Civic Intelligence

Gladstone Seniors Foundation

990EZ • Fiscal year 2018 • EIN 93-0925413

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 07, 2018

Organization ProfileN/A
1050 Portland AvenueGladstone, OR 97027

(503) 655-7701

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

48th percentile

0.7%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-94%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$269,419

Up $1,770 (+0.7%) from 2017

Net Assets

Up

$269,419

Up $1,770 (+0.7%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Down

$8,086

Down $134,858 (-94%) from 2017

Expenses

Up

$6,316

Up $987 (+19%) from 2017

Net Income

Down

$1,770

Down $135,845 (-99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2011: $95,484Net Assets 2011: $95,4842011Assets 2012: $109,376Net Assets 2012: $109,3762012Assets 2013: $114,706Net Assets 2013: $114,7062013Assets 2014: $114,879Liabilities 2014: $02014Assets 2015: $123,047Liabilities 2015: $02015Assets 2016: $130,034Net Assets 2016: $130,0342016Assets 2017: $267,649Net Assets 2017: $267,6492017Assets 2018: $269,419Net Assets 2018: $269,4192018Assets 2019: $277,971Net Assets 2019: $277,9712019Assets 2020: $275,152Net Assets 2020: $275,1522020Assets 2021: $268,898Liabilities 2021: $02021Assets 2022: $310,545Net Assets 2022: $310,5452022Assets 2023: $282,287Liabilities 2023: $02023Assets 2024: $288,955Liabilities 2024: $02024Assets 2025: $289,159Net Assets 2025: $289,1592025

Highlighted filing

2018

Assets$269,419
Liabilities-
Net Assets$269,419
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $25,979Expenses 2011: $11,400Net Income 2011: $14,5792011Revenue 2012: $23,607Expenses 2012: $9,715Net Income 2012: $13,8922012Revenue 2013: $12,919Expenses 2013: $7,589Net Income 2013: $5,3302013Revenue 2014: $12,698Expenses 2014: $12,525Net Income 2014: $1732014Revenue 2015: $23,687Expenses 2015: $15,519Net Income 2015: $8,1682015Revenue 2016: $17,905Expenses 2016: $10,918Net Income 2016: $6,9872016Revenue 2017: $142,944Expenses 2017: $5,329Net Income 2017: $137,6152017Revenue 2018: $8,086Expenses 2018: $6,316Net Income 2018: $1,7702018Revenue 2019: $12,586Expenses 2019: $4,034Net Income 2019: $8,5522019Revenue 2020: $6,490Expenses 2020: $9,309Net Income 2020: -$2,8192020Revenue 2021: $4,559Expenses 2021: $10,813Net Income 2021: -$6,2542021Revenue 2022: $59,237Expenses 2022: $17,590Net Income 2022: $41,6472022Revenue 2023: $13,091Expenses 2023: $41,349Net Income 2023: -$28,2582023Revenue 2024: $28,091Expenses 2024: $21,423Net Income 2024: $6,6682024Revenue 2025: $14,877Expenses 2025: $14,673Net Income 2025: $2042025

Highlighted filing

2018

Revenue$8,086
Expenses$6,316
Net Income$1,770
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 7, 2018
Return Version
2017v2.2
Gross Receipts
$8,086
Mission and Program Overview

Mission

Supporting the enrichment of the lives of local community seniors to form new relationships and participate in programs that provide nutrition, education, social, cultural and recreational activities at the gladstone senior center.

Program Services

DescriptionGrantsExpenses
PROVIDING FOR THE GLADSTONE SENIOR CENTER. MEAL PROGRAMS AND SPECIAL EVENTS. ALSO BUILDING IMPROVEMENTS FOR THE CENTER.$6,316-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAL DUNCANPresident-$0--
COLETTE UMBRASSecretary-$0--
BONNIE DUNCANTreasurer-$0--
PATTY HIGHSMITHDirector-$0--
COLIN BLACKDirector-$0--
VALERIE BLOYEDirector-$0--
ROBERT EVERETTDirector-$0--
BRIAN SUTTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Gladstone Seniors Foundation
EIN
93-0925413
Phone
5036557701
Address
1050 PORTLAND AVENUE, GLADSTONE, OR 97027

Signing Officer

Name
Bonnie Duncan
Title
Treasurer
Signed
2018-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Mistie Hesse CPA
Address
PO Box 192, Canby, OR 97013
Preparer
Mistie Hesse CPA
Phone
5033491576
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $26”

Other Expenses.1

“Events & other expense $990”

Other Expenses.2

“MISCELLANEOUS $523”

Other Expenses.3

“DONATIONS $450”

Other Expenses.4

“LICENSE AND FEES $327”

Raw XML Appendix175 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0COLIN BLACK
IRS990EZ/BooksInCareOfDetail/PhoneNum05036557701
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 PORTLAND AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLADSTONE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0267649
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0264695
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07952
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01770
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0267649
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0269419
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt08086
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0134
IRS990EZ/LandAndBuildingsGrp/EOYAmt04724
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0267649
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0269419
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0267649
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0269419
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAL DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLETTE UMBRAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BONNIE DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTY HIGHSMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLIN BLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VALERIE BLOYE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBERT EVERETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIAN SUTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02316
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORTING THE ENRICHMENT OF THE LIVES OF LOCAL COMMUNITY SENIORS TO FORM NEW RELATIONSHIPS AND PARTICIPATE IN PROGRAMS THAT PROVIDE NUTRITION, EDUCATION, SOCIAL, CULTURAL AND RECREATIONAL ACTIVITIES AT THE GLADSTONE SENIOR CENTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING FOR THE GLADSTONE SENIOR CENTER. MEAL PROGRAMS AND SPECIAL EVENTS. ALSO BUILDING IMPROVEMENTS FOR THE CENTER.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06316
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06316
IRS990EZ/TotalProgramServiceExpensesAmt06316
IRS990EZ/TotalRevenueAmt08086
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0142776
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt017689
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt023502
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0204448
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0134
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0216
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0216
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0350
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00100
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt0204448
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07952
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0142776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023502
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012529
IRS990ScheduleA/Total509Grp/TotalAmt0204448
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0142776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017905
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012529
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0204798
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EVENTS & OTHER EXPENSE $990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MISCELLANEOUS $523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSE AND FEES $327
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLADSTONE SENIORS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GLAD
ReturnHeader/Filer/EIN0930925413
ReturnHeader/Filer/PhoneNum05036557701
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 PORTLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0GLADSTONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097027
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452052547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mistie Hesse CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 192
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Canby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097013
ReturnHeader/PreparerPersonGrp/PhoneNum05033491576
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MISTIE HESSE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-12-07T12:07:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$269,419
Liabilities
-
Net assets
$269,419
Revenue
$8,086
Expenses
$6,316
Net income
$1,770
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.89$2.89$0.15$0.15$0.00
2024Summary only. Only limited summary data is available for this year.$2.89$0.00$0.28$0.21$0.07
2023Summary only. Only limited summary data is available for this year.$2.82$0.00$0.13$0.41$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$3.11$0.59$0.18$0.42
2021Summary only. Only limited summary data is available for this year.$2.69$0.00$0.05$0.11$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$2.75$0.06$0.09$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$2.78$0.13$0.04$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.69$2.69$0.08$0.06$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$2.68$1.43$0.05$1.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$1.30$0.18$0.11$0.07
2015Summary only. Only limited summary data is available for this year.$1.23$0.00$0.24$0.16$0.08
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$0.13$0.13$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$1.15$0.13$0.08$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$1.09$0.24$0.10$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.95$0.26$0.11$0.15
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits