Civic Intelligence

Ritz Family Foundation

990PF • Fiscal year 2012 • EIN 93-1248019

Jul 01, 2011 to Jun 30, 2012 • Filed on Nov 15, 2012

21580 SW Stafford Road97062
Siviq Scores

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

Liabilities / Assets

62nd percentile

0.07x

Higher debt load relative to assets than 62% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

15th percentile

-10.0%

Faster asset growth than 15% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$753,191

Down $83,640 (-10.0%) from 2011

Net Assets

Down

$700,707

Down $129,922 (-16%) from 2011

Liabilities

Up

$52,484

Up $46,282 (+746%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$94,478

Up $16,676 (+21%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $836,831Liabilities 2011: $6,202Net Assets 2011: $830,6292011Assets 2012: $753,191Liabilities 2012: $52,484Net Assets 2012: $700,7072012Assets 2013: $916,635Liabilities 2013: $0Net Assets 2013: $916,6352013Assets 2014: $1,176,840Liabilities 2014: $59,271Net Assets 2014: $1,117,5692014Assets 2015: $899,640Liabilities 2015: $10,701Net Assets 2015: $888,9392015Assets 2016: $949,706Liabilities 2016: $174,837Net Assets 2016: $774,8692016Assets 2017: $881,761Liabilities 2017: $76,008Net Assets 2017: $805,7532017Assets 2018: $851,847Liabilities 2018: $115,481Net Assets 2018: $736,3662018Assets 2019: $788,508Liabilities 2019: $118,539Net Assets 2019: $669,9692019Assets 2020: $701,567Liabilities 2020: $22,098Net Assets 2020: $679,4692020Assets 2021: $962,970Liabilities 2021: $0Net Assets 2021: $962,9702021Assets 2022: $2,717,893Liabilities 2022: $0Net Assets 2022: $2,717,8932022Assets 2023: $3,034,333Liabilities 2023: $23,379Net Assets 2023: $3,010,9542023Assets 2024: $3,394,936Liabilities 2024: $18,845Net Assets 2024: $3,376,0912024Assets 2025: $3,803,430Liabilities 2025: $0Net Assets 2025: $3,803,4302025

Highlighted filing

2012

Assets$753,191
Liabilities$52,484
Net Assets$700,707

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $77,8022011Expenses 2012: $94,4782012Expenses 2013: $104,2752013Revenue 2014: $43,735Expenses 2014: $106,483Net Income 2014: -$62,7482014Revenue 2015: $115,964Expenses 2015: $107,502Net Income 2015: $8,4622015Revenue 2016: $42,522Expenses 2016: $82,735Net Income 2016: -$40,2132016Revenue 2017: $98,564Expenses 2017: $113,424Net Income 2017: -$14,8602017Revenue 2018: $68,977Expenses 2018: $95,073Net Income 2018: -$26,0962018Revenue 2019: $73,704Expenses 2019: $88,294Net Income 2019: -$14,5902019Revenue 2020: $194,479Expenses 2020: $85,240Net Income 2020: $109,2392020Revenue 2021: $124,876Expenses 2021: $88,379Net Income 2021: $36,4972021Revenue 2022: $2,127,988Expenses 2022: $100,774Net Income 2022: $2,027,2142022Revenue 2023: $134,804Expenses 2023: $232,190Net Income 2023: -$97,3862023Revenue 2024: $187,636Expenses 2024: $280,574Net Income 2024: -$92,9382024Revenue 2025: $359,081Expenses 2025: $286,598Net Income 2025: $72,4832025

Highlighted filing

2012

Revenue-
Expenses$94,478
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBER LEE RITZDirector-$0--
ERIC P RITZSecretary-$0--
TRUDY E RITZDirector-$0--
Kelly L Ritz-EisensteinDirector-$0--
HENRY P RITZPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Financial support of historical exhibits and libraryN/APORTLAND, OR, US$25,000
Paid Grant-Financial support of museumN/APORTLAND, OR, US$15,000
Paid Grant-Financial support for outreach and support of local homeless youthN/APORTLAND, OR, US$12,000
Paid Grant-Financial support for children and families in needN/AMEMPHIS, TN, US$10,000
Paid Grant-PUBLIC FUNDING FOR THE ARTSN/APORTLAND, OR, US$10,000
Paid Grant-FINANCIAL SUPPORT FOR JAPANESE GARDENN/APORTLAND, OR, US$6,000
Paid Grant-Financial support for community opera and musical theaterN/APORTLAND, OR, US$6,000
Paid Grant-Financial support for local community theaterN/APORTLAND, OR, US$5,000
Filing and Contact Details

Filer

EIN
93-1248019
Raw XML Appendix363 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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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome067530
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/AddressLine10350 East 2nd Street Unit 518
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ForeignAddress/City0Vancouver
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0KIMBER LEE RITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ERIC P RITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2TRUDY E RITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Kelly L Ritz-Eisenstein
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4HENRY P RITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 1103
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO Box 1321
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IRS990PF/SupplementaryInformation/ContributingManager0TRUDY E RITZ
IRS990PF/SupplementaryInformation/ContributingManager1HENRY P RITZ
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount515000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount75000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Financial support for children and families in need
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PUBLIC FUNDING FOR THE ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Financial support of historical exhibits and library
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3FINANCIAL SUPPORT FOR JAPANESE GARDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Financial support for outreach and support of local homeless youth
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Financial support of museum
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Financial support for community opera and musical theater
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Financial support for local community theater
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0YOUTH VILLAGES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1CREATIVE ADVOCACY NETWORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2THE OREGON HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3PORTLAND JAPANESE GARDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4TRANSITIONAL YOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5PORTLAND ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6PORTLAND OPERA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7PORTLAND CENTER STAGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine103320 BROTHER BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113242 NE 12TH AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121200 SW PARK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 3847
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1414945 SW Sequoia Parkway 150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151219 SW PARK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16211 SE CARUTHERS ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17128 NW ELEVENTH AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MEMPHIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode038133
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode197212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode297205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode397208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode497224
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode597205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode697214
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode797209
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear089000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear035911
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted035911
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1033713
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2037953
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3036890
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4031109
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5067638
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5067638
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0192754
IRS990PF/UndistributedIncome/ExcessFromCurrentYear053089
IRS990PF/UndistributedIncome/ExcessFromYear1033713
IRS990PF/UndistributedIncome/ExcessFromYear2037953
IRS990PF/UndistributedIncome/ExcessFromYear3036890
IRS990PF/UndistributedIncome/ExcessFromYear4031109
IRS990PF/UndistributedIncome/QualifyingDistributions089000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus053089
IRS990PF/UndistributedIncome/TotalCorpus0260392
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0207303
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount0102974
OtherDecreasesSchedule/OtherDecreases/Description0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome050
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome137
OtherExpensesSchedule/OtherExpenses/Description0FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1ACCOUNT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome037
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks137
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue06202
OtherLiabilitiesSchedule/OtherLiabilities/Description0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue052484
TaxesSchedule/Taxes/AdjustedNetIncome0108
TaxesSchedule/Taxes/AdjustedNetIncome1632
TaxesSchedule/Taxes/Amount0108
TaxesSchedule/Taxes/Amount1632
TaxesSchedule/Taxes/Category0OREGON
TaxesSchedule/Taxes/Category1FEDERAL
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0931248019
ReturnHeader/Filer/Name/BusinessNameLine10Ritz Family Foundation
ReturnHeader/Filer/NameControl0RITZ
ReturnHeader/Filer/Phone05036385555
ReturnHeader/Filer/USAddress/AddressLine1021580 SW Stafford Road
ReturnHeader/Filer/USAddress/City0Tualatin
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097062
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-15
ReturnHeader/Officer/Name0HENRY P RITZ
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10YOUNG & COMPANY LLC CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011200 SW ALLEN BLVD STE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BEAVERTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0970054823
ReturnHeader/Preparer/Name0Thomas L Strong
ReturnHeader/Preparer/Phone05036464800
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T13:25:01-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.36$0.29$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.02$3.38$0.19$0.28$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.02$3.01$0.13$0.23$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$2.13$0.10$2.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.12$0.09$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.02$0.68$0.19$0.09$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.12$0.67$0.07$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.12$0.74$0.07$0.10$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.08$0.81$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.17$0.77$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$0.12$0.11$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.06$1.12$0.04$0.11$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.75$0.05$0.70$0.09
2011Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.83$0.08