Civic Intelligence

Robert William Lloyd MD and June M Lloyd

990PF • Fiscal year 2011 • EIN 91-6573273

Dec 01, 2010 to Nov 30, 2011 • Filed on Mar 08, 2012

Organization Profile
P O Box 316897208
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

93rd percentile

$34,571

Higher top officer pay than 93% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

37th percentile

-2.3%

Faster asset growth than 37% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,983,267

Down $69,490 (-2.3%) from 2010

Net Assets

Down

$2,983,267

Down $69,490 (-2.3%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$179,426

Up $19,626 (+12%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,052,757Liabilities 2010: $0Net Assets 2010: $3,052,7572010Assets 2011: $2,983,267Liabilities 2011: $0Net Assets 2011: $2,983,2672011Assets 2012: $2,910,073Liabilities 2012: $0Net Assets 2012: $2,910,0732012Assets 2013: $2,901,156Liabilities 2013: $02013Assets 2014: $2,786,048Liabilities 2014: $0Net Assets 2014: $2,786,0482014Assets 2015: $2,953,972Liabilities 2015: $0Net Assets 2015: $2,953,9722015Assets 2016: $2,975,157Liabilities 2016: $0Net Assets 2016: $2,975,1572016Assets 2017: $2,945,767Liabilities 2017: $0Net Assets 2017: $2,945,7672017Assets 2018: $2,909,687Liabilities 2018: $0Net Assets 2018: $2,909,6872018Assets 2019: $2,857,181Liabilities 2019: $0Net Assets 2019: $2,857,1812019Assets 2020: $2,749,861Liabilities 2020: $0Net Assets 2020: $2,749,8612020Assets 2021: $3,644,034Liabilities 2021: $0Net Assets 2021: $3,644,0342021Assets 2022: $3,546,564Liabilities 2022: $0Net Assets 2022: $3,546,5642022Assets 2023: $3,621,490Liabilities 2023: $0Net Assets 2023: $3,621,4902023Assets 2024: $3,600,029Liabilities 2024: $0Net Assets 2024: $3,600,0292024

Highlighted filing

2011

Assets$2,983,267
Liabilities$0
Net Assets$2,983,267
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $159,8002010Expenses 2011: $179,4262011Expenses 2012: $228,7442012Revenue 2013: $190,015Expenses 2013: $198,931Net Income 2013: -$8,9162013Revenue 2014: $105,578Expenses 2014: $220,686Net Income 2014: -$115,1082014Revenue 2015: $385,170Expenses 2015: $217,902Net Income 2015: $167,2682015Revenue 2016: $235,317Expenses 2016: $213,479Net Income 2016: $21,8382016Revenue 2017: $130,280Expenses 2017: $159,673Net Income 2017: -$29,3932017Revenue 2018: $213,020Expenses 2018: $249,101Net Income 2018: -$36,0812018Revenue 2019: $166,134Expenses 2019: $218,672Net Income 2019: -$52,5382019Revenue 2020: $109,478Expenses 2020: $216,801Net Income 2020: -$107,3232020Revenue 2021: $1,129,491Expenses 2021: $235,307Net Income 2021: $894,1842021Revenue 2022: $170,171Expenses 2022: $267,605Net Income 2022: -$97,4342022Revenue 2023: $128,275Expenses 2023: $53,336Net Income 2023: $74,9392023Revenue 2024: $101,135Expenses 2024: $122,612Net Income 2024: -$21,4772024

Highlighted filing

2011

Revenue-
Expenses$179,426
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Mar 8, 2012
Return Version
2010v3.7
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$34,571-$34,571
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOHS FOUNDATIONGENERAL SUPPORTPUBLICPORTLAND, OR, US$142,323
Filing and Contact Details

Filer

EIN
91-6573273
Raw XML Appendix342 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/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0147445
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0154879
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear205560
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus05560
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY05560
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0147445
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover05560
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY01874
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount03
OtherDecreasesSchedule/OtherDecreases/Amount12135
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENT FOR ROUNDING
OtherDecreasesSchedule/OtherDecreases/Description1RECEIVED VS REPORTED SECURITIES
OtherExpensesSchedule/OtherExpenses/Description0STATE FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0315
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0315
OtherIncreasesSchedule/OtherIncreases/Amount01274
OtherIncreasesSchedule/OtherIncreases/Description0RECV'D VS REPT'D SECURITIES PY
TaxesSchedule/Taxes/Amount0391
TaxesSchedule/Taxes/Amount11779
TaxesSchedule/Taxes/Amount247
TaxesSchedule/Taxes/Category0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome11779
TaxesSchedule/Taxes/NetInvestmentIncome247
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0916573273
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT WILLIAM LLOYD MD AND JUNE M LLOYD
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone05032754327
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 3168
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097208
ReturnHeader/Officer/DateSigned02012-03-08
ReturnHeader/Officer/Name099004
ReturnHeader/Officer/Phone05032754327
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-12-01
ReturnHeader/TaxPeriodEndDate02011-11-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02009-10-15T15:15:33+05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,983,267
Liabilities
$0
Net assets
$2,983,267
Revenue
-
Expenses
$179,426
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.10$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.13$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.17$0.27$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$1.13$0.24$0.89
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.11$0.22$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.17$0.22$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.21$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.13$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.24$0.21$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.39$0.22$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.11$0.22$0.12
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$0.19$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.23
2011Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.16