Civic Intelligence

Salem Foundation Pioneer Trust Company Trustee

990 • Fiscal year 2018 • EIN 93-6018523

May 01, 2017 to Apr 30, 2018 • Filed on Mar 13, 2019

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

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

35th percentile

0.16x

Higher debt load relative to revenue than 35% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

67th percentile

$327,815

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

71st percentile

8.3%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

22%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$26,278,570

Up $2,006,434 (+8.3%) from 2017

Net Assets

Up

$25,760,003

Up $2,359,100 (+10%) from 2017

Liabilities

Down

$518,567

Down $352,666 (-40%) from 2017

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin88th percentile

Revenue

Up

$3,200,819

Up $585,900 (+22%) from 2017

Expenses

Up

$1,860,786

Up $42,225 (+2.3%) from 2017

Net Income

Up

$1,340,033

Up $543,675 (+68%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$26,278,570
Liabilities$518,567
Net Assets$25,760,003
Open 2018 Filing

Operations Trend

Revenue Growth79th 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

2018

Revenue$3,200,819
Expenses$1,860,786
Net Income$1,340,033
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Mar 13, 2019
Return Version
2017v2.2
Gross Receipts
$4,512,247
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$17,866,964$19,588,557▲ $1,721,593
Land, Buildings, and Equipment, Net$3,728,400$3,549,763▼ $178,637
Savings and Temporary Cash Investments$1,983,926$2,186,862▲ $202,936
Other Notes and Loans Receivable, Net$134,381$147,199▲ $12,818
Pledges and Grants Receivable$90,698$58,698▼ $32,000
Investments in Publicly Traded Securities$24,001$23,422▼ $579
Intangible Assets$6,000$6,000→ $0
Cash and Non-Interest-Bearing Accounts-$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$24,272,136$26,278,570▲ $2,006,434
Other Assets Total$437,766$718,069▲ $280,303
Liabilities
Grants Payable$645,000$490,000▼ $155,000
Mortgage Notes Payable Secured by Investment Property$200,000--
Other Liabilities$26,233$28,567▲ $2,334
Total Liabilities$871,233$518,567▼ $352,666
Net Assets / Fund Balance
Unrestricted Net Assets$14,467,006$15,871,742▲ $1,404,736
Temporarily Rstr Net Assets$7,014,699$7,957,754▲ $943,055
Permanently Rstr Net Assets$1,919,198$1,930,507▲ $11,309
Total Net Assets Fund Balance$23,400,903$25,760,003▲ $2,359,100
Total Liabilities and Net Assets / Fund Balance$24,272,136$26,278,570▲ $2,006,434

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,635,241$1,629,059-
Land$1,237,200--
Leasehold Improvements$677,322$915,504-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2014$2,081,321$19,500▲ $162,382$27,554$2,177,175
2013$1,473,155$502,742▲ $152,937-$2,081,321
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pioneer Trust Bank NaTrusteeFT$327,815$327,815

Board Members and Trustees

NameTitle
Kathleen EvansChairman
Debra LushTrustee
Jill MungerCmtee Member
Lucy EscobarCmtee Member
Shelaswau CrierCmtee Member
Terry HancockCmtee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,101,760
Program Service Revenue
$0
Investment Income
$616,140
Other Revenue
$482,919
All Other Contributions
$2,101,760
Change in Net Assets
$1,340,033

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 Traded3$693,943Public Stock Price
Other Non Cash Contri Table1$592,569Present Value
Total Noncash Contributions4$1,286,512-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,200,819
Revenue Not Reported on Form 990
$1,573,255
Total Revenue per Audited Statements
$4,774,074
Total Revenue per Form 990
$3,200,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,506,142
Salaries, Compensation, and Employee Benefits$327,815
Other Expenses$26,829
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,463,792--$1,463,792
Current Officers, Directors, Trustees, and Key Employees-$327,815-$327,815
Grants to Domestic Individuals$42,350--$42,350
Fees for Services Accounting-$10,423-$10,423
Fees for Services Legal-$4,150-$4,150
Interest-$3,143-$3,143
Office Expenses-$1,421-$1,421
Other Expenses$5,092$200-$200
Total Functional Expenses$1,511,234$349,552$0$1,860,786

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,414,974
Expenses per Audited Statements$1,860,786
Total Expenses per Form 990$1,860,786
Expenses Not Reported on Form 990$554,188
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Community ServicesSalem, OR-General$402,403
Abbey Foundation of OregonSt Benedict, OR-General$240,000
Community Resource TrustSalem, OR-General$83,333
Salem-keizer Education FdnSalem, OR-General$77,500
Community VisionPortland, OR-General$75,000
Willamette Val HospiceSalem, OR-General$72,928
Family Building Blocks IncSalem, OR-General$52,000
Archbishop Francis Blanchet SchoolSalem, OR-General$50,000
Benedictine Sisters of Mt AngMt Angel, OR-General$50,000
St Marys Catholic ChurchMt Angel, OR-General$50,000
Salem College & Academy IncSalem, OR-General$35,000
Horses of Hope OregonTurner, OR-General$26,500
Mckay Althletic Booster ClubSalem, OR-General$20,000
Jesuit School of TheologyBerkeley, CA-General$18,000
Salem Interfaith Hospitality NetSalem, OR-General$16,000
Saint Francis ShelterSalem, OR-General$15,980
City of SalemSalem, OR-General$15,489
Queen of Peace Catholic ChSalem, OR-General$15,000
Union Gospel MissionSalem, OR-General$14,719
Salem Leadership FoundSalem, OR-General$14,423
Boys & Girls Club of SalemSalem, OR-General$13,969
Chemeketa Community College FoundationSalem, OR-General$13,504
Assistance League of SalemSalem, OR-General$12,500
Doernbecher Childrens HospPortland, OR-General$12,421
Or Student Assist CommEugene, OR-Government Organization$12,081
Salem-keizer Public SchoolsSalem, OR-General$10,370
Salem Public Library FdnSalem, OR-General$10,293
Mount Angel Community FoundationMount Angel or, OR-General$10,000
Salem Free Medical ClinicSalem, OR-General$10,000
Marion-polk Food ShareSalem, OR-General$8,775
St Joseph Catholic ChurchSalem, OR-General$8,000
United Way of the Mid-willameSalem, OR-General$8,000
The Salvation ArmySalem, OR-General$6,968
Liberty HouseSalem, OR-General$6,700
Salem Hospital FoundationSalem, OR-General$6,064
Center for Hope & SafetySalem, OR-General$5,500
Salem Alliance ChurchSalem, OR-General$5,500
Family Ymca of Marion & PolkSalem, OR-General$5,218
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
Prepaid Rent and Deposits$28,567
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 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 2: Description of Business or Family Relationship of Officers, Directors, Et

“Distribution committee member jill munger is a minority shareholder in pioneer trust bank, n.a, which serves as trustee of the salem foundation. Jill's father, william meier, is also a minority shareholder and formerly was an executive officer and board member of pioneer trust bank, n.a. Jill's brother, kent meier, is also a minority shareholder and currently is on the board of directors of pioneer trust bank, n.a. Jill was appointed to the committee after due legal and board consideration of family and ownership relations with pioneer trust bank, n.a.”

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
2019-03-13
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Shari Kay Scoles CPA PC
Address
537 High St SE, Salem, OR 97301
Preparer
Shari Kay Scoles
Phone
5034809827
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 form 990 $554188”

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

“Rental expenses netted on form 990 $554188”

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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/GrantsPayableGrp/EOYAmt0490000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt042350
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt042350
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01463792
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01463792
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0335400
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0589180
IRS990/GrossReceiptsAmt04512247
IRS990/GrossRentsGrp/RealAmt01033756
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt06000
IRS990/IntangibleAssetsGrp/EOYAmt06000
IRS990/InterestGrp/ManagementAndGeneralAmt03143
IRS990/InterestGrp/TotalAmt03143
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0448800
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0448800
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt017866964
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt019588557
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024001
IRS990/InvestmentsPubTradedSecGrp/EOYAmt023422
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02544563
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03728400
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03549763
IRS990/LandBldgEquipCostOrOtherBssAmt06094326
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0363080
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0394160
IRS990/LessRentalExpensesGrp/RealAmt0554188
IRS990/LicensedMoreThanOneStateInd0false
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt0200000
IRS990/NetAssetsOrFundBalancesBOYAmt023400903
IRS990/NetAssetsOrFundBalancesEOYAmt025760003
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0167340
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0167340
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0479568
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0479568
IRS990/NetUnrlzdGainsLossesInvstAmt01019067
IRS990/NoncashContributionsAmt01286512
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01421
IRS990/OfficeExpensesGrp/TotalAmt01421
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0437766
IRS990/OtherAssetsTotalGrp/EOYAmt0718069
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MAKE MUSIC DAY
IRS990/OtherExpensesGrp/Desc1DEPT OF JUSTICE FEES
IRS990/OtherExpensesGrp/Desc2PROPERTY TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1200
IRS990/OtherExpensesGrp/ProgramServicesAmt05092
IRS990/OtherExpensesGrp/TotalAmt05092
IRS990/OtherExpensesGrp/TotalAmt12400
IRS990/OtherExpensesGrp/TotalAmt2200
IRS990/OtherLiabilitiesGrp/BOYAmt026233
IRS990/OtherLiabilitiesGrp/EOYAmt028567
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN TRUST
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt042
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03309
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03309
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt142
IRS990/OtherRevenueTotalAmt03351
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0134381
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0147199
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01919198
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01930507
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt090698
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt058698
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COLLEGE SCHOLARSHIPS WERE AWARDED TO 25 STUDENTS IN THE SALEM AREA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt042350
IRS990/ProgSrvcAccomActy2Grp/GrantAmt042350
IRS990/ProgSrvcAccomActy3Grp/Desc0MAKE MUSIC DAY EVENT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05092
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01262735
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01465258
IRS990/PYInvestmentIncomeAmt0965808
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt033089
IRS990/PYOtherRevenueAmt0386376
IRS990/PYRevenuesLessExpensesAmt0796358
IRS990/PYSalariesCompEmpBnftPaidAmt0320214
IRS990/PYTotalExpensesAmt01818561
IRS990/PYTotalRevenueAmt02614919
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01340033
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0479568
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01983926
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02186862
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, AND OCCASIONAL PUBLICITY. THE SALEM FOUNDAITON ENGAGES IN FUND RAISING BY MAKING 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 FOUNDAITON MEETS THE 10% FACTS AND CIRCUMSTANCES PUBLIC SUPPORT TEST.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02101760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01197809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01500162
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02032092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0732083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07563906
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01985238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01421576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01397627
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01300607
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01326080
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07431128
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.27050
IRS990ScheduleA/PublicSupportPY170Pct00.24370
IRS990ScheduleA/PublicSupportTotal170Amt04056515
IRS990ScheduleA/SubstantialContributorsTotAmt03507391
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02101760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01197809
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01500162
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02032092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0732083
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07563906
IRS990ScheduleA/TotalSupportAmt014995034
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01635241
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01629059
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03264300
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt036165
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02376345
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02622151
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt035493
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0309464
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt033248
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02215189
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02376345
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt038522
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0226926
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt031905
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02177175
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010531
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02215189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt029375
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt088763
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt028965
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02081321
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02177175
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt029509
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162382
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt027554
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt023151
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01473155
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0502742
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02081321
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt024362
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0152937
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0671775
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0766703
IRS990ScheduleD/DonorAdvisedFundsHeldCnt013
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt016897034
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0554188
IRS990ScheduleD/ExpensesSubtotalAmt01860786
IRS990ScheduleD/LandGrp/BookValueAmt01237200
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01237200
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0677322
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0915504
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt01592826
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01019067
IRS990ScheduleD/OtherExpensesIncludedAmt0554188
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt028567
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID RENT AND DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0554188
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.73620
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt01573255
IRS990ScheduleD/RevenueSubtotalAmt03200819
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 FORM 990 $554188
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES NETTED ON FORM 990 $554188
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,278,570
Liabilities
$518,567
Net assets
$25,760,003
Revenue
$3,200,819
Expenses
$1,860,786
Net income
$1,340,033
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