Civic Intelligence

Flowerree Foundation

990PF • Fiscal year 2015 • EIN 93-6034207

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

PO Box 8098Portland, OR 97207

(503) 659-2305

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

5th percentile

-110%

Higher net margin than 5% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

18th percentile

-5.4%

Faster asset growth than 18% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-65%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$5,127,003

Down $291,510 (-5.4%) from 2014

Net Assets

Down

$5,127,003

Down $291,510 (-5.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$252,613

Down $466,315 (-65%) from 2014

Expenses

Up

$530,354

Up $56,252 (+12%) from 2014

Net Income

Down

-$277,741

Down $522,567 (-213%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,012,138Liabilities 2011: $5132011Assets 2012: $5,378,622Liabilities 2012: $1,489Net Assets 2012: $5,377,1332012Assets 2013: $5,293,626Liabilities 2013: $2,751Net Assets 2013: $5,290,8752013Assets 2014: $5,418,513Liabilities 2014: $0Net Assets 2014: $5,418,5132014Assets 2015: $5,127,003Liabilities 2015: $0Net Assets 2015: $5,127,0032015Assets 2019: $5,806,061Liabilities 2019: $02019Assets 2020: $5,766,601Liabilities 2020: $0Net Assets 2020: $5,766,6012020Assets 2021: $5,620,586Liabilities 2021: $0Net Assets 2021: $5,620,5862021Assets 2022: $5,288,956Liabilities 2022: $0Net Assets 2022: $5,288,9562022Assets 2023: $5,084,553Liabilities 2023: $0Net Assets 2023: $5,084,5532023Assets 2024: $4,987,761Liabilities 2024: $0Net Assets 2024: $4,987,7612024

Highlighted filing

2015

Assets$5,127,003
Liabilities$0
Net Assets$5,127,003

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,184,860Expenses 2011: $302,814Net Income 2011: $1,882,0462011Expenses 2012: $283,4792012Revenue 2013: $352,326Expenses 2013: $405,216Net Income 2013: -$52,8902013Revenue 2014: $718,928Expenses 2014: $474,102Net Income 2014: $244,8262014Revenue 2015: $252,613Expenses 2015: $530,354Net Income 2015: -$277,7412015Revenue 2019: $501,995Expenses 2019: $586,898Net Income 2019: -$84,9032019Revenue 2020: $553,888Expenses 2020: $593,348Net Income 2020: -$39,4602020Revenue 2021: $339,320Expenses 2021: $485,335Net Income 2021: -$146,0152021Revenue 2022: $254,574Expenses 2022: $586,204Net Income 2022: -$331,6302022Revenue 2023: $608,118Expenses 2023: $812,521Net Income 2023: -$204,4032023Revenue 2024: $367,899Expenses 2024: $464,691Net Income 2024: -$96,7922024

Highlighted filing

2015

Revenue$252,613
Expenses$530,354
Net Income-$277,741
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN D FLOWERREEDir/ Pres-$0--
JOHN H FLOWERREEDir/ V Pres-$0--
DAVID R FLOWERREEDir/ V Pres-$0--
DAVID M MUNRODir/Sectry-$0--
Filing and Contact Details

Filer

Filer Name
Flowerree Foundation
EIN
93-6034207
Phone
5036592305
Address
PO BOX 8098, PORTLAND, OR 97207

Signing Officer

Name
Ann D Flowerree
Title
CPA
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Perkins & Company Pc
Address
1211 SW 5th Ave Ste 1000, PORTLAND, OR 97204-3710
Preparer
David A Kessler CPA
Phone
5032210336
Raw XML Appendix384 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08429008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08657812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07757139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06944914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06422121
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03141046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0433030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.157354
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0431204
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0433030
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01826
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0433030
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 SW COLUMBIA SUITE 750
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097201
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PERKINS & COMPANY PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032210336
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION PREVIOUSLY PURCHASED TWO ACRES OF REAL PROPERTY IN CHRISTMAS VALLEY, OREGON FOR DEVELOPMENT AS A PUBLIC PARK. THE PROPERTY IS INSURED AND MAINTAINED BY THE FOUNDATION THROUGH DIRECT PAYMENTS AND/OR INDIRECTLY THROUGH CONTRIBUTIONS TO THE CHRISTMAS VALLEY FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATION DOES NOT HAVE OTHER SPECIFIC DIRECT CHARITABLE ACTIVITIES OTHER THAN CONTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0430750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHEDULE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097207
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0430750
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/AppliedToCurrentYearAmt05456
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0427574
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0419624
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0433030
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0414168
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0427574
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05021
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt123290
LandEtcSchedule2/LandEtcGrp/BookValueAmt045050
LandEtcSchedule2/LandEtcGrp/BookValueAmt1142028
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05021
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt168340
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2142028
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt045050
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1142028
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01193
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
MortgagesAndNotesPayableSch/NotePayableGrp/LenderNameGrp/PersonNm0CARL PEGGY SHUMWAY
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05062
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1217
OtherDecreasesSchedule/OtherDecreasesDetail/Amt28490
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Book/Tax Capital Gain differences
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1NONDEDUCTIBLE EXPENSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2TAXABLE PTP DISTRIBUTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ASSOCIATION DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK & SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OREGON DEPARTMENT OF JUSTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01243
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3658
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PUBLIC TRADED PARTNERSHIP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0192
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0192
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt19477
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt060087
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt060087
TaxesSchedule/TaxesDetail/Amt013000
TaxesSchedule/TaxesDetail/Amt1393
TaxesSchedule/TaxesDetail/Amt21037
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01037
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0393
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN D FLOWERREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLOWERREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FLOW
ReturnHeader/Filer/EIN0936034207
ReturnHeader/Filer/PhoneNum05036592305
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8098
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERKINS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 SW 5th Ave Ste 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972043710
ReturnHeader/PreparerPersonGrp/PhoneNum05032210336
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David A Kessler CPA
ReturnHeader/ReturnTs02016-11-15T17:02:12-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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