Civic Intelligence

Jacqueline Rayot Olsson Charitable Foundation

990PF • Fiscal year 2019 • EIN 93-1274620

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 05, 2019

2165 SW Main Street Ste 101Portland, OR 97205

(503) 222-3673

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

8th percentile

-68%

Higher net margin than 8% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$1,500

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$648,778

Down $20,922 (-3.1%) from 2018

Net Assets

Down

$648,778

Down $20,922 (-3.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$33,903

Down $13,740 (-29%) from 2018

Expenses

Up

$56,993

Up $4,908 (+9.4%) from 2018

Net Income

Down

-$23,090

Down $18,648 (-420%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$648,778
Liabilities$0
Net Assets$648,778

Operations Trend

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

2019

Revenue$33,903
Expenses$56,993
Net Income-$23,090
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 5, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA A JOERINPresident-$1,500-$1,500
MELISSA S ANDALVP/Treasurer-$1,500-$1,500
COLLIN C ARDSecretary-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Jacqueline Rayot Olsson
EIN
93-1274620
Phone
5032223673
Address
2165 SW MAIN STREET STE 101, PORTLAND, OR 97205

Signing Officer

Name
Lisa a Joerin
Title
President
Signed
2019-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Simpson & Company
Address
2165 SW MAIN ST, PORTLAND, OR 97205-1123
Preparer
Melissa S Andal
Phone
5032223673
Raw XML AppendixShowing 400 of 415 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt038719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt037985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt032087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt027487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt026942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.057509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041261
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0654149
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0690796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0660508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0632334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0620780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0652968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt041874
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249842
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt041683
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt041874
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0191
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt041874
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02165 SW MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SIMPSON AND COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032223673
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1POLARIS DANCE SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PSU- SCHOOL OF FINE ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE PRINCIPIA ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PORTLAND CHILDREN'S MUSUEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PLAYWORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt55091A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02145 SW NAITO PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11826 NW 18TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt313201 CLAYTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44015 SW CANYON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51125 SE MADISON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd363131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd597214
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt033000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032516
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0979
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020684
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0979
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041874
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09358
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020684
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011326
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1D&O INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0230
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0460
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02164
OtherIncreasesSchedule/OtherIncreasesDetail/Amt14
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05779
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05779
TaxesSchedule/TaxesDetail/Amt0349
TaxesSchedule/TaxesDetail/Amt1117
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0117
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA A JOERIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACQUELINE RAYOT OLSSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JACQ
ReturnHeader/Filer/EIN0931274620
ReturnHeader/Filer/PhoneNum05032223673
ReturnHeader/Filer/USAddress/AddressLine1Txt02165 SW MAIN STREET STE 101
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId064F86C6EBD09AAE20927E043DA4790EDB288F096
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064F86C6EBD09AAE20927E043DA4790EDB288F096
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.130.249
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS

Document Assets

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Filings

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