Civic Intelligence

Elk Rock Garden Foundation

990 • Fiscal year 2015 • EIN 93-1157192

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 26, 2016

PO Box 69244Portland, OR 97239-0244

(503) 635-3899

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

25th percentile

-8.8%

Higher net margin than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-6.1%

Faster asset growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$61,296

Down $3,992 (-6.1%) from 2014

Net Assets

Down

$61,296

Down $3,992 (-6.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$45,210

Up $7,653 (+20%) from 2014

Expenses

Up

$49,202

Up $1,635 (+3.4%) from 2014

Net Income

Up

-$3,992

Up $6,018 (+60%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $76,872Liabilities 2011: $25,220Net Assets 2011: $51,6522011Assets 2012: $60,477Liabilities 2012: $0Net Assets 2012: $60,4772012Assets 2013: $75,298Liabilities 2013: $0Net Assets 2013: $75,2982013Assets 2014: $65,288Liabilities 2014: $0Net Assets 2014: $65,2882014Assets 2015: $61,296Liabilities 2015: $0Net Assets 2015: $61,2962015Assets 2016: $59,820Liabilities 2016: $0Net Assets 2016: $59,8202016Assets 2017: $36,153Liabilities 2017: $0Net Assets 2017: $36,1532017Assets 2018: $25,224Liabilities 2018: $0Net Assets 2018: $25,2242018Assets 2019: $26,718Liabilities 2019: $0Net Assets 2019: $26,7182019Assets 2020: $14,234Liabilities 2020: $0Net Assets 2020: $14,2342020Assets 2021: $41,024Liabilities 2021: $0Net Assets 2021: $41,0242021Assets 2022: $55,758Liabilities 2022: $0Net Assets 2022: $55,7582022Assets 2023: $5,433,746Liabilities 2023: $1,200,000Net Assets 2023: $4,233,7462023Assets 2024: $5,151,289Liabilities 2024: $1,053,232Net Assets 2024: $4,098,0572024

Highlighted filing

2015

Assets$61,296
Liabilities$0
Net Assets$61,296

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $36,6272011Expenses 2012: $15,2662012Revenue 2013: $50,801Expenses 2013: $35,980Net Income 2013: $14,8212013Revenue 2014: $37,557Expenses 2014: $47,567Net Income 2014: -$10,0102014Revenue 2015: $45,210Expenses 2015: $49,202Net Income 2015: -$3,9922015Revenue 2016: $27,500Expenses 2016: $28,976Net Income 2016: -$1,4762016Revenue 2017: $24,504Expenses 2017: $48,171Net Income 2017: -$23,6672017Revenue 2018: $39,001Expenses 2018: $49,930Net Income 2018: -$10,9292018Revenue 2019: $95,509Expenses 2019: $94,015Net Income 2019: $1,4942019Revenue 2020: $32,577Expenses 2020: $45,061Net Income 2020: -$12,4842020Revenue 2021: $69,782Expenses 2021: $42,992Net Income 2021: $26,7902021Revenue 2022: $39,842Expenses 2022: $25,108Net Income 2022: $14,7342022Revenue 2023: $4,287,319Expenses 2023: $109,331Net Income 2023: $4,177,9882023Revenue 2024: $78,363Expenses 2024: $214,052Net Income 2024: -$135,6892024

Highlighted filing

2015

Revenue$45,210
Expenses$49,202
Net Income-$3,992
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 26, 2016
Return Version
2015v2.1
Gross Receipts
$45,210
Mission and Program Overview

Mission

To support the operation, maintenance, renovation and capital improvements of elk rock garden, also known as the garden of the bishop's close.

Providing financial assistance for garden viewing by the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$65,288$61,296▼ $3,992
Rtn Earn Endowment Incm Other Fnds$65,288$61,296▼ $3,992
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$65,288$61,296▼ $3,992
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$65,288$61,296▼ $3,992
Total Liabilities and Net Assets / Fund Balance$65,288$61,296▼ $3,992
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$45,149
Program Service Revenue
$0
Investment Income
$61
Other Revenue
$0
All Other Contributions
$45,149
Change in Net Assets
$-3,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$4,081$134-$134
All Other Expenses-$100-$100
Fees for Services Accounting-$32-$32
Total Functional Expenses$48,738$464$0$49,202
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
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, Part VI, Section B, Line 11

Reviewed by the board and approved before filing

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Elk Rock Garden Foundation
EIN
93-1157192
Phone
5036353899
Address
PO BOX 69244, PORTLAND, OR 97239-0244

Signing Officer

Name
Sara Mauritz
Title
President
Phone
5032972857
Signed
2016-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Mauritz
Formed
1994
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Williamson & Associates Llp
Address
4949 MEADOWS RD SUITE 375, LAKE OSWEGO, OR 97035
Preparer
Kandi Hudspeth CPA
Phone
5033035000
Raw XML Appendix355 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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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt065288
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt061296
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt048738
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt061
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt045210
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt065288
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt061296
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07405 SW NEWTON PLACE
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097225
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.ELKROCKGARDEN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA MAURITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032972857
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELK ROCK GARDEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ELKR
ReturnHeader/Filer/EIN0931157192
ReturnHeader/Filer/PhoneNum05036353899
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 69244
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972390244
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931326075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAMSON & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04949 MEADOWS RD SUITE 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05033035000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KANDI HUDSPETH CPA
ReturnHeader/ReturnTs02016-04-06T14:11:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.15$1.05$4.10$0.08$0.21$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$1.20$4.23$4.29$0.11$4.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.04$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.07$0.04$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.03$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.10$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.04$0.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.02$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.05$0.05$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.04$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.05$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.03$0.05$0.04