Basil Ronjoin Educational Trust C/O Wendy R Gerlach

990PF • Fiscal year 2012 • EIN 93-6067801

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile

3612 SW Dosch CT97221

Siviq Scores

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

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

$8,646

Higher top officer pay than 86% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

1.6%

Faster asset growth than 54% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets35th percentile

Assets

$764,704

Up $12,155 (+1.6%) from 2011

Net Assets

$764,704

Up $12,155 (+1.6%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$51,793

Up $1,547 (+3.1%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

Highlighted filing

2012

Assets$764,704

Liabilities$0

Net Assets$764,704

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$51,793

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 13, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay86th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WENDY GERLACH	Trustee	-	$8,646	-	$8,646

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	DEL NORTE SCHOLARSHIP FOUNDATION	SCHOLARSHIP	TAX EXEMPT	CRESCENT CITY, CA, US	$40,000

Filing and Contact Details

Filer

EIN: 93-6067801

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IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	45473
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	45473
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	WENDY GERLACH
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	5032976363
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	3612 SW DOSCH CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	PORTLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	97221
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	1
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	0
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	0
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	0
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	0
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	0
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax	0	0
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	1
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers	0	0
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization	0	0
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	OR
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	0
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	0
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	0
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	0
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	0
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	1
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	0
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	0
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	0
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	0
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	0
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	0
IRS990PF/SumOfProgramRelatedInvestments/Total	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	40000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	DEL NORTE SCHOLARSHIP FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	TAX EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	THIRD PARTY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	301 WEST WASHINGTON BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	CRESCENT CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	95531
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	40000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	42113
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	42113
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	2863
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	4994
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	4948
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	4759
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	1936
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	1936
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	20924
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	3360
IRS990PF/UndistributedIncome/ExcessFromYear1	0	2863
IRS990PF/UndistributedIncome/ExcessFromYear2	0	4994
IRS990PF/UndistributedIncome/ExcessFromYear3	0	4948
IRS990PF/UndistributedIncome/ExcessFromYear4	0	4759
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	45473
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	3360
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	22860
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	19500
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	BANK FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	7
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	7
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	125
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	OREGON ANNUAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	125
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/Amount	0	865
TaxesSchedule/Taxes/Amount	1	100
TaxesSchedule/Taxes/Category	0	FEDERAL TAXES
TaxesSchedule/Taxes/Category	1	STATE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	0
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	936067801
ReturnHeader/Filer/Name/BusinessNameLine1	0	BASIL RONJOIN EDUCATIONAL TRUST
ReturnHeader/Filer/Name/BusinessNameLine2	0	C/O WENDY R GERLACH
ReturnHeader/Filer/NameControl	0	BASI
ReturnHeader/Filer/Phone	0	5032976363
ReturnHeader/Filer/USAddress/AddressLine1	0	3612 SW DOSCH CT
ReturnHeader/Filer/USAddress/City	0	PORTLAND
ReturnHeader/Filer/USAddress/State	0	OR
ReturnHeader/Filer/USAddress/ZIPCode	0	97221
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-05-13
ReturnHeader/Officer/Name	0	WENDY GERLACH
ReturnHeader/Officer/Phone	0	5032976363
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/PreparerFirm/EIN	0	931042710
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	GEFFEN MESHER & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	888 SW 5TH AVE SUITE 800

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $764,704
Liabilities: $0
Net assets: $764,704
Revenue: -
Expenses: $51,793
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$9.15	$0.00	$9.15	$0.89	$0.86	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$9.12	$0.00	$9.12	$0.56	$0.77	$0.21
2022Detailed filing. Detailed filing data is available for this year.	$9.33	$0.00	$9.33	$1.99	$1.00	$0.99
2021Detailed filing. Detailed filing data is available for this year.	$8.34	$0.00	$8.34	$1.29	$0.85	$0.45
2020Detailed filing. Detailed filing data is available for this year.	$7.89	$0.00	$7.89	$0.64	$0.70	$0.06
2019Summary only. Only limited summary data is available for this year.	$7.98	$0.02		$0.26	$0.80	$0.54
2015Summary only. Only limited summary data is available for this year.	$9.03	$0.00		$0.90	$0.81	$0.09
2014Summary only. Only limited summary data is available for this year.	$8.94	$0.00		$1.49	$0.59	$0.90
2013Detailed filing. Detailed filing data is available for this year.	$8.05	$0.00	$8.05	$0.85	$0.45	$0.40
2012Detailed filing. Detailed filing data is available for this year.	$7.65	$0.00	$7.65		$0.52
2011Detailed filing. Detailed filing data is available for this year.	$7.53	$0.00	$7.53		$0.50
2010Detailed filing. Detailed filing data is available for this year.	$7.61	$0.00	$7.61		$0.50