Civic Intelligence

Howard E Carruth Foundation Us National Bank of Oregon

990PF • Fiscal year 2013 • EIN 93-0713792

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 29, 2013

Organization Profile
P O Box 316897208
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

61st percentile

$44,825

Higher top officer pay than 61% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

32nd percentile

-1.9%

Faster asset growth than 32% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,816,321

Down $54,264 (-1.9%) from 2012

Net Assets

Down

$2,816,321

Down $54,264 (-1.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$200,023

Up $27,756 (+16%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,678,059Liabilities 2011: $0Net Assets 2011: $2,678,0592011Assets 2012: $2,870,585Liabilities 2012: $0Net Assets 2012: $2,870,5852012Assets 2013: $2,816,321Liabilities 2013: $0Net Assets 2013: $2,816,3212013Assets 2014: $2,711,658Liabilities 2014: $0Net Assets 2014: $2,711,6582014Assets 2015: $2,677,191Liabilities 2015: $0Net Assets 2015: $2,677,1912015Assets 2016: $2,693,735Liabilities 2016: $12016Assets 2017: $2,577,877Liabilities 2017: $0Net Assets 2017: $2,577,8772017Assets 2018: $2,614,288Liabilities 2018: $0Net Assets 2018: $2,614,2882018Assets 2019: $2,588,758Liabilities 2019: $0Net Assets 2019: $2,588,7582019Assets 2020: $2,478,211Liabilities 2020: $0Net Assets 2020: $2,478,2112020Assets 2021: $2,560,871Liabilities 2021: $0Net Assets 2021: $2,560,8712021Assets 2022: $2,669,628Liabilities 2022: $0Net Assets 2022: $2,669,6282022Assets 2023: $2,561,025Liabilities 2023: $0Net Assets 2023: $2,561,0252023Assets 2024: $2,424,581Liabilities 2024: $12024Assets 2025: $2,584,904Liabilities 2025: $0Net Assets 2025: $2,584,9042025

Highlighted filing

2013

Assets$2,816,321
Liabilities$0
Net Assets$2,816,321
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $153,0962011Expenses 2012: $172,2672012Expenses 2013: $200,0232013Revenue 2014: $86,537Expenses 2014: $193,568Net Income 2014: -$107,0312014Revenue 2015: $163,817Expenses 2015: $198,596Net Income 2015: -$34,7792015Revenue 2016: $210,763Expenses 2016: $194,216Net Income 2016: $16,5472016Revenue 2017: $72,777Expenses 2017: $188,088Net Income 2017: -$115,3112017Revenue 2018: $225,322Expenses 2018: $188,904Net Income 2018: $36,4182018Revenue 2019: $156,807Expenses 2019: $182,356Net Income 2019: -$25,5492019Revenue 2020: $64,989Expenses 2020: $175,531Net Income 2020: -$110,5422020Revenue 2021: $275,344Expenses 2021: $192,167Net Income 2021: $83,1772021Revenue 2022: $317,357Expenses 2022: $208,193Net Income 2022: $109,1642022Revenue 2023: $88,280Expenses 2023: $196,885Net Income 2023: -$108,6052023Revenue 2024: $43,250Expenses 2024: $179,689Net Income 2024: -$136,4392024Revenue 2025: $348,703Expenses 2025: $188,384Net Income 2025: $160,3192025

Highlighted filing

2013

Revenue-
Expenses$200,023
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 29, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$44,825-$44,825
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOREGON HEALTH SCIENCES FDNGENERAL FUNDPUBLICPORTLAND, OR, US$35,146
Paid GrantUNITED WAY OF COLUMBIAGENERAL FUNDPUBLICPORTLAND, OR, US$35,146
Paid GrantTHE OREGON 4H CLUBGENERAL FUNDPUBLICCORVALLIS, OR, US$35,146
Paid GrantBOY SCOUTS CASCADE PACIFIC COUNCILGENERAL FUNDPUBLICPORTLAND, OR, US$35,146
Filing and Contact Details

Filer

EIN
93-0713792
Raw XML AppendixShowing 400 of 626 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192013-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202013-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212013-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222013-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232013-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242013-03-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292013-06-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold302013-06-05
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21637.912 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32817. IPATH DOW JONES UBS COMMODITY
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4276.35 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52720.286 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset64862.174 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7528.803 ABERDEEN FDS EMRGN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset87446.126 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9912.373 AMERICAN EUROPACIFIC GRTH F2
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset125131.55 P I M C O FDS TOTAL RETURN FD
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset145571.331 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset152802.876 T ROWE PRICE SM CAP VAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset162244.187 LAUDUS INTL MARKETMASTERS FUND SEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset171139.561 SCOUT INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18793.559 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19319.269 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20345.964 COLUMBIA INCOME FD CL Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2148.964 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22362.664 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset23104.085 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2477.888 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25630.864 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26760.127 COLUMBIA INCOME FD CL Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27145.913 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28578.42 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset29102.817 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3078.844 VANGUARD EQUITY INCOME ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31CAPITAL GAIN DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23473
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss29643
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss30195
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01642
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17482
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-3766
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4129
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses517895
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6827
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7719
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses82710
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses92181
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1036
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses154601
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses173906
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses18-10
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses25-76
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses29643
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice027580
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice304549
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-54260
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases04
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02816325
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02870585
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02816321
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0143346
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0143346
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0143346
IRS990PF/DistributableAmount/MinimumInvestmentReturn0145446
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02100
IRS990PF/DistributableAmount/TotalTax02100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear02100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded02368
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment06568
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment04468
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02100

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,816,321
Liabilities
$0
Net assets
$2,816,321
Revenue
-
Expenses
$200,023
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.35$0.19$0.16
2024Summary only. Only limited summary data is available for this year.$2.42$0.00$0.04$0.18$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.09$0.20$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.32$0.21$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.28$0.19$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.06$0.18$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$0.16$0.18$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.23$0.19$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.07$0.19$0.12
2016Summary only. Only limited summary data is available for this year.$2.69$0.00$0.21$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.16$0.20$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.09$0.19$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.20
2012Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.15