Civic Intelligence

Nacm Commerical Services Foundation

990EZ • Fiscal year 2016 • EIN 93-1228977

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 29, 2017

Organization ProfileN/A
7931 NE Halsey Rm/Ste 103Portland, OR 97213-6755

(503) 257-0802

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

31st percentile

-8.5%

Faster asset growth than 31% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

173%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$51,460

Down $4,783 (-8.5%) from 2015

Net Assets

Down

$51,460

Down $4,783 (-8.5%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Up

$5,156

Up $3,270 (+173%) from 2015

Expenses

Up

$9,938

Up $1,200 (+14%) from 2015

Net Income

Up

-$4,782

Up $2,070 (+30%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$300K$200K$100K$0Assets 2011: $56,358Liabilities 2011: $02011Assets 2012: $56,887Liabilities 2012: $02012Assets 2013: $64,423Liabilities 2013: $02013Assets 2014: $63,142Liabilities 2014: $02014Assets 2015: $56,243Net Assets 2015: $56,2432015Assets 2016: $51,460Net Assets 2016: $51,4602016Assets 2017: $154,525Liabilities 2017: $5,188Net Assets 2017: $149,3372017Assets 2018: $159,662Liabilities 2018: $3,9602018Assets 2024: $234,299Liabilities 2024: $0Net Assets 2024: $234,2992024

Highlighted filing

2016

Assets$51,460
Liabilities-
Net Assets$51,460
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $9,918Expenses 2011: $3,151Net Income 2011: $6,7672011Revenue 2012: $1,216Expenses 2012: $3,435Net Income 2012: -$2,2192012Revenue 2013: $5,326Expenses 2013: $2,911Net Income 2013: $2,4152013Revenue 2014: $3,335Expenses 2014: $6,214Net Income 2014: -$2,8792014Revenue 2015: $1,886Expenses 2015: $8,738Net Income 2015: -$6,8522015Revenue 2016: $5,156Expenses 2016: $9,938Net Income 2016: -$4,7822016Revenue 2017: $54,206Expenses 2017: $12,116Net Income 2017: $42,0902017Revenue 2018: $29,039Expenses 2018: $22,674Net Income 2018: $6,3652018Revenue 2024: $17,055Expenses 2024: $14,346Net Income 2024: $2,7092024

Highlighted filing

2016

Revenue$5,156
Expenses$9,938
Net Income-$4,782
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 29, 2017
Return Version
2016v3.0
Gross Receipts
$5,156
Mission and Program Overview

Mission

Provide scholarships for credit professionals

Provides scholarships to credit professionals

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS FOR CREDIT PROFESSIONALS$8,537$9,938
PROVIDES SCHOLARSHIPS FOR CREDIT PROFESSIONALS--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI KIMBALLDirector-$0--
JEFF BUTTERFIELDDirector-$0--
MICHAEL A BENASecretary-Tr-$0--
RICK WEISMANChairman-$0--
SHANNON GARRISON-BELLDirector-$0--
MARILYN REAVice Chairma-$0--
Filing and Contact Details

Filer

Filer Name
Nacm Oregon Foundation
EIN
93-1228977
Phone
5032570802
Address
7931 NE HALSEY RM/STE 103, PORTLAND, OR 97213-6755

Signing Officer

Name
Michael a Bena
Title
Secretary-treasurer
Phone
5032264211
Signed
2017-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Beede & Company Pc
Address
15 82ND DR STE 180, GLADSTONE, OR 97027-2560
Preparer
Arlene Pearson
Phone
5036579251
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“8,537 0 0”

Form 990-ez, Part I, Line 20

“Unrealized appreciatio 0 unrealized depreciation 0”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 0 2,000 total 0 2,000”

Form 990-ez, Part III, Line 31

“Scholarships for credit professionals”

Raw XML Appendix163 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/PersonNm0MICHAEL A BENA
IRS990EZ/BooksInCareOfDetail/PhoneNum03609031606
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07931 NE HALSEY 103
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056242
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049460
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05151
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4782
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01401
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056242
IRS990EZ/Form990TotalAssetsGrp/EOYAmt051460
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08537
IRS990EZ/GrossReceiptsAmt05156
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056242
IRS990EZ/NetAssetsOrFundBalancesEOYAmt051460
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056242
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt051460
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LORI KIMBALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEFF BUTTERFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL A BENA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RICK WEISMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHANNON GARRISON-BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARILYN REA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY-TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE CHAIRMA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDES SCHOLARSHIPS TO CREDIT PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDES SCHOLARSHIPS FOR CREDIT PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCHOLARSHIPS FOR CREDIT PROFESSIONALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08537
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09938
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09938
IRS990EZ/TotalProgramServiceExpensesAmt09938
IRS990EZ/TotalRevenueAmt05156
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05151
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0675
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04555
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012181
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0311
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0370
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0681
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0501
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0651
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03717
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0565
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0565
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0311
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0370
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0681
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96030
IRS990ScheduleA/PublicSupportPY509Pct00.92430
IRS990ScheduleA/PublicSupportTotal509Amt016463
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01176
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03335
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01781
IRS990ScheduleA/Total509Grp/TotalAmt016463
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01176
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03335
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02151
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt017144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt08,537 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED APPRECIATIO 0 UNREALIZED DEPRECIATION 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 0 2,000 TOTAL 0 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOLARSHIPS FOR CREDIT PROFESSIONALS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL A BENA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY-TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05032264211
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NACM OREGON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NACM
ReturnHeader/Filer/BusinessNameControlTxt0NACM
ReturnHeader/Filer/EIN0931228977
ReturnHeader/Filer/PhoneNum05032570802
ReturnHeader/Filer/USAddress/AddressLine1Txt07931 NE HALSEY RM/STE 103
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972136755
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0085FDFAB7E869F2A3788EDDE211C365B89C349DA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04DF37D92ED22328B618EF90F74D48FE4AECA3718
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0711017593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEEDE & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 82ND DR STE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLADSTONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970272560
ReturnHeader/PreparerPersonGrp/PhoneNum05036579251
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARLENE PEARSON
ReturnHeader/ReturnTs02017-03-30T16:32:26+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$51,460
Liabilities
-
Net assets
$51,460
Revenue
$5,156
Expenses
$9,938
Net income
-$4,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.17$0.14$0.03
2018Summary only. Only limited summary data is available for this year.$1.60$0.04$0.29$0.23$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.55$0.05$1.49$0.54$0.12$0.42
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.51$0.05$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.02$0.09$0.07
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.03$0.06$0.03
2013Summary only. Only limited summary data is available for this year.$0.64$0.00$0.05$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.01$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$0.56$0.00$0.10$0.03$0.07