Civic Intelligence

The Horstkotte Family Charitable

EIN 93-1279875 • Portland, OR

1760 SW West Point CTPortland, OR 97201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

8th percentile

-63%

Higher net margin than 8% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

32nd percentile

-2.6%

Faster asset growth than 32% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$619,767

Down $16,273 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$619,767

Down $16,273 (-2.6%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin8th percentile

Revenue

Up

$25,803

Up $38,226 (+308%) from 2023

Expenses

Down

$42,076

Down $1,863 (-4.2%) from 2023

Net Income

Up

-$16,273

Up $40,089 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $79,520Liabilities 2011: $0Net Assets 2011: $79,5202011Assets 2012: $88,686Liabilities 2012: $0Net Assets 2012: $88,6862012Assets 2013: $94,942Liabilities 2013: $0Net Assets 2013: $94,9422013Assets 2014: $90,526Liabilities 2014: $0Net Assets 2014: $90,5262014Assets 2015: $87,580Liabilities 2015: $0Net Assets 2015: $87,5802015Assets 2016: $133,666Liabilities 2016: $0Net Assets 2016: $133,6662016Assets 2017: $165,777Liabilities 2017: $0Net Assets 2017: $165,7772017Assets 2018: $159,093Liabilities 2018: $0Net Assets 2018: $159,0932018Assets 2019: $153,650Liabilities 2019: $0Net Assets 2019: $153,6502019Assets 2020: $720,027Liabilities 2020: $0Net Assets 2020: $720,0272020Assets 2021: $710,162Liabilities 2021: $0Net Assets 2021: $710,1622021Assets 2022: $692,402Liabilities 2022: $0Net Assets 2022: $692,4022022Assets 2023: $636,040Liabilities 2023: $0Net Assets 2023: $636,0402023Assets 2024: $619,767Liabilities 2024: $0Net Assets 2024: $619,7672024

Highlighted filing

2024

Assets$619,767
Liabilities$0
Net Assets$619,767
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $3,4672011Expenses 2012: $3,9182012Revenue 2013: $11,611Expenses 2013: $5,355Net Income 2013: $6,2562013Revenue 2014: $1,794Expenses 2014: $6,210Net Income 2014: -$4,4162014Revenue 2015: $1,878Expenses 2015: $4,824Net Income 2015: -$2,9462015Revenue 2016: $54,342Expenses 2016: $8,756Net Income 2016: $45,5862016Revenue 2017: $40,505Expenses 2017: $8,394Net Income 2017: $32,1112017Revenue 2018: $2,474Expenses 2018: $9,158Net Income 2018: -$6,6842018Revenue 2019: $2,564Expenses 2019: $8,007Net Income 2019: -$5,4432019Revenue 2020: $590,673Expenses 2020: $24,296Net Income 2020: $566,3772020Revenue 2021: $28,307Expenses 2021: $38,172Net Income 2021: -$9,8652021Revenue 2022: $18,149Expenses 2022: $35,909Net Income 2022: -$17,7602022Revenue 2023: -$12,423Expenses 2023: $43,939Net Income 2023: -$56,3622023Revenue 2024: $25,803Expenses 2024: $42,076Net Income 2024: -$16,2732024

Highlighted filing

2024

Revenue$25,803
Expenses$42,076
Net Income-$16,273
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$619,767
Liabilities
$0
Net assets
$619,767
Revenue
$25,803
Expenses
$42,076
Net income
-$16,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.26$0.42$0.16
2023Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.12$0.44$0.56
2022Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.18$0.36$0.18
2021Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.28$0.38$0.10
2020Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$5.91$0.24$5.66
2019Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.03$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.02$0.09$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.41$0.08$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.54$0.09$0.46
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.02$0.06$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.12$0.05$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID HORSTKOTTETrustee-$0--
JOYCE WOODRINGTrustee-$0--
JOAN HORSTKOTTETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Horstkotte Family Charitable
EIN
93-1279875
Phone
5032270913
Address
1760 SW WEST POINT CT, PORTLAND, OR 97201

Signing Officer

Name
Joan Horstkotte
Title
Trustee
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Shelly S Davis CPA Pc
Address
9700 SW CAPITOL HWY STE 130, PORTLAND, OR 97219
Preparer
Shelly S Davis
Phone
5032467156
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03497
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0340
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16273
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0619767
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0619767
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037916
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0341
IRS990PF/FMVAssetsEOYAmt0719268
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0252016
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0288818
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0288818
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0337831
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0330949
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0430450
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt046168
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0585451
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0569178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0636040
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0619767
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0719268
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011652
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt049720
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038257
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0765138
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16129 SW SALMON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297201
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0972012459
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05032270913
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01760 SW WEST POINT CT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0972012459
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ORGANIZATIONS AND INSTITUTIONS INVOLVED IN THE CARE & SERVICES OF CHILDREN & YOUTH, EDUCATION, RELIGIOUS, HUMANITARIAN, ENVIRONMENTAL, HEALTH, AND CULTURAL ACTIVITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt171050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt181000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt201000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ENVIRONMENTAL ADVOCACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HELPS CHILDREN & FAMILIES LIVE SUCCESSFULLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5FUNDING OF STATEWIDE CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8MEALS, HOUSING, AND ADDICTION PROGRAMS FOR HOMELESS PEOPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9WILDLIFE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10LOW INCOME SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12LOCAL HISTORY EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13MEALS, CARE & RECOVERY FOR HOMELESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL SUPPORT FOR MORTGAGE- FREE HOUSING FOR GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15COMMUNITY BASED EDUCATIONAL RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16HUMANITARIAN RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SKI EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18RESEARCH OF ALZHEIMER'S, MACULAR DEGENERATION, AND GLAUCOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19ENCOURAGE AND SUPPORT ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20MENTAL HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21GENERAL PURPOSE GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23GENERAL SUPPORT GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JESUIT HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ST ANDREW NATIVITY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2DESCHUTES RIVER ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ALS ASSOCIATION OREGON SW WASHINGTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4YOUTH VILLAGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5OREGON WILDLIFE HERITAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6SANTA CLARA UNIVERSITY

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