Collins-Mcdonald Trust Fund

990PF • Fiscal year 2018 • EIN 93-6021894

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

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.

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

0.10x

Higher debt load relative to revenue than 45% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

-24%

Higher net margin than 13% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

-14%

Faster asset growth than 6% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

28%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets27th percentile

Assets

Down

$9,672,286

Down $1,617,070 (-14%) from 2017

Net Assets

Down

$9,625,136

Down $1,598,750 (-14%) from 2017

Liabilities

Down

$47,150

Down $18,320 (-28%) from 2017

Revenue And Expenses

Liabilities / Revenue45th percentile Net Margin13th percentile

Revenue

$491,429

Up $107,254 (+28%) from 2017

Expenses

$608,793

Up $194,566 (+47%) from 2017

Net Income

Down

-$117,364

Down $87,312 (-291%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

Highlighted filing

2018

Assets$9,672,286

Liabilities$47,150

Net Assets$9,625,136

Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

Highlighted filing

2018

Revenue$491,429

Expenses$608,793

Net Income-$117,364

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Apr 25, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay28th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVE VANDENBERG	Trustee	-	$0	-	-
PAUL HARLAN	Trustee	-	$0	-	-
TIMOTHY R BISHOP	Trustee	-	$0	-	-
DEE BROWN	Trustee	-	$0	-	-

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: 2019-04-25

Raw XML Appendix314 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	0	General Explanation Supplemental Information for Form 990-PF
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	1230
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	SCHOLARSHIPS - SEE RULES AND REGULATIONSGRANTS - WRITTEN REQUEST STATING NEED, COST, AND TAX EXEMPT STATUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	DAVE VANDENBERG TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	5419472196
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	620 N FIRST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	LAKEVIEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	97630
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	LIMITED TO LAKE COUNTY, OREGON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE - EXCEPT AS REQUIRED IN SCHOLARSHIP RULES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	0	72000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	0	SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	0	LAKEVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	0	97630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	251563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	346000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LAKEVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LAKEVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	97630
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	97630
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	72000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	597563
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	516928
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	85954
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	544265
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	602882
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	27337
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	85954
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	SCHOLARSHIP EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	1489
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	1609
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	1230
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	497
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	54
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1986
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1663
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	1230
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	11700
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	Prior year scholarships repaid
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	-11333
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	1	76803
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	1	DEFERRED FEDERAL EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	-14571
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	1	61721
TaxesSchedule/TaxesDetail/Amt	0	4904
TaxesSchedule/TaxesDetail/Amt	1	1322
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	OREGON FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	991
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	331
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	TIMOTHY R BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	COLLINS-McDONALD TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	COLL
ReturnHeader/Filer/EIN	0	936021894
ReturnHeader/Filer/PhoneNum	0	5032271219
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	29100 SW TOWN CENTER LOOP W 300
ReturnHeader/Filer/USAddress/CityNm	0	WILSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OR
ReturnHeader/Filer/USAddress/ZIPCd	0	97070
ReturnHeader/ReturnTs	0	2019-04-25T16:17:39-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

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

Open filing

Assets: $9,672,286
Liabilities: $47,150
Net assets: $9,625,136
Revenue: $491,429
Expenses: $608,793
Net income: -$117,364

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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