURER
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherExpensesTotal	0	10
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	PUBLIC CHARITY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	PROVIDE COLLEGE SCHOLARSHIPS FOR STUDY OF INTERNATIONAL TRADE AND TRANSPORTATION. DURING 2010 FISCAL YEAR THE ORGANIZATION AWARDED FOUR SCHOLARSHIPS TOTALING $5,500.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	5500
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SpecialEventsNetIncomeLoss	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	OR
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	200 SW MARKET STREET STE 190
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	PORTLAND
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	97201
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	CHANN NOUN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	5032202041
IRS990EZ/TotalAssets/BOY	0	34903
IRS990EZ/TotalAssets/EOY	0	32406
IRS990EZ/TotalExpenses	0	5510
IRS990EZ/TotalProgramServiceExpenses	0	5500
IRS990EZ/TotalRevenue	0	3013
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	INFORMATION CONTAINED @ WWW.PDXMEX.COM
IRS990ScheduleA/AmtsFromSubstContributors/Total	0	0
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total	0	0
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	3000
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	4365
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	4300
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years	0	4100
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years	0	3800
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	19565
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear	0	13
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year	0	13
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years	0	14
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years	0	45
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years	0	68
IRS990ScheduleA/GrossInvestmentIncome509/Total	0	153
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total	0	0
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total	0	0
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear	0	13
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year	0	13
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years	0	14
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years	0	45
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years	0	68
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total	0	153
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00780
IRS990ScheduleA/NetIncomeFromOtherUBI/Total	0	0
IRS990ScheduleA/OtherIncome509/Total	0	0
IRS990ScheduleA/Post1975UBTI/Total	0	0
IRS990ScheduleA/PriorYearSupportPercentage	0	0.98860
IRS990ScheduleA/PriorYrInvestIncomePercentage	0	0.01140
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	0.99220
IRS990ScheduleA/PublicSupportTotal509	0	19565
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	3000
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	4365
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	4300
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years	0	4100
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years	0	3800
IRS990ScheduleA/Total509/Total	0	19565
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	3013
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	4378
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	4314
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years	0	4145
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	3868
IRS990ScheduleA/TotalSupportTotal/Total	0	19718
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total	0	0
IRS990ScheduleO/GeneralExplanation/Explanation	0	CLASS OF ACTIVITY: TWO SCHOLARSHIPSDONEE'S NAME: CALIFORNIA MARITIME ACADEMYDONEE'S ADDRESS: 200 MARITIME ACADEMY DRIVE VALLEJO, CA 94590CASH AMOUNT GIVEN: $3,500CLASS OF ACTIVITY: ONE SCHOLARSHIPDONEE'S NAME: TEXAS A&M AT GALVESTONDONEE'S ADDRESS: PO BOX 1675 GALVESTON, TX 77553CASH AMOUNT GIVEN: $1,000CLASS OF ACTIVITY: ONE SCHOLARSHIPDONEE'S NAME: PORTLAND STATE UNIVERSITYDONEE'S ADDRESS: PO BOX 751 PORTLAND, OR 97207CASH AMOUNT GIVEN: $1,000
IRS990ScheduleO/GeneralExplanation/Explanation	1	BANK FEES $10
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, General Explanation.1
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Other Expenses.1
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	861090663
ReturnHeader/Filer/Name/BusinessNameLine1	0	MERCHANTS EXCHANGE SCHOLARSHIP FUND
ReturnHeader/Filer/NameControl	0	MERC
ReturnHeader/Filer/Phone	0	5032284361
ReturnHeader/Filer/USAddress/AddressLine1	0	200 SW MARKET STREET
ReturnHeader/Filer/USAddress/City	0	PORTLAND
ReturnHeader/Filer/USAddress/State	0	OR
ReturnHeader/Filer/USAddress/ZIPCode	0	97201
ReturnHeader/Officer/DateSigned	0	2011-12-22
ReturnHeader/Officer/Name	0	ELIZABETH WAINWRIGHT
ReturnHeader/Officer/Title	0	SECRETARY/TREASURER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Rostad & English CPAs PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	9498 SW Barbur Blvd Suite 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Portland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	972195466
ReturnHeader/Preparer/Name	0	Michael W English
ReturnHeader/Preparer/Phone	0	5039772266
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2010-10-01
ReturnHeader/TaxPeriodEndDate	0	2011-09-30
ReturnHeader/TaxYear	0	2010
ReturnHeader/Timestamp	0	2011-12-22T12:07:56-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $32,406
Liabilities: -
Net assets: $32,406
Revenue: $3,013
Expenses: $5,510
Net income: -$2,497

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$81.5		$81.5	$15.8	$9.12	$6.65
2023Summary only. Only limited summary data is available for this year.	$78.9	$0.50		$12.3	$8.03	$4.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$74.1		$74.1	$37.2	$9.12	$28.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$46.0		$46.0	$8.23	$7.55	$0.69
2020Detailed filing. Detailed filing data is available for this year.	$45.4		$45.4	$19.7	$7.00	$12.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$32.7		$32.7	$6.43	$4.00	$2.43
2018Detailed filing. Detailed filing data is available for this year.	$30.3		$30.3	$7.74	$3.00	$4.74
2017Detailed filing. Detailed filing data is available for this year.	$25.5		$25.5	$6.39	$9.50	$3.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$28.6		$28.6	$5.79	$9.50	$3.71
2015Summary only. Only limited summary data is available for this year.	$32.4	$0.00		$2.85	$7.04	$4.19
2014Detailed filing. Detailed filing data is available for this year.	$36.5		$36.5	$4.28	$3.01	$1.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$35.3		$35.3	$7.30	$3.07	$4.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$31.0		$31.0	$3.68	$5.04	$1.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$32.4		$32.4	$3.01	$5.51	$2.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$34.9		$34.9	$4.38	$5.01	$0.63