Civic Intelligence

Salem Foundation Pioneer Trust Company Trustee

990 • Fiscal year 2020 • EIN 93-6018523

May 01, 2019 to Apr 30, 2020 • Filed on Mar 09, 2021

Organization Profilewww.salemfoundation.org
C/O Pioneer Trust Bank PO Box 2305Salem, OR 97308

(503) 363-3136

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.13x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

10th percentile

-26%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$401,012

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

21st percentile

-1.1%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$29,556,546

Down $342,060 (-1.1%) from 2019

Net Assets

Down

$29,264,932

Down $98,292 (-0.3%) from 2019

Liabilities

Down

$291,614

Down $243,768 (-46%) from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin10th percentile

Revenue

Down

$2,231,073

Down $2,418,604 (-52%) from 2019

Expenses

Up

$2,819,958

Up $188,856 (+7.2%) from 2019

Net Income

Down

-$588,885

Down $2,607,460 (-129%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$40M$30M$20M$10M$0Assets 2011: $18,582,265Liabilities 2011: $1,146,686Net Assets 2011: $17,435,5792011Assets 2012: $18,308,307Liabilities 2012: $1,037,967Net Assets 2012: $17,270,3402012Assets 2013: $20,827,737Liabilities 2013: $863,477Net Assets 2013: $19,964,2602013Assets 2014: $21,379,376Liabilities 2014: $668,609Net Assets 2014: $20,710,7672014Assets 2015: $22,556,699Liabilities 2015: $419,816Net Assets 2015: $22,136,8832015Assets 2016: $22,629,493Liabilities 2016: $812,206Net Assets 2016: $21,817,2872016Assets 2017: $24,272,136Liabilities 2017: $871,233Net Assets 2017: $23,400,9032017Assets 2018: $26,278,570Liabilities 2018: $518,567Net Assets 2018: $25,760,0032018Assets 2019: $29,898,606Liabilities 2019: $535,382Net Assets 2019: $29,363,2242019Assets 2020: $29,556,546Liabilities 2020: $291,614Net Assets 2020: $29,264,9322020Assets 2021: $35,726,700Liabilities 2021: $384,070Net Assets 2021: $35,342,6302021Assets 2022: $34,628,460Liabilities 2022: $304,118Net Assets 2022: $34,324,3422022Assets 2023: $34,545,619Liabilities 2023: $227,710Net Assets 2023: $34,317,9092023Assets 2024: $39,558,682Liabilities 2024: $786,275Net Assets 2024: $38,772,4072024Assets 2025: $37,574,532Liabilities 2025: $279,472Net Assets 2025: $37,295,0602025

Highlighted filing

2020

Assets$29,556,546
Liabilities$291,614
Net Assets$29,264,932
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $2,485,8602011Expenses 2012: $1,244,7622012Expenses 2013: $1,290,4182013Revenue 2014: $1,667,362Expenses 2014: $2,170,905Net Income 2014: -$503,5432014Revenue 2015: $3,318,238Expenses 2015: $2,684,916Net Income 2015: $633,3222015Revenue 2016: $3,188,252Expenses 2016: $3,599,686Net Income 2016: -$411,4342016Revenue 2017: $2,614,919Expenses 2017: $1,818,561Net Income 2017: $796,3582017Revenue 2018: $3,200,819Expenses 2018: $1,860,786Net Income 2018: $1,340,0332018Revenue 2019: $4,649,677Expenses 2019: $2,631,102Net Income 2019: $2,018,5752019Revenue 2020: $2,231,073Expenses 2020: $2,819,958Net Income 2020: -$588,8852020Revenue 2021: $4,306,114Expenses 2021: $3,557,683Net Income 2021: $748,4312021Revenue 2022: $4,735,987Expenses 2022: $4,442,641Net Income 2022: $293,3462022Revenue 2023: $3,345,668Expenses 2023: $4,118,990Net Income 2023: -$773,3222023Revenue 2024: $10,372,711Expenses 2024: $6,613,071Net Income 2024: $3,759,6402024Revenue 2025: $9,539,251Expenses 2025: $11,381,995Net Income 2025: -$1,842,7442025

Highlighted filing

2020

Revenue$2,231,073
Expenses$2,819,958
Net Income-$588,885
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 9, 2021
Return Version
2019v5.0
Gross Receipts
$4,231,364
Mission and Program Overview

Mission

The salem foundation exists for the purpose of receiving, safeguarding, and disbursing funds for charitable purposes in the vicinity of salem, oregon. More than 70 charitable organizations and 18 college students benefited during the current fiscal year.

The salem foundation exists for the purpose of receiving, safeguarding, and disbursing funds for charitable purposes in the vicinity of salem, oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$23,569,766$24,260,695▲ $690,929
Land, Buildings, and Equipment, Net$3,528,053$3,351,785▼ $176,268
Cash and Non-Interest-Bearing Accounts$1,843,628$1,022,275▼ $821,353
Other Notes and Loans Receivable, Net$120,963$104,556▼ $16,407
Investments in Publicly Traded Securities$23,912$15,725▼ $8,187
Pledges and Grants Receivable$10,000$0▼ $10,000
Intangible Assets$6,000$6,000→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$29,898,606$29,556,546▼ $342,060
Other Assets Total$796,284$795,510▼ $774
Liabilities
Grants Payable$490,242$259,500▼ $230,742
Other Liabilities$27,833$32,114▲ $4,281
Accounts Payable and Accrued Expenses$17,307--
Total Liabilities$535,382$291,614▼ $243,768
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,607,980$28,508,790▼ $99,190
Net Assets With Donor Restrictions$755,244$756,142▲ $898
Total Net Assets Fund Balance$29,363,224$29,264,932▼ $98,292
Total Liabilities and Net Assets / Fund Balance$29,898,606$29,556,546▼ $342,060

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,482,778$1,781,522-
Land$1,237,200--
Leasehold Improvements$631,807$1,132,757-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$3,339,572$12,730▲ $176,750-$3,428,296
2018$2,622,151$6,000▲ $284,838$240,183$2,602,913
2017$2,376,345$8,000▲ $309,464-$2,622,151
2016$2,215,189$6,000▲ $226,926-$2,376,345
2015$2,177,175$10,531▲ $88,763-$2,215,189
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pioneer Trust Bank NaTrusteeFT$401,012$401,012

Board Members and Trustees

NameTitle
Debra LushChairman
Brian CondelloCmtee Member
Laura TeslerCmtee Member
Lucy Escobar Term 63019Cmtee Member
Shelaswau Crierterm 123119Cmtee Member
Terry HancockCmtee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,143,836
Program Service Revenue
$0
Investment Income
$700,695
Other Revenue
$386,542
All Other Contributions
$1,143,836
Change in Net Assets
$-588,885

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$438,190Trade Value
Total Noncash Contributions5$438,190-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,231,073
Revenue Not Reported on Form 990
$1,155,089
Total Revenue per Audited Statements
$3,386,162
Total Revenue per Form 990
$2,231,073
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,395,941
Salaries, Compensation, and Employee Benefits$401,012
Other Expenses$23,005
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,314,867--$2,314,867
Current Officers, Directors, Trustees, and Key Employees-$401,012-$401,012
Grants to Domestic Individuals$81,074--$81,074
Fees for Services Accounting-$13,050-$13,050
Fees for Services Legal-$2,515-$2,515
Other Expenses$4,962$78-$78
Total Functional Expenses$2,400,903$419,055$0$2,819,958

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,484,454
Expenses per Audited Statements$2,819,958
Total Expenses per Form 990$2,819,958
Expenses Not Reported on Form 990$664,496
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family Ymca of Marion & PolkSalem, OR-General$500,248
Salem Rotary FoundationSalem, OR-General$275,000
Abbey Foundation of OregonSt Benedict, OR-General$240,000
Catholic Community ServicesSalem, OR-General$218,843
Family Building Blocks IncSalem, OR-General$206,700
Benedictine Sisters of Mt AngMt Angel, OR-General$120,235
Mt Angel Historical SocietyMt Angel, OR-General$90,000
Gilbert House MuseumSalem, OR-General$80,000
Isaacs RoomSalem, OR-General$75,000
Casa of Marion CountyKeizer, OR-General$50,000
City of RoseburgRoseburg, OR-General$48,586
Boys & Girls Club of SalemSalem, OR-General$46,248
Wilsonville Little LeagueWilsonville, OR-General$35,000
Assistance League of SalemSalem, OR-General$33,500
Marion-polk Food ShareSalem, OR-General$31,550
Horses of Hope OregonTurner, OR-General$31,000
Saint Francis ShelterSalem, OR-General$25,075
Union Gospel MissionSalem, OR-General$25,034
Ywca of Greater PortlandPortland, OR-General$25,000
Santa Clara UniversitySanta Clara, CA-General$20,000
City of SalemSalem, OR-General$18,496
Chemeketa Community College FoundationSalem, OR-General$15,760
Con-tech IncSalem, OR-General$15,000
Doernbecher Childrens HospPortland, OR-General$14,384
Salem-keizer Public SchoolsSalem, OR-General$13,473
The Salvation ArmySalem, OR-General$13,248
West Salem Hs Education FdnSalem, OR-General$12,500
American Red Cross -cascadePortland, OR-General$12,000
Greater Salem Young LifeSalem, OR-General$12,000
Center for Hope & SafetySalem, OR-General$11,500
Salem Public Library FdnSalem, OR-General$11,179
Friends of DeepwoodSalem, OR-General$11,110
Family Promise of Mid-willameSalem, OR-General$11,000
Jesuit High SchoolPortland, OR-General$10,000
Safety CompassSalem, OR-General$10,000
Oregon State Hospital MuseumSalem, OR-General$9,000
St Vincent De Paul SocietySalem, OR-General$9,000
Salem Free Medical ClinicSalem, OR-General$8,000
Salem Leadership FoundSalem, OR-General$8,000
Oregon Office of Student AcceEugene, OR-General$7,624
Salem Hospital FoundationSalem, OR-General$7,170
Mid-valley Commun AaSalem, OR-General$7,000
Or Symphony Assn in SalemPortland, OR-General$6,500
Habitat for HumanitySalem, OR-General$5,500
Liberty HouseSalem, OR-General$5,500
Dayspring FellowshipKeizer, OR-General$5,286
Focus on the FamilyColorado Spring, CO-General$5,286
Insight for LivingFrisco, TX-General$5,286
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Deposits$32,114
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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

“Designated officers of trustee review form 990 before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Members of the distribution committee are required to disclose any conflicts of interest and refrain from voting on grants requested by other charitable entities with which they are affiliated.”

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

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
The Salem Foundation
EIN
93-6018523
Phone
5033633136
Address
C/O PIONEER TRUST BANK PO BOX 2305, SALEM, OR 97308

Signing Officer

Name
Carol E Herman
Title
Avp & Trust Officer
Signed
2021-03-09
Discuss with paid preparer
Yes

Organization Details

Formed
1930
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
5

Preparer

Firm
Shari Kay Scoles CPA PC
Address
537 High St SE, Salem, OR 97301
Preparer
Shari Kay Scoles
Phone
5033613031
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The trustee invests, manages, and distributes endowment funds subject to the foundation's governing documents and the oregon uniform prudent management of institutional funds act (upmifa). The governing documents provide that up to 4% of the corpus of any one or more of the endowment funds in any one calendar year may be appropriated for distribution. The investment policy considers the needs and objectives of each fund and attempts to maximize total return consistent with an acceptable level of risk. Endowment assets are invested in a well-diversified asset mix that is intended to result in an inflation-protected rate of return that has sufficient liquidity to make an annual distribution of 4% while growing the fund if possible.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Rental expenses netted on 990 $664496”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Rental expenses netted on 990 $664496”

Raw XML AppendixShowing 400 of 946 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/GrantsToDomesticIndividualsGrp/TotalAmt081074
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02314867
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02314867
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01464500
IRS990/GrossReceiptsAmt04231364
IRS990/GrossRentsGrp/RealAmt01039910
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt06000
IRS990/IntangibleAssetsGrp/EOYAmt06000
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0571990
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0571990
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt023569766
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt024260695
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023912
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015725
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02914279
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03528053
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03351785
IRS990/LandBldgEquipCostOrOtherBssAmt06266064
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01335795
IRS990/LessRentalExpensesGrp/RealAmt0664496
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE SALEM FOUNDATION EXISTS FOR THE PURPOSE OF RECEIVING, SAFEGUARDING, AND DISBURSING FUNDS FOR CHARITABLE PURPOSES IN THE VICINITY OF SALEM, OREGON.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt029363224
IRS990/NetAssetsOrFundBalancesEOYAmt029264932
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0128705
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0128705
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0375414
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0375414
IRS990/NetUnrlzdGainsLossesInvstAmt0490593
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt028607980
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt028508790
IRS990/NoncashContributionsAmt0438190
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0796284
IRS990/OtherAssetsTotalGrp/EOYAmt0795510
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MAKE MUSIC DAY
IRS990/OtherExpensesGrp/Desc1DEPT OF JUSTICE FEES
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt178
IRS990/OtherExpensesGrp/ProgramServicesAmt04962
IRS990/OtherExpensesGrp/TotalAmt04962
IRS990/OtherExpensesGrp/TotalAmt12400
IRS990/OtherExpensesGrp/TotalAmt278
IRS990/OtherLiabilitiesGrp/BOYAmt027833
IRS990/OtherLiabilitiesGrp/EOYAmt032114
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN TRUST
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010898
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1230
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010898
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1230
IRS990/OtherRevenueTotalAmt011128
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0120963
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0104556
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COLLEGE SCHOLARSHIPS WERE AWARDED TO 37 STUDENTS IN THE SALEM AREA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt081074
IRS990/ProgSrvcAccomActy2Grp/GrantAmt081074
IRS990/ProgSrvcAccomActy3Grp/Desc0MAKE MUSIC DAY EVENT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04962
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03343460
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02230460
IRS990/PYInvestmentIncomeAmt01003226
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt022652
IRS990/PYOtherRevenueAmt0302991
IRS990/PYRevenuesLessExpensesAmt02018575
IRS990/PYSalariesCompEmpBnftPaidAmt0377990
IRS990/PYTotalExpensesAmt02631102
IRS990/PYTotalRevenueAmt04649677
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-588885
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0375414
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: THE SALEM FOUNDATION IS A COMMUNITY TRUST WHICH TYPICALLY ATTRACTS LARGE CONTRIBUTIONS FROM FEWER DONORS FOR THE BENEFIT OF THE SALEM, OREGON COMMUNITY. ITS GOVERNING BODY IS REPRESENTATIVE OF THE COMMUNITY; IT MAKES GRANTS AMONG OTHER SECTION 501(C)(3) ORGANIZATIONS IN THE AREA; AND IT SOLICITS CONTRIBUTIONS AS IS APPROPRIATE TO ITS STANDING IN THE COMMUNITY BY WORD OF MOUTH, PAMPHLETS, WEBSITE AND OCCASIONAL PUBLICITY. THE SALEM FOUNDAITON ENGAGES IN FUND RAISING BY MAKING RESIDENTS, LOCAL BANKS, LAWYERS, AND OTHER PROFESSIONALS IN THE COMMUNITY AWARE OF ITS CHARITABLE PURPOSES IN AND AROUND SALEM. AS IS TYPICAL OF A COMMUNITY TRUST, THE SALEM FOUNDATION MEETS THE 10% FACTS AND CIRCUMSTANCES PUBLIC SUPPORT TEST.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01143836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03343460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02101760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01197809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01500162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09287027
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01611900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01543773
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01985238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01421576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01397627
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07960114
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.30430
IRS990ScheduleA/PublicSupportPY170Pct00.32000
IRS990ScheduleA/PublicSupportTotal170Amt05248592
IRS990ScheduleA/SubstantialContributorsTotAmt04038435
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01143836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03343460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02101760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01197809
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01500162
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09287027
IRS990ScheduleA/TotalSupportAmt017247141
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/BuildingsGrp/BookValueAmt01482778
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01781522
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03264300
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt049892
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03339572
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012730
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03428296
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt050864
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt035965
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02622151
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02602913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt033928
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0284838
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0240183
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt036165
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02376345
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt08000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02622151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt035493
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0309464
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt033248
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02215189
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02376345
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt038522
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0226926
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt031905
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02177175
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010531
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02215189
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt029375
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088763
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0703149
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01645896
IRS990ScheduleD/DonorAdvisedFundsHeldCnt016
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt018703218
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0664496
IRS990ScheduleD/ExpensesSubtotalAmt02819958
IRS990ScheduleD/LandGrp/BookValueAmt01237200
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01237200
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0631807
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01132757
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt01764564
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0490593
IRS990ScheduleD/OtherExpensesIncludedAmt0664496
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt032114
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0664496
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt01155089
IRS990ScheduleD/RevenueSubtotalAmt02231073
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE INVESTS, MANAGES, AND DISTRIBUTES ENDOWMENT FUNDS SUBJECT TO THE FOUNDATION'S GOVERNING DOCUMENTS AND THE OREGON UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). THE GOVERNING DOCUMENTS PROVIDE THAT UP TO 4% OF THE CORPUS OF ANY ONE OR MORE OF THE ENDOWMENT FUNDS IN ANY ONE CALENDAR YEAR MAY BE APPROPRIATED FOR DISTRIBUTION. THE INVESTMENT POLICY CONSIDERS THE NEEDS AND OBJECTIVES OF EACH FUND AND ATTEMPTS TO MAXIMIZE TOTAL RETURN CONSISTENT WITH AN ACCEPTABLE LEVEL OF RISK. ENDOWMENT ASSETS ARE INVESTED IN A WELL-DIVERSIFIED ASSET MIX THAT IS INTENDED TO RESULT IN AN INFLATION-PROTECTED RATE OF RETURN THAT HAS SUFFICIENT LIQUIDITY TO MAKE AN ANNUAL DISTRIBUTION OF 4% WHILE GROWING THE FUND IF POSSIBLE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES NETTED ON 990 $664496
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES NETTED ON 990 $664496
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03351785
IRS990ScheduleD/TotalBookValueSecuritiesAmt024260695
IRS990ScheduleD/TotalExpensesPerForm990Amt02819958
IRS990ScheduleD/TotalLiabilityAmt032114

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,556,546
Liabilities
$291,614
Net assets
$29,264,932
Revenue
$2,231,073
Expenses
$2,819,958
Net income
-$588,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.6$0.28$37.3$9.54$11.4$1.84
2024Detailed filing. Detailed filing data is available for this year.$39.6$0.79$38.8$10.4$6.61$3.76
2023Detailed filing. Detailed filing data is available for this year.$34.5$0.23$34.3$3.35$4.12$0.77
2022Detailed filing. Detailed filing data is available for this year.$34.6$0.30$34.3$4.74$4.44$0.29
2021Detailed filing. Detailed filing data is available for this year.$35.7$0.38$35.3$4.31$3.56$0.75
2020Detailed filing. Detailed filing data is available for this year.$29.6$0.29$29.3$2.23$2.82$0.59
2019Detailed filing. Detailed filing data is available for this year.$29.9$0.54$29.4$4.65$2.63$2.02
2018Detailed filing. Detailed filing data is available for this year.$26.3$0.52$25.8$3.20$1.86$1.34
2017Detailed filing. Detailed filing data is available for this year.$24.3$0.87$23.4$2.61$1.82$0.80
2016Detailed filing. Detailed filing data is available for this year.$22.6$0.81$21.8$3.19$3.60$0.41
2015Detailed filing. Detailed filing data is available for this year.$22.6$0.42$22.1$3.32$2.68$0.63
2014Detailed filing. Detailed filing data is available for this year.$21.4$0.67$20.7$1.67$2.17$0.50
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.86$20.0$1.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$1.04$17.3$1.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$1.15$17.4$2.49