Civic Intelligence

Pendleton Foundation Trust

990 • Fiscal year 2013 • EIN 93-6017100

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileN/A
PO Box 21897801

(541) 276-3331

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

69th percentile

9.6%

Faster asset growth than 69% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$4,996,701

Up $436,328 (+9.6%) from 2012

Net Assets

Up

$4,996,701

Up $436,328 (+9.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin88th percentile

Revenue

$331,480

No earlier filing loaded for comparison.

Expenses

Down

$195,641

Down $15,544 (-7.4%) from 2012

Net Income

$135,839

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,759,280Liabilities 2010: $0Net Assets 2010: $3,759,2802010Assets 2011: $4,259,019Liabilities 2011: $0Net Assets 2011: $4,259,0192011Assets 2012: $4,560,373Liabilities 2012: $0Net Assets 2012: $4,560,3732012Assets 2013: $4,996,701Liabilities 2013: $0Net Assets 2013: $4,996,7012013Assets 2014: $5,025,664Liabilities 2014: $0Net Assets 2014: $5,025,6642014Assets 2015: $4,838,722Liabilities 2015: $0Net Assets 2015: $4,838,7222015Assets 2016: $4,941,813Liabilities 2016: $0Net Assets 2016: $4,941,8132016Assets 2017: $5,471,409Liabilities 2017: $0Net Assets 2017: $5,471,4092017Assets 2018: $5,395,704Liabilities 2018: $0Net Assets 2018: $5,395,7042018Assets 2019: $6,423,964Liabilities 2019: $0Net Assets 2019: $6,423,9642019Assets 2020: $6,865,728Liabilities 2020: $0Net Assets 2020: $6,865,7282020Assets 2021: $7,618,927Liabilities 2021: $0Net Assets 2021: $7,618,9272021Assets 2022: $6,448,264Liabilities 2022: $0Net Assets 2022: $6,448,2642022Assets 2023: $7,161,457Liabilities 2023: $0Net Assets 2023: $7,161,4572023Assets 2024: $7,767,761Liabilities 2024: $659Net Assets 2024: $7,767,1022024

Highlighted filing

2013

Assets$4,996,701
Liabilities$0
Net Assets$4,996,701
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $232,7562010Expenses 2011: $209,7892011Expenses 2012: $211,1852012Revenue 2013: $331,480Expenses 2013: $195,641Net Income 2013: $135,8392013Revenue 2014: $483,967Expenses 2014: $248,315Net Income 2014: $235,6522014Revenue 2015: $404,975Expenses 2015: $271,253Net Income 2015: $133,7222015Revenue 2016: $226,068Expenses 2016: $273,876Net Income 2016: -$47,8082016Revenue 2017: $306,810Expenses 2017: $216,599Net Income 2017: $90,2112017Revenue 2018: $720,571Expenses 2018: $231,734Net Income 2018: $488,8372018Revenue 2019: $580,510Expenses 2019: $250,217Net Income 2019: $330,2932019Revenue 2020: $311,667Expenses 2020: $319,084Net Income 2020: -$7,4172020Revenue 2021: $576,997Expenses 2021: $213,922Net Income 2021: $363,0752021Revenue 2022: $259,866Expenses 2022: $230,399Net Income 2022: $29,4672022Revenue 2023: $326,005Expenses 2023: $275,643Net Income 2023: $50,3622023Revenue 2024: $615,449Expenses 2024: $354,477Net Income 2024: $260,9722024

Highlighted filing

2013

Revenue$331,480
Expenses$195,641
Net Income$135,839
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$1,400,458
Mission and Program Overview

Mission

The purpose of the organization is to receive gifts of money and property, invest these assets and spend the income to assist, encourage and promote the well-being of the citizens and inhabitants of the City of Pendleton, Oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,428,390$4,761,430▲ $333,040
Savings and Temporary Cash Investments$132,038$235,271▲ $103,233
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,560,373$4,996,701▲ $436,328
Other Assets Total$-55$0▲ $55
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,560,373$4,996,701▲ $436,328
Total Net Assets Fund Balance$4,560,373$4,996,701▲ $436,328
Total Liabilities and Net Assets / Fund Balance$4,560,373$4,996,701▲ $436,328
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Ron HughesChairperson
Brent FifeBoard Member
Dr John McBeeBoard Member
Kathy HoukBoard Member
Kenneth JacksonBoard Member
Kevin HaleBoard Member
Patricia TerjersonBoard Member
Jerri BealerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$49,282
Program Service Revenue
$0
Investment Income
$280,482
Other Revenue
$1,716
All Other Contributions
$49,282
Change in Net Assets
$135,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,556
Other Expenses$76,085
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$107,556--$107,556
Fees for Service Investment Mgmnt Fees-$60,583-$60,583
Grants to Domestic Individuals$12,000--$12,000
Fees for Services Legal-$5,588-$5,588
Office Expenses-$3,923-$3,923
Advertising-$2,090-$2,090
Fees for Services Accounting-$1,846-$1,846
Other Expenses-$556-$556
Fees for Services Other-$56-$56
Total Functional Expenses$119,556$76,085$0$195,641
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-6002232--Community Support$107,556
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is reviewed by the secretary and at least one other board member before filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Disclosure of governing documents, policies and financial statements is available upon request.”

Filing and Contact Details

Filer

EIN
93-6017100
Phone
5412763331

Signing Officer

Name
Jerri Bealer
Title
Secretary
Signed
2014-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1928
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Preparer
Harry Bose
Phone
5412762693
Raw XML AppendixShowing 400 of 403 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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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0132038
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0235271
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936002232
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc08
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0107556
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Pendleton Foundation Account
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0107556
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/RecipientTable/CashGrantAmt0107556
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Community Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10City of Pendleton
IRS990ScheduleI/RecipientTable/RecipientEIN0936002232
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10500 SW Dorion
IRS990ScheduleI/RecipientTable/USAddress/City0Pendleton
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097801
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation maintains 3 memorial funds and one additional university specific fund that were specifically devised to issue scholarships to local area students attending post-secondary education. Two additional scholarships have been added by the Foundation to further promote higher education.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the secretary and at least one other board member before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Disclosure of governing documents, policies and financial statements is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04560373
IRS990/TotalAssetsEOYAmt04996701
IRS990/TotalAssetsGrp/BOYAmt04560373
IRS990/TotalAssetsGrp/EOYAmt04996701
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt049282
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt076085
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0119556
IRS990/TotalFunctionalExpensesGrp/TotalAmt0195641
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04560373
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04996701
IRS990/TotalProgramServiceExpensesAmt0119556
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0282198
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0331480
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04560373
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04996701
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04560373
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04996701
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerri Bealer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Pendleton Foundation Trust
ReturnHeader/Filer/BusinessNameControlTxt0PEND
ReturnHeader/Filer/EIN0936017100
ReturnHeader/Filer/PhoneNum05412763331
ReturnHeader/Filer/USAddress/AddressLine10PO Box 218
ReturnHeader/Filer/USAddress/City0Pendleton
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Read & Bose CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10215 SE Dorion
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Pendleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0978012552
ReturnHeader/PreparerPersonGrp/PhoneNum05412762693
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Harry Bose
ReturnHeader/ReturnTs02014-05-14T15:21:37-07:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,996,701
Liabilities
$0
Net assets
$4,996,701
Revenue
$331,480
Expenses
$195,641
Net income
$135,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.62$0.35$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.33$0.28$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.26$0.23$0.03
2021Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.58$0.21$0.36
2020Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.31$0.32$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.58$0.25$0.33
2018Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.72$0.23$0.49
2017Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.31$0.22$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.23$0.27$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.40$0.27$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.48$0.25$0.24
2013Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.33$0.20$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$0.00$4.56$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.00$4.26$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.00$3.76$0.23