Civic Intelligence

Cascade Capital Funding

990 • Fiscal year 2019 • EIN 93-0854853

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 28, 2019

960 Broadway Street NE Suite 2Salem, OR 97301

(503) 990-6868

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

98th percentile

$112,970

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

14th percentile

-24%

Faster asset growth than 14% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-7.9%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$327,211

Down $102,366 (-24%) from 2018

Net Assets

Down

$309,541

Down $106,317 (-26%) from 2018

Liabilities

Up

$17,670

Up $3,951 (+29%) from 2018

Revenue

Down

$388,160

Down $33,456 (-7.9%) from 2018

Expenses

Up

$490,732

Up $42,467 (+9.5%) from 2018

Net Income

Down

-$102,572

Down $75,923 (-285%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $741,390Liabilities 2011: $176,379Net Assets 2011: $565,0112011Assets 2012: $699,861Liabilities 2012: $161,930Net Assets 2012: $537,9312012Assets 2013: $693,631Liabilities 2013: $168,592Net Assets 2013: $525,0392013Assets 2014: $578,972Liabilities 2014: $104,288Net Assets 2014: $474,6842014Assets 2015: $504,675Liabilities 2015: $34,993Net Assets 2015: $469,6822015Assets 2016: $441,226Liabilities 2016: $3,995Net Assets 2016: $437,2312016Assets 2017: $463,592Liabilities 2017: $18,454Net Assets 2017: $445,1382017Assets 2018: $429,577Liabilities 2018: $13,719Net Assets 2018: $415,8582018Assets 2019: $327,211Liabilities 2019: $17,670Net Assets 2019: $309,5412019Assets 2020: $339,495Liabilities 2020: $48,564Net Assets 2020: $290,9312020Assets 2021: $394,128Liabilities 2021: $32,865Net Assets 2021: $361,2632021Assets 2022: $578,297Liabilities 2022: $101,543Net Assets 2022: $476,7542022Assets 2023: $712,672Liabilities 2023: $115,061Net Assets 2023: $597,6112023Assets 2024: $729,109Liabilities 2024: $110,489Net Assets 2024: $618,6202024Assets 2025: $755,028Liabilities 2025: $89,155Net Assets 2025: $665,8732025

Highlighted filing

2019

Assets$327,211
Liabilities$17,670
Net Assets$309,541

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $588,847Expenses 2011: $591,887Net Income 2011: -$3,0402011Expenses 2012: $607,7922012Expenses 2013: $595,8272013Revenue 2014: $643,572Expenses 2014: $693,927Net Income 2014: -$50,3552014Revenue 2015: $571,710Expenses 2015: $576,712Net Income 2015: -$5,0022015Revenue 2016: $545,907Expenses 2016: $578,358Net Income 2016: -$32,4512016Revenue 2017: $441,381Expenses 2017: $425,851Net Income 2017: $15,5302017Revenue 2018: $421,616Expenses 2018: $448,265Net Income 2018: -$26,6492018Revenue 2019: $388,160Expenses 2019: $490,732Net Income 2019: -$102,5722019Revenue 2020: $411,510Expenses 2020: $430,120Net Income 2020: -$18,6102020Revenue 2021: $508,938Expenses 2021: $438,606Net Income 2021: $70,3322021Revenue 2022: $656,590Expenses 2022: $541,099Net Income 2022: $115,4912022Revenue 2023: $706,224Expenses 2023: $585,367Net Income 2023: $120,8572023Revenue 2024: $587,482Expenses 2024: $566,473Net Income 2024: $21,0092024Revenue 2025: $650,545Expenses 2025: $603,292Net Income 2025: $47,2532025

Highlighted filing

2019

Revenue$388,160
Expenses$490,732
Net Income-$102,572
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 28, 2019
Return Version
2018v3.1
Gross Receipts
$388,160
Mission and Program Overview

Mission

Cascade capital funding seeks to provide the best in specialized loans and expertise to oregon small business owners to help them grow and create jobs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$135,635$145,525▲ $9,890
Cash and Non-Interest-Bearing Accounts$77,126$34,039▼ $43,087
Prepaid Expenses and Deferred Charges$6,820$3,524▼ $3,296
Land, Buildings, and Equipment, Net$847--
Total Assets$429,577$327,211▼ $102,366
Other Assets Total$209,149$144,123▼ $65,026
Liabilities
Accounts Payable and Accrued Expenses$14,469$13,110▼ $1,359
Other Liabilities$-750$4,560▲ $5,310
Total Liabilities$13,719$17,670▲ $3,951
Net Assets / Fund Balance
Unrestricted Net Assets$415,858$309,541▼ $106,317
Total Net Assets Fund Balance$415,858$309,541▼ $106,317
Total Liabilities and Net Assets / Fund Balance$429,577$327,211▼ $102,366

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$25,444$25,444
Other Assets Org$114,662--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy KentExecutive DirectorFT$109,725$3,245$112,970

Board Members and Trustees

NameTitle
Mary MerrimanPresident
Doris JohnstonVice President
Aaron WalkerDirector
Abisha StoneDirector
Curt ArthurDirector
David GreenDirector
John PasconeDirector
Kristi MintoDirector
Rachel WolfeDirector
Renee CampbellDirector
Michael OconnorSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$385,543
Investment Income
$0
Other Revenue
$2,617
Change in Net Assets
$-102,572

Audited Revenue Reconciliation

Revenue per Audited Statements
$388,160
Total Revenue per Audited Statements
$388,160
Total Revenue per Form 990
$388,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$367,067
Other Expenses$123,665
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$255,672-$255,672
Current Officers, Directors, Trustees, and Key Employees-$111,395-$111,395
Occupancy-$41,312-$41,312
Fees for Services Other$24,546--$24,546
All Other Expenses$14,660$2,912-$17,572
Insurance$8,760--$8,760
Advertising$5,346--$5,346
Office Expenses$4,264--$4,264
Conferences and Meetings$1,561--$1,561
Other Expenses$968--$968
Depreciation Depletion-$847-$847
Total Functional Expenses$78,594$412,138$0$490,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$490,732
Total Expenses per Audited Statements$490,732
Total Expenses per Form 990$490,732
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Borrowers Escrow$4,560
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The organizations original bylaws required that the organization have no less than 25 voting members. The board was authorized and given discretion to accept any individual agency, governmental unit, business organization, assocation, or leading instituion as a member of the corporation. All members had equal voting rights, except contractors who provided services to the organization (non-voting members). However, the articles of incorporation this membership was dissolved via a members meeting in november 2014.

Member election for additional members Part VI line 7A

Prior to dissolution of the membership, members of the corporation could elect one or more members of the board by majority vote. Contractors providing services to cwfsi could serve as members but were specifically prohibited from serving as voting members.

Governing body decisions Part VI line 7B

Prior to dissolution of the membership, decisions of the governing board were subject to approval by voting members of the corporation.

Form 990 governing body review Part VI line 11

The executive director forwards the form 990 to the president, vice president,and secretary-treasurer for review.

CEO executive director top management comp Part VI line 15A

Executive director compensation was reviewed and approved by the executive committee and signed off on by the board president mary merriman.

Governing documents etc available to public Part VI line 19

The organizations governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cascade Capital Funding
EIN
93-0854853
Address
960 Broadway Street NE Suite 2, SALEM, OR 97301

Signing Officer

Name
Mary Merriman
Title
President
Phone
5039906869
Signed
2019-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Merriman
Formed
1983
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
11
Employees
4
Volunteers
12

Preparer

Firm
Pauly Rogers and Co Pc
Address
12700 SW 72ND AVE, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036202632
Supplemental Narrative

Additional Explanations

Audited by an independent accountant Part XII line 2B

The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant.

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0255672
IRS990/OtherSalariesAndWagesGrp/TotalAmt0255672
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06820
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03524
IRS990/PrincipalOfficerNm0MARY MERRIMAN
IRS990/PriorPeriodAdjustmentsAmt0-3745
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522291
IRS990/ProgramServiceRevenueGrp/BusinessCd2522291
IRS990/ProgramServiceRevenueGrp/BusinessCd3522291
IRS990/ProgramServiceRevenueGrp/Desc0LOAN SERVICING FEES
IRS990/ProgramServiceRevenueGrp/Desc1LOAN PACKAGING FEES
IRS990/ProgramServiceRevenueGrp/Desc2LOAN CLOSING INCOME
IRS990/ProgramServiceRevenueGrp/Desc3LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0280609
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt161173
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt230917
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt312844
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0280609
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt161173
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230917
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt312844
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0135171
IRS990/PYOtherRevenueAmt09045
IRS990/PYProgramServiceRevenueAmt0412571
IRS990/PYRevenuesLessExpensesAmt0-26649
IRS990/PYSalariesCompEmpBnftPaidAmt0313094
IRS990/PYTotalExpensesAmt0448265
IRS990/PYTotalRevenueAmt0421616
IRS990/ReconcilationRevenueExpnssAmt0-102572
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0135635
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0145525
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025444
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025444
IRS990ScheduleD/ExpensesSubtotalAmt0490732
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt029461
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1114662
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NOTES RECEIVABLE - Current Portion
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1NOTES RECEIVABLE - Non Current
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04560
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BORROWERS ESCROW
IRS990ScheduleD/RevenueSubtotalAmt0388160
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0144123
IRS990ScheduleD/TotalExpensesPerForm990Amt0490732
IRS990ScheduleD/TotalLiabilityAmt04560
IRS990ScheduleD/TotalRevenuePerForm990Amt0388160
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0388160
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0490732
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS ORIGINAL BYLAWS REQUIRED THAT THE ORGANIZATION HAVE NO LESS THAN 25 VOTING MEMBERS. THE BOARD WAS AUTHORIZED AND GIVEN DISCRETION TO ACCEPT ANY INDIVIDUAL AGENCY, GOVERNMENTAL UNIT, BUSINESS ORGANIZATION, ASSOCATION, OR LEADING INSTITUION AS A MEMBER OF THE CORPORATION. ALL MEMBERS HAD EQUAL VOTING RIGHTS, EXCEPT CONTRACTORS WHO PROVIDED SERVICES TO THE ORGANIZATION (NON-VOTING MEMBERS). HOWEVER, THE ARTICLES OF INCORPORATION THIS MEMBERSHIP WAS DISSOLVED VIA A MEMBERS MEETING IN NOVEMBER 2014.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO DISSOLUTION OF THE MEMBERSHIP, MEMBERS OF THE CORPORATION COULD ELECT ONE OR MORE MEMBERS OF THE BOARD BY MAJORITY VOTE. CONTRACTORS PROVIDING SERVICES TO CWFSI COULD SERVE AS MEMBERS BUT WERE SPECIFICALLY PROHIBITED FROM SERVING AS VOTING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR TO DISSOLUTION OF THE MEMBERSHIP, DECISIONS OF THE GOVERNING BOARD WERE SUBJECT TO APPROVAL BY VOTING MEMBERS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR FORWARDS THE FORM 990 TO THE PRESIDENT, VICE PRESIDENT,AND SECRETARY-TREASURER FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE DIRECTOR COMPENSATION WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND SIGNED OFF ON BY THE BOARD PRESIDENT MARY MERRIMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Audited by an independent accountant Part XII line 2b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0429577
IRS990/TotalAssetsEOYAmt0327211
IRS990/TotalAssetsGrp/BOYAmt0429577
IRS990/TotalAssetsGrp/EOYAmt0327211
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0412138
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078594
IRS990/TotalFunctionalExpensesGrp/TotalAmt0490732
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013719
IRS990/TotalLiabilitiesEOYAmt017670
IRS990/TotalLiabilitiesGrp/BOYAmt013719
IRS990/TotalLiabilitiesGrp/EOYAmt017670
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0415858
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0309541
IRS990/TotalOtherCompensationAmt03245
IRS990/TotalProgramServiceExpensesAmt078594
IRS990/TotalProgramServiceRevenueAmt0385543
IRS990/TotalReportableCompFromOrgAmt0109725
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0388160
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0388160
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0429577
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0327211
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0415858
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0309541
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.CASCADEWEST.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY MERRIMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05039906869
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASCADE CAPITAL FUNDING
ReturnHeader/Filer/BusinessNameControlTxt0CASC
ReturnHeader/Filer/EIN0930854853
ReturnHeader/Filer/USAddress/AddressLine1Txt0960 Broadway Street NE Suite 2
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId040F906C59A2AD28313F73D1F92E2D72F37463555
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId040F906C59A2AD28313F73D1F92E2D72F37463555
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09335042019266vbe4ffi
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-09-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.89.183.173
ReturnHeader/FilingSecurityInformation/IPDt02019-09-23
ReturnHeader/FilingSecurityInformation/IPTm011:35:01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULY ROGERS AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 SW 72ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIGARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036202632

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.55$0.89$6.66$6.51$6.03$0.47
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.29$1.10$6.19$5.87$5.66$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$1.15$5.98$7.06$5.85$1.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$1.02$4.77$6.57$5.41$1.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.33$3.61$5.09$4.39$0.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.49$2.91$4.12$4.30$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.18$3.10$3.88$4.91$1.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.14$4.16$4.22$4.48$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.18$4.45$4.41$4.26$0.16
2016Summary only. Only limited summary data is available for this year.$4.41$0.04$4.37$5.46$5.78$0.32
2015Detailed filing. Detailed filing data is available for this year.$5.05$0.35$4.70$5.72$5.77$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.79$1.04$4.75$6.44$6.94$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$1.69$5.25$5.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.00$1.62$5.38$6.08
2011Summary only. Only limited summary data is available for this year.$7.41$1.76$5.65$5.89$5.92$0.03