Civic Intelligence

James E Itel Educational Trust

990PF • Fiscal year 2018 • EIN 93-0728419

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 10, 2019

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

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

0.72x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-9.4%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$54,256

Down $3,747 (-6.5%) from 2017

Net Assets

Down

$52,356

Down $917 (-1.7%) from 2017

Liabilities

Down

$1,900

Down $2,830 (-60%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin13th percentile

Revenue

Down

$2,652

Down $275 (-9.4%) from 2017

Expenses

Up

$3,569

Up $850 (+31%) from 2017

Net Income

Down

-$917

Down $1,125 (-541%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2018

Assets$54,256
Liabilities$1,900
Net Assets$52,356
Open 2018 Filing

Operations Trend

Revenue Growth34th 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

2018

Revenue$2,652
Expenses$3,569
Net Income-$917
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 10, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANE MCKEETrustee-$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
Shane Mckee
Title
Trustee
Phone
5036257067
Signed
2019-07-10
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 Appendix267 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FRANKLIN INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1FRANKLIN INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0453
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt15283
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0453
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt15040
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt048753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt050615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FRANKLIN INCOME FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02866
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-243
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd025
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-214
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02866
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02652
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02895
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02866
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02866
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02866
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-917
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05493
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-243
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02716
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0316
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03569
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02652
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0669
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-917
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt052356
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt053273
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt052356
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02720
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02720
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02720
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02747
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027
IRS990PF/DistributableAmountGrp/TotalTaxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt027
IRS990PF/FMVAssetsEOYAmt056118
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04730
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01900
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt048800
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt048800
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01680
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02703
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02703
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt056323
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048753
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt050615
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02800
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02800
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04473
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt058003
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt054256
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt056118
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04730
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01900
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt058003
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt054256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt053273
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt052356
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt055783
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0299
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt055484
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0837
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02747
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt054946
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt055783
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHANE MCKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015651 SW OREGON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHERWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097140
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.036236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.034317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.033801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.036354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt054946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt057229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt055366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt055324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt055015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt054045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.181178
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02873
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02900
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt027
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02900
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHANE MCKEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt015651 SW OREGON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHERWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097140
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05036256186
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0[email protected]
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CALL 503-625-6185 FOR APPPLICATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ST FRANCIS CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05036256185
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt015651 SW OREGON STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SHERWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097140
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MEMBER OF ST FRANCIS PARISH - SHERWOOD, OR.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 15TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TUITION SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JOSEPH HENRY BIEVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt022791 SW PINEHURST DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHERWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097140
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02900
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0918
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01982
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02720
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02900
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01802
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01982
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INTEREST AND PENATLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1166
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt029
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt029
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt128
TaxesSchedule/TaxesDetail/CategoryTxt0OREGON DEPT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHANE MCKEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05036257067
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-10
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097140
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E8853820BC97883E6A715588E1E70A1C8EBEA6EE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0925B78A6857A337E2CF11B33A92CEC4D68C2ECC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:07:11
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/PreparationDt02019-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIUS D AGBAYANI CPA
ReturnHeader/ReturnTs02019-07-10T19:07:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,256
Liabilities
$1,900
Net assets
$52,356
Revenue
$2,652
Expenses
$3,569
Net income
-$917
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