Civic Intelligence

Fulcrum Fund

990PF • Fiscal year 2023 • EIN 87-3193861

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

2880 NW Stewart Pkwy Ste 300Roseburg, OR 97471

(541) 229-4070

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

99%

Higher net margin than 97% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

100th percentile

14999900%

Faster asset growth than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

15086900%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$150,000

Up $150,000 from 2022

Net Assets

Up

$150,000

Up $150,000 from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue

Up

$150,870

Up $150,870 from 2022

Expenses

Up

$870

Up $870 from 2022

Net Income

Up

$150,000

Up $150,000 from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $150,000Liabilities 2023: $1Net Assets 2023: $150,0002023Assets 2024: $166,865Liabilities 2024: $0Net Assets 2024: $166,8652024

Highlighted filing

2023

Assets$150,000
Liabilities$1
Net Assets$150,000

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$150,870
Expenses$870
Net Income$150,000
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.0
Compensation and Service Providers

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
2024-11-14
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
Phone
5416734423
Raw XML Appendix187 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/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05418174371
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/DisasterReliefTxt0EXTENSION APPROVED THRU 11/15/2024
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FULCRUM FUND
ReturnHeader/Filer/BusinessNameControlTxt0FULC
ReturnHeader/Filer/EIN0873193861
ReturnHeader/Filer/PhoneNum05412294070
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930718861
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0358 NE WINCHESTER ST - PO BOX 2350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSEBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974703327
ReturnHeader/PreparerPersonGrp/PhoneNum05416734423
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN B OLESON
ReturnHeader/ReturnTs02024-11-14T15:17:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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