Civic Intelligence

Jacqueline Rayot Olsson Charitable Foundation

990PF • Fiscal year 2012 • EIN 93-1274620

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

Organization Profile
2165 SW Main Street97205
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

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

74th percentile

$1,500

Higher top officer pay than 74% of similar nonprofits.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$567,595

No earlier filing loaded for comparison.

Net Assets

$567,595

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$45,896

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2012: $567,595Liabilities 2012: $0Net Assets 2012: $567,5952012Assets 2013: $613,982Liabilities 2013: $0Net Assets 2013: $613,9822013Assets 2014: $689,255Liabilities 2014: $0Net Assets 2014: $689,2552014Assets 2015: $667,845Liabilities 2015: $0Net Assets 2015: $667,8452015Assets 2016: $638,436Liabilities 2016: $0Net Assets 2016: $638,4362016Assets 2017: $675,412Liabilities 2017: $0Net Assets 2017: $675,4122017Assets 2018: $669,700Liabilities 2018: $0Net Assets 2018: $669,7002018Assets 2019: $648,778Liabilities 2019: $0Net Assets 2019: $648,7782019Assets 2020: $613,613Liabilities 2020: $0Net Assets 2020: $613,6132020Assets 2021: $699,124Liabilities 2021: $0Net Assets 2021: $699,1242021Assets 2022: $617,199Liabilities 2022: $0Net Assets 2022: $617,1992022Assets 2023: $622,452Liabilities 2023: $0Net Assets 2023: $622,4522023Assets 2024: $642,694Liabilities 2024: $0Net Assets 2024: $642,6942024Assets 2025: $680,262Liabilities 2025: $0Net Assets 2025: $680,2622025

Highlighted filing

2012

Assets$567,595
Liabilities$0
Net Assets$567,595
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2012: $45,8962012Expenses 2013: $37,3532013Revenue 2014: $28,478Expenses 2014: $38,644Net Income 2014: -$10,1662014Revenue 2015: $51,597Expenses 2015: $39,096Net Income 2015: $12,5012015Revenue 2016: $37,137Expenses 2016: $44,576Net Income 2016: -$7,4392016Revenue 2017: $36,799Expenses 2017: $50,129Net Income 2017: -$13,3302017Revenue 2018: $47,643Expenses 2018: $52,085Net Income 2018: -$4,4422018Revenue 2019: $33,903Expenses 2019: $56,993Net Income 2019: -$23,0902019Revenue 2020: $55,165Expenses 2020: $46,875Net Income 2020: $8,2902020Revenue 2021: $34,992Expenses 2021: $46,088Net Income 2021: -$11,0962021Revenue 2022: $60,218Expenses 2022: $39,717Net Income 2022: $20,5012022Revenue 2023: $54,201Expenses 2023: $43,487Net Income 2023: $10,7142023Revenue 2024: $28,009Expenses 2024: $54,686Net Income 2024: -$26,6772024Revenue 2025: $54,753Expenses 2025: $50,184Net Income 2025: $4,5692025

Highlighted filing

2012

Revenue-
Expenses$45,896
Net Income-
Open 2012 Filing
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
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Collin C ArdSecretary-$1,500-$1,500
Melissa S AndalVP/Treasurer-$1,500-$1,500
Lisa A JoerinPresident-$1,500-$1,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Program Activities509A1Portland, OR, US$10,000
Paid Grant-Program Activities509A1ST LOUIS, MO, US$9,000
Paid Grant-PROGRAM ACTIVITIES509A1Beaverton, OR, US$4,000
Paid Grant-Program Activities509A1BEAVERTON, OR, US$3,000
Paid Grant-PROGRAM ACTIVITIES509A1Portland, OR, US$2,000
Paid Grant-PROGRAM ACTIVITIES509A1Portland, OR, US$2,000
Filing and Contact Details

Filer

EIN
93-1274620
Raw XML Appendix319 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
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome03317
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss015896
IRS990PF/BalanceSheets/CashBOY0739
IRS990PF/BalanceSheets/CashEOY03442
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Capital Gain Dividends
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IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-533
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0610606
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj028204
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IRS990PF/DistributableAmount/MinimumInvestmentReturn028274
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IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable08611
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IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0565471
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Collin C Ard
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Melissa S Andal
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Lisa A Joerin
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP/Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104124 Thoroughbred Ave SE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112165 SW Main St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122165 SW Main St
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Albany
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Portland
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Portland
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097322
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct034055
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets033985
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.06010
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.06402
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Simpson & Company
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05032223673
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102165 SW Main St
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Portland
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Program Activities
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Program Activities
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Program Activities
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Open Meadow Alternative Schools
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Opal Charter School
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4CANTERBURY CREST INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5THE PRINCIPIA ANNUAL FUND
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 19147
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5ST LOUIS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode097217
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode497280
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear028204
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted028204
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear106469
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear014055
IRS990PF/UndistributedIncome/ExcessFromCurrentYear07586
IRS990PF/UndistributedIncome/ExcessFromYear106469
IRS990PF/UndistributedIncome/QualifyingDistributions035790
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus07586
IRS990PF/UndistributedIncome/TotalCorpus014055
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover06469
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Licenses & Fees
OtherExpensesSchedule/OtherExpenses/Description1D&O Insurance
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps025
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1199
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome025
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1399
OtherIncreasesSchedule/OtherIncreases/Amount04568
OtherIncreasesSchedule/OtherIncreases/Description0UNREALIZED GAINS/LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount04158
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome04158
TaxesSchedule/Taxes/Amount071
TaxesSchedule/Taxes/Amount153
TaxesSchedule/Taxes/Category0STATE FDN TAX FYE 6/30/10
TaxesSchedule/Taxes/Category1EXCISE TAXES FYE 6/30/10
TaxesSchedule/Taxes/NetInvestmentIncome071
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0931274620
ReturnHeader/Filer/Name/BusinessNameLine10Jacqueline Rayot Olsson
ReturnHeader/Filer/Name/BusinessNameLine20Charitable Foundation
ReturnHeader/Filer/NameControl0JACQ
ReturnHeader/Filer/Phone05032223673
ReturnHeader/Filer/USAddress/AddressLine102165 SW Main Street
ReturnHeader/Filer/USAddress/City0Portland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097205
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-15
ReturnHeader/Officer/Name0Lisa A Joerin
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Simpson & Company
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102165 SW Main Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Portland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097205
ReturnHeader/Preparer/Name0Melissa S Andal
ReturnHeader/Preparer/Phone05032223673
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-15T16:04:31-08:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$567,595
Liabilities
$0
Net assets
$567,595
Revenue
-
Expenses
$45,896
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.55$0.50$0.05
2024Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.28$0.55$0.27
2023Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$0.54$0.43$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.60$0.40$0.21
2021Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.35$0.46$0.11
2020Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.55$0.47$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.34$0.57$0.23
2018Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.48$0.52$0.04
2017Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.37$0.50$0.13
2016Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.37$0.45$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.52$0.39$0.13
2014Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.28$0.39$0.10
2013Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.37
2012Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.46