Civic Intelligence

James E Itel Educational Trust

990PF • Fiscal year 2017 • EIN 93-0728419

Jul 01, 2016 to Jun 30, 2017 • Filed on Jun 12, 2018

Organization Profile
15651 SW Oregon StreetSherwood, OR 97140

(360) 693-7501

Siviq Scores

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

Liabilities / Assets

78th percentile

0.08x

Higher debt load relative to assets than 78% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.62x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

4.8%

Faster asset growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

59th percentile

6.9%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$58,003

Up $2,637 (+4.8%) from 2016

Net Assets

Down

$53,273

Down $2,093 (-3.8%) from 2016

Liabilities

Up

$4,730

Up $4,730 from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin59th percentile

Revenue

Up

$2,927

Up $190 (+6.9%) from 2016

Expenses

Up

$2,719

Up $403 (+17%) from 2016

Net Income

Down

$208

Down $213 (-51%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2017

Assets$58,003
Liabilities$4,730
Net Assets$53,273
Open 2017 Filing

Operations Trend

Revenue Growth59th 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

2017

Revenue$2,927
Expenses$2,719
Net Income$208
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jun 12, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

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

Filer

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

Signing Officer

Name
Fr James Herrera
Title
Trustee
Signed
2018-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Julius D Agbayani CPA Pllc
Address
5905 NE ST JOHNS RD, VANCOUVER, WA 98661-1749
Preparer
Julius D Agbayani CPA
Phone
3606937501
Raw XML Appendix230 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FR JAMES HERRERA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FR JAMES HERRERA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CALL 503-625-6185 FOR APPPLICATION
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MEMBER OF ST FRANCIS PARISH - SHERWOOD, OR.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 15TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02300
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KELLY CATHERINE ROTH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/Amt128
TaxesSchedule/TaxesDetail/CategoryTxt0OREGON DEPT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FR JAMES HERRERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES E ITEL EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ST FRANCIS CATHOLIC CHURCH
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0930728419
ReturnHeader/Filer/USAddress/AddressLine1Txt015651 SW OREGON STREET
ReturnHeader/Filer/USAddress/CityNm0SHERWOOD
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461538797
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JULIUS D AGBAYANI CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05905 NE ST JOHNS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VANCOUVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0986611749
ReturnHeader/PreparerPersonGrp/PhoneNum03606937501
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIUS D AGBAYANI CPA
ReturnHeader/ReturnTs02018-06-12T12:47:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$58,003
Liabilities
$4,730
Net assets
$53,273
Revenue
$2,927
Expenses
$2,719
Net income
$208
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