Civic Intelligence

Philomath Community Foundation

990 • Fiscal year 2023 • EIN 93-0981908

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profile[email protected]
PO Box 1000Philomath, OR 97370

(541) 740-7920

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.28x

Higher debt load relative to assets than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

3.32x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-79%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-2.2%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Flat

$1,249,100

Flat from 2023

Net Assets

Flat

$901,926

Flat from 2023

Liabilities

Flat

$347,174

Flat from 2023

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin4th percentile

Revenue

Flat

$104,508

Flat from 2023

Expenses

Flat

$187,388

Flat from 2023

Net Income

Flat

-$82,880

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $131,541Net Assets 2011: $131,5412011Assets 2012: $156,670Net Assets 2012: $156,6702012Assets 2013: $222,085Net Assets 2013: $222,0852013Assets 2014: $252,095Liabilities 2014: $02014Assets 2015: $276,719Net Assets 2015: $276,7192015Assets 2016: $437,536Net Assets 2016: $437,5362016Assets 2017: $632,520Liabilities 2017: $0Net Assets 2017: $632,5202017Assets 2018: $646,067Liabilities 2018: $0Net Assets 2018: $646,0672018Assets 2019: $786,048Liabilities 2019: $0Net Assets 2019: $786,0482019Assets 2020: $1,006,711Liabilities 2020: $0Net Assets 2020: $1,006,7112020Assets 2021: $1,196,304Liabilities 2021: $289,170Net Assets 2021: $907,1342021Assets 2022: $1,107,603Liabilities 2022: $268,772Net Assets 2022: $838,8312022Assets 2023: $1,249,100Liabilities 2023: $347,174Net Assets 2023: $901,9262023Assets 2023: $1,249,100Liabilities 2023: $347,174Net Assets 2023: $901,9262023Assets 2025: $1,788,459Liabilities 2025: $524,724Net Assets 2025: $1,263,7352025

Highlighted filing

2023

Assets$1,249,100
Liabilities$347,174
Net Assets$901,926
Open 2023 Filing

Operations Trend

Revenue Growth34th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $37,681Expenses 2011: $15,675Net Income 2011: $22,0062011Revenue 2012: $21,253Expenses 2012: $4,284Net Income 2012: $16,9692012Revenue 2013: $57,218Expenses 2013: $6,238Net Income 2013: $50,9802013Revenue 2014: $52,729Expenses 2014: $24,641Net Income 2014: $28,0882014Revenue 2015: $68,455Expenses 2015: $33,308Net Income 2015: $35,1472015Revenue 2016: $192,746Expenses 2016: $35,366Net Income 2016: $157,3802016Revenue 2017: $212,309Expenses 2017: $56,768Net Income 2017: $155,5412017Revenue 2018: $155,606Expenses 2018: $82,563Net Income 2018: $73,0432018Revenue 2019: $121,380Expenses 2019: $62,114Net Income 2019: $59,2662019Revenue 2020: $269,860Expenses 2020: $49,197Net Income 2020: $220,6632020Revenue 2021: $232,391Expenses 2021: $42,798Net Income 2021: $189,5932021Revenue 2022: $106,807Expenses 2022: $62,551Net Income 2022: $44,2562022Revenue 2023: $104,508Expenses 2023: $187,388Net Income 2023: -$82,8802023Revenue 2023: $104,508Expenses 2023: $187,388Net Income 2023: -$82,8802023Revenue 2025: $156,762Expenses 2025: $86,522Net Income 2025: $70,2402025

Highlighted filing

2023

Revenue$104,508
Expenses$187,388
Net Income-$82,880
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$104,508
Mission and Program Overview

Mission

Support philomath community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$460,020$618,502▲ $158,482
Land, Buildings, and Equipment, Net$218,098$214,636▼ $3,462
Cash and Non-Interest-Bearing Accounts$96,244$38,179▼ $58,065
Savings and Temporary Cash Investments$64,469$30,609▼ $33,860
Total Assets$1,107,603$1,249,100▲ $141,497
Other Assets Total$268,772$347,174▲ $78,402
Liabilities
Escrow Account Liability$268,772$347,174▲ $78,402
Total Liabilities$268,772$347,174▲ $78,402
Net Assets / Fund Balance
Net Assets With Donor Restrictions$492,465$469,794▼ $22,671
Net Assets Without Donor Restrictions$346,366$432,132▲ $85,766
Total Net Assets Fund Balance$838,831$901,926▲ $63,095
Total Liabilities and Net Assets / Fund Balance$1,107,603$1,249,100▲ $141,497

Asset Categories

AssetBook ValueDepreciationBasis
Land$140,115-$140,115
Buildings$58,054$5,650$63,704
Leasehold Improvements$16,467$7,310$23,777
Other Assets Org$347,174--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Steven BellPresident
Brad PankallaDirector
Ginny DeherdtDirector
Josh KvidtDirector
Linda HowardDirector
Rod HarveyDirector
Steven KearsleyDirector
Neal PetersonPast Preside
Helen BennettSecretary
Matthew BierekTreasurer
Doug EdmondsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$82,997
Program Service Revenue
$0
Investment Income
$21,511
Other Revenue
$0
All Other Contributions
$82,997
Change in Net Assets
$-82,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$173,092
Other Expenses$14,296
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$156,092--$156,092
Grants to Domestic Individuals$17,000--$17,000
Fees for Services Accounting-$5,330-$5,330
Depreciation Depletion$3,462--$3,462
Office Expenses$1,535--$1,535
Insurance-$1,329-$1,329
Occupancy$1,007--$1,007
Fees for Services Other-$844-$844
Other Expenses-$474-$474
Information Technology-$315-$315
Total Functional Expenses$179,096$8,292$0$187,388
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jackson St Youth ShelterCorvallis, OR501c3Charitable Purposes$69,040
Corvallis Benton County Council ofCorvallis, OR501c3Charitable Purposes$67,494
Philomath School DistrictPhilomath, ORGovPerforming Arts$11,800
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
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 2

“Bob boss teresa boss director director married”

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

“Form 990 is reviewed by members of the board of directors prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Philomath Community Foundation
EIN
93-0981908
Phone
5417407920
Address
PO BOX 1000, PHILOMATH, OR 97370

Signing Officer

Name
Matthew Bierek
Title
Treasurer
Phone
5417571945
Signed
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Bierek
Formed
1988
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Tax & Wealth Management Llp
Address
2334 NW PROFESSIONAL DR, CORVALLIS, OR 97330
Preparer
Robert S Barry
Phone
5417534185
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The foundation holds investments on behalf of other non-profit organization as a fiduciary agent for the purpose of investment management only.”

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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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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,249,100
Liabilities
$347,174
Net assets
$901,926
Revenue
$104,508
Expenses
$187,388
Net income
-$82,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.52$1.26$0.16$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.35$0.90$0.10$0.19$0.08
2023Summary only. Only limited summary data is available for this year.$1.25$0.35$0.90$0.10$0.19$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.27$0.84$0.11$0.06$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.29$0.91$0.23$0.04$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.27$0.05$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.12$0.06$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.16$0.08$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.21$0.06$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.44$0.19$0.04$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.28$0.07$0.03$0.04
2014Summary only. Only limited summary data is available for this year.$0.25$0.00$0.05$0.02$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.06$0.01$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$0.02$0.00$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.13$0.04$0.02$0.02