Civic Intelligence

Savier Washburn Memorial Fund

990PF • Fiscal year 2012 • EIN 93-6032872

Oct 01, 2011 to Sep 30, 2012 • Filed on Nov 30, 2012

P O Box 316897208
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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

98th percentile

$10,257

Higher top officer pay than 98% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

64th percentile

6.7%

Faster asset growth than 64% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$364,573

Up $23,027 (+6.7%) from 2011

Net Assets

$364,573

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$29,504

Up $5,324 (+22%) from 2011

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 2010: $357,290Liabilities 2010: $0Net Assets 2010: $357,2902010Assets 2011: $341,546Liabilities 2011: $02011Assets 2012: $364,573Liabilities 2012: $0Net Assets 2012: $364,5732012Assets 2013: $331,751Liabilities 2013: $0Net Assets 2013: $331,7512013Assets 2014: $313,757Liabilities 2014: $0Net Assets 2014: $313,7572014Assets 2015: $309,373Liabilities 2015: $02015Assets 2016: $302,705Liabilities 2016: $0Net Assets 2016: $302,7052016Assets 2017: $284,766Liabilities 2017: $0Net Assets 2017: $284,7662017Assets 2018: $285,802Liabilities 2018: $0Net Assets 2018: $285,8022018Assets 2019: $272,438Liabilities 2019: $0Net Assets 2019: $272,4382019Assets 2020: $267,765Liabilities 2020: $0Net Assets 2020: $267,7652020Assets 2021: $256,637Liabilities 2021: $0Net Assets 2021: $256,6372021Assets 2022: $252,603Liabilities 2022: $0Net Assets 2022: $252,6032022Assets 2023: $238,975Liabilities 2023: $0Net Assets 2023: $238,9752023Assets 2024: $227,905Liabilities 2024: $0Net Assets 2024: $227,9052024Assets 2025: $243,633Liabilities 2025: $0Net Assets 2025: $243,6332025

Highlighted filing

2012

Assets$364,573
Liabilities$0
Net Assets$364,573

Operations Trend

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

$60K$40K$20K$0-$20KExpenses 2010: $6,2702010Revenue 2011: $8,816Expenses 2011: $24,180Net Income 2011: -$15,3642011Expenses 2012: $29,5042012Expenses 2013: $48,5762013Revenue 2014: $11,574Expenses 2014: $29,878Net Income 2014: -$18,3042014Revenue 2015: $25,240Expenses 2015: $29,626Net Income 2015: -$4,3862015Revenue 2016: $21,495Expenses 2016: $28,161Net Income 2016: -$6,6662016Revenue 2017: $8,468Expenses 2017: $26,384Net Income 2017: -$17,9162017Revenue 2018: $27,317Expenses 2018: $26,279Net Income 2018: $1,0382018Revenue 2019: $15,663Expenses 2019: $29,027Net Income 2019: -$13,3642019Revenue 2020: $22,721Expenses 2020: $27,395Net Income 2020: -$4,6742020Revenue 2021: $17,354Expenses 2021: $28,480Net Income 2021: -$11,1262021Revenue 2022: $23,246Expenses 2022: $27,267Net Income 2022: -$4,0212022Revenue 2023: $10,808Expenses 2023: $24,437Net Income 2023: -$13,6292023Revenue 2024: $13,186Expenses 2024: $24,260Net Income 2024: -$11,0742024Revenue 2025: $38,111Expenses 2025: $22,385Net Income 2025: $15,7262025

Highlighted filing

2012

Revenue-
Expenses$29,504
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Nov 30, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$10,257-$10,257
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE EPISCOPAL DIOCESE OF OR ATTN MARY MILLERBENEFIT NEEDY PATIENTS OF GOOD SAM HOSPITALCHURCHPORTLAND, OR, US$18,870
Filing and Contact Details

Filer

EIN
93-6032872
Raw XML AppendixShowing 400 of 442 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
AccountingFeesSchedule/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue027635
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue115334
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue215334
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV031249
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV115649
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV215705
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0NUVEEN INTERMEDIATE GOVT BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1NUVEEN INTERMEDIATE TERM BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2NUVEEN SHORT TERM BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3AMER CENT DIVERSIFIED BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4NUVEEN HIGH INCOME BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5T ROWE PRICE INTL BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue016317
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue125372
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue231717
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue319168
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue430668
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue515538
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue630668
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue715334
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue830668
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue930668
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1015334
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1111501
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1229005
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV019350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV126793
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV231021
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV319763
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV431131
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV516490
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV631014
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV715674
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV831128
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV930927
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1015200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1111794
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1229839
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0NUVEEN EQUITY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1NUVEEN INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2NUVEEN LARGE CAP GRWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3NUVEEN MID CAP GRWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4NUVEEN REAL ESTATE SECURIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5NUVEEN SMALL CAP SELECT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ABERDEEN FDS EMRGN MKT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9AMERICAN EUROPACIFIC GRTH F2
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10IPATH DOW JONES UBS COMMODITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11LAUDUS INTL MARKETMASTERS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12NUVEEN INFLATION PRO SEC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13NUVEEN SANTA BARBARA DIV GROWT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14T ROWE PRICE GROWTH STK FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15T ROWE PRICE MID-CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16T ROWE PRICE SC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17VANGUARD EQUITY INCOME
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount08262
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount043889
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount052151
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA052151
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm043889
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0876
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm07881
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss08757
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps018870
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss018870
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm08262
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss08262
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses022647
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0345701
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss043889
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome043944
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0326
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps021290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm08207
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss029504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome052151
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses052151
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02420
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm08207
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss010634
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivable03555
IRS990PF/BalanceSheets/AccountsReceivableEOY03555
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV03555
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0341546
IRS990PF/BalanceSheets/CapitalStockEOY0364573
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0108176
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY058303
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV062603
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0232223
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0301958
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0310124
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY01147
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0757
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0757
IRS990PF/BalanceSheets/TotalAssetsBOY0341546
IRS990PF/BalanceSheets/TotalAssetsEOY0364573
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0377039
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0341546
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0364573
IRS990PF/BalanceSheets/TotalNetAssetsBOY0341546
IRS990PF/BalanceSheets/TotalNetAssetsEOY0364573
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome043889
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis016554
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis17000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis281621
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis330000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis465570
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis53000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis64599
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis748053
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis817353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis911263
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1012101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis111664
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis123034
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02004-08-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32003-05-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-03-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92012-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102012-05-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112012-06-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122012-09-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01638.318 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1692.384 NUVEEN INTERMEDIATE TERM B CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28123.614 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset32606.429 NUVEEN INTERNATIONAL FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset45999.128 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5349.181 NUVEEN INTERMEDIATE GOVT BD FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6512.671 NUVEEN INTERMEDIATE GOVT BD FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset71586.112 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8491.697 NUVEEN MID CAP GRWTH OPP FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9829.442 NUVEEN SMALL CAP SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset101111.168 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1170.41 VANGUARD EQUITY INCOME INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12273.547 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1346
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-547
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-4561
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss422497
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss625
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss711426
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss86480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss91220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10377
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11-32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1257
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss139
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1346
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-547
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-4561
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses422497
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses625
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses711426
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses86480
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses91220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10377
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11-32
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1257
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice016334
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice17346
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice281074
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice325439
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice488067
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice53150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice64624
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice759479
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice823833
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice912483
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1012478
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice111632
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice123091
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses022647
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0381
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0364574
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0341546
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0364573
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted017653
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj017653
IRS990PF/DistributableAmount/DistributableAmountBeforeDed017653
IRS990PF/DistributableAmount/MinimumInvestmentReturn018092
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0439
IRS990PF/DistributableAmount/TotalTax0439
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment040
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0439
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0439
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0439
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0399
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments040
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0377039
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0367352
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances04079
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0363273
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05510
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn018092
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0361842
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0367352
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation010257
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3168
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097208
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct017740
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets017301
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.047813
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.051186
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.005823
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.122888
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.005015
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.054151
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0361842
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10375726
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20346397
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30319762
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40411543
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50434842
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0439
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions021290
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1019232
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear202017
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3039295
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear402064
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5023547
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.239063
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions020851
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions021290
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0439
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions021290
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05032754327
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10555 SW OAK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode097204
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
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
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount018870
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0BENEFIT NEEDY PATIENTS OF GOOD SAM HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE EPISCOPAL DIOCESE OF OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN MARY MILLER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1011800 SW MILITARY LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode097219
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear018870
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear017653
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted017653
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10526
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30531
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear04694
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03637
IRS990PF/UndistributedIncome/ExcessFromYear10526
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear30531
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions021290
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03637

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.38$0.22$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.13$0.24$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.11$0.24$0.14
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.23$0.27$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.17$0.28$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.23$0.27$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.16$0.29$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.27$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.08$0.26$0.18
2016Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.21$0.28$0.07
2015Summary only. Only limited summary data is available for this year.$3.09$0.00$0.25$0.30$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.12$0.30$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.49
2012Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.30
2011Summary only. Only limited summary data is available for this year.$3.42$0.00$0.09$0.24$0.15
2010Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.06