Civic Intelligence

Collins-Mcdonald Trust Fund

990PF • Fiscal year 2017 • EIN 93-6021894

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

Organization Profile
29100 SW Town Center Loop W 300Wilsonville, OR 97070

(503) 227-1219

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.17x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

19th percentile

-7.8%

Higher net margin than 19% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

65th percentile

8.5%

Faster asset growth than 65% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$11,289,356

Up $886,483 (+8.5%) from 2016

Net Assets

Up

$11,223,886

Up $899,367 (+8.7%) from 2016

Liabilities

Down

$65,470

Down $12,884 (-16%) from 2016

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin19th percentile

Revenue

Down

$384,175

Down $563,834 (-59%) from 2016

Expenses

Down

$414,227

Down $40,183 (-8.8%) from 2016

Net Income

Down

-$30,052

Down $523,651 (-106%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $7,105,018Liabilities 2011: $34,8522011Assets 2012: $7,569,557Liabilities 2012: $39,9152012Assets 2013: $9,471,355Liabilities 2013: $66,4362013Assets 2014: $9,698,749Liabilities 2014: $61,5472014Assets 2015: $8,900,214Liabilities 2015: $55,390Net Assets 2015: $8,844,8242015Assets 2016: $10,402,873Liabilities 2016: $78,354Net Assets 2016: $10,324,5192016Assets 2017: $11,289,356Liabilities 2017: $65,470Net Assets 2017: $11,223,8862017Assets 2018: $9,672,286Liabilities 2018: $47,150Net Assets 2018: $9,625,1362018Assets 2019: $11,795,629Liabilities 2019: $160,154Net Assets 2019: $11,635,4752019Assets 2020: $11,955,695Liabilities 2020: $115,310Net Assets 2020: $11,840,3852020Assets 2021: $15,138,030Liabilities 2021: $132,434Net Assets 2021: $15,005,5962021Assets 2022: $13,965,917Liabilities 2022: $101,379Net Assets 2022: $13,864,5382022Assets 2023: $14,079,100Liabilities 2023: $89,911Net Assets 2023: $13,989,1892023Assets 2024: $15,687,351Liabilities 2024: $118,112Net Assets 2024: $15,569,2392024

Highlighted filing

2017

Assets$11,289,356
Liabilities$65,470
Net Assets$11,223,886
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $450,360Expenses 2011: $415,815Net Income 2011: $34,5452011Revenue 2012: $305,536Expenses 2012: $491,193Net Income 2012: -$185,6572012Revenue 2013: $442,906Expenses 2013: $317,818Net Income 2013: $125,0882013Revenue 2014: $396,127Expenses 2014: $381,617Net Income 2014: $14,5102014Revenue 2015: $347,635Expenses 2015: $400,607Net Income 2015: -$52,9722015Revenue 2016: $948,009Expenses 2016: $454,410Net Income 2016: $493,5992016Revenue 2017: $384,175Expenses 2017: $414,227Net Income 2017: -$30,0522017Revenue 2018: $491,429Expenses 2018: $608,793Net Income 2018: -$117,3642018Revenue 2019: $315,553Expenses 2019: $449,707Net Income 2019: -$134,1542019Revenue 2020: $1,452,346Expenses 2020: $330,710Net Income 2020: $1,121,6362020Revenue 2021: $1,652,633Expenses 2021: $411,404Net Income 2021: $1,241,2292021Revenue 2022: $1,862,999Expenses 2022: $679,766Net Income 2022: $1,183,2332022Revenue 2023: $1,096,347Expenses 2023: $1,278,361Net Income 2023: -$182,0142023Revenue 2024: $793,824Expenses 2024: $657,189Net Income 2024: $136,6352024

Highlighted filing

2017

Revenue$384,175
Expenses$414,227
Net Income-$30,052
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE VANDENBERGTrustee-$0--
PAUL HARLANTrustee-$0--
TIMOTHY R BISHOPTrustee-$0--
DEE BROWNTrustee-$0--
JAMES E LYNCHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GRANTS-LAKEVIEW, OR, US$350,400
Paid Grant-SCHOLARSHIPS-LAKEVIEW, OR, US$51,472
Filing and Contact Details

Filer

Filer Name
COLLINS-McDONALD TRUST FUND
EIN
93-6021894
Phone
5032271219
Address
29100 SW TOWN CENTER LOOP W 300, WILSONVILLE, OR 97070

Signing Officer

Name
Timothy R Bishop
Title
Trustee
Signed
2018-05-14
Raw XML Appendix300 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0SHELLY S DAVIS, CPA, PC
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0125
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT 7SCHOLARSHIPS- SEE RULES AND REGULATIONSCONTRIBUTIONS- WRITTEN REQUEST STATING NEED, COST, AND TAX EXEMPTSTATUS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TIMOTHY R BISHOP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0970709315
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TIMOTHY R BISHOP
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032271219
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01442
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SCHOLARSHIPS - SEE RULES AND REGULATIONSGRANTS - WRITTEN REQUEST STATING NEED, COST, AND TAX EXEMPT STATUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES C LYNCH TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05419472196
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0620 N FIRST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAKEVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097630
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO LAKE COUNTY, OREGON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE - EXCEPT AS REQUIRED IN SCHOLARSHIP RULES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0350400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151472
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAKEVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197630
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0401872
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0405778
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0517879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt026147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026147
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0405778
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026147
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085954
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SCHOLARSHIP EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01609
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11298
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0179
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01788
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11442
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt010939
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt167415
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DEFERRED FEDERAL EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0-11333
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt176803
TaxesSchedule/TaxesDetail/Amt07668
TaxesSchedule/TaxesDetail/Amt11332
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1OREGON FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0999
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0333
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY R BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLLINS-McDONALD TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0COLL
ReturnHeader/Filer/EIN0936021894
ReturnHeader/Filer/PhoneNum05032271219
ReturnHeader/Filer/USAddress/AddressLine1Txt029100 SW TOWN CENTER LOOP W 300
ReturnHeader/Filer/USAddress/CityNm0WILSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097070
ReturnHeader/ReturnTs02018-05-14T17:22:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,289,356
Liabilities
$65,470
Net assets
$11,223,886
Revenue
$384,175
Expenses
$414,227
Net income
-$30,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.7$0.12$15.6$0.79$0.66$0.14
2023Detailed filing. Detailed filing data is available for this year.$14.1$0.09$14.0$1.10$1.28$0.18
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.10$13.9$1.86$0.68$1.18
2021Detailed filing. Detailed filing data is available for this year.$15.1$0.13$15.0$1.65$0.41$1.24
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.12$11.8$1.45$0.33$1.12
2019Detailed filing. Detailed filing data is available for this year.$11.8$0.16$11.6$0.32$0.45$0.13
2018Detailed filing. Detailed filing data is available for this year.$9.67$0.05$9.63$0.49$0.61$0.12
2017Detailed filing. Detailed filing data is available for this year.$11.3$0.07$11.2$0.38$0.41$0.03
2016Detailed filing. Detailed filing data is available for this year.$10.4$0.08$10.3$0.95$0.45$0.49
2015Detailed filing. Detailed filing data is available for this year.$8.90$0.06$8.84$0.35$0.40$0.05
2014Summary only. Only limited summary data is available for this year.$9.70$0.06$0.40$0.38$0.01
2013Summary only. Only limited summary data is available for this year.$9.47$0.07$0.44$0.32$0.13
2012Summary only. Only limited summary data is available for this year.$7.57$0.04$0.31$0.49$0.19
2011Summary only. Only limited summary data is available for this year.$7.11$0.03$0.45$0.42$0.03