Civic Intelligence

Meyer Memorial Trust

990PF • Fiscal year 2016 • EIN 93-0806316

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 09, 2017

425 NW 10th Avenue No 400Portland, OR 97209

(503) 228-5512

Siviq Scores

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

Liabilities / Assets

11th percentile

0.02x

Higher debt load relative to assets than 11% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

43rd percentile

0.52x

Higher debt load relative to revenue than 43% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Net Margin

5th percentile

-33%

Higher net margin than 5% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

7th percentile

-7.7%

Faster asset growth than 7% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-67%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $250M-$1B nonprofits • Annualized from 2015 to 2016

Assets

Down

$728,124,536

Down $60,379,351 (-7.7%) from 2015

Net Assets

$714,668,624

No earlier filing loaded for comparison.

Liabilities

Down

$13,455,912

Down $10,059,843 (-43%) from 2015

Revenue

Down

$25,729,749

Down $52,038,854 (-67%) from 2015

Expenses

Down

$34,118,502

Down $19,171,526 (-36%) from 2015

Net Income

Down

-$8,388,753

Down $32,867,328 (-134%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5B$1.0B$500M$0Assets 2011: $667,237,657Liabilities 2011: $13,180,8952011Assets 2012: $659,400,177Liabilities 2012: $15,714,3602012Assets 2013: $714,334,614Liabilities 2013: $15,086,7392013Assets 2014: $791,974,273Liabilities 2014: $17,452,3862014Assets 2015: $788,503,887Liabilities 2015: $23,515,7552015Assets 2016: $728,124,536Liabilities 2016: $13,455,912Net Assets 2016: $714,668,6242016Assets 2018: $790,090,705Liabilities 2018: $13,106,267Net Assets 2018: $776,984,4382018Assets 2019: $774,464,218Liabilities 2019: $13,114,287Net Assets 2019: $761,349,9312019Assets 2020: $740,042,961Liabilities 2020: $19,401,809Net Assets 2020: $720,641,1522020Assets 2021: $1,046,422,798Liabilities 2021: $30,575,416Net Assets 2021: $1,015,847,3822021Assets 2022: $1,007,586,458Liabilities 2022: $48,221,427Net Assets 2022: $959,365,0312022Assets 2023: $844,630,189Liabilities 2023: $21,774,764Net Assets 2023: $822,855,4252023Assets 2024: $885,167,113Liabilities 2024: $16,310,922Net Assets 2024: $868,856,1912024Assets 2025: $901,210,834Liabilities 2025: $45,106,119Net Assets 2025: $856,104,7152025

Highlighted filing

2016

Assets$728,124,536
Liabilities$13,455,912
Net Assets$714,668,624

Operations Trend

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

$150M$100M$50M$0-$50MRevenue 2011: $48,448,506Expenses 2011: $32,346,222Net Income 2011: $16,102,2842011Revenue 2012: $24,905,575Expenses 2012: $32,760,488Net Income 2012: -$7,854,9132012Revenue 2013: $51,515,667Expenses 2013: $33,570,563Net Income 2013: $17,945,1042013Revenue 2014: $81,260,561Expenses 2014: $39,675,919Net Income 2014: $41,584,6422014Revenue 2015: $77,768,603Expenses 2015: $53,290,028Net Income 2015: $24,478,5752015Revenue 2016: $25,729,749Expenses 2016: $34,118,502Net Income 2016: -$8,388,7532016Revenue 2018: $60,764,514Expenses 2018: $49,188,928Net Income 2018: $11,575,5862018Revenue 2019: $26,995,738Expenses 2019: $49,899,958Net Income 2019: -$22,904,2202019Revenue 2020: $92,282,031Expenses 2020: $44,352,846Net Income 2020: $47,929,1852020Revenue 2021: $99,293,571Expenses 2021: $52,407,960Net Income 2021: $46,885,6112021Revenue 2022: $95,771,293Expenses 2022: $77,002,204Net Income 2022: $18,769,0892022Revenue 2023: $52,173,983Expenses 2023: $36,935,977Net Income 2023: $15,238,0062023Revenue 2024: $48,714,781Expenses 2024: $54,735,207Net Income 2024: -$6,020,4262024Revenue 2025: $112,252,197Expenses 2025: $89,306,097Net Income 2025: $22,946,1002025

Highlighted filing

2016

Revenue$25,729,749
Expenses$34,118,502
Net Income-$8,388,753
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG STAMMCEOFT$440,000$71,074$511,074
DEBBIE CRAIGTrusteePT$74,000-$74,000
GEORGE PUENTESTrusteePT$62,000-$62,000
JOHN EMRICKTrusteePT$62,000-$62,000
CHARLES WILHOITETrusteePT$62,000-$62,000
ORCILLIA FORBESTrusteePT$25,833-$25,833
LATOYA FICKTrusteePT$15,500-$15,500
DARLENE ORTEGATrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Meyer Memorial Trust
EIN
93-0806316
Phone
5032285512
Address
425 NW 10TH AVENUE NO 400, PORTLAND, OR 97209

Signing Officer

Name
Doug Stamm
Title
CEO
Phone
5032285512
Signed
2017-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1700, BELLEVUE, WA 98004
Preparer
Jane M Searing
Phone
4254544919
Raw XML AppendixShowing 400 of 9,475 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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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0CASCADIA BEHAVIORAL HEALTHCARE LOAN TO SUPPORT GARLINGTON CENTER, AN INTEGRATED HEALTH CLINIC OFFERING MENTAL HEALTH, ADDICTION SERVICES, AND PRIMARY CARE.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc1LA CLINICA DEL VALLE FAMILY HEALTH CARE CENTER LOAN TO CONSTRUCT A WELLNESS CENTER IN MEDFORD
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc2NORTHWEST HUMAN SERVICES LOAN TO REMODEL THE WEST SALEM CLINIC
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc3PORTLAND HOUSING CENTER LOAN TO INCREASE OUTREACH TO UNDER-SERVED HOMEOWNERSHIP APPLICANTS
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc4THE REDD, LLC FOR A LOW-INTEREST LOAN TO SUPPORT THE REDD COMPLEX, A FACILITY PROVIDING INFASTRUCTURE AND LOGISTICAL SUPPORT FOR REGIONAL FOOD ECONOMY ENTERPRISES.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt3FINAL REPORT RECEIVED JANUARY 29, 2016
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt4FINAL REPORT RECEIVED SEPTEMBER 2016
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt7REPORT DUE 9/30/16
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7TO SUPPORT TURNING POINT INITIATIVES LLC DBA CENTER FOR EQUITY & INCLUSION, WHICH PROVIDES DEEP EQUITY TRAINING TO DEVELOP CULTURALLY RESPONSIVE STAFF, LEADERSHIP, AND BOARDS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8FOR A COMPREHENSIVE REPORT ON OREGON'S WOMEN AND GIRLS.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REQUEST FROM THE GRANTEE.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REQUEST FROM THE GRANTEE.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30898521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt310
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt770
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1973099297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1980
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2001536779
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23955920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2400
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt242209719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2440
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2465932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt247234548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2488344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2490
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2511953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25227163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2551079986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt257308047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt258109930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259214316
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt261177447
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$901$45.1$856$112$89.3$22.9
2024Detailed filing. Detailed filing data is available for this year.$885$16.3$869$48.7$54.7$6.02
2023Detailed filing. Detailed filing data is available for this year.$845$21.8$823$52.2$36.9$15.2
2022Detailed filing. Detailed filing data is available for this year.$1,008$48.2$959$95.8$77.0$18.8
2021Detailed filing. Detailed filing data is available for this year.$1,046$30.6$1,016$99.3$52.4$46.9
2020Detailed filing. Detailed filing data is available for this year.$740$19.4$721$92.3$44.4$47.9
2019Detailed filing. Detailed filing data is available for this year.$774$13.1$761$27.0$49.9$22.9
2018Detailed filing. Detailed filing data is available for this year.$790$13.1$777$60.8$49.2$11.6
2016Detailed filing. Detailed filing data is available for this year.$728$13.5$715$25.7$34.1$8.39
2015Summary only. Only limited summary data is available for this year.$789$23.5$77.8$53.3$24.5
2014Summary only. Only limited summary data is available for this year.$792$17.5$81.3$39.7$41.6
2013Summary only. Only limited summary data is available for this year.$714$15.1$51.5$33.6$17.9
2012Summary only. Only limited summary data is available for this year.$659$15.7$24.9$32.8$7.85
2011Summary only. Only limited summary data is available for this year.$667$13.2$48.4$32.3$16.1