Civic Intelligence

Merchants Exchange Scholarship Fund

990EZ • Fiscal year 2013 • EIN 86-1090663

Oct 01, 2012 to Sep 30, 2013 • Filed on Dec 19, 2013

200 SW Market Street97201
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

92nd percentile

99%

Faster revenue growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$35,275

Up $4,234 (+14%) from 2012

Net Assets

Up

$35,275

Up $4,234 (+14%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$7,302

Up $3,627 (+99%) from 2012

Expenses

Down

$3,068

Down $1,972 (-39%) from 2012

Net Income

Up

$4,234

Up $5,599 (+410%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $34,903Net Assets 2010: $34,9032010Assets 2011: $32,406Net Assets 2011: $32,4062011Assets 2012: $31,041Net Assets 2012: $31,0412012Assets 2013: $35,275Net Assets 2013: $35,2752013Assets 2014: $36,541Net Assets 2014: $36,5412014Assets 2015: $32,350Liabilities 2015: $02015Assets 2016: $28,642Net Assets 2016: $28,6422016Assets 2017: $25,534Net Assets 2017: $25,5342017Assets 2018: $30,269Net Assets 2018: $30,2692018Assets 2019: $32,695Net Assets 2019: $32,6952019Assets 2020: $45,363Net Assets 2020: $45,3632020Assets 2021: $46,049Net Assets 2021: $46,0492021Assets 2022: $74,094Net Assets 2022: $74,0942022Assets 2023: $78,882Liabilities 2023: $5002023Assets 2025: $81,509Net Assets 2025: $81,5092025

Highlighted filing

2013

Assets$35,275
Liabilities-
Net Assets$35,275

Operations Trend

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

$40K$20K$0-$20KRevenue 2010: $4,378Expenses 2010: $5,005Net Income 2010: -$6272010Revenue 2011: $3,013Expenses 2011: $5,510Net Income 2011: -$2,4972011Revenue 2012: $3,675Expenses 2012: $5,040Net Income 2012: -$1,3652012Revenue 2013: $7,302Expenses 2013: $3,068Net Income 2013: $4,2342013Revenue 2014: $4,278Expenses 2014: $3,012Net Income 2014: $1,2662014Revenue 2015: $2,845Expenses 2015: $7,036Net Income 2015: -$4,1912015Revenue 2016: $5,792Expenses 2016: $9,500Net Income 2016: -$3,7082016Revenue 2017: $6,392Expenses 2017: $9,500Net Income 2017: -$3,1082017Revenue 2018: $7,735Expenses 2018: $3,000Net Income 2018: $4,7352018Revenue 2019: $6,426Expenses 2019: $4,000Net Income 2019: $2,4262019Revenue 2020: $19,668Expenses 2020: $7,000Net Income 2020: $12,6682020Revenue 2021: $8,234Expenses 2021: $7,548Net Income 2021: $6862021Revenue 2022: $37,160Expenses 2022: $9,115Net Income 2022: $28,0452022Revenue 2023: $12,322Expenses 2023: $8,034Net Income 2023: $4,2882023Revenue 2025: $15,766Expenses 2025: $9,117Net Income 2025: $6,6492025

Highlighted filing

2013

Revenue$7,302
Expenses$3,068
Net Income$4,234
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Dec 19, 2013
Return Version
2012v2.0
Mission and Program Overview

Mission

PUBLIC CHARITY

Filing and Contact Details

Filer

EIN
86-1090663
Raw XML Appendix170 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY031016
IRS990EZ/CashSavingsAndInvestments/EOY035275
IRS990EZ/ContributionsGiftsGrantsEtc07289
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear04234
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/Form720Filed0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid03000
IRS990EZ/GrossReceipts07302
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/GrossReceiptsLessThan250000X
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome013
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY031041
IRS990EZ/NetAssetsOrFundBalancesBOY031041
IRS990EZ/NetAssetsOrFundBalances/EOY035275
IRS990EZ/NetAssetsOrFundBalancesEOY035275
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0KEVIN KILPATRICK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1GARRETT COSTELLO
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ELIZABETH WAINWRIGHT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3VIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4KAREN TOZER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KIM AEBY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4SECT/TREAS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Vice President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY025
IRS990EZ/OtherExpensesTotal068
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PUBLIC CHARITY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDE COLLEGE SCHOLARSHIPS FOR STUDY OF INTERNATIONAL TRADE AND TRANSPORTATION. DURING 2012 FISCAL YEAR THE ORGANIZATION AWARDED THREE SCHOLARSHIPS TOTALING $3,000.
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OR
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10200 SW MARKET STREET STE 190
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0PORTLAND
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode097201
IRS990EZ/TheBooksAreInCareOf/NamePerson0CHANN NOUN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05032202041
IRS990EZ/TotalAssets/BOY031041
IRS990EZ/TotalAssets/EOY035275
IRS990EZ/TotalExpenses03068
IRS990EZ/TotalRevenue07302
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0INFORMATION CONTAINED @ WWW.PDXMEX.COM
IRS990ScheduleA/AmtsFromSubstContributors/Total00
IRS990ScheduleA/AmtsRecdFromDisqualPersons/Total00
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear07288
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year03662
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years03000
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years04365
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years04300
IRS990ScheduleA/GiftsGrantsContribReceived509/Total022615
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYear013
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus1Year013
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus2Years013
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years013
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years014
IRS990ScheduleA/GrossInvestmentIncome509/Total066
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total00
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear013
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year013
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years013
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years013
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years014
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total066
IRS990ScheduleA/InvestmentIncomePercentage00.00290
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
IRS990ScheduleA/OtherIncome509/Total00
IRS990ScheduleA/Post1975UBTI/Total00
IRS990ScheduleA/PriorYearSupportPercentage00.99500
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00500
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99710
IRS990ScheduleA/PublicSupportTotal509022615
IRS990ScheduleA/TaxRevLeviedForOrgBenefit509/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear07288
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year03662
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years03000
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years04365
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years04300
IRS990ScheduleA/Total509/Total022615
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear07301
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year03675
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years03013
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years04378
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years04314
IRS990ScheduleA/TotalSupportTotal/Total022681
IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0CLASS OF ACTIVITY: ONE SCHOLARSHIPDONEE'S NAME: CALIFORNIA MARITIME ACADEMYDONEE'S ADDRESS: 200 MARITIME ACADEMY DRIVE VALLEJO, CA 94590CASH AMOUNT GIVEN: $2,000CLASS OF ACTIVITY: TWO SCHOLARSHIPSDONEE'S NAME: PORTLAND STATE UNIVERSITYDONEE'S ADDRESS: PO BOX 751 PORTLAND, OR 97207CASH AMOUNT GIVEN: $1,000
IRS990ScheduleO/GeneralExplanation/Explanation1Accounts Receivable - Beginning $25 Accounts Receivable - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation2BANK FEES $68
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, General Explanation.1
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 24.1005
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Assets.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0861090663
ReturnHeader/Filer/Name/BusinessNameLine10MERCHANTS EXCHANGE SCHOLARSHIP FUND
ReturnHeader/Filer/NameControl0MERC
ReturnHeader/Filer/Phone05032284361
ReturnHeader/Filer/USAddress/AddressLine10200 SW MARKET STREET
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097201
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-12-19
ReturnHeader/Officer/Name0KEVIN KILPATRICK
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Rostad & English CPAs PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine109498 SW Barbur Blvd Suite 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Portland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0972195466
ReturnHeader/Preparer/Name0Michael W English
ReturnHeader/Preparer/Phone05039772266
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-19T18:38:32-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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