Civic Intelligence

Canby Educational Foundation

990 • Fiscal year 2014 • EIN 91-1786591

Jul 01, 2013 to Jun 30, 2014 • Filed on May 14, 2015

PO Box 127197013

(503) 263-9299

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2014

Assets

Up

$725,971

Up $75,099 (+12%) from 2013

Net Assets

Up

$725,971

Up $75,099 (+12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$129,489

No earlier filing loaded for comparison.

Expenses

Down

$54,390

Down $4,705 (-8.0%) from 2013

Net Income

$75,099

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $653,985Liabilities 2011: $0Net Assets 2011: $653,9852011Assets 2012: $663,282Liabilities 2012: $0Net Assets 2012: $663,2822012Assets 2013: $650,872Liabilities 2013: $0Net Assets 2013: $650,8722013Assets 2014: $725,971Liabilities 2014: $0Net Assets 2014: $725,9712014Assets 2015: $745,580Liabilities 2015: $0Net Assets 2015: $745,5802015Assets 2016: $684,717Liabilities 2016: $0Net Assets 2016: $684,7172016Assets 2017: $733,050Liabilities 2017: $0Net Assets 2017: $733,0502017Assets 2018: $774,980Liabilities 2018: $0Net Assets 2018: $774,9802018Assets 2019: $794,301Liabilities 2019: $0Net Assets 2019: $794,3012019Assets 2020: $879,006Liabilities 2020: $0Net Assets 2020: $879,0062020Assets 2021: $1,143,319Liabilities 2021: $133Net Assets 2021: $1,143,1862021Assets 2022: $1,012,102Liabilities 2022: $520Net Assets 2022: $1,011,5822022Assets 2023: $1,040,293Liabilities 2023: $438Net Assets 2023: $1,039,8552023Assets 2024: $1,085,087Liabilities 2024: $131Net Assets 2024: $1,084,9562024Assets 2025: $1,162,062Liabilities 2025: $278Net Assets 2025: $1,161,7842025

Highlighted filing

2014

Assets$725,971
Liabilities$0
Net Assets$725,971

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $82,773Expenses 2011: $61,608Net Income 2011: $21,1652011Expenses 2012: $47,9262012Expenses 2013: $59,0952013Revenue 2014: $129,489Expenses 2014: $54,390Net Income 2014: $75,0992014Revenue 2015: $49,290Expenses 2015: $29,681Net Income 2015: $19,6092015Revenue 2016: $19,757Expenses 2016: $80,620Net Income 2016: -$60,8632016Revenue 2017: $101,990Expenses 2017: $53,657Net Income 2017: $48,3332017Revenue 2018: $100,326Expenses 2018: $58,396Net Income 2018: $41,9302018Revenue 2019: $67,991Expenses 2019: $48,670Net Income 2019: $19,3212019Revenue 2020: $154,788Expenses 2020: $70,083Net Income 2020: $84,7052020Revenue 2021: $319,567Expenses 2021: $55,387Net Income 2021: $264,1802021Revenue 2022: -$58,576Expenses 2022: $73,028Net Income 2022: -$131,6042022Revenue 2023: $114,482Expenses 2023: $86,209Net Income 2023: $28,2732023Revenue 2024: $156,812Expenses 2024: $111,711Net Income 2024: $45,1012024Revenue 2025: $151,406Expenses 2025: $74,578Net Income 2025: $76,8282025

Highlighted filing

2014

Revenue$129,489
Expenses$54,390
Net Income$75,099
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$379,804
Mission and Program Overview

Mission

To enhance cultural educational opportunities for the students of the canby school district

To enhance cultural educational opportunities for thr students of the canby school district

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$626,093$694,135▲ $68,042
Cash and Non-Interest-Bearing Accounts$24,779$31,836▲ $7,057
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$650,872$725,971▲ $75,099
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$650,872$725,971▲ $75,099
Total Net Assets Fund Balance$650,872$725,971▲ $75,099
Total Liabilities and Net Assets / Fund Balance$650,872$725,971▲ $75,099
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carol MeeuwsenChairman
Gay KuykendallDirector
Laura OldenkampDirector
Laurie FieldDirector
Nancy SebastianDirector
Rex HagansDirector
Sandra FieldDirector
Thomas NolanDirector
Tom OlsonDirector
Roger ReifSecretary
Charlie StinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$18,244
Program Service Revenue
$0
Investment Income
$96,879
Other Revenue
$14,366
All Other Contributions
$18,244
Change in Net Assets
$75,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,027
Salaries, Compensation, and Employee Benefits$16,949
Other Expenses$11,414
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,027--$26,027
Other Salaries and Wages-$15,450-$15,450
Fees for Services Accounting-$3,055-$3,055
Fees for Services Legal-$2,171-$2,171
Payroll Taxes-$1,499-$1,499
Office Expenses-$1,423-$1,423
All Other Expenses-$637-$637
Other Expenses-$220-$220
Insurance-$131-$131
Total Functional Expenses$26,027$28,363$0$54,390
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-6000230--Public School Support$26,027
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,191
Fundraising Direct Expenses$9,825
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$24,191$24,191$9,825$14,366
Total Events$24,191$24,191$9,825$14,366
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Reviewed at board meeting.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Executive director compensation reviewed by board of directors at board meeting.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Documents are provided to public upon request.

Filing and Contact Details

Filer

EIN
91-1786591
Phone
5032639299

Signing Officer

Name
Mary Walsh
Title
Executive Director
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Preparer
Julie M Stoltzfus
Phone
5032667545
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IRS990/PayrollTaxesGrp/TotalAmt01499
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt012090
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt036917
IRS990/PYInvestmentIncomeAmt017232
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06860
IRS990/PYOtherRevenueAmt017363
IRS990/PYRevenuesLessExpensesAmt0-12410
IRS990/PYSalariesCompEmpBnftPaidAmt015318
IRS990/PYTotalExpensesAmt059095
IRS990/PYTotalRevenueAmt046685
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt075099
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0626093
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0694135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt018246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt064690
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt028019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt058495
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021471
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0143158
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.31120
IRS990ScheduleA/PublicSupportPY170Pct00.55540
IRS990ScheduleA/PublicSupportTotal170Amt064690
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt018246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09544
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09125
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt064690
IRS990ScheduleA/TotalSupportAmt0207848
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024191
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024191
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0FUNDRAISING ACTIVITY
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014366
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09825
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09825
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt026027
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PUBLIC SCHOOL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CANBY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0936000230
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101130 S IVY STREET
IRS990ScheduleI/RecipientTable/USAddress/City0CANBY
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097013
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXECUTIVE DIRECTOR COMPENSATION REVIEWED BY BOARD OF DIRECTORS AT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE PROVIDED TO PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0650872
IRS990/TotalAssetsEOYAmt0725971
IRS990/TotalAssetsGrp/BOYAmt0650872
IRS990/TotalAssetsGrp/EOYAmt0725971
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt018244
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028363
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026027
IRS990/TotalFunctionalExpensesGrp/TotalAmt054390
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0650872
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0725971
IRS990/TotalProgramServiceExpensesAmt026027
IRS990/TotalProgramServiceRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.15$0.07$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.08$0.16$0.11$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.11$0.09$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.06$0.07$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.32$0.06$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.15$0.07$0.08
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.07$0.05$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.10$0.06$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.10$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.05$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.13$0.05$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.05
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.08$0.06$0.02