Civic Intelligence

Basil Ronjoin Educational Trust C/O Wendy R Gerlach

990PF • Fiscal year 2021 • EIN 93-6067801

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

Organization Profile
3612 SW Dosch CTPortland, OR 97221

(503) 297-6363

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

75th percentile

35%

Higher net margin than 75% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$10,011

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

48th percentile

5.7%

Faster asset growth than 48% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

102%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$834,119

Up $44,624 (+5.7%) from 2020

Net Assets

Up

$834,109

Up $44,624 (+5.7%) from 2020

Liabilities

Flat

$10

Flat from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin75th percentile

Revenue

Up

$129,249

Up $65,395 (+102%) from 2020

Expenses

Up

$84,625

Up $14,810 (+21%) from 2020

Net Income

Up

$44,624

Up $50,585 (+849%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$1.0M$500K$0Assets 2010: $760,655Liabilities 2010: $0Net Assets 2010: $760,6552010Assets 2011: $752,549Liabilities 2011: $0Net Assets 2011: $752,5492011Assets 2012: $764,704Liabilities 2012: $0Net Assets 2012: $764,7042012Assets 2013: $804,688Liabilities 2013: $0Net Assets 2013: $804,6882013Assets 2014: $894,336Liabilities 2014: $02014Assets 2015: $903,337Liabilities 2015: $02015Assets 2019: $797,840Liabilities 2019: $2,3942019Assets 2020: $789,495Liabilities 2020: $10Net Assets 2020: $789,4852020Assets 2021: $834,119Liabilities 2021: $10Net Assets 2021: $834,1092021Assets 2022: $932,919Liabilities 2022: $0Net Assets 2022: $932,9192022Assets 2023: $912,185Liabilities 2023: $0Net Assets 2023: $912,1852023Assets 2024: $915,077Liabilities 2024: $35Net Assets 2024: $915,0422024

Highlighted filing

2021

Assets$834,119
Liabilities$10
Net Assets$834,109
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$100K$0-$100KExpenses 2010: $50,2992010Expenses 2011: $50,2462011Expenses 2012: $51,7932012Revenue 2013: $85,270Expenses 2013: $45,286Net Income 2013: $39,9842013Revenue 2014: $148,747Expenses 2014: $59,099Net Income 2014: $89,6482014Revenue 2015: $89,605Expenses 2015: $80,643Net Income 2015: $8,9622015Revenue 2019: $26,047Expenses 2019: $79,768Net Income 2019: -$53,7212019Revenue 2020: $63,854Expenses 2020: $69,815Net Income 2020: -$5,9612020Revenue 2021: $129,249Expenses 2021: $84,625Net Income 2021: $44,6242021Revenue 2022: $198,620Expenses 2022: $99,810Net Income 2022: $98,8102022Revenue 2023: $55,769Expenses 2023: $76,503Net Income 2023: -$20,7342023Revenue 2024: $88,894Expenses 2024: $86,037Net Income 2024: $2,8572024

Highlighted filing

2021

Revenue$129,249
Expenses$84,625
Net Income$44,624
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY GERLACHTrustee-$10,011-$10,011
Filing and Contact Details

Filer

Filer Name
Basil Ronjoin Educational Trust
EIN
93-6067801
Phone
5032976363
Address
3612 SW DOSCH CT, PORTLAND, OR 97221

Signing Officer

Name
Wendy Gerlach
Title
Trustee
Phone
5032976363
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Geffen Mesher & Company Pc
Address
888 SW 5TH AVE SUITE 800, PORTLAND, OR 97204
Preparer
Brian Annand
Phone
5032210141
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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/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
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/IndividualWithBooksNm0WENDY GERLACH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097221
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032976363
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WENDY GERLACH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032976363
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03612 SW DOSCH CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097221
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DEL NORTE SCHOLARSHIP FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LEWIS AND CLARK COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 WEST WASHINGTON BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10615 SW PALATINE HILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CRESCENT CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095531
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt063448
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018688
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018688
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072507
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013326
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018083
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017847
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067681
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04233
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt091195
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt086962
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0213
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt16540
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16540
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0179
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION LAWSUIT PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0179
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0179
TaxesSchedule/TaxesDetail/Amt01193
TaxesSchedule/TaxesDetail/Amt1169
TaxesSchedule/TaxesDetail/Amt21149
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01193
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY GERLACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05032976363
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BASIL RONJOIN EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WENDY R GERLACH
ReturnHeader/Filer/BusinessNameControlTxt0BASI
ReturnHeader/Filer/EIN0936067801
ReturnHeader/Filer/PhoneNum05032976363
ReturnHeader/Filer/USAddress/AddressLine1Txt03612 SW DOSCH CT
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097221
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931042710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEFFEN MESHER & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0888 SW 5TH AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032210141
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN ANNAND
ReturnHeader/ReturnTs02022-05-03T09:53:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WENDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERLACH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$834,119
Liabilities
$10
Net assets
$834,109
Revenue
$129,249
Expenses
$84,625
Net income
$44,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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