Civic Intelligence

Pendleton Foundation Trust

990 • Fiscal year 2019 • EIN 93-6017100

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 14, 2020

Organization ProfileN/A
PO Box 218Pendleton, OR 97801

(541) 276-3331

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-19%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$6,423,964

Up $1,028,260 (+19%) from 2018

Net Assets

Up

$6,423,964

Up $1,028,260 (+19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin93rd percentile

Revenue

Down

$580,510

Down $140,061 (-19%) from 2018

Expenses

Up

$250,217

Up $18,483 (+8.0%) from 2018

Net Income

Down

$330,293

Down $158,544 (-32%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2019

Assets$6,423,964
Liabilities$0
Net Assets$6,423,964
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

2019

Revenue$580,510
Expenses$250,217
Net Income$330,293
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 14, 2020
Return Version
2019v5.0
Gross Receipts
$2,264,376
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$3,954,046$5,190,949▲ $1,236,903
Savings and Temporary Cash Investments$470,234$129,782▼ $340,452
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$5,395,704$6,423,964▲ $1,028,260
Other Assets Total$971,424$1,103,233▲ $131,809
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,130,195$3,891,053▲ $760,858
Net Assets With Donor Restrictions$2,265,509$2,532,911▲ $267,402
Total Net Assets Fund Balance$5,395,704$6,423,964▲ $1,028,260
Total Liabilities and Net Assets / Fund Balance$5,395,704$6,423,964▲ $1,028,260
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
David BlancChairperson
Donna BiggerstaffBoard Member
Jerrod SprietBoard Member
Kevin HaleBoard Member
Lonnie ReadBoard Member
Marie HallBoard Member
Patricia TerjersonBoard Member
Jerri BealerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$330,934
Program Service Revenue
$0
Investment Income
$223,225
Other Revenue
$26,351
All Other Contributions
$330,934
Change in Net Assets
$330,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$172,659
Other Expenses$77,558
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$145,159--$145,159
Fees for Service Investment Mgmnt Fees-$50,330-$50,330
Grants to Domestic Individuals$27,500--$27,500
Fees for Services Management-$10,837-$10,837
Advertising-$6,825-$6,825
Fees for Services Accounting-$2,676-$2,676
Office Expenses-$1,142-$1,142
Other Expenses-$840-$840
Fees for Services Other-$717-$717
Total Functional Expenses$172,659$77,558$0$250,217
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of PendletonPendleton, OR-Community Support$145,159
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 emailed to the entire Board for review prior to 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

Filer Name
Pendleton Foundation Trust
EIN
93-6017100
Phone
5412763331
Address
PO Box 218, Pendleton, OR 97801

Signing Officer

Name
Jerri Bealer
Title
Secretary
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Formed
1928
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
The RBH Group LLC
Address
215 SE Dorion, Pendleton, OR 97801-2552
Preparer
Brian C Harrington
Phone
5412762693
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IRS990/PYTotalExpensesAmt0231734
IRS990/PYTotalRevenueAmt0720571
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0330293
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0470234
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0129782
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Pendleton Foundation Trust supports the City of Pendleton each year by requesting grant applications from city organizations for projects that benefit the City and its inhabitants. The board selects the grant recipients and pays over all grant funds to the City of Pendleton. The City then distributes the funds to the grant recipients to fund projects that benefit the City of Pendleton.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 1c: Explain How Organization Supports Government Entity
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0936002232
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0145159
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Pendleton Foundation Account
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0145159
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
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01103233
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/RecipientTable/CashGrantAmt0145159
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Community Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0City of Pendleton
IRS990ScheduleI/RecipientTable/RecipientEIN0936002232
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0500 SW Dorion
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Pendleton
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097801
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation maintains 4 memorial funds and one additional university specific fund that were 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 emailed to the entire Board for review prior to 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/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05395704
IRS990/TotalAssetsEOYAmt06423964
IRS990/TotalAssetsGrp/BOYAmt05395704
IRS990/TotalAssetsGrp/EOYAmt06423964
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0330934
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt077558
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0172659
IRS990/TotalFunctionalExpensesGrp/TotalAmt0250217
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05395704
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06423964
IRS990/TotalProgramServiceExpensesAmt0172659
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0205871
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043705
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0580510
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05395704
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06423964
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 218
IRS990/USAddress/CityNm0Pendleton
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097801
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,423,964
Liabilities
$0
Net assets
$6,423,964
Revenue
$580,510
Expenses
$250,217
Net income
$330,293
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