Civic Intelligence

Ralph & Adolph Jacobs Foundation

990PF • Fiscal year 2013 • EIN 93-6021910

Oct 01, 2012 to Sep 30, 2013 • Filed on Nov 12, 2013

1207 SW 6th97204
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

35th percentile

-4.5%

Faster asset growth than 35% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$296,908

Down $13,909 (-4.5%) from 2012

Net Assets

$296,908

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$67,050

Up $271 (+0.4%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $314,197Liabilities 2011: $02011Assets 2012: $310,817Liabilities 2012: $02012Assets 2013: $296,908Liabilities 2013: $0Net Assets 2013: $296,9082013Assets 2014: $287,658Liabilities 2014: $02014Assets 2015: $227,374Liabilities 2015: $02015Assets 2019: $207,199Liabilities 2019: $02019Assets 2020: $202,599Liabilities 2020: $02020Assets 2021: $200,746Liabilities 2021: $0Net Assets 2021: $200,7462021Assets 2022: $269,705Liabilities 2022: $0Net Assets 2022: $269,7052022Assets 2023: $286,177Liabilities 2023: $0Net Assets 2023: $286,1772023Assets 2024: $270,884Liabilities 2024: $0Net Assets 2024: $270,8842024Assets 2025: $283,118Liabilities 2025: $0Net Assets 2025: $283,1182025

Highlighted filing

2013

Assets$296,908
Liabilities$0
Net Assets$296,908

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $31,984Expenses 2011: $64,783Net Income 2011: -$32,7992011Revenue 2012: $63,399Expenses 2012: $66,779Net Income 2012: -$3,3802012Expenses 2013: $67,0502013Revenue 2014: $55,463Expenses 2014: $64,713Net Income 2014: -$9,2502014Revenue 2015: $1,716Expenses 2015: $62,000Net Income 2015: -$60,2842015Revenue 2019: $39,600Expenses 2019: $44,713Net Income 2019: -$5,1132019Revenue 2020: $40,540Expenses 2020: $45,139Net Income 2020: -$4,5992020Revenue 2021: $43,394Expenses 2021: $45,249Net Income 2021: -$1,8552021Revenue 2022: $111,009Expenses 2022: $42,049Net Income 2022: $68,9602022Revenue 2023: $62,165Expenses 2023: $45,693Net Income 2023: $16,4722023Revenue 2024: $31,604Expenses 2024: $46,897Net Income 2024: -$15,2932024Revenue 2025: $59,434Expenses 2025: $47,200Net Income 2025: $12,2342025

Highlighted filing

2013

Revenue-
Expenses$67,050
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Nov 12, 2013
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM W ROSENFELDSecrty/TreasPT$0--
ALICE NORRISTrusteePT$0--
LESLIE R LABBETrusteePT$0--
STUART ROSENFELDPresidentPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOREGON FOOD BANKHUMAN SERVICESPUBLICPORTLAND, OR, US$4,000
Paid GrantSALVATION ARMYCOMMUNITYPUBLICPORTLAND, OR, US$4,000
Paid GrantSISTERS OF THE ROAD CAFEHUMAN SERVICEPUBLICPORTLAND, OR, US$4,000
Paid GrantCLACKAMAS VOLNTEERS IN MEDICINEHUMAN SERVICEPUBLICOREGON CITY, OR, US$3,500
Paid GrantAUDUBON SOCIETY OF PORTLAANIMALPUBLICPORTLAND, OR, US$3,000
Paid GrantLOAVES & FISHESHUMAN SERVICEPUBLICPORTLAND, OR, US$3,000
Paid GrantPORTLAND RESCUE MISSIONHUMAN SERVICEPUBLICPORTLAND, OR, US$3,000
Paid GrantCLACKAMAS HISTORICAL SOCEDUCATIONPUBLICOREGON CITY, OR, US$3,000
Paid GrantILLAHEEEDUCATIONPUBLICPORTLAND, OR, US$2,500
Paid GrantPORTLAND FESTIVAL SYMPHONYARTSPUBLICPORTLAND, OR, US$2,500
Paid GrantBLANCHET HOUSEHUMAN SERVICEPUBLICPORTLAND, OR, US$2,000
Paid GrantCHILDRENS CTR OF CLACKAMAHUMAN SERVICEPUBLICOREGON CITY, OR, US$2,000
Paid GrantCOMMUNITY TRANSITION SCHOOLCOMMUNITYPUBLICPORTLAND, OR, US$2,000
Paid GrantFRIENDS OF THE COLUMBIA GENVIRONMENTALPUBLICPORTLAND, OR, US$2,000
Paid GrantHOYT ARBORETUM FRIENDS FDENVIRONMENTALPUBLICPORTLAND, OR, US$2,000
Paid GrantNW HOUSING ALTERNATIVESCOMMUNITYPUBLICMILWAUKIE, OR, US$2,000
Paid GrantOREGON HISTORICAL SOCIETYCOMMUNITYPUBLICPORTLAND, OR, US$2,000
Paid GrantPARROTT CREEK FAMILY SERVCOMMUNITYPUBLICOREGON CITY, OR, US$2,000
Paid GrantPLANNED PARENTHOODHUMAN SERVICEPUBLICPORTLAND, OR, US$2,000
Paid GrantST MARY'S BOYS HOMEHUMAN SERVICEPUBLICBEAVERTON, OR, US$2,000
Paid GrantWETLANDS CONSERVANCYENVIRONMENTALPUBLICTUALATIN, OR, US$2,000
Paid GrantPROJECT POOCHHUMAN SERVICESPUBLICLAKE OSWEGO, OR, US$2,000
Paid GrantALL CLASSICAL PUBLIC MEDICOMMUNITYPUBLICPORTLAND, OR, US$2,000
Paid GrantCLACKAMAS REPERTORY THEATREARTSPUBLICOREGON CITY, OR, US$2,000
Paid GrantCHAMBER MUSIC NORTHWESTARTSPUBLICPORTLAND, OR, US$2,000
Paid GrantCOLUMBIA LAND TRUSTCOMMUNITYPUBLICVANCOUVER, WA, US$2,000
Filing and Contact Details

Filer

EIN
93-6021910
Raw XML AppendixShowing 400 of 539 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/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01150
CompensationExplanation/Compensation/PersonName0WILLIAM W ROSENFELD
CompensationExplanation/Compensation/PersonName1ALICE NORRIS
CompensationExplanation/Compensation/PersonName2LESLIE R LABBE
CompensationExplanation/Compensation/PersonName3STUART ROSENFELD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0284895
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0895384
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0TOTAL
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IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode01
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0100 SH IBM STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1500 SH HALLIBURTON CO
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj044714
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IRS990PF/DistributableAmount/MinimumInvestmentReturn045776
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0430
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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0929454
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances020162
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0909292
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable013942
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition05.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition15.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition25.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM W ROSENFELD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ALICE NORRIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LESLIE R LABBE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3STUART ROSENFELD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0SECRTY/TREAS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3PRESIDENT
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IRS990PF/QualifyingDistributions/QualifyingDistributions065781
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0STUART ROSENFELD
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05032926014
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OR
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRANTS ARE MADE FOR CULTURAL, EDUCATIONAL, CIVIC ACTIVITIES AND CHARITABLE REASONS. PRIMARY GEOGRAPHIC LIMITATIONS ARE THE TRI-COUNTY AREA WITH PRIMARY EMPHASIS GIVEN TO THE OREGON CITY AREA.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PORTLAND
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7PORTLAND

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