Civic Intelligence

Jacqueline Rayot Olsson Charitable Foundation

990PF • Fiscal year 2021 • EIN 93-1274620

Jul 01, 2020 to Jun 30, 2021 • Filed on Jul 15, 2021

Organization Profile
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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

11th percentile

-32%

Higher net margin than 11% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$1,500

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

64th percentile

14%

Faster asset growth than 64% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$699,124

Up $85,511 (+14%) from 2020

Net Assets

Up

$699,124

Up $85,511 (+14%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin11th percentile

Revenue

Down

$34,992

Down $20,173 (-37%) from 2020

Expenses

Down

$46,088

Down $787 (-1.7%) from 2020

Net Income

Down

-$11,096

Down $19,386 (-234%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

2021

Assets$699,124
Liabilities$0
Net Assets$699,124
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

2021

Revenue$34,992
Expenses$46,088
Net Income-$11,096
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jul 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

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
2021-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Simpson & Company Pc
Address
2165 SW MAIN ST SUITE102, PORTLAND, OR 97205
Preparer
Melissa S Andal
Phone
5032223673
Raw XML Appendix331 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROGRAM 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 PORTLAND BALLET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3509A1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
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/AddressLine1Txt36250 SW CAPITOL HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PORTLAND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397239
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
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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/AppliedToCurrentYearAmt031612
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt032648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0979
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01036
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03264
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05413
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031612
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022912
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023948
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1D&O INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0240
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt096607
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06188
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06188
TaxesSchedule/TaxesDetail/Amt0151
TaxesSchedule/TaxesDetail/Amt1851
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0151
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA A JOERIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
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/PreparerFirmGrp/PreparerFirmEIN0930741343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMPSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02165 SW MAIN ST SUITE102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097205
ReturnHeader/PreparerPersonGrp/PhoneNum05032223673
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA S ANDAL
ReturnHeader/ReturnTs02021-08-02T12:45:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOERIN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$699,124
Liabilities
$0
Net assets
$699,124
Revenue
$34,992
Expenses
$46,088
Net income
-$11,096
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