Civic Intelligence

Anna May Family Foundation

990PF • Fiscal year 2020 • EIN 93-1269424

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

Organization Profile
1314-b Center Drive Box 264Medford, OR 97501

(541) 857-1040

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-45%

Higher net margin than 14% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$40,639

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 32.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.9%

Faster asset growth than 29% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-30%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,724,557

Down $52,955 (-1.9%) from 2019

Net Assets

$2,724,557

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$125,636

Down $52,647 (-30%) from 2019

Expenses

Up

$182,000

Up $3,138 (+1.8%) from 2019

Net Income

Down

-$56,364

Down $55,785 (-9635%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,910,377Liabilities 2011: $02011Assets 2012: $2,784,159Liabilities 2012: $02012Assets 2013: $2,927,681Liabilities 2013: $02013Assets 2014: $3,014,471Liabilities 2014: $02014Assets 2015: $2,968,988Liabilities 2015: $02015Assets 2019: $2,777,512Liabilities 2019: $02019Assets 2020: $2,724,557Liabilities 2020: $0Net Assets 2020: $2,724,5572020Assets 2021: $2,718,514Liabilities 2021: $0Net Assets 2021: $2,718,5142021Assets 2022: $3,006,860Liabilities 2022: $0Net Assets 2022: $3,006,8602022Assets 2023: $2,865,966Liabilities 2023: $0Net Assets 2023: $2,865,9662023Assets 2024: $2,917,797Liabilities 2024: $0Net Assets 2024: $2,917,7972024

Highlighted filing

2020

Assets$2,724,557
Liabilities$0
Net Assets$2,724,557
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $129,897Expenses 2011: $175,043Net Income 2011: -$45,1462011Revenue 2012: $91,237Expenses 2012: $217,455Net Income 2012: -$126,2182012Revenue 2013: $369,816Expenses 2013: $226,294Net Income 2013: $143,5222013Revenue 2014: $317,024Expenses 2014: $224,528Net Income 2014: $92,4962014Revenue 2015: $185,742Expenses 2015: $227,043Net Income 2015: -$41,3012015Revenue 2019: $178,283Expenses 2019: $178,862Net Income 2019: -$5792019Revenue 2020: $125,636Expenses 2020: $182,000Net Income 2020: -$56,3642020Revenue 2021: $204,798Expenses 2021: $213,279Net Income 2021: -$8,4812021Revenue 2022: $534,164Expenses 2022: $242,867Net Income 2022: $291,2972022Revenue 2023: $112,230Expenses 2023: $241,119Net Income 2023: -$128,8892023Revenue 2024: $287,521Expenses 2024: $234,696Net Income 2024: $52,8252024

Highlighted filing

2020

Revenue$125,636
Expenses$182,000
Net Income-$56,364
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY BELKINExecutive Director & SecrePT$40,639-$40,639
WILL BRAKEPresident-$0--
BELLE SHEPARDVice-President-$0--
APRIL STITHTreasurer-$0--
CHARLEY BOHENDirector-$0--
MARK MEYERDirector-$0--
MARY-CURTIS GRAMLEYDirector-$0--
STACY BRUBAKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Anna May Family Foundation
EIN
93-1269424
Phone
5418571040
Address
1314-B CENTER DRIVE BOX 264, MEDFORD, OR 97501

Signing Officer

Name
Amy Belkin
Title
Executive Director
Phone
5416019915
Signed
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
221 STEWART AVENUE SUITE 301, MEDFORD, OR 97501
Preparer
April Stith
Phone
5418571040
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PFIZER INC -7233
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VANGUARD SMALL CAP INDEX FUND ADMIRAL -7238
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VISA INC CL A -7233
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TEXAS INSTRUMENTS -7233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ASHTEAD GROUP PLC ORD -7239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94CREDICORP LTD -7239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95FANUC CORP ADR -7239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96MICHELIN COMPAGNIE GENERALE ADR -7239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97OTSUKA HLDGS CO LTD UNSPONSORED ADR -7239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98RENTOKIL INITIAL PLC SPON ADR -7239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99BOEING COMPANY -4823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100ILLUMINA INC -4823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101INTUITIVE SURGICAL INC NEW -4823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SALESFORCE.COM INC -4823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WALT DISNEY CO (HOLDING CO) -4823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104WORKDAY INC CL A -4823
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107INVESCO DEVELOPING MARKETS FUND CLASS Y -2444
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt065082
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt059410
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01144
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0125636
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0125636
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04240
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04241
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08481
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt059410
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020320
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020319
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040639
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0108500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt065082
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt065082
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-56364
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01321419
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01144
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01144
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt059410
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt083649
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01741
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0761
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02502
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013799
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt02187
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02867
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0136988
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt041987
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0182000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0125636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0125636
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt028488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt041987
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt073500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0201729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11060280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt158068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt158068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0197084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11118348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS - PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS - DISALLOWED WASH SALE LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt059410
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-56364

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,724,557
Liabilities
$0
Net assets
$2,724,557
Revenue
$125,636
Expenses
$182,000
Net income
-$56,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.29$0.23$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.11$0.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.53$0.24$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.20$0.21$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.13$0.18$0.06
2019Summary only. Only limited summary data is available for this year.$2.78$0.00$0.18$0.18$0.00
2015Summary only. Only limited summary data is available for this year.$2.97$0.00$0.19$0.23$0.04
2014Summary only. Only limited summary data is available for this year.$3.01$0.00$0.32$0.22$0.09
2013Summary only. Only limited summary data is available for this year.$2.93$0.00$0.37$0.23$0.14
2012Summary only. Only limited summary data is available for this year.$2.78$0.00$0.09$0.22$0.13
2011Summary only. Only limited summary data is available for this year.$2.91$0.00$0.13$0.18$0.05