Civic Intelligence

Wm Annen Family Foundation

990PF • Fiscal year 2017 • EIN 93-1281073

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 09, 2018

Organization Profile
PO Box 801MT Angel, OR 97362-0801

(503) 845-6882

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.01x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

23rd percentile

-3.4%

Faster asset growth than 23% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,574,979

Down $55,968 (-3.4%) from 2016

Net Assets

Down

$1,573,883

Down $56,037 (-3.4%) from 2016

Liabilities

Up

$1,096

Up $69 (+6.7%) from 2016

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin79th percentile

Revenue

Down

$141,484

Down $56,212 (-28%) from 2016

Expenses

Up

$106,660

Up $27,895 (+35%) from 2016

Net Income

Down

$34,824

Down $84,107 (-71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $311,910Liabilities 2011: $1812011Assets 2012: $372,082Liabilities 2012: $149Net Assets 2012: $371,9332012Assets 2013: $397,679Liabilities 2013: $108Net Assets 2013: $397,5712013Assets 2014: $385,534Liabilities 2014: $1142014Assets 2015: $1,511,340Liabilities 2015: $3512015Assets 2016: $1,630,947Liabilities 2016: $1,027Net Assets 2016: $1,629,9202016Assets 2017: $1,574,979Liabilities 2017: $1,096Net Assets 2017: $1,573,8832017Assets 2018: $1,477,604Liabilities 2018: $3,343Net Assets 2018: $1,474,2612018Assets 2019: $1,732,841Liabilities 2019: $1,849Net Assets 2019: $1,730,9922019Assets 2020: $1,705,715Liabilities 2020: $1,499Net Assets 2020: $1,704,2162020Assets 2021: $1,866,297Liabilities 2021: $1,341Net Assets 2021: $1,864,9562021Assets 2022: $1,535,220Liabilities 2022: $1,330Net Assets 2022: $1,533,8902022Assets 2023: $1,491,817Liabilities 2023: $239Net Assets 2023: $1,491,5782023Assets 2024: $1,611,088Liabilities 2024: $239Net Assets 2024: $1,610,8492024

Highlighted filing

2017

Assets$1,574,979
Liabilities$1,096
Net Assets$1,573,883
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $70,286Expenses 2011: $13,614Net Income 2011: $56,6722011Expenses 2012: $15,8912012Expenses 2013: $17,1752013Revenue 2014: $7,063Expenses 2014: $19,214Net Income 2014: -$12,1512014Revenue 2015: $1,148,379Expenses 2015: $22,810Net Income 2015: $1,125,5692015Revenue 2016: $197,696Expenses 2016: $78,765Net Income 2016: $118,9312016Revenue 2017: $141,484Expenses 2017: $106,660Net Income 2017: $34,8242017Revenue 2018: $112,817Expenses 2018: $40,714Net Income 2018: $72,1032018Revenue 2019: $79,314Expenses 2019: $49,129Net Income 2019: $30,1852019Revenue 2020: $73,364Expenses 2020: $40,539Net Income 2020: $32,8252020Revenue 2021: $77,490Expenses 2021: $106,111Net Income 2021: -$28,6212021Revenue 2022: $76,075Expenses 2022: $114,234Net Income 2022: -$38,1592022Revenue 2023: $62,223Expenses 2023: $144,745Net Income 2023: -$82,5222023Revenue 2024: $38,453Expenses 2024: $49,457Net Income 2024: -$11,0042024

Highlighted filing

2017

Revenue$141,484
Expenses$106,660
Net Income$34,824
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN GOOLEYPresident-$0--
JANICE NEWLANDSSecretary-$0--
GAYLE SCHMIDTTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wm Annen Family Foundation
EIN
93-1281073
Phone
5038456882
Address
PO BOX 801, MT ANGEL, OR 97362-0801

Signing Officer

Name
John Gooley
Title
President
Phone
5038456882
Signed
2018-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Windedahlrangitschgroeneveldnortonllc
Address
PO BOX 126, SALEM, OR 97308
Preparer
Brian J Rangitsch
Phone
5033781120
Raw XML Appendix323 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01790
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01527347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01527347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt075156
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0548
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt03208
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FMV ADJ CHARLES SCHWAB
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1REALIZED LOSS ON SALE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt062572
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0141484
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0141484
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01790
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0140886
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0548
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt075156
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt075156
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt075156
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt034824
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0548
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03208
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03208
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03208
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0548
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt078862
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014171
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt062572
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt062572
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0140936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0106660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt078912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0141484
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0548
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt034824
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01573883
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01539059
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01573883
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt081308
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt081308
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt081308
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt082097
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0789
IRS990PF/DistributableAmountGrp/TotalTaxAmt0789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt023
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0812
IRS990PF/FMVAssetsEOYAmt01574979
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01613
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01096
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015803
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07273
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07273
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01474543
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01527347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01527347
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050326
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt040359
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt040359
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01540672
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01574979
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01574979
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01613
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01096
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01540672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01574979
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01539059
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01573883
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01539059
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01573883
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01666950
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0139603
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01527347
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025004
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt082097
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01641946
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01666950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN GOOLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANICE NEWLANDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GAYLE SCHMIDT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0515 ALDER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14674 DUTCHMAN ST NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MT ANGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MT ANGEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297362
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt070939
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt071728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0134588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt076000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt018435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.086163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.025003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.012571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01641946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01562023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03039661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01511363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0381326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0374531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt090000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.216021
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt089211
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt090000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0789
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt090000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0JAMES B HALL JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 801
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MT ANGEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097362
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05035590383
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER DESCRIBING HOW FUNDS WILL BE USED AND A COPY OF 501(C)(3) LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GERALD LAUZON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05038456882
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 437
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MT ANGEL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097362
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CAHRITY GRAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITY GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MT ANGEL COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MT ANGEL COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MT ANGEL COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VIRTUE FIRST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FATHER BERNARD YOUTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PAID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MT ANGEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MT ANGEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MT ANGEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MT ANGEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MT ANGEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097362
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197362
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297362
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397362
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497362
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
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/AppliedToCurrentYearAmt081308
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt081308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027827
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036519
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027827
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt090000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08692
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036519
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027827
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES - CHARLES SCHWAB
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114101
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt062572
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FMV ADJ CHARLES SCHWAB
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt062572
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt050
TaxesSchedule/TaxesDetail/Amt0407
TaxesSchedule/TaxesDetail/Amt1242
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1OREGON DEPT. OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt2OR PERMIT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GOOLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05038456882
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WM ANNEN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WMAN
ReturnHeader/Filer/EIN0931281073
ReturnHeader/Filer/PhoneNum05038456882
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 801
ReturnHeader/Filer/USAddress/CityNm0MT ANGEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0973620801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B28D4F09B964B1FDD2C9F6ECB4FE268984523F5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01B28D4F09B964B1FDD2C9F6ECB4FE268984523F5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.162.141
ReturnHeader/FilingSecurityInformation/IPDt02018-04-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm019:28:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271620556
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDEDAHLRANGITSCHGROENEVELDNORTONLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 126
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097308
ReturnHeader/PreparerPersonGrp/PhoneNum05033781120
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J RANGITSCH
ReturnHeader/ReturnTs02018-04-16T17:28:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,574,979
Liabilities
$1,096
Net assets
$1,573,883
Revenue
$141,484
Expenses
$106,660
Net income
$34,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.04$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.06$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.53$0.08$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.86$0.08$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.70$0.07$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.08$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.47$0.11$0.04$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.14$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.20$0.08$0.12
2015Summary only. Only limited summary data is available for this year.$1.51$0.00$1.15$0.02$1.13
2014Summary only. Only limited summary data is available for this year.$0.39$0.00$0.01$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.02
2011Summary only. Only limited summary data is available for this year.$0.31$0.00$0.07$0.01$0.06