Civic Intelligence

Salem Foundation Pioneer Trust Company Trustee

990 • Fiscal year 2024 • EIN 93-6018523

May 01, 2023 to Apr 30, 2024 • Filed on Mar 11, 2025

Organization ProfileWWW.SALEMFOUNDATION.ORG
CO 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

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.08x

Higher debt load relative to revenue than 19% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$459,028

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

210%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$39,558,682

Up $5,013,063 (+15%) from 2023

Net Assets

Up

$38,772,407

Up $4,454,498 (+13%) from 2023

Liabilities

Up

$786,275

Up $558,565 (+245%) from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin84th percentile

Revenue

Up

$10,372,711

Up $7,027,043 (+210%) from 2023

Expenses

Up

$6,613,071

Up $2,494,081 (+61%) from 2023

Net Income

Up

$3,759,640

Up $4,532,962 (+586%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2024

Assets$39,558,682
Liabilities$786,275
Net Assets$38,772,407
Open 2024 Filing

Operations Trend

Revenue Growth96th 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

2024

Revenue$10,372,711
Expenses$6,613,071
Net Income$3,759,640
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Mar 11, 2025
Return Version
2023v6.0
Gross Receipts
$13,499,142
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$28,602,311$29,374,359▲ $772,048
Pledges and Grants Receivable$463,500$4,759,638▲ $4,296,138
Land, Buildings, and Equipment, Net$2,964,538$2,855,798▼ $108,740
Savings and Temporary Cash Investments-$1,445,413-
Cash and Non-Interest-Bearing Accounts$1,444,693--
Accounts Receivable-$40,757-
Other Notes and Loans Receivable, Net$22,164$14,873▼ $7,291
Investments in Publicly Traded Securities$9,520$9,434▼ $86
Intangible Assets$6,000$6,000→ $0
Total Assets$34,545,619$39,558,682▲ $5,013,063
Other Assets Total$1,032,893$1,052,410▲ $19,517
Liabilities
Grants Payable$192,000$735,862▲ $543,862
Other Liabilities$35,710$50,413▲ $14,703
Total Liabilities$227,710$786,275▲ $558,565
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,874,669$33,026,239▲ $151,570
Net Assets With Donor Restrictions$1,443,240$5,746,168▲ $4,302,928
Total Net Assets Fund Balance$34,317,909$38,772,407▲ $4,454,498
Total Liabilities and Net Assets / Fund Balance$34,545,619$39,558,682▲ $5,013,063

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,243,529$2,020,771-
Land$1,237,200--
Leasehold Improvements$375,069$1,349,660-
Other Securities$29,374,359--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,152,551$189,140▲ $546,580-$5,719,438
2022$4,623,935$11,047▲ $179,223-$4,706,751
2021$4,720,428$14,340▼ $1,451-$4,623,935
2020$3,428,296$409,985▲ $983,970-$4,720,428
2019$3,339,572$12,730▲ $176,750-$3,428,296
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$459,028$459,028

Board Members and Trustees

NameTitle
Debra LushCommittee Chairman
Brian CondelloCommittee Member
Laura TeslerCommittee Member
Louis-claude Nguea-njohCommittee Member
Terry HancockCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$8,369,052
Program Service Revenue
$0
Investment Income
$1,552,416
Other Revenue
$451,243
All Other Contributions
$8,369,052
Change in Net Assets
$3,759,640

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 Traded5$2,587,637Stock Exchange
Total Noncash Contributions5$2,587,637-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,372,711
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,385,315
Total Revenue per Audited Statements
$11,758,026
Total Revenue per Form 990
$10,372,711
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,111,186
Salaries, Compensation, and Employee Benefits$473,953
Other Expenses$27,932
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,031,703--$6,031,703
Current Officers, Directors, Trustees, and Key Employees-$473,953-$473,953
Grants to Domestic Individuals$79,483--$79,483
Fees for Services Legal-$2,696-$2,696
Other Expenses$17,956$2,400-$2,400
Interest-$276-$276
Fees for Services Accounting-$50-$50
Total Functional Expenses$6,129,142$483,929$0$6,613,071

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,303,528
Expenses per Audited Statements$6,613,071
Total Expenses per Form 990$6,613,071
Expenses Not Reported on Form 990$690,457
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family Building Blocks IncSalem, OR501(c)(3)Charitable Distribution$828,241
Family Ymca of Marion & Polk CoSalem, OR501(c)(3)Charitable Distribution$575,330
Catholic Community Services FoundationSalem, OR501(c)(3)Charitable Distribution$500,000
Salem Health FoundationSalem, OR501(c)(3)Charitable Distribution$440,695
Abbey Foundation of OregonSt Benedict, OR501(c)(3)Charitable Distribution$390,000
Union Gospel MissionSalem, OR501(c)(3)Charitable Distribution$360,150
Willamette UniversitySalem, OR501(c)(3)Charitable Distribution$300,000
Catholic Community ServicesSalem, OR501(c)(3)Charitable Distribution$263,455
Capital Futbol ClubSalem, OR501(c)(3)Charitable Distribution$250,000
United Way of the Mid-willamette ValleSalem, OR501(c)(3)Charitable Distribution$225,000
Liberty HouseSalem, OR501(c)(3)Charitable Distribution$186,000
Home Share OregonPortland, OR501(c)(3)Charitable Distribution$105,000
Marion Polk Food Share IncSalem, OR501(c)(3)Charitable Distribution$103,129
Santiam Memorial HospitalStayton, OR501(c)(3)Charitable Distribution$100,000
Oregon Health and Education CollaborativeWilsonville, OR501(c)(3)Charitable Distribution$95,000
Horses of Hope OregonTurner, OR501(c)(3)Charitable Distribution$91,000
Community Resource TrustSalem, OR501(c)(3)Charitable Distribution$90,480
Gilbert House Childrens MuseumSalem, OR501(c)(3)Charitable Distribution$75,000
Jefferson School District 14jJefferson, OR501(c)(3)Charitable Distribution$75,000
St Francis Family HousingSalem, OR501(c)(3)Charitable Distribution$67,275
Fr Bernard Youth CenterMt Angel, OR501(c)(3)Charitable Distribution$60,000
Benedictine Sisters of Mt AngelMt Angel, OR501(c)(3)Charitable Distribution$50,000
Blanchet Catholic SchoolSalem, OR501(c)(3)Charitable Distribution$50,000
Salem Art AssociationSalem, OR501(c)(3)Charitable Distribution$46,000
Center for Hope and SafetySalem, OR501(c)(3)Charitable Distribution$45,000
ST TIMOTHY'S EPISCOPAL CHURCHSalem, OR501(c)(3)Charitable Distribution$40,000
Salem Free ClinicsSalem, OR501(c)(3)Charitable Distribution$30,000
City of SalemSalem, ORCity of SalemCharitable Distribution$27,824
Salem for Refugees AssociationSalem, OR501(c)(3)Charitable Distribution$26,500
Holy Family AcademyMt Angel, OR501(c)(3)Charitable Distribution$25,106
Chemeketa Community College FndnSalem, OR501(c)(3)Charitable Distribution$23,918
The Salvation Army Salem CorpsSalem, OR501(c)(3)Charitable Distribution$20,330
Church at the ParkSalem, OR501(c)(3)Charitable Distribution$20,000
Oregon Spinal Cord Injury ConnectionPortland, OR501(c)(3)Charitable Distribution$20,000
Salem Main Street AssociationSalem, OR501(c)(3)Charitable Distribution$20,000
Congregations Helping PeopleSalem, OR501(c)(3)Charitable Distribution$19,500
OHSU FOUNDATION FBO DOERNBECHER CHILDREN'S HOSPITALPortland, OR501(c)(3)Charitable Distribution$16,442
Santiam Canyon Tool LibrarySublimity, OR501(c)(3)Charitable Distribution$15,800
Higher Education Coordinating CommissionosacSalem, OR501(c)(3)Charitable Distribution$15,000
Salem Parks FoundationSalem, OR501(c)(3)Charitable Distribution$15,000
Family Promise of the Mid-willamette ValleySalem, OR501(c)(3)Charitable Distribution$13,400
Oregon Symphony Association in SalemPortland, OR501(c)(3)Charitable Distribution$12,964
Gonzaga UniversitySpokane, WA501(c)(3)Charitable Distribution$12,500
Greater Salem Young LifeSalem, OR501(c)(3)Charitable Distribution$12,500
Salem Leadership FoundationSalem, OR501(c)(3)Charitable Distribution$12,500
Garten Services IncSalem, OR501(c)(3)Charitable Distribution$12,396
Queen of Peace Catholic ChurchSalem, OR501(c)(3)Charitable Distribution$12,348
St Augustine Parish Lincoln City OregonLincoln City, OR501(c)(3)Charitable Distribution$12,240
Oregon Right to Life Education FoundationKeizer, OR501(c)(3)Charitable Distribution$12,180
Mid-valley Youth for ChristSalem, OR501(c)(3)Charitable Distribution$12,146
Salem-keizer School DistrictSalem, ORSalem-keizer SchoolCharitable Distribution$12,136
Catholic Broadcasting KbvmPortland, OR501(c)(3)Charitable Distribution$12,000
Salem Fndn-pioneer Cem Spec Proj FdSalem, OR501(c)(3)Charitable Distribution$11,601
Jesuit High SchoolPortland, OR501(c)(3)Charitable Distribution$10,000
Mclaran Leadership FoundationSalem, OR501(c)(3)Charitable Distribution$10,000
Abiqua School FoundationSalem, OR501(c)(3)Charitable Distribution$7,500
Habitat for Humanity of the Mid-williamette ValleySalem, OR501(c)(3)Charitable Distribution$7,000
Boys & Girls Club of SalemSalem, OR501(c)(3)Charitable Distribution$6,830
Focus on the FamilyColorado Springs, CO501(c)(3)Charitable Distribution$6,079
Insight for LivingFrisco, TX501(c)(3)Charitable Distribution$6,079
Dayspring FellowshipKeizer, OR501(c)(3)Charitable Distribution$6,078
Aumsville Cemetery AssociationAumsville, OR501(c)(3)Charitable Distribution$5,678
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Deposits$50,413
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, Section A, Line 8B

“The organization has no committees”

Form 990, Part VI, Section B, Line 11B

“The 990 will be reviewed against reporting retrieved from the trust accounting system used by pioneer trust bank, n.a.”

Form 990, Part VI, Section B, Line 12C

“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, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Michelle L Howell
Title
VP & Senior Trust Manager
Phone
5033633136
Signed
2025-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Mcherman
Formed
1930
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Redw LLC
Address
475 COTTAGE STREET NE SUITE 200, SALEM, OR 97301
Preparer
Larry E Grant CPA
Phone
5035817788
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is a not-for-profit organization exempt from income taxes under section 501(c)(3) of the internal revenue code and is a non-private foundation under section 509(a)(l) of the internal revenue code of 1986. An exemption from the state of oregon corporation excise tax is provided by oregon revised statutes 317.080. The foundation is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the foundation is subject to income tax on net income that is derived from business activities that is unrelated to its exempt purposes. Management has determined that the foundation is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. The foundation does not have any material uncertain tax positions at april 30, 2024.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES”

Part V, Line 4 - Intended Uses of 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 V Endowment Funds Line 1A Beginning of Year Balance

“The current year beginning of year balance is greater than the prior year end of year balance due to the beginning balance being revised by the audit by $445,800.”

Raw XML AppendixShowing 400 of 1,088 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/Form990PartVIISectionAGrp/TitleTxt0COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0717860
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt06031703
IRS990/GrantsPayableGrp/BOYAmt0192000
IRS990/GrantsPayableGrp/EOYAmt0735862
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt079483
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt079483
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt06031703
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06031703
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03153834
IRS990/GrossReceiptsAmt013499142
IRS990/GrossRentsGrp/RealAmt01134823
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/BOYAmt06000
IRS990/IntangibleAssetsGrp/EOYAmt06000
IRS990/InterestGrp/ManagementAndGeneralAmt0276
IRS990/InterestGrp/TotalAmt0276
IRS990/InvestmentIncomeGrp/ExclusionAmt0834556
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0834556
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt028602311
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt029374359
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09520
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09434
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03370431
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02964538
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02855798
IRS990/LandBldgEquipCostOrOtherBssAmt06226229
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02435974
IRS990/LessRentalExpensesGrp/RealAmt0690457
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SALEM FOUNDATION EXISTS FOR THE PURPOSE OF RECEIVING, SAFEGUARDING, AND DISBURSING FUNDS FOR CHARITABLE PURPOSES IN THE VICINITY OF SALEM, OREGON.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034317909
IRS990/NetAssetsOrFundBalancesEOYAmt038772407
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0717860
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0717860
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0444366
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0444366
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0694858
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt032874669
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt033026239
IRS990/NoncashContributionsAmt02587637
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01032893
IRS990/OtherAssetsTotalGrp/EOYAmt01052410
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MAKE MUSIC DAY EXPENSES
IRS990/OtherExpensesGrp/Desc1GENERAL AND ADMINISTRAT
IRS990/OtherExpensesGrp/Desc2DEPARTMENT OF JUSTICE F
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04554
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12400
IRS990/OtherExpensesGrp/ProgramServicesAmt017956
IRS990/OtherExpensesGrp/TotalAmt017956
IRS990/OtherExpensesGrp/TotalAmt14554
IRS990/OtherExpensesGrp/TotalAmt22400
IRS990/OtherLiabilitiesGrp/BOYAmt035710
IRS990/OtherLiabilitiesGrp/EOYAmt050413
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06877
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06877
IRS990/OtherRevenueTotalAmt06877
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt022164
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt014873
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0463500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04759638
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL MCHERMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0COLLEGE SCHOLARSHIPS WERE AWARDED TO 30 STUDENTS IN THE SALEM AREA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt079483
IRS990/ProgSrvcAccomActy2Grp/GrantAmt079483
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDED FISCAL SPONSORSHIP OF THE ANNUAL MAKE MUSIC DAY SALEM EVENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017956
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01928933
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03625222
IRS990/PYInvestmentIncomeAmt0945250
IRS990/PYOtherExpensesAmt033332
IRS990/PYOtherRevenueAmt0471485
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-773322
IRS990/PYSalariesCompEmpBnftPaidAmt0460436
IRS990/PYTotalExpensesAmt04118990
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03345668
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03759640
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0444366
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01445413
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE 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/CurrentTaxYearAmt08369052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01928933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02988425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02649823
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01143836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017080069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01969379
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01682097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01529736
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01643487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01611900
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08436599
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06877
IRS990ScheduleA/OtherIncome170Grp/TotalAmt06877
IRS990ScheduleA/PublicSupportCY170Pct00.32310
IRS990ScheduleA/PublicSupportPY170Pct00.19200
IRS990ScheduleA/PublicSupportTotal170Amt08246866
IRS990ScheduleA/SubstantialContributorsTotAmt08833203
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08369052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01928933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02988425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02649823
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01143836
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017080069
IRS990ScheduleA/TotalSupportAmt025523545
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01243529
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02020771
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt03264300
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt078908
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05152551
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0189140
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05719438
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt089925
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0546580
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt061560
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04623935
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011047
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04706751
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt045894
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0179223
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt065719
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04720428
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt014340
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04623935
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt043663
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1451
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt056905
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03428296
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0409985
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04720428
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt044918
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0983970
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt049892
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03339572
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt012730
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03428296
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt050864
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0176750
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt040274
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01565367
IRS990ScheduleD/DonorAdvisedFundsHeldCnt017
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt011176387
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0690457
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06613071
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01237200
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01237200
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0375069
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01349660
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt01724729
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0694858
IRS990ScheduleD/OtherExpensesIncludedAmt0690457
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt050413
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE DEPOSITS
IRS990ScheduleD/OtherRevenueAmt0690457
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt029374359
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON TRUST FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt01385315
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010372711
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS A NON-PRIVATE FOUNDATION UNDER SECTION 509(A)(L) OF THE INTERNAL REVENUE CODE OF 1986. AN EXEMPTION FROM THE STATE OF OREGON CORPORATION EXCISE TAX IS PROVIDED BY OREGON REVISED STATUTES 317.080. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT IS UNRELATED TO ITS EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AT APRIL 30, 2024.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4THE CURRENT YEAR BEGINNING OF YEAR BALANCE IS GREATER THAN THE PRIOR YEAR END OF YEAR BALANCE DUE TO THE BEGINNING BALANCE BEING REVISED BY THE AUDIT BY $445,800.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART V ENDOWMENT FUNDS LINE 1A BEGINNING OF YEAR BALANCE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02855798
IRS990ScheduleD/TotalBookValueSecuritiesAmt029374359
IRS990ScheduleD/TotalExpensesPerForm990Amt06613071
IRS990ScheduleD/TotalLiabilityAmt050413
IRS990ScheduleD/TotalRevenuePerForm990Amt010372711
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011758026
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07303528
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt079483
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS TO INSTITUTIONS F/B/O STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt028
IRS990ScheduleI/RecipientTable/CashGrantAmt0105000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt212136
IRS990ScheduleI/RecipientTable/CashGrantAmt3390000
IRS990ScheduleI/RecipientTable/CashGrantAmt430000
IRS990ScheduleI/RecipientTable/CashGrantAmt519500
IRS990ScheduleI/RecipientTable/CashGrantAmt6440695
IRS990ScheduleI/RecipientTable/CashGrantAmt716442
IRS990ScheduleI/RecipientTable/CashGrantAmt890480
IRS990ScheduleI/RecipientTable/CashGrantAmt915000
IRS990ScheduleI/RecipientTable/CashGrantAmt1045000
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt1220000
IRS990ScheduleI/RecipientTable/CashGrantAmt1312500
IRS990ScheduleI/RecipientTable/CashGrantAmt1420000
IRS990ScheduleI/RecipientTable/CashGrantAmt1515800
IRS990ScheduleI/RecipientTable/CashGrantAmt1626500
IRS990ScheduleI/RecipientTable/CashGrantAmt1795000
IRS990ScheduleI/RecipientTable/CashGrantAmt1812500
IRS990ScheduleI/RecipientTable/CashGrantAmt19300000
IRS990ScheduleI/RecipientTable/CashGrantAmt20575330
IRS990ScheduleI/RecipientTable/CashGrantAmt2150000
IRS990ScheduleI/RecipientTable/CashGrantAmt22500000
IRS990ScheduleI/RecipientTable/CashGrantAmt23225000
IRS990ScheduleI/RecipientTable/CashGrantAmt24100000
IRS990ScheduleI/RecipientTable/CashGrantAmt2546000
IRS990ScheduleI/RecipientTable/CashGrantAmt2610000
IRS990ScheduleI/RecipientTable/CashGrantAmt27360150
IRS990ScheduleI/RecipientTable/CashGrantAmt286830
IRS990ScheduleI/RecipientTable/CashGrantAmt2940000
IRS990ScheduleI/RecipientTable/CashGrantAmt305678
IRS990ScheduleI/RecipientTable/CashGrantAmt31263455
IRS990ScheduleI/RecipientTable/CashGrantAmt3267275

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,558,682
Liabilities
$786,275
Net assets
$38,772,407
Revenue
$10,372,711
Expenses
$6,613,071
Net income
$3,759,640
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