Civic Intelligence

James a & Fannie E Malarkey Foundation C/O Portco

990PF • Fiscal year 2020 • EIN 93-6042088

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 29, 2021

PO Box 2130Woodland, WA 98674

(503) 289-1171

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

100th percentile

282%

Higher net margin than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.3%

Faster asset growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Down

$151,709

Down $11,903 (-7.3%) from 2019

Net Assets

Down

$151,709

Down $11,903 (-7.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

-$4,215

Down $8,450 (-200%) from 2019

Expenses

Down

$7,688

Down $2,885 (-27%) from 2019

Net Income

Down

-$11,903

Down $5,565 (-88%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $246,305Liabilities 2010: $0Net Assets 2010: $246,3052010Assets 2011: $197,583Liabilities 2011: $0Net Assets 2011: $197,5832011Assets 2012: $181,895Liabilities 2012: $0Net Assets 2012: $181,8952012Assets 2013: $180,835Liabilities 2013: $0Net Assets 2013: $180,8352013Assets 2014: $188,621Liabilities 2014: $0Net Assets 2014: $188,6212014Assets 2015: $204,550Liabilities 2015: $0Net Assets 2015: $204,5502015Assets 2016: $192,074Liabilities 2016: $0Net Assets 2016: $192,0742016Assets 2017: $190,766Liabilities 2017: $0Net Assets 2017: $190,7662017Assets 2018: $169,950Liabilities 2018: $0Net Assets 2018: $169,9502018Assets 2019: $163,612Liabilities 2019: $0Net Assets 2019: $163,6122019Assets 2020: $151,709Liabilities 2020: $0Net Assets 2020: $151,7092020Assets 2021: $172,490Liabilities 2021: $0Net Assets 2021: $172,4902021Assets 2022: $154,536Liabilities 2022: $0Net Assets 2022: $154,5362022Assets 2023: $125,596Liabilities 2023: $0Net Assets 2023: $125,5962023Assets 2024: $119,822Liabilities 2024: $0Net Assets 2024: $119,8222024

Highlighted filing

2020

Assets$151,709
Liabilities$0
Net Assets$151,709

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2010: $17,0572010Expenses 2011: $14,3812011Expenses 2012: $14,6682012Revenue 2013: $10,554Expenses 2013: $11,614Net Income 2013: -$1,0602013Revenue 2014: $20,713Expenses 2014: $12,927Net Income 2014: $7,7862014Revenue 2015: $29,003Expenses 2015: $13,074Net Income 2015: $15,9292015Revenue 2016: $5,243Expenses 2016: $17,719Net Income 2016: -$12,4762016Revenue 2017: $8,168Expenses 2017: $9,476Net Income 2017: -$1,3082017Revenue 2018: -$4,297Expenses 2018: $15,089Net Income 2018: -$19,3862018Revenue 2019: $4,235Expenses 2019: $10,573Net Income 2019: -$6,3382019Revenue 2020: -$4,215Expenses 2020: $7,688Net Income 2020: -$11,9032020Revenue 2021: $35,649Expenses 2021: $14,868Net Income 2021: $20,7812021Revenue 2022: -$7,458Expenses 2022: $10,496Net Income 2022: -$17,9542022Revenue 2023: -$17,969Expenses 2023: $10,971Net Income 2023: -$28,9402023Revenue 2024: $3,503Expenses 2024: $9,277Net Income 2024: -$5,7742024

Highlighted filing

2020

Revenue-$4,215
Expenses$7,688
Net Income-$11,903
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 29, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD M WALLPresident-$0--
BRUCE BYERLYDirector-$0--
CHARLES A ADAMSDirector-$0--
Filing and Contact Details

Filer

Filer Name
James a & Fannie E Malarkey Foundation
EIN
93-6042088
Phone
5032891171
Address
PO BOX 2130, WOODLAND, WA 98674

Signing Officer

Name
Howard M Wall
Title
President
Phone
5032891171
Signed
2021-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Opsahl Dawson Ps
Address
7701 NE GREENWOOD DRIVE SUITE 200, VANCOUVER, WA 98662
Preparer
Sierra Eckman CPA
Phone
3607378007
Raw XML Appendix367 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HOWARD M WALL JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2130
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOODLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd098674
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032891171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS IN WRITING, INCLUDE DETAILS OF CHARITABLE FOCUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HOWARD M WALL JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032891171
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2130
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WOODLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098674
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ONLY QUALIFIED 501(C)(3) ORGANIZATIONS CONSIDERED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 30, CURRENT YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CENTRAL BAPTIST CHRISTIAN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MINDS MATTER OF PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0402 E WINDHORST RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 12089
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BRANDON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197212
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02269
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04471
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02269
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03353
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02202
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05555
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07824
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0188
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0392
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0392
TaxesSchedule/TaxesDetail/Amt0206
TaxesSchedule/TaxesDetail/Amt116
TaxesSchedule/TaxesDetail/Amt286
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2OREGON TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt116
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD M WALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032891171
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES A & FANNIE E MALARKEY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PORTCO
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0936042088
ReturnHeader/Filer/PhoneNum05032891171
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2130
ReturnHeader/Filer/USAddress/CityNm0WOODLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098674
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800305279
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OPSAHL DAWSON PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07701 NE GREENWOOD DRIVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VANCOUVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098662
ReturnHeader/PreparerPersonGrp/PhoneNum03607378007
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIERRA ECKMAN CPA
ReturnHeader/ReturnTs02021-07-12T14:31:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.04$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.18$0.11$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.07$0.10$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.36$0.15$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.04$0.08$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.04$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.04$0.15$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.08$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.05$0.18$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.29$0.13$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.21$0.13$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.11$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.17