Civic Intelligence

The Carpenter Foundation

990PF • Fiscal year 2017 • EIN 93-0491360

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

Organization Profile
824 EAST MAIN ST No 102Medford, OR 97504

(541) 772-5851

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.18x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

9th percentile

-36%

Higher net margin than 9% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

24th percentile

$41,546

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

25th percentile

-1.6%

Faster asset growth than 25% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$17,344,321

Down $279,523 (-1.6%) from 2016

Net Assets

Down

$17,206,739

Down $249,885 (-1.4%) from 2016

Liabilities

Down

$137,582

Down $29,638 (-18%) from 2016

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin9th percentile

Revenue

Down

$772,015

Down $1,159,653 (-60%) from 2016

Expenses

Down

$1,050,369

Down $7,177 (-0.7%) from 2016

Net Income

Down

-$278,354

Down $1,152,476 (-132%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $16,374,530Liabilities 2011: $119,0102011Assets 2012: $15,647,860Liabilities 2012: $124,1912012Assets 2013: $15,918,057Liabilities 2013: $198,0002013Assets 2014: $16,112,287Liabilities 2014: $227,480Net Assets 2014: $15,884,8072014Assets 2015: $16,785,222Liabilities 2015: $250,795Net Assets 2015: $16,534,4272015Assets 2016: $17,623,844Liabilities 2016: $167,220Net Assets 2016: $17,456,6242016Assets 2017: $17,344,321Liabilities 2017: $137,582Net Assets 2017: $17,206,7392017Assets 2018: $17,023,269Liabilities 2018: $243,514Net Assets 2018: $16,779,7552018Assets 2019: $16,980,123Liabilities 2019: $221,237Net Assets 2019: $16,758,8862019Assets 2020: $16,593,428Liabilities 2020: $260,658Net Assets 2020: $16,332,7702020Assets 2021: $18,113,088Liabilities 2021: $331,463Net Assets 2021: $17,781,6252021Assets 2022: $18,791,579Liabilities 2022: $235,019Net Assets 2022: $18,556,5602022Assets 2023: $18,955,238Liabilities 2023: $219,819Net Assets 2023: $18,735,4192023Assets 2024: $18,649,940Liabilities 2024: $296,953Net Assets 2024: $18,352,9872024Assets 2025: $18,558,346Liabilities 2025: $379,555Net Assets 2025: $18,178,7912025

Highlighted filing

2017

Assets$17,344,321
Liabilities$137,582
Net Assets$17,206,739
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $259,058Expenses 2011: $864,106Net Income 2011: -$605,0482011Revenue 2012: $212,424Expenses 2012: $944,275Net Income 2012: -$731,8512012Revenue 2013: $1,173,782Expenses 2013: $977,394Net Income 2013: $196,3882013Revenue 2014: $1,169,287Expenses 2014: $1,004,537Net Income 2014: $164,7502014Revenue 2015: $1,638,784Expenses 2015: $989,164Net Income 2015: $649,6202015Revenue 2016: $1,931,668Expenses 2016: $1,057,546Net Income 2016: $874,1222016Revenue 2017: $772,015Expenses 2017: $1,050,369Net Income 2017: -$278,3542017Revenue 2018: $614,676Expenses 2018: $1,041,660Net Income 2018: -$426,9842018Revenue 2019: $1,003,957Expenses 2019: $1,024,826Net Income 2019: -$20,8692019Revenue 2020: $592,935Expenses 2020: $1,020,095Net Income 2020: -$427,1602020Revenue 2021: $2,523,290Expenses 2021: $1,081,494Net Income 2021: $1,441,7962021Revenue 2022: $1,677,416Expenses 2022: $902,481Net Income 2022: $774,9352022Revenue 2023: $1,367,354Expenses 2023: $1,188,495Net Income 2023: $178,8592023Revenue 2024: $920,491Expenses 2024: $1,302,923Net Income 2024: -$382,4322024Revenue 2025: $1,149,641Expenses 2025: $1,323,837Net Income 2025: -$174,1962025

Highlighted filing

2017

Revenue$772,015
Expenses$1,050,369
Net Income-$278,354
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY MOSTUETrustee/PresidentPT$40,336$1,210$41,546
KAREN C ALLANTrustee/VP & Sec-$9,637-$9,637
WILLIAM MOFFATTrustee/Treasurer/InvestmePT$0--
SUE NAUMESFamily Trustee-$0--
DAN THORNDIKEFamily Trustee-$0--
MARY CURTIS GRAMLEYPublic Trustee-$0--
MARK SCHIVELEYPublic Trustee-$0--
LEE MURDOCHPublic Trustee-$0--
LINDA HUGLEPublic Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Carpenter Foundation
EIN
93-0491360
Phone
5417725851
Address
824 EAST MAIN ST No 102, MEDFORD, OR 97504

Signing Officer

Name
Emily Mostue
Title
President
Phone
5417725851
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
McDonald Jacobs PC
Address
520 SW Yamhill St Ste 500, Portland, OR 97204
Preparer
Sang Ahn
Phone
5032270581
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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/OtherIncomeNetInvstIncmAmt0-80415
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-80464
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018369
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018369
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt016053
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt09607
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt025660
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0945453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt095186
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01050369
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0772064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0772015
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0148350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt095186
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0253266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01468329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0398876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0398876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01867205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALE OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0398876
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-278354
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt028469
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017206739
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017456624
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017206739
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0893131
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0893131
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0893131
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0899900
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06769
IRS990PF/DistributableAmountGrp/TotalTaxAmt06769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011471
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt018240
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011471
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018240
IRS990PF/FMVAssetsEOYAmt018930603
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt064940
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033799
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt033799
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014792273
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014733784
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016717371
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0163325
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0117500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt013012
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt019607
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt02133
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06595
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06595
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt018888
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt014845
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt014845
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02693994
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02549672
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02152367
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03895
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt020082
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt051616
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05626
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05626
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017623844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017344321
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018930603
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0167220
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0137582
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017623844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017344321
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017456624
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017206739
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt017456624
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt017206739
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018272085
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt072519
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018192971
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0274081
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06595
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0899900
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017998004
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018272085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt067549
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt09658
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PAULA WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd097504
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt040336
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt19637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt01210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EMILY MOSTUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN C ALLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM MOFFAT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUE NAUMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAN THORNDIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MARY CURTIS GRAMLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MARK SCHIVELEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7LEE MURDOCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8LINDA HUGLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE/VP & SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE/TREASURER/INVESTME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3FAMILY TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4FAMILY TRUSTEE

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,344,321
Liabilities
$137,582
Net assets
$17,206,739
Revenue
$772,015
Expenses
$1,050,369
Net income
-$278,354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.6$0.38$18.2$1.15$1.32$0.17
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.30$18.4$0.92$1.30$0.38
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.22$18.7$1.37$1.19$0.18
2022Detailed filing. Detailed filing data is available for this year.$18.8$0.24$18.6$1.68$0.90$0.77
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.33$17.8$2.52$1.08$1.44
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.26$16.3$0.59$1.02$0.43
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.22$16.8$1.00$1.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.24$16.8$0.61$1.04$0.43
2017Detailed filing. Detailed filing data is available for this year.$17.3$0.14$17.2$0.77$1.05$0.28
2016Detailed filing. Detailed filing data is available for this year.$17.6$0.17$17.5$1.93$1.06$0.87
2015Detailed filing. Detailed filing data is available for this year.$16.8$0.25$16.5$1.64$0.99$0.65
2014Detailed filing. Detailed filing data is available for this year.$16.1$0.23$15.9$1.17$1.00$0.16
2013Summary only. Only limited summary data is available for this year.$15.9$0.20$1.17$0.98$0.20
2012Summary only. Only limited summary data is available for this year.$15.6$0.12$0.21$0.94$0.73
2011Summary only. Only limited summary data is available for this year.$16.4$0.12$0.26$0.86$0.61