Civic Intelligence

Rolf and Alice Klep Educational and Charitable Trust

990 • Fiscal year 2016 • EIN 93-0796366

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 26, 2017

Organization ProfileN/A
1792 Marine DriveAstoria, OR 97103-3525

(503) 325-2323

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-81%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

81st percentile

$137,915

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 212.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

50th percentile

1.2%

Faster asset growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,028,004

Up $24,391 (+1.2%) from 2015

Net Assets

Up

$2,028,004

Up $24,391 (+1.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

Down

$64,869

Down $87,163 (-57%) from 2015

Expenses

Down

$117,722

Down $792 (-0.7%) from 2015

Net Income

Down

-$52,853

Down $86,371 (-258%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,981,765Liabilities 2010: $0Net Assets 2010: $1,981,7652010Assets 2011: $1,883,047Liabilities 2011: $0Net Assets 2011: $1,883,0472011Assets 2012: $2,027,600Liabilities 2012: $0Net Assets 2012: $2,027,6002012Assets 2013: $2,107,763Liabilities 2013: $0Net Assets 2013: $2,107,7632013Assets 2014: $2,153,415Liabilities 2014: $0Net Assets 2014: $2,153,4152014Assets 2015: $2,003,613Liabilities 2015: $0Net Assets 2015: $2,003,6132015Assets 2016: $2,028,004Liabilities 2016: $0Net Assets 2016: $2,028,0042016Assets 2017: $2,183,949Liabilities 2017: $0Net Assets 2017: $2,183,9492017Assets 2018: $1,924,082Liabilities 2018: $0Net Assets 2018: $1,924,0822018Assets 2019: $2,128,605Liabilities 2019: $0Net Assets 2019: $2,128,6052019Assets 2020: $2,234,560Liabilities 2020: $0Net Assets 2020: $2,234,5602020Assets 2021: $2,395,299Liabilities 2021: $0Net Assets 2021: $2,395,2992021Assets 2022: $1,899,429Liabilities 2022: $0Net Assets 2022: $1,899,4292022Assets 2023: $2,020,459Liabilities 2023: $0Net Assets 2023: $2,020,4592023Assets 2024: $2,075,388Liabilities 2024: $0Net Assets 2024: $2,075,3882024

Highlighted filing

2016

Assets$2,028,004
Liabilities$0
Net Assets$2,028,004
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $126,2922010Expenses 2011: $118,0722011Expenses 2012: $112,5172012Expenses 2013: $115,3702013Revenue 2014: $46,951Expenses 2014: $117,783Net Income 2014: -$70,8322014Revenue 2015: $152,032Expenses 2015: $118,514Net Income 2015: $33,5182015Revenue 2016: $64,869Expenses 2016: $117,722Net Income 2016: -$52,8532016Revenue 2017: $80,614Expenses 2017: $114,583Net Income 2017: -$33,9692017Revenue 2018: $111,822Expenses 2018: $119,257Net Income 2018: -$7,4352018Revenue 2019: $96,481Expenses 2019: $106,566Net Income 2019: -$10,0852019Revenue 2020: $50,291Expenses 2020: $113,765Net Income 2020: -$63,4742020Revenue 2021: $183,391Expenses 2021: $117,122Net Income 2021: $66,2692021Revenue 2022: $38,170Expenses 2022: $116,585Net Income 2022: -$78,4152022Revenue 2023: $17,422Expenses 2023: $123,776Net Income 2023: -$106,3542023Revenue 2024: $99,886Expenses 2024: $120,669Net Income 2024: -$20,7832024

Highlighted filing

2016

Revenue$64,869
Expenses$117,722
Net Income-$52,853
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 26, 2017
Return Version
2016v3.0
Gross Receipts
$156,799
Mission and Program Overview

Mission

To support the operations of the columbia river maritime museum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,000,488$2,024,903▲ $24,415
Savings and Temporary Cash Investments$3,125$3,101▼ $24
Total Assets$2,003,613$2,028,004▲ $24,391
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,003,613$2,028,004▲ $24,391
Total Net Assets Fund Balance$2,003,613$2,028,004▲ $24,391
Total Liabilities and Net Assets / Fund Balance$2,003,613$2,028,004▲ $24,391
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleOtherTotal
Samuel JohnsonTrustee$137,915$137,915

Board Members and Trustees

NameTitle
Helena LanktonChair
H Roger QualmanPast Chair
Barb BlueTrustee
Gary KobesTrustee
Heather SeppaTrustee
Mike HaglundTrustee
Tom DulcichTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$64,869
Other Revenue
$0
Change in Net Assets
$-52,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,719
Other Expenses$12,003
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,719--$105,719
Fees for Service Investment Mgmnt Fees-$12,003-$12,003
Total Functional Expenses$105,719$12,003$0$117,722
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Columbia River Maritime MuseumAstoria, OR501(c)(3)Operational Support for the Columbia River Maritime Museum.$105,719
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the chairman of the trust and the executive director and controller of the columbia river maritime museum. It is also provided to all trustees in electronic format prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The board of trustees is bound by the same conflict of interest policy in effect for the columbia river maritime museum. Annually, members of the board of trustees receive a copy of the museum's conflict of interest/ethics policy. Discovery of any action or activity that would violate this policy is to be brought to the executive director of the museum, who will then resolve the issue or bring it to the attention of the full board of trustees for resolution.”

Form 990, Part VI, Section C, Line 19

“All governing documents and form 990 are available to the general public upon request.”

Filing and Contact Details

Filer

Filer Name
Rolf and Alice Klep Educational and
EIN
93-0796366
Phone
5033252323
Address
1792 MARINE DRIVE, ASTORIA, OR 97103-3525

Signing Officer

Name
Helena Lankton
Title
Trustee
Phone
5033252323
Signed
2017-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helena Lankton
Formed
1981
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
Preparer
Robert M Prill
Phone
5032205900
Raw XML Appendix380 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE TRUST AND THE EXECUTIVE DIRECTOR AND CONTROLLER OF THE COLUMBIA RIVER MARITIME MUSEUM. IT IS ALSO PROVIDED TO ALL TRUSTEES IN ELECTRONIC FORMAT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES IS BOUND BY THE SAME CONFLICT OF INTEREST POLICY IN EFFECT FOR THE COLUMBIA RIVER MARITIME MUSEUM. ANNUALLY, MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A COPY OF THE MUSEUM'S CONFLICT OF INTEREST/ETHICS POLICY. DISCOVERY OF ANY ACTION OR ACTIVITY THAT WOULD VIOLATE THIS POLICY IS TO BE BROUGHT TO THE EXECUTIVE DIRECTOR OF THE MUSEUM, WHO WILL THEN RESOLVE THE ISSUE OR BRING IT TO THE ATTENTION OF THE FULL BOARD OF TRUSTEES FOR RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0105719
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IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/TaxablePartyNotificationInd00
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/PhoneNum05033252323
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROLF AND ALICE KLEP EDUCATIONAL AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.39.225
ReturnHeader/FilingSecurityInformation/IPDt02017-09-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:34:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930743240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN STEWART & SCHMIDT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 MEADOWS ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970353295
ReturnHeader/PreparerPersonGrp/PhoneNum05032205900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M PRILL
ReturnHeader/ReturnTs02017-11-10T14:27:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,028,004
Liabilities
$0
Net assets
$2,028,004
Revenue
$64,869
Expenses
$117,722
Net income
-$52,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.10$0.12$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.02$0.12$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.04$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.18$0.12$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.05$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.10$0.11$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.11$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.08$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.06$0.12$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.15$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.05$0.12$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.00$2.11$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.00$2.03$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$0.13