Civic Intelligence

James E Itel Educational Trust

990PF • Fiscal year 2016 • EIN 93-0728419

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 02, 2016

Organization Profile
15651 SW Oregon StSherwood, OR 97140

(503) 625-6185

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

51st percentile

0.8%

Faster asset growth than 51% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-9.1%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$55,366

Up $421 (+0.8%) from 2015

Net Assets

$55,366

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin72nd percentile

Revenue

Down

$2,737

Down $275 (-9.1%) from 2015

Expenses

Down

$2,316

Down $357 (-13%) from 2015

Net Income

Up

$421

Up $82 (+24%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$60K$40K$20K$0Assets 2013: $55,000Liabilities 2013: $02013Assets 2014: $54,606Liabilities 2014: $02014Assets 2015: $54,945Liabilities 2015: $02015Assets 2016: $55,366Liabilities 2016: $0Net Assets 2016: $55,3662016Assets 2017: $58,003Liabilities 2017: $4,730Net Assets 2017: $53,2732017Assets 2018: $54,256Liabilities 2018: $1,900Net Assets 2018: $52,3562018Assets 2019: $53,984Liabilities 2019: $0Net Assets 2019: $53,9842019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$55,366
Liabilities$0
Net Assets$55,366
Open 2016 Filing

Operations Trend

Revenue Growth35th percentile

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

$10K$5.0K$0-$5.0KRevenue 2013: $1,975Expenses 2013: $5,228Net Income 2013: -$3,2532013Revenue 2014: $2,720Expenses 2014: $3,114Net Income 2014: -$3942014Revenue 2015: $3,012Expenses 2015: $2,673Net Income 2015: $3392015Revenue 2016: $2,737Expenses 2016: $2,316Net Income 2016: $4212016Revenue 2017: $2,927Expenses 2017: $2,719Net Income 2017: $2082017Revenue 2018: $2,652Expenses 2018: $3,569Net Income 2018: -$9172018Revenue 2019: $2,694Expenses 2019: $1,066Net Income 2019: $1,6282019Revenue 2020: $2,839Expenses 2020: $971Net Income 2020: $1,8682020

Highlighted filing

2016

Revenue$2,737
Expenses$2,316
Net Income$421
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 2, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FR JAMES HERRERATrustee-$0--
Filing and Contact Details

Filer

Filer Name
James E Itel Educational Tr
EIN
93-0728419
Address
15651 SW OREGON ST, SHERWOOD, OR 97140

Signing Officer

Name
Fr James Herrera
Title
Trustee
Signed
2016-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Andrew J Rice CPA LLC
Address
25030 SW Parkway Avenue Ste 350, Wilsonville, OR 97070
Preparer
Andrew J Rice CPA
Phone
5036391480
Raw XML Appendix256 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/DistributableAmountGrp/DistributableAsAdjustedAmt02513
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IRS990PF/InitialReturnFormerPubChrtyInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0774
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FR JAMES HERRERA
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Fr James Herrera
IRS990PF/StatementsRegardingActyGrp/PhoneNum05036256185
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0836
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/Amt136
TaxesSchedule/TaxesDetail/CategoryTxt0IRS-FYE 6/30/14
TaxesSchedule/TaxesDetail/CategoryTxt1OR DEPT OF JUSTICE-2014
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FR JAMES HERRERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES E ITEL EDUCATIONAL TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO ST FRANCIS CATHOLIC CHURCH
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0930728419
ReturnHeader/Filer/USAddress/AddressLine1Txt015651 SW OREGON ST
ReturnHeader/Filer/USAddress/CityNm0SHERWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Andrew J Rice CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025030 SW Parkway Avenue Ste 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wilsonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097070
ReturnHeader/PreparerPersonGrp/PhoneNum05036391480
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew J Rice CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-07T09:52:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,366
Liabilities
$0
Net assets
$55,366
Revenue
$2,737
Expenses
$2,316
Net income
$421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.84$0.97$1.87
2019Detailed filing. Detailed filing data is available for this year.$54.0$0.00$54.0$2.69$1.07$1.63
2018Detailed filing. Detailed filing data is available for this year.$54.3$1.90$52.4$2.65$3.57$0.92
2017Detailed filing. Detailed filing data is available for this year.$58.0$4.73$53.3$2.93$2.72$0.21
2016Detailed filing. Detailed filing data is available for this year.$55.4$0.00$55.4$2.74$2.32$0.42
2015Summary only. Only limited summary data is available for this year.$54.9$0.00$3.01$2.67$0.34
2014Summary only. Only limited summary data is available for this year.$54.6$0.00$2.72$3.11$0.39
2013Summary only. Only limited summary data is available for this year.$55.0$0.00$1.98$5.23$3.25