Civic Intelligence

Philanthropic Expansion Fund

EIN 87-1334285 • 501(c)3 • Salem, OR

Profile

The primary objectives and purposes of this corporation are exclusively for charitable and educational purposes under section 501(c)(3) of the Internal Revenue Code, or corresponding section of any future federal tax code.

2355 State St Ste 101Salem, OR 97301

www.pe.fund

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.07x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

72nd percentile

0.02x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

18th percentile

-56%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-79%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$6,921

Down $8,717 (-56%) from 2024

Liabilities

Down

$500

Down $13,964 (-97%) from 2024

Net Assets

Up

$6,421

Up $5,246 (+446%) from 2024

Operations
Liabilities / Revenue72nd percentileNet Margin72nd percentile

Revenue

Down

$29,685

Down $112,441 (-79%) from 2024

Expenses

Down

$24,438

Down $117,652 (-83%) from 2024

Net Income

Up

$5,247

Up $5,211 (+14475%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$15K$10K$5.0K$0Assets 2024: $15,638Liabilities 2024: $14,464Net Assets 2024: $1,1752024Assets 2025: $6,921Liabilities 2025: $500Net Assets 2025: $6,4212025

Highlighted filing

2025

Assets$6,921
Liabilities$500
Net Assets$6,421
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2024: $142,126Expenses 2024: $142,090Net Income 2024: $362024Revenue 2025: $29,685Expenses 2025: $24,438Net Income 2025: $5,2472025

Highlighted filing

2025

Revenue$29,685
Expenses$24,438
Net Income$5,247
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,921
Liabilities
$500
Net assets
$6,421
Revenue
$29,685
Expenses
$24,438
Net income
$5,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.07$0.01$0.06$0.30$0.24$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.16$0.14$0.01$1.42$1.42$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Mar 1, 2025
Signed
May 28, 2025
Return Version
2024v5.0
Gross Receipts
$29,685
Mission and Program Overview

Mission

The primary objectives and purposes of this corporation are exclusively for charitable and educational purposes under section 501(c)(3) of the Internal Revenue Code, or corresponding section of any future federal tax code.

Program Services

DescriptionGrantsExpenses
capacity building-$23,225
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick SampsonPresident & Executive DirectorPT$0--
Lynn LeVice President-$0--
Ryan CaveSecretary-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Philanthropic Expansion Fund
EIN
87-1334285
Address
2355 State St Ste 101, Salem, OR 97301

Signing Officer

Name
Patrick Sampson
Title
President & Executive Director
Signed
2025-05-28
Raw XML Appendix146 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/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01213
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt019685
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0capacity building
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023225
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014464
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt023225
IRS990EZ/TotalRevenueAmt029685
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.pe.fund
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Sampson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHILANTHROPIC EXPANSION FUND
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0871334285
ReturnHeader/Filer/USAddress/AddressLine1Txt02355 State St Ste 101
ReturnHeader/Filer/USAddress/CityNm0Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097301
ReturnHeader/ReturnTs02025-05-28T11:39:32Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-03-01
ReturnHeader/TaxYr02024

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