Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Merchants Exchange Scholarship Fund
990EZ • Fiscal year 2016 • EIN 86-1090663
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
7th percentile
Higher net margin than 7% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
93rd percentile
Faster revenue growth than 93% of similar nonprofits.
Balance Sheet
Assets
Down$28,642
Down $3,708 (-11%) from 2015
Net Assets
$28,642
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$5,792
Up $2,947 (+104%) from 2015
Expenses
Up$9,500
Up $2,464 (+35%) from 2015
Net Income
Up-$3,708
Up $483 (+12%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2015 to Sep 30, 2016
- Signed
- Dec 15, 2016
- Return Version
- 2015v2.1
- Gross Receipts
- $5,792
Mission and Program Overview
Mission
PUBLIC CHARITY
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE COLLEGE SCHOLARSHIPS FOR STUDY OF INTERNATIONAL TRADE AND TRANSPORTATION. DURING 2015 FISCAL YEAR THE ORGANIZATION AWARDED FIVE SCHOLARSHIPS TOTALING 9,500. | $9,500 | $9,500 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KEVIN KILPATRICK | President | - | $0 | - | - |
| DAVID BOYAJIAN | Vice Preside | - | $0 | - | - |
| REBECCA HENDERSON | Secretary/Tr | - | $0 | - | - |
| ELIZABETH WAINWRIGHT | Director | - | $0 | - | - |
| GARRETT COSTELLO | Director | - | $0 | - | - |
| PJ CHRISTOPHER | Director | - | $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
- 2016-12-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- ROSTAD & ENGLISH CPA'S PC
- Address
- 9498 SW BARBUR BLVD STE 200, PORTLAND, OR 97219-5423
- Preparer
- Michael W English
- Phone
- 5039772266
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I
“Name & address class of activity date of gift desc. Of property cash contribution california maritime academy 200 maritime academy drive vallejo, ca 94590 scholarships 07/22/2016 cash 2,500 university of california, berkley 201 sproul hall 1960 berkley, ca 94720 scholarships 07/22/2016 cash 2,500 university of oregon 1278 university of oregon eugene, or 97403 scholarships 07/22/2016 cash 1,500 university of virginia 1001 north emmet street charlottesville, va 22904 scholarships 07/22/2016 cash 1,500 portland state university po box 751 portland, or 97207 scholarships 07/22/2016 cash 1,500”
Form 990-ez, Part II, Line 24
“Accounts receivable 920 0 total 920 0”
Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CHANN NOUN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5032202041 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 200 SW MARKET STREET STE 190 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97201 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 31430 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 28642 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5633 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3708 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 32350 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 28642 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 9500 |
| IRS990EZ/GrossReceiptsAmt | 0 | 5792 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 159 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 32350 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 28642 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 32350 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 28642 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KEVIN KILPATRICK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAVID BOYAJIAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | REBECCA HENDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ELIZABETH WAINWRIGHT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | GARRETT COSTELLO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | PJ CHRISTOPHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY/TR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 920 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PUBLIC CHARITY |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE COLLEGE SCHOLARSHIPS FOR STUDY OF INTERNATIONAL TRADE AND TRANSPORTATION. DURING 2015 FISCAL YEAR THE ORGANIZATION AWARDED FIVE SCHOLARSHIPS TOTALING 9,500. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 9500 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 9500 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OR |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 9500 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 9500 |
| IRS990EZ/TotalRevenueAmt | 0 | 5792 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | INFORMATION CONTAINED @ WWW.PDXMEX.COM |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 5633 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2660 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4163 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7288 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3662 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 23406 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 159 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 185 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 115 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 13 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 485 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 159 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 185 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 115 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 13 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 13 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 485 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.02000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.02000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.97970 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.98390 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 23406 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 5633 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2660 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4163 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7288 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3662 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 23406 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 5792 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 2845 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 4278 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 7301 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 3675 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 23891 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAME & ADDRESS CLASS OF ACTIVITY DATE OF GIFT DESC. OF PROPERTY CASH CONTRIBUTION CALIFORNIA MARITIME ACADEMY 200 MARITIME ACADEMY DRIVE VALLEJO, CA 94590 SCHOLARSHIPS 07/22/2016 CASH 2,500 UNIVERSITY OF CALIFORNIA, BERKLEY 201 SPROUL HALL 1960 BERKLEY, CA 94720 SCHOLARSHIPS 07/22/2016 CASH 2,500 UNIVERSITY OF OREGON 1278 UNIVERSITY OF OREGON EUGENE, OR 97403 SCHOLARSHIPS 07/22/2016 CASH 1,500 UNIVERSITY OF VIRGINIA 1001 NORTH EMMET STREET CHARLOTTESVILLE, VA 22904 SCHOLARSHIPS 07/22/2016 CASH 1,500 PORTLAND STATE UNIVERSITY PO BOX 751 PORTLAND, OR 97207 SCHOLARSHIPS 07/22/2016 CASH 1,500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS RECEIVABLE 920 0 TOTAL 920 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID BOYAJIAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5032284361 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-12-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MERCHANTS EXCHANGE SCHOLARSHIP FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MERC |
| ReturnHeader/Filer/EIN | 0 | 861090663 |
| ReturnHeader/Filer/PhoneNum | 0 | 5032284361 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 200 SW MARKET STREET SUITE 190 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97201 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 200260950 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROSTAD & ENGLISH CPA'S PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9498 SW BARBUR BLVD STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 972195423 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5039772266 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-12-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL W ENGLISH |
| ReturnHeader/ReturnTs | 0 | 2016-12-22T13:06:03-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-09-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $28,642
- Liabilities
- -
- Net assets
- $28,642
- Revenue
- $5,792
- Expenses
- $9,500
- Net income
- -$3,708