Civic Intelligence

Mertie & Harley Stevens Memorial Fund

990PF • Fiscal year 2011 • EIN 93-6053655

Jul 01, 2010 to Jun 30, 2011 • Filed on Sep 12, 2011

Organization Profile
P O Box 316897208
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

83rd percentile

$17,001

Higher top officer pay than 83% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,045,843

No earlier filing loaded for comparison.

Net Assets

$1,045,843

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$71,890

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $1,045,843Liabilities 2011: $0Net Assets 2011: $1,045,8432011Assets 2012: $1,116,110Liabilities 2012: $0Net Assets 2012: $1,116,1102012Assets 2013: $1,081,510Liabilities 2013: $0Net Assets 2013: $1,081,5102013Assets 2014: $1,032,469Liabilities 2014: $0Net Assets 2014: $1,032,4692014Assets 2015: $1,014,766Liabilities 2015: $0Net Assets 2015: $1,014,7662015Assets 2016: $1,010,039Liabilities 2016: $02016Assets 2017: $956,843Liabilities 2017: $0Net Assets 2017: $956,8432017Assets 2018: $955,210Liabilities 2018: $0Net Assets 2018: $955,2102018Assets 2019: $948,431Liabilities 2019: $0Net Assets 2019: $948,4312019Assets 2020: $926,516Liabilities 2020: $0Net Assets 2020: $926,5162020Assets 2021: $891,263Liabilities 2021: $0Net Assets 2021: $891,2632021Assets 2022: $924,355Liabilities 2022: $0Net Assets 2022: $924,3552022Assets 2023: $881,313Liabilities 2023: $0Net Assets 2023: $881,3132023Assets 2024: $911,607Liabilities 2024: $0Net Assets 2024: $911,6072024Assets 2025: $931,598Liabilities 2025: $0Net Assets 2025: $931,5982025

Highlighted filing

2011

Assets$1,045,843
Liabilities$0
Net Assets$1,045,843
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $71,8902011Expenses 2012: $72,0332012Expenses 2013: $84,4722013Revenue 2014: $33,135Expenses 2014: $84,638Net Income 2014: -$51,5032014Revenue 2015: $57,234Expenses 2015: $74,957Net Income 2015: -$17,7232015Revenue 2016: $82,347Expenses 2016: $87,074Net Income 2016: -$4,7272016Revenue 2017: $24,200Expenses 2017: $77,171Net Income 2017: -$52,9712017Revenue 2018: $80,552Expenses 2018: $82,183Net Income 2018: -$1,6312018Revenue 2019: $74,875Expenses 2019: $81,654Net Income 2019: -$6,7792019Revenue 2020: $57,669Expenses 2020: $79,403Net Income 2020: -$21,7342020Revenue 2021: $44,497Expenses 2021: $79,743Net Income 2021: -$35,2462021Revenue 2022: $104,703Expenses 2022: $72,247Net Income 2022: $32,4562022Revenue 2023: $36,116Expenses 2023: $85,367Net Income 2023: -$49,2512023Revenue 2024: $47,917Expenses 2024: $53,246Net Income 2024: -$5,3292024Revenue 2025: $91,191Expenses 2025: $71,200Net Income 2025: $19,9912025

Highlighted filing

2011

Revenue-
Expenses$71,890
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Sep 12, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$17,001-$17,001
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOREGON STUDENT ASSISTANCESCHOLARSHIPSPUBLICEUGENE, OR, US$46,309
Paid GrantTUCKER-MAXON ORAL SCHOOLGENERAL SUPPORTPUBLICPORTLAND, OR, US$1,000
Paid GrantMISSION SOCIETYGENERAL SUPPORTPUBLICOAK CREEK, WI, US$1,000
Paid GrantATKINSON MEMORIAL CONGGENERAL SUPPORTPUBLICOREGON CITY, OR, US$50
Filing and Contact Details

Filer

EIN
93-6053655
Raw XML Appendix389 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5NUVEEN SHORT TERM BOND FUND
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0EUGENE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode097401
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRADUATES OF CLACKAMAS COUNTY ACCREDITED HIGH SCHOOLS, GPA HIGH SCHOOL SENIORS, 3.50+, COLLEGE STUDENTS, 3.00+, OREGON PUBLIC COLLEGES OR SCHOOLS LISTED AT OSAC WEBSITE, CODE 83, APPLY COMPETE ANNUALLY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0CONTACT OREGON STUDENT ASSISTANCE COMMISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount150
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount346309
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10TUCKER-MAXON ORAL SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ATKINSON MEMORIAL CONG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MISSION SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13OREGON STUDENT ASSISTANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21COMMISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102860 S E HOLGATE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11710 SIXTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 1620
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131500 VALLEY RIVER DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1OREGON CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2OAK CREEK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3EUGENE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode097202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode197045
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode257154
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode397401
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear048359
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/AppliedToCurrentYear054347
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted054347
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1011757
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2027153
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3013005
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4010289
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5014988
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5014988
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear065142
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02938
IRS990PF/UndistributedIncome/ExcessFromYear1011757
IRS990PF/UndistributedIncome/ExcessFromYear2027153
IRS990PF/UndistributedIncome/ExcessFromYear3013005
IRS990PF/UndistributedIncome/ExcessFromYear4010289
IRS990PF/UndistributedIncome/PriorYear102008
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions057285
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02938
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus080130
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover077192
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING
OtherExpensesSchedule/OtherExpenses/Description0STATE FILI8NF FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0119
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0119
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05757
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0OSAC ADMIN FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps05757
TaxesSchedule/Taxes/Amount092
TaxesSchedule/Taxes/Amount1380
TaxesSchedule/Taxes/Amount2182
TaxesSchedule/Taxes/Category0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category2FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2182
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0936053655
ReturnHeader/Filer/Name/BusinessNameLine10MERTIE & HARLEY STEVENS MEMORIAL FUND
ReturnHeader/Filer/NameControl0MERT
ReturnHeader/Filer/Phone05032754327
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 3168
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097208
ReturnHeader/Officer/DateSigned02011-09-12
ReturnHeader/Officer/Name099004
ReturnHeader/Officer/Phone05032754327
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02009-10-15T15:15:33+05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,045,843
Liabilities
$0
Net assets
$1,045,843
Revenue
-
Expenses
$71,890
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.09$0.07$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.10$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.02$0.08$0.05
2016Summary only. Only limited summary data is available for this year.$1.01$0.00$0.08$0.09$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.06$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.08$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07