Civic Intelligence

Albert B Harding Decd - Charitable Fund

990PF • Fiscal year 2011 • EIN 93-6166601

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 20, 2012

P O Box 316897208
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k 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

97th percentile

$6,500

Higher top officer pay than 97% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

42nd percentile

-3.1%

Faster asset growth than 42% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$187,776

Down $6,102 (-3.1%) from 2010

Net Assets

Down

$187,776

Down $6,102 (-3.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$17,559

Up $10,999 (+168%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $193,878Liabilities 2010: $0Net Assets 2010: $193,8782010Assets 2011: $187,776Liabilities 2011: $0Net Assets 2011: $187,7762011Assets 2012: $173,023Liabilities 2012: $0Net Assets 2012: $173,0232012Assets 2013: $174,364Liabilities 2013: $0Net Assets 2013: $174,3642013Assets 2014: $162,815Liabilities 2014: $12014Assets 2015: $170,930Liabilities 2015: $0Net Assets 2015: $170,9302015Assets 2017: $165,229Liabilities 2017: $0Net Assets 2017: $165,2292017Assets 2018: $160,972Liabilities 2018: $0Net Assets 2018: $160,9722018Assets 2019: $158,764Liabilities 2019: $0Net Assets 2019: $158,7642019Assets 2020: $156,536Liabilities 2020: $12020Assets 2021: $160,803Liabilities 2021: $0Net Assets 2021: $160,8032021Assets 2022: $152,205Liabilities 2022: $0Net Assets 2022: $152,2052022Assets 2023: $144,922Liabilities 2023: $12023

Highlighted filing

2011

Assets$187,776
Liabilities$0
Net Assets$187,776

Operations Trend

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $6,5602010Expenses 2011: $17,5592011Expenses 2012: $23,9332012Revenue 2013: $7,991Expenses 2013: $6,643Net Income 2013: $1,3482013Revenue 2014: $10,353Expenses 2014: $21,951Net Income 2014: -$11,5982014Revenue 2015: $14,805Expenses 2015: $6,689Net Income 2015: $8,1162015Revenue 2017: $13,719Expenses 2017: $13,405Net Income 2017: $3142017Revenue 2018: $9,706Expenses 2018: $14,128Net Income 2018: -$4,4222018Revenue 2019: $15,330Expenses 2019: $17,509Net Income 2019: -$2,1792019Revenue 2020: $11,473Expenses 2020: $13,694Net Income 2020: -$2,2212020Revenue 2021: $18,104Expenses 2021: $13,830Net Income 2021: $4,2742021Revenue 2022: $5,892Expenses 2022: $14,490Net Income 2022: -$8,5982022Revenue 2023: $6,032Expenses 2023: $13,315Net Income 2023: -$7,2832023

Highlighted filing

2011

Revenue-
Expenses$17,559
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 20, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,500-$6,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOHSU - SCHOOL OF NURSINGSTUDENT LOAN FUNDSPUBLICPORTLAND, OR, US$5,286
Paid GrantUNIVERSITY OF PORTLANDSTUDENT LOAN FUNDSPUBLICPORTLAND, OR, US$5,286
Filing and Contact Details

Filer

EIN
93-6166601
Raw XML AppendixShowing 400 of 478 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
AccountingFeesSchedule/AccountingFees/Amount01500
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue013057
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue15596
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue29326
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue39326
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV012881
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV15543
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV29278
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV38950
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FAM SHORT TERM BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1FAM INTERMEDIATE TERM BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2FAM INTERMEDIATE GOVT BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3AMER CENT DIVERSIFI BOND INS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4NUVEEN HIGH INCOME BOND FD CL
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5NUVEEN INFLATION PRO SEC CL I
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6T ROWE PRICE INTL BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue05596
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19326
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue29326
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue316539
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue48508
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue518653
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue618686
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue716554
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue819892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue99584
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1014922
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV05268
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18861
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV29211
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV314010
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV49386
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV518988
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV618574
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV716364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV817957
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV98459
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1015481
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0FAM EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1FAM MID CAP GRWTH OPP FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2FAM REAL ESTATE SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3FAM SMALL CAP SELECT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4FAM INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5FAM LARGE CAP GRWTH OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FAM LARGE CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ABERDEEN FDS EMRGN MKT INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8CREDIT SUISSE COMM RET ST CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9GOLDMAN SACHS M C VALUE CL INS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10LAUDUS INTL MARKETMASTERS FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11NUVEEN REAL ESTATE SECURIT CL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12NUVEEN SANTA BARBARA DIV GROWT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13PIMCO TOTAL RETURN FUND INST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14PRICE T ROWE GROWTH STK FD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15SCOUT INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16T ROWE PRICE SC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17VANGUARD EQUITY INCOME INV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount03915
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount07785
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount011700
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA011700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm07785
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm04500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss05000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps010572
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss010572
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm03915
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss03915
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-5859
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0217023
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss07785
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome07122
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss029
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm078
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0458
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps012601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss017559
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome011700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses011700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02029
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04578
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss06987
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm00
IRS990PF/BalanceSheets/AccountsReceivableEOY00
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV00
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CapitalStockBOY0193878
IRS990PF/BalanceSheets/CapitalStockEOY0187776
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY081445
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY037305
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV036652
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0109630
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0147586
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0142559
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY02803
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY02885
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV02885
IRS990PF/BalanceSheets/TotalAssetsBOY0193878
IRS990PF/BalanceSheets/TotalAssetsEOY0187776
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0182096
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0193878
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0187776
IRS990PF/BalanceSheets/TotalNetAssetsBOY0193878
IRS990PF/BalanceSheets/TotalNetAssetsEOY0187776
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome07785
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis012753
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis12000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis223010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis39740
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis417000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis57116
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis68763
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis71798
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis85000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis94949
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1042672
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1142291
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis122000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis132000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1415954
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1510093
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis162099
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02006-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22004-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42004-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52003-10-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72011-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82009-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92009-12-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102011-03-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-03-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-03-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-03-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-06-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-06-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-06-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-06-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold152011-11-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold162011-11-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0797.087 NUVEEN EQUITY INCOME CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1141.243 NUVEEN LARGE CAP VALUE FUND CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset22277.196 NUVEEN SHORT TERM BOND FUND CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3780.99 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41465.517 NUVEEN INTERNATIONAL FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5482.138 NUVEEN SMALL CAP SELECT FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6867.28 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7148.826 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8494.56 NUVEEN INTERMEDIATE TERM B CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9472.216 NUVEEN INTERMEDIATE TERM B CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset104241.378 NUVEEN SHORT TERM BOND FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset113540.353 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12232.558 NUVEEN INTERMEDIATE GOVT BD FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1373.529 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14447.636 NUVEEN LARGE CAP GRWTH OPP CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15279.35 NUVEEN MID CAP GRWTH OPP FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1665.183 PRICE T ROWE GROWTH STK FD INC #40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17CAPITAL GAIN DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-1546
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss41231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-38
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-38
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss7266
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8173
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10-767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss114158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1288
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss13484
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14-833
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss152126
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss16-93
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1710
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-1546
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-101
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3999
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses41231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-38
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-38
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7266
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8173
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-767
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses114158
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1288
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses13484
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14-833
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses152126
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses16-93
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice011207
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice222909
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice310739
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice418231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice57078
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice68725
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice72064
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice85173
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice94939
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1041905
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1146449
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice122088
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice132484
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1415121
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1512219
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice162006
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5859
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0432
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0189
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0188208
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0193878
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0187776
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted09499
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj09499
IRS990PF/DistributableAmount/DistributableAmountBeforeDed09499
IRS990PF/DistributableAmount/MinimumInvestmentReturn09570
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome071
IRS990PF/DistributableAmount/TotalTax071
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax071
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal071
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome071
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue071
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0182096
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0194307
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01822
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0192485
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable02915
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn09570
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0191392
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0194307
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/BusinessName/BusinessNameLine10US BANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation06500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3168
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PORTLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode097208
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct06099
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets06028
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.031494
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.010905
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.012037
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.06681
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.009136
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.058582
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0191392
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10186145
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20168648
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30194716
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40222210
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50214914
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome071
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions012601
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear102030
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear202030
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3013009
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear402030
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5012590
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.15747
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions012530
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions012601
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm071
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions012601
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10USBANK
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05032754327
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10555 SW OAK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OR
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode097204
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OR
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05286
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15286
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0STUDENT LOAN FUNDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1STUDENT LOAN FUNDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OHSU - SCHOOL OF NURSING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNIVERSITY OF PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20DR CAROL LINDEMAN DEAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21PATRICIA CHADWICK DEAN O
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101121 SW SALMON SUITE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115000 N WILLAMETTE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PORTLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode097201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode197203
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010572

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings