Civic Intelligence

Fulcrum Fund

EIN 87-3193861 • Roseburg, OR

2880 NW Stewart Pkwy Ste 300Roseburg, OR 97471
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$166,865

Up $16,865 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$166,865

Up $16,865 (+11%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Down

$3,986

Down $146,884 (-97%) from 2023

Expenses

Up

$1,365

Up $495 (+57%) from 2023

Net Income

Down

$2,621

Down $147,379 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $150,000Liabilities 2023: $0Net Assets 2023: $150,0002023Assets 2024: $166,865Liabilities 2024: $0Net Assets 2024: $166,8652024

Highlighted filing

2024

Assets$166,865
Liabilities$0
Net Assets$166,865
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $150,870Expenses 2023: $870Net Income 2023: $150,0002023Revenue 2024: $3,986Expenses 2024: $1,365Net Income 2024: $2,6212024

Highlighted filing

2024

Revenue$3,986
Expenses$1,365
Net Income$2,621
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,865
Liabilities
$0
Net assets
$166,865
Revenue
$3,986
Expenses
$1,365
Net income
$2,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.04$0.01$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$1.51$0.01$1.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN WILLIAMSPresident-$0--
SUSAN WILLIAMSTreasurer-$0--
ADEN BLISSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Fulcrum Fund
EIN
87-3193861
Phone
5412294070
Address
2880 NW STEWART PKWY STE 300, ROSEBURG, OR 97471

Signing Officer

Name
Stephen Williams
Title
President
Phone
5418174371
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Wicks Emmett Llp
Address
358 NE WINCHESTER ST - PO BOX 2350, ROSEBURG, OR 97470-3327
Preparer
Steven B Oleson CPA
Phone
5416734423
Raw XML Appendix194 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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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031308
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0138624
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum05412294070
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ReturnHeader/ReturnTs02025-11-17T19:17:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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