Civic Intelligence

St. Ignatius School Foundation

990 • Fiscal year 2018 • EIN 93-0853414

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 28, 2019

Organization ProfileWWW.STIGNATIUSCHOOL.ORG
3400 SE 43rd AvePortland, OR 97206-3107

(503) 774-5533

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

17th percentile

-7.8%

Faster asset growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-24%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,751,548

Down $233,380 (-7.8%) from 2017

Net Assets

Down

$2,751,548

Down $233,380 (-7.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

Down

$225,032

Down $69,536 (-24%) from 2017

Expenses

Up

$132,931

Up $14,301 (+12%) from 2017

Net Income

Down

$92,101

Down $83,837 (-48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,670,677Liabilities 2010: $0Net Assets 2010: $1,670,6772010Assets 2011: $1,686,157Liabilities 2011: $0Net Assets 2011: $1,686,1572011Assets 2012: $1,881,328Liabilities 2012: $0Net Assets 2012: $1,881,3282012Assets 2013: $2,442,102Liabilities 2013: $0Net Assets 2013: $2,442,1022013Assets 2014: $2,420,525Liabilities 2014: $0Net Assets 2014: $2,420,5252014Assets 2015: $2,363,439Liabilities 2015: $0Net Assets 2015: $2,363,4392015Assets 2016: $2,572,677Liabilities 2016: $0Net Assets 2016: $2,572,6772016Assets 2017: $2,984,928Liabilities 2017: $0Net Assets 2017: $2,984,9282017Assets 2018: $2,751,548Liabilities 2018: $0Net Assets 2018: $2,751,5482018Assets 2019: $3,197,052Liabilities 2019: $0Net Assets 2019: $3,197,0522019Assets 2020: $3,497,458Liabilities 2020: $0Net Assets 2020: $3,497,4582020Assets 2021: $3,700,958Liabilities 2021: $0Net Assets 2021: $3,700,9582021Assets 2022: $2,992,770Liabilities 2022: $0Net Assets 2022: $2,992,7702022Assets 2023: $3,347,658Liabilities 2023: $0Net Assets 2023: $3,347,6582023Assets 2024: $3,610,029Liabilities 2024: $0Net Assets 2024: $3,610,0292024

Highlighted filing

2018

Assets$2,751,548
Liabilities$0
Net Assets$2,751,548
Open 2018 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $41,7852010Expenses 2011: $23,0162011Expenses 2012: $65,6032012Revenue 2013: $347,296Expenses 2013: $28,919Net Income 2013: $318,3772013Revenue 2014: $187,746Expenses 2014: $143,518Net Income 2014: $44,2282014Revenue 2015: $256,986Expenses 2015: $114,271Net Income 2015: $142,7152015Revenue 2016: $143,722Expenses 2016: $111,688Net Income 2016: $32,0342016Revenue 2017: $294,568Expenses 2017: $118,630Net Income 2017: $175,9382017Revenue 2018: $225,032Expenses 2018: $132,931Net Income 2018: $92,1012018Revenue 2019: $192,031Expenses 2019: $114,707Net Income 2019: $77,3242019Revenue 2020: $315,277Expenses 2020: $171,090Net Income 2020: $144,1872020Revenue 2021: $760,480Expenses 2021: $192,929Net Income 2021: $567,5512021Revenue 2022: $158,878Expenses 2022: $273,184Net Income 2022: -$114,3062022Revenue 2023: $140,869Expenses 2023: $129,466Net Income 2023: $11,4032023Revenue 2024: $393,122Expenses 2024: $177,499Net Income 2024: $215,6232024

Highlighted filing

2018

Revenue$225,032
Expenses$132,931
Net Income$92,101
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 28, 2019
Return Version
2018v3.1
Gross Receipts
$794,581
Mission and Program Overview

Mission

Fund-raising and administration of an endowment fund for the benefit of st. Ignatius catholic elementary school in portland, oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,841,916$2,548,958▼ $292,958
Savings and Temporary Cash Investments$97,457$188,211▲ $90,754
Cash and Non-Interest-Bearing Accounts$45,555$14,379▼ $31,176
Total Assets$2,984,928$2,751,548▼ $233,380
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,423,531$2,474,384▲ $50,853
Temporarily Rstr Net Assets$561,397$277,164▼ $284,233
Total Net Assets Fund Balance$2,984,928$2,751,548▼ $233,380
Total Liabilities and Net Assets / Fund Balance$2,984,928$2,751,548▼ $233,380

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,984,928$50,763▼ $153,407$85,000$2,751,548
2017$2,572,677$89,817▲ $439,761$80,000$2,984,928
2016$2,363,439$179,831▲ $140,125$80,000$2,572,677
2015$2,420,525$100,547▼ $43,362$80,000$2,363,439
2014$2,442,102$64,214▲ $57,727$110,000$2,420,525
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jo Ann GrubbPresident
Erik LinvogBoard Member
Janet McnicholasBoard Member
Jim DormanBoard Member
Kelly ClarkBoard Member
Kris HoltBoard Member
Mike BakerBoard Member
Sue SchweitzerBoard Member
Susan GallagherBoard Member
Fr Craig Boly S JPastor
Andrea GeorgeSchool Advis
Jeffrey LeslieSecretary
Maureen DavisTreasurer
Margaret BarnesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$52,959
Program Service Revenue
$0
Investment Income
$172,073
Other Revenue
$0
All Other Contributions
$52,959
Change in Net Assets
$92,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$85,000
Other Expenses$47,931
Total Fundraising Expense$7,993
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$85,000--$85,000
Fees for Service Investment Mgmnt Fees-$32,208-$32,208
Office Expenses-$549$7,993$8,542
Other Expenses-$4,828-$4,828
Insurance-$1,503-$1,503
Fees for Services Accounting-$850-$850
Total Functional Expenses$85,000$39,938$7,993$132,931
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Ignatius SchoolPortland, OR3School Support$85,000
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the treasurer prior to filing. It is made available to the board at the next scheduled board meeting.”

Form 990, Page 6, Part VI, Line 19

“Form 990 is available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
St Ignatius School Foundation
EIN
93-0853414
Phone
5037745533
Address
3400 SE 43RD AVE, PORTLAND, OR 97206-3107

Signing Officer

Name
Maureen Davis
Title
Treasurer
Signed
2019-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maureen Davis
Formed
1984
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
David C Chvatal CPA Pc
Address
2427 SW VERMONT ST, PORTLAND, OR 97219-1939
Preparer
David C Chvatal CPA
Phone
5032446333
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The purpose of the organization's endowment fund is to provide financial support for st. Ignatius school.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE ORGANIZATION'S ENDOWMENT FUND IS TO PROVIDE FINANCIAL SUPPORT FOR ST. IGNATIUS SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
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ReturnHeader/ReturnTs02019-02-04T15:10:40-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,751,548
Liabilities
$0
Net assets
$2,751,548
Revenue
$225,032
Expenses
$132,931
Net income
$92,101
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$0.00$3.61$0.39$0.18$0.22
2023Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.14$0.13$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.16$0.27$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.76$0.19$0.57
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.32$0.17$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.19$0.11$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.23$0.13$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.29$0.12$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14$0.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.26$0.11$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.19$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.35$0.03$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.00$1.67$0.04