Civic Intelligence

James E Itel Educational Trust

990PF • Fiscal year 2019 • EIN 93-0728419

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 12, 2019

Organization Profile
15651 SW Oregon StreetSherwood, OR 97140

(503) 625-6185

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

45th percentile

-0.5%

Faster asset growth than 45% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

1.6%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$53,984

Down $272 (-0.5%) from 2018

Net Assets

Up

$53,984

Up $1,628 (+3.1%) from 2018

Liabilities

Down

$0

Down $1,900 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Up

$2,694

Up $42 (+1.6%) from 2018

Expenses

Down

$1,066

Down $2,503 (-70%) from 2018

Net Income

Up

$1,628

Up $2,545 (+278%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$53,984
Liabilities$0
Net Assets$53,984
Open 2019 Filing

Operations Trend

Revenue Growth52nd 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

2019

Revenue$2,694
Expenses$1,066
Net Income$1,628
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 12, 2019
Return Version
2018v3.1
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
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Sherwood Tax and Accounting
Address
22467 SW Ash St, Sherwood, OR 97140
Preparer
Amy Kutzkey
Phone
5039254558
Raw XML Appendix214 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt053444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Wells Fargo Advisors 3556-5830
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02694
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02694
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt056131
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01900
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02703
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02687
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt048753
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt051297
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt02800
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01900
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt054256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt053984
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt052356
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt053984
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt052356
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt053984
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt054724
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02695
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt052029
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0821
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02695
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt053903
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt054724
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/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02900
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.201467
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05036256185
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Call 503-625-6185 for application
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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/DistributableAsAdjustedAmt02644
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01802
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02644
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01802
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Annual Account Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Correction to Prior Balances
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1916
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Shane McKee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05036257067
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James E Itel Educational Trust
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/PreparerFirmGrp/PreparerFirmEIN0261729674
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sherwood Tax and Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022467 SW Ash St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherwood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097140
ReturnHeader/PreparerPersonGrp/PhoneNum05039254558
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy Kutzkey
ReturnHeader/ReturnTs02020-03-12T19:44:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,984
Liabilities
$0
Net assets
$53,984
Revenue
$2,694
Expenses
$1,066
Net income
$1,628
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