Civic Intelligence

Salem Foundation Pioneer Trust Company Trustee

990 • Fiscal year 2021 • EIN 93-6018523

May 01, 2020 to Apr 30, 2021 • Filed on Mar 11, 2022

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

0.01x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.09x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

60th percentile

17%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$426,825

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

73rd percentile

21%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

93%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$35,726,700

Up $6,170,154 (+21%) from 2020

Net Assets

Up

$35,342,630

Up $6,077,698 (+21%) from 2020

Liabilities

Up

$384,070

Up $92,456 (+32%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin60th percentile

Revenue

Up

$4,306,114

Up $2,075,041 (+93%) from 2020

Expenses

Up

$3,557,683

Up $737,725 (+26%) from 2020

Net Income

Up

$748,431

Up $1,337,316 (+227%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$35,726,700
Liabilities$384,070
Net Assets$35,342,630
Open 2021 Filing

Operations Trend

Revenue Growth88th 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

2021

Revenue$4,306,114
Expenses$3,557,683
Net Income$748,431
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 11, 2022
Return Version
2020v4.0
Gross Receipts
$7,802,550
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$24,260,695$30,134,749▲ $5,874,054
Land, Buildings, and Equipment, Net$3,351,785$3,232,778▼ $119,007
Cash and Non-Interest-Bearing Accounts$1,022,275$1,239,325▲ $217,050
Other Notes and Loans Receivable, Net$104,556$81,002▼ $23,554
Investments in Publicly Traded Securities$15,725$15,719▼ $6
Intangible Assets$6,000$6,000→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants 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$29,556,546$35,726,700▲ $6,170,154
Other Assets Total$795,510$1,017,127▲ $221,617
Liabilities
Grants Payable$259,500$350,000▲ $90,500
Other Liabilities$32,114$34,070▲ $1,956
Total Liabilities$291,614$384,070▲ $92,456
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,508,790$34,369,110▲ $5,860,320
Net Assets With Donor Restrictions$756,142$973,520▲ $217,378
Total Net Assets Fund Balance$29,264,932$35,342,630▲ $6,077,698
Total Liabilities and Net Assets / Fund Balance$29,556,546$35,726,700▲ $6,170,154

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,439,387$1,824,913-
Land$1,237,200--
Leasehold Improvements$556,191$1,168,538-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,428,296$6,485▲ $983,970-$4,316,928
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
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Pioneer Trust Bank NaTrusteeFT$426,825$426,825

Board Members and Trustees

NameTitle
Debra LushChairman
Brian CondelloCmtee Member
Laura TeslerCmtee Member
Terry HancockCmtee Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Pacific LLCConstruction117 COMMERCIAL ST NE SUITE 215, Salem, OR 97301$178,455
Revenue and Support

Revenue Composition

Contributions and Grants
$2,246,323
Program Service Revenue
$0
Investment Income
$1,396,068
Other Revenue
$663,723
All Other Contributions
$2,246,323
Change in Net Assets
$748,431

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded7$820,922Trade Value
Total Noncash Contributions7$820,922-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,306,114
Revenue Not Reported on Form 990
$5,992,915
Total Revenue per Audited Statements
$10,299,029
Total Revenue per Form 990
$4,306,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,111,262
Salaries, Compensation, and Employee Benefits$426,825
Other Expenses$19,596
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,964,486--$2,964,486
Current Officers, Directors, Trustees, and Key Employees-$426,825-$426,825
Grants to Domestic Individuals$146,776--$146,776
Fees for Services Accounting-$13,440-$13,440
Fees for Services Legal-$1,964-$1,964
Other Expenses$1,556$236-$236
Total Functional Expenses$3,112,818$444,865$0$3,557,683

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,221,331
Expenses per Audited Statements$3,557,683
Total Expenses per Form 990$3,557,683
Expenses Not Reported on Form 990$663,648
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Willamette Regional EducationSalem, OR-General$500,000
Family Building Blocks IncSalem, OR-General$364,000
Catholic Community Serv FoundSalem, OR-General$300,000
Abbey Foundation of OregonSt Benedict, OR-General$240,000
Catholic Community Serv FndSalem, OR-General$229,810
Marion-polk Food ShareSalem, OR-General$188,500
Holy Family AcademyMt Angel, OR-General$110,000
Salem Rotary FoundationSalem, OR-General$100,000
Benedictine Sisters of Mt AngMt Angel, OR-General$94,000
Assistance League of SalemSalem, OR-General$78,000
Reid Saunders EvangelisticSalem, OR-General$75,000
Family Ymca of Marion & PolkSalem, OR-General$50,231
Saint Francis ShelterSalem, OR-General$49,750
Salem Leadership FoundSalem, OR-General$46,600
Horses of Hope OregonTurner, OR-General$38,230
Union Gospel MissionSalem, OR-General$38,229
Boys & Girls Club of SalemSalem, OR-General$37,231
Enlightened TheatricsSalem, OR-General$35,000
Salem College & Academy IncSalem, OR-General$30,000
Aumsville Cemetery AssociatioAumsville, OR-General$21,459
Santa Clara UniversitySanta Clara, CA-General$20,000
Higher Ed Coordinating CommSalem, OR-General$18,315
City of SalemSalem, OR-General$17,387
Family Promise of Mid-willameSalem, OR-General$16,500
Salem Public Library FdnSalem, OR-General$15,500
Doernbecher Childrens HospPortland, OR-General$14,273
The Salvation ArmySalem, OR-General$13,885
Chemeketa Community Coll FndSalem, OR-General$13,221
American Red Cross -cascadePortland, OR-General$12,500
Salem-keizer Public SchoolsSalem, OR-General$12,072
Young LifeColorado Spring, CO-General$11,500
Jesuit High SchoolPortland, OR-General$10,000
Oregon Garden FoundationSilverton, OR-General$10,000
Providence Portland MedicalPortland, OR-General$10,000
Salem Free ClinicsSalem, OR-General$10,000
Silverton Area Community AidSalem, OR-General$10,000
Stayton Community Food BankSilverton, OR-General$10,000
St Vincent De Paul SocietySalem, OR-General$9,000
Center StageSilverton, OR-General$6,345
Prov Benedictine Nursing FdnMt Angel, OR-General$6,000
Salem Hospital FoundationSalem, OR-General$5,923
Habitat for HumanitySalem, OR-General$5,500
Dayspring FellowshipKeizer, OR-General$5,247
Focus on the FamilyColorado Spring, CO-General$5,247
Insight for LivingFrisco, TX-General$5,247
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$34,070
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
2022-03-11
Discuss with paid preparer
Yes

Organization Details

Formed
1930
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Shari Kay Scoles CPA PC
Address
350 Mission St SE Ste 201, SALEM, OR 97302
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 $663648”

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

“Rental expenses netted on 990 $663648”

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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/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt06000
IRS990/IntangibleAssetsGrp/EOYAmt06000
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0533637
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0533637
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt024260695
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt030134749
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015725
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015719
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02993451
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03351785
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03232778
IRS990/LandBldgEquipCostOrOtherBssAmt06226229
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02832788
IRS990/LessRentalExpensesGrp/RealAmt0663648
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/NetAssetsOrFundBalancesBOYAmt029264932
IRS990/NetAssetsOrFundBalancesEOYAmt035342630
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0862431
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0862431
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0446202
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0446202
IRS990/NetUnrlzdGainsLossesInvstAmt05329267
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt028508790
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt034369110
IRS990/NoncashContributionsAmt0820922
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0795510
IRS990/OtherAssetsTotalGrp/EOYAmt01017127
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0DEPT OF JUSTICE FEES
IRS990/OtherExpensesGrp/Desc1MAKE MUSIC DAY
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1236
IRS990/OtherExpensesGrp/ProgramServicesAmt01556
IRS990/OtherExpensesGrp/TotalAmt02400
IRS990/OtherExpensesGrp/TotalAmt11556
IRS990/OtherExpensesGrp/TotalAmt2236
IRS990/OtherLiabilitiesGrp/BOYAmt032114
IRS990/OtherLiabilitiesGrp/EOYAmt034070
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN TRUST
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0217378
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1143
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0217378
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1143
IRS990/OtherRevenueTotalAmt0217521
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0104556
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt081002
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COLLEGE SCHOLARSHIPS WERE AWARDED TO 43 STUDENTS IN THE SALEM AREA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0146776
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0146776
IRS990/ProgSrvcAccomActy3Grp/Desc0MAKE MUSIC DAY EVENT
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01556
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01143836
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02395941
IRS990/PYInvestmentIncomeAmt0700695
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt023005
IRS990/PYOtherRevenueAmt0386542
IRS990/PYRevenuesLessExpensesAmt0-588885
IRS990/PYSalariesCompEmpBnftPaidAmt0401012
IRS990/PYTotalExpensesAmt02819958
IRS990/PYTotalRevenueAmt02231073
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0748431
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0446202
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 FOUNDATION 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/CurrentTaxYearAmt03067245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01143836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03343460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02101760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01197809
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010854110
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01643487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01611900
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01543773
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01985238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01421576
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08205974
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.29850
IRS990ScheduleA/PublicSupportPY170Pct00.30430
IRS990ScheduleA/PublicSupportTotal170Amt05690091
IRS990ScheduleA/SubstantialContributorsTotAmt05164019
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03067245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01143836
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03343460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02101760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01197809
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010854110
IRS990ScheduleA/TotalSupportAmt019060084
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01439387
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01824913
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03264300
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt056905
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03428296
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06485
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04316928
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt044918
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0983970
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt049892
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03339572
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03428296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt050864
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt035965
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02622151
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02602913
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt033928
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0284838
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0240183
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt036165
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02376345
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt08000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02622151
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt035493
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0309464
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt033248
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02215189
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02376345
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt038522
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0226926
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0785894
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01267750
IRS990ScheduleD/DonorAdvisedFundsHeldCnt018
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt020770781
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt0663648
IRS990ScheduleD/ExpensesSubtotalAmt03557683
IRS990ScheduleD/LandGrp/BookValueAmt01237200
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01237200
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0556191
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01168538
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt01724729
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05329267
IRS990ScheduleD/OtherExpensesIncludedAmt0663648
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt034070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0663648
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt05992915
IRS990ScheduleD/RevenueSubtotalAmt04306114
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 $663648
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES NETTED ON 990 $663648
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/TotalBookValueLandBuildingsAmt03232778
IRS990ScheduleD/TotalBookValueSecuritiesAmt030134749
IRS990ScheduleD/TotalExpensesPerForm990Amt03557683
IRS990ScheduleD/TotalLiabilityAmt034070
IRS990ScheduleD/TotalRevenuePerForm990Amt04306114
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010299029
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04221331
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0146776
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS TO INSTITUTIONS F/B/O STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt043
IRS990ScheduleI/RecipientTable/CashGrantAmt0240000
IRS990ScheduleI/RecipientTable/CashGrantAmt112500
IRS990ScheduleI/RecipientTable/CashGrantAmt278000

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,726,700
Liabilities
$384,070
Net assets
$35,342,630
Revenue
$4,306,114
Expenses
$3,557,683
Net income
$748,431
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