Civic Intelligence

Walter L J Davies Memorial Scholarship Fund

990PF • Fiscal year 2016 • EIN 93-6163624

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 29, 2016

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$15,053

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

16%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$894,605

Down $13,174 (-1.5%) from 2015

Net Assets

Down

$894,605

Down $13,174 (-1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin19th percentile

Revenue

Up

$65,795

Up $9,131 (+16%) from 2015

Expenses

Up

$78,975

Up $10,060 (+15%) from 2015

Net Income

Down

-$13,180

Down $929 (-7.6%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0Assets 2011: $932,991Liabilities 2011: $0Net Assets 2011: $932,9912011Assets 2012: $971,524Liabilities 2012: $0Net Assets 2012: $971,5242012Assets 2013: $950,508Liabilities 2013: $0Net Assets 2013: $950,5082013Assets 2014: $920,032Liabilities 2014: $0Net Assets 2014: $920,0322014Assets 2015: $907,779Liabilities 2015: $0Net Assets 2015: $907,7792015Assets 2016: $894,605Liabilities 2016: $0Net Assets 2016: $894,6052016Assets 2017: $854,262Liabilities 2017: $0Net Assets 2017: $854,2622017Assets 2018: $861,545Liabilities 2018: $0Net Assets 2018: $861,5452018Assets 2019: $850,383Liabilities 2019: $0Net Assets 2019: $850,3832019Assets 2020: $857,059Liabilities 2020: $0Net Assets 2020: $857,0592020Assets 2021: $847,187Liabilities 2021: $0Net Assets 2021: $847,1872021Assets 2022: $898,864Liabilities 2022: $0Net Assets 2022: $898,8642022Assets 2023: $897,185Liabilities 2023: $0Net Assets 2023: $897,1852023Assets 2024: $798,184Liabilities 2024: $0Net Assets 2024: $798,1842024Assets 2025: $813,882Liabilities 2025: $0Net Assets 2025: $813,8822025

Highlighted filing

2016

Assets$894,605
Liabilities$0
Net Assets$894,605
Open 2016 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100KExpenses 2011: $61,5102011Expenses 2012: $64,9382012Expenses 2013: $64,8362013Revenue 2014: $31,308Expenses 2014: $62,435Net Income 2014: -$31,1272014Revenue 2015: $56,664Expenses 2015: $68,915Net Income 2015: -$12,2512015Revenue 2016: $65,795Expenses 2016: $78,975Net Income 2016: -$13,1802016Revenue 2017: $27,228Expenses 2017: $70,084Net Income 2017: -$42,8562017Revenue 2018: $63,644Expenses 2018: $59,078Net Income 2018: $4,5662018Revenue 2019: $51,845Expenses 2019: $63,006Net Income 2019: -$11,1612019Revenue 2020: $61,582Expenses 2020: $54,860Net Income 2020: $6,7222020Revenue 2021: $30,516Expenses 2021: $40,384Net Income 2021: -$9,8682021Revenue 2022: $95,482Expenses 2022: $43,778Net Income 2022: $51,7042022Revenue 2023: $34,473Expenses 2023: $36,620Net Income 2023: -$2,1472023Revenue 2024: $86,958Expenses 2024: $103,963Net Income 2024: -$17,0052024Revenue 2025: $56,334Expenses 2025: $134,690Net Income 2025: -$78,3562025

Highlighted filing

2016

Revenue$65,795
Expenses$78,975
Net Income-$13,180
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 29, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$15,053-$15,053
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOREGON STUDENT ASSISTANCE COMMISSIONGENERAL OPERATINGPCEUGENE, OR, US$55,374
Filing and Contact Details

Filer

Filer Name
Walter Lj Davies Sch Tr 97312690
EIN
93-6163624
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2016-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 496 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0513.384 ABERDEEN FDS EMRGN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151.912 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc259.437 DOUBLELINE TOTAL RET BD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3111.085 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4109.061 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc573.863 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6180.332 PRICE T ROWE GROWTH STK FD INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7256.72 PRINCIPAL GL R E SEC INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8296.968 LAUDUS INTERNATIONAL MARKETMASTERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc978.66 SCOUT INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1052.687 VANGUARD EQUITY INCOME ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1123.378 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1288.873 PRINCIPAL GL R E SEC INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046759
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13180
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0894605
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0907779
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0894605
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt044455
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt044455
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt044455
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt044970
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0515
IRS990PF/DistributableAmountGrp/TotalTaxAmt0515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0708
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0708
IRS990PF/FMVAssetsEOYAmt0914166
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0796
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0907779
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0894605
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05240
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0157626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0156398
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0148173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0726998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0691514
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0720541
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt035582
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt034341
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017119
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011111
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011111
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0907779
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0894605
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0914166
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0907779
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0894605
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0907779
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0894605
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0913095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011398
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0901697
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013696
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt044970
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0899399
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0913095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 3168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt045410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt045925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt047611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt047255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt046690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt052084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt048894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050489
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.057192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0899399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0992106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01002229
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0959271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0910688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0950493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt063761
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.252445
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt063246
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt063761
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0515
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt063761
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0555 SW OAK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05034643580
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT OREGON STUDENT ASSISTANCE COMMISION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0OREGON STUDENT ASSISTANCE COMMISSIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08004528807
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01500 VALLEY RIVER DRIVE SUITE 100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EUGENE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRADUATES OF OREGON HIGH SCHOOLS, CURRENT US BANK EMPLOYEES NATURAL OR ADOPTED CHILDREN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONTACT OREGON STUDENT ASSISTANCE COMMISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055374
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OREGON STUDENT ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0COMMISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01500 VALLEY RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EUGENE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097401
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055374

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$894,605
Liabilities
$0
Net assets
$894,605
Revenue
$65,795
Expenses
$78,975
Net income
-$13,180
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.56$1.35$0.78
2024Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$0.87$1.04$0.17
2023Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$0.34$0.37$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.95$0.44$0.52
2021Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.31$0.40$0.10
2020Detailed filing. Detailed filing data is available for this year.$8.57$0.00$8.57$0.62$0.55$0.07
2019Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.52$0.63$0.11
2018Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.64$0.59$0.05
2017Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$0.27$0.70$0.43
2016Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$0.66$0.79$0.13
2015Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.57$0.69$0.12
2014Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$0.31$0.62$0.31
2013Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.65
2012Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$0.65
2011Detailed filing. Detailed filing data is available for this year.$9.33$0.00$9.33$0.62