Civic Intelligence

Meyer Memorial Trust

990PF • Fiscal year 2024 • EIN 93-0806316

Apr 01, 2023 to Mar 31, 2024 • Filed on Feb 14, 2025

2045 N Vancouver AvePortland, OR 97227

(503) 228-5512

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.33x

Higher debt load relative to revenue than 42% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Net Margin

13th percentile

-12%

Higher net margin than 13% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

47th percentile

$559,410

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2024 filings • $250M-$1B nonprofits • Source year 2024

Asset Growth

46th percentile

4.8%

Faster asset growth than 46% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-6.6%

Faster revenue growth than 13% of similar nonprofits.

2024 filings • $250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Up

$885,167,113

Up $40,536,924 (+4.8%) from 2023

Net Assets

Up

$868,856,191

Up $46,000,766 (+5.6%) from 2023

Liabilities

Down

$16,310,922

Down $5,463,842 (-25%) from 2023

Revenue

Down

$48,714,781

Down $3,459,202 (-6.6%) from 2023

Expenses

Up

$54,735,207

Up $17,799,230 (+48%) from 2023

Net Income

Down

-$6,020,426

Down $21,258,432 (-140%) from 2023

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

2024

Assets$885,167,113
Liabilities$16,310,922
Net Assets$868,856,191

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

2024

Revenue$48,714,781
Expenses$54,735,207
Net Income-$6,020,426
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 14, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LATOYA FICKCEOFT$483,313$76,097$559,410
JANET HAMADAChairPT$74,000-$74,000
ALICE CUPRILL COMASTrusteePT$62,000-$62,000
AMY TYKESONTrusteePT$62,000-$62,000
CHARLES WILHOITETrusteePT$62,000-$62,000
MITCHELL HORNECKERTrusteePT$62,000-$62,000
Filing and Contact Details

Filer

Filer Name
Meyer Memorial Trust
EIN
93-0806316
Phone
5032285512
Address
2045 N VANCOUVER AVE, PORTLAND, OR 97227

Signing Officer

Name
Nina Steigerwald
Title
Director of Finance
Phone
5032285512
Signed
2025-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
575 MARKET STREET SUITE 3300, SAN FRANCISCO, CA 94105-5829
Preparer
Diane Kirmaci
Phone
4155761100
Raw XML AppendixShowing 400 of 4,893 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/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt025384
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0305657
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-305657
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc0PRI INTEREST INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt011125
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt048624181
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt011125
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt079475
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048714781
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0223457
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt033939
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0194376
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt023555262
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0551514
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0253799
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0805313
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044647391
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt038187621
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt091455
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0523778
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09586179
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02546776
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6020426
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0171855944
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0468578
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt099125
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04398737
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04398737
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0567703
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt020544
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt077815
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0100522
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt041732759
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024161855
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0182426
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt038664
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0221432
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt03610551
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt01277977
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt04853827
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0760167
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07347389
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01032434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-225740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt036509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0826909
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03136985
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03975699
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02047054
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0509344
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02589533
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt09896
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt01281
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt07338
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0222347
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01380018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt053586265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013152583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054735207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt037314438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt048714781
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08938874
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013152583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016547586
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0237778
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt062463
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0295613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0148300682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt023555262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt023555262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0171855944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES AND ALTERNATIVE INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023555262
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6020426
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt052021192
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0868856191
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0822855425
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0868856191
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt039984829
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt039647595
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt039984829
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt039983445
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0337234
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0335850
IRS990PF/DistributableAmountGrp/TotalTaxAmt0335850
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0928117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01713967
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0335850
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01378117
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0450000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0335850
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0335850
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01713967
IRS990PF/FMVAssetsEOYAmt0885167113
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01464988
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01679407
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0488610
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0499795
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0488610
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0488610
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01573852
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0639224
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0639224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0166079312
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0138571153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0138571153
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt06122536
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01782623
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt020572017
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt019291619
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt018789394
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt018789394
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0822855425
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0868856191
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06303186
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04126563
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04126563
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0602101117
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0686044520
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0686044520
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt014187240
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt014631515
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0790340
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0595922
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0595922
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt047990968
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt035911727
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt035911727
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0844630189
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0885167113
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0885167113
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021774764
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt016310922
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0844630189
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0885167113
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0822855425
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0868856191
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0811846606
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt037047634
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0436568412
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012177699
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0338230560
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt039983445
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0799668907
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0811846606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt037.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt137.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt237.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt337.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt437.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0371625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1363900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2272224
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3253575
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4281594
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt070509
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt142503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt274767
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt367323
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt434405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt1420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt2840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt3840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt4924
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SOHEL HUSSAIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1BRENDA HODGES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2CRYSTAL JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3PHOEBE O'LEARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4JILL FUGLISTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP OF INVESTMENTS AN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2DIRECTOR OF HUMAN RE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3VP OF OPERATIONS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4PROGRAM DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt02045 N VANCOUVER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt12045 N VANCOUVER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt22045 N VANCOUVER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt32045 N VANCOUVER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt42045 N VANCOUVER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd097227
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd197227
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd297227
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd397227
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd497227
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CAMBRIDGE ASSOCIATES LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1WORKPLACE CHANGE LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2BAILLIE GIFFORD OVERSEAS LTD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3RICE HALL JAMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4GOOD THINGS GRANTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0477882
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1450000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2377288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3302782
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4192243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt0CALTON SQUARE 1 GREENSIDE ROW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0EDINBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0UK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd0EH1 3AN

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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