Civic Intelligence

Merchants Exchange Scholarship Fund

990EZ • Fiscal year 2015 • EIN 86-1090663

Oct 01, 2014 to Sep 30, 2015 • Filed on Dec 22, 2015

Organization ProfileINFORMATION CONTAINED @ WWW.PDXMEX.COM
200 SW Market Street Suite 190Portland, OR 97201

(503) 228-4361

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

3rd percentile

-147%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

27th percentile

-11%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$32,350

Flat from 2015

Net Assets

$32,350

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Flat

$2,845

Flat from 2015

Expenses

Flat

$7,036

Flat from 2015

Net Income

Flat

-$4,191

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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: $32,350Net Assets 2015: $32,3502015Assets 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

2015

Assets$32,350
Liabilities-
Net Assets$32,350
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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 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

2015

Revenue$2,845
Expenses$7,036
Net Income-$4,191
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Dec 22, 2015
Return Version
2014v5.0
Gross Receipts
$2,845
Mission and Program Overview

Mission

PUBLIC CHARITY

Program Services

DescriptionGrantsExpenses
PROVIDE COLLEGE SCHOLARSHIPS FOR STUDY OF INTERNATIONAL TRADE AND TRANSPORTATION. DURING 2014 FISCAL YEAR THE ORGANIZATION AWARDED FIVE SCHOLARSHIPS TOTALING 7,000.-$7,036
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN KILPATRICKPresident-$0--
DAVID BOYAJIANVice Preside-$0--
ELIZABETH WAINWRIGHTSecretary/Tr-$0--
GARRETT COSTELLODirector-$0--
VIE ANDERSONDirector-$0--
REBECCA HENDERSONDirector-$0--
PJ CHRISTOPHERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Merchants Exchange Scholarship Fund
EIN
86-1090663
Phone
5032284361
Address
200 SW MARKET STREET SUITE 190, PORTLAND, OR 97201

Signing Officer

Name
David Boyajian
Title
Vice President
Phone
5032284361
Signed
2015-12-22
Discuss with paid preparer
Yes

Preparer

Firm
ROSTAD & ENGLISH CPA'S PC
Address
9498 SW BARBUR BLVD STE 200, PORTLAND, OR 97219
Preparer
Michael W English
Phone
5039772266
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“California maritime academy scholarships 08/11/2015 200 maritime academy drive cash vallejo, ca 94590 7,000 0 7,000 cash cash”

Form 990-ez, Part I, Line 16

“Expenses bank fees 36 total 36”

Form 990-ez, Part II, Line 24

“Accounts receivable 0 920 total 0 920”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHANN NOUN
IRS990EZ/BooksInCareOfDetail/PhoneNum05032202041
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 SW MARKET STREET STE 190
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031430
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02660
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4191
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036541
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032350
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07000
IRS990EZ/GrossReceiptsAmt02845
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0185
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032350
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KEVIN KILPATRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID BOYAJIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELIZABETH WAINWRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GARRETT COSTELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VIE ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5REBECCA HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PJ CHRISTOPHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0920
IRS990EZ/OtherExpensesTotalAmt036
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC CHARITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE COLLEGE SCHOLARSHIPS FOR STUDY OF INTERNATIONAL TRADE AND TRANSPORTATION. DURING 2014 FISCAL YEAR THE ORGANIZATION AWARDED FIVE SCHOLARSHIPS TOTALING 7,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07036
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07036
IRS990EZ/TotalProgramServiceExpensesAmt07036
IRS990EZ/TotalRevenueAmt02845
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0INFORMATION CONTAINED @ WWW.PDXMEX.COM
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04163
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03662
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020773
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0185
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0115
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0339
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0185
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0115
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0339
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98390
IRS990ScheduleA/PublicSupportPY509Pct00.99260
IRS990ScheduleA/PublicSupportTotal509Amt020773
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07288
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/Total509Grp/TotalAmt020773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02845
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04278
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07301
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03675
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03013
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CALIFORNIA MARITIME ACADEMY SCHOLARSHIPS 08/11/2015 200 MARITIME ACADEMY DRIVE CASH VALLEJO, CA 94590 7,000 0 7,000 CASH CASH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 36 TOTAL 36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 0 920 TOTAL 0 920
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID BOYAJIAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032284361
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERCHANTS EXCHANGE SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0MERC
ReturnHeader/Filer/EIN0861090663
ReturnHeader/Filer/PhoneNum05032284361
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 SW MARKET STREET SUITE 190
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200260950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSTAD & ENGLISH CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09498 SW BARBUR BLVD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097219
ReturnHeader/PreparerPersonGrp/PhoneNum05039772266
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W ENGLISH
ReturnHeader/ReturnTs02015-12-22T20:18:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,350
Liabilities
-
Net assets
$32,350
Revenue
$2,845
Expenses
$7,036
Net income
-$4,191
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
2015Detailed filing. Detailed filing data is available for this year.$32.4$32.4$2.85$7.04$4.19
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