Civic Intelligence

Jackson C Willis Research Fund Tr 1559903

990PF • Fiscal year 2015 • EIN 93-6275277

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 02, 2015

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

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

34th percentile

-3.9%

Higher net margin than 34% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$10,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

47th percentile

-0.3%

Faster asset growth than 47% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

160%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$397,124

Down $1,299 (-0.3%) from 2014

Net Assets

Down

$397,124

Down $1,299 (-0.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin34th percentile

Revenue

Up

$34,460

Up $21,189 (+160%) from 2014

Expenses

Up

$35,816

Up $30 (+0.1%) from 2014

Net Income

Up

-$1,356

Up $21,159 (+94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2011: $426,192Liabilities 2011: $0Net Assets 2011: $426,1922011Assets 2012: $433,390Liabilities 2012: $0Net Assets 2012: $433,3902012Assets 2013: $420,884Liabilities 2013: $12013Assets 2014: $398,423Liabilities 2014: $0Net Assets 2014: $398,4232014Assets 2015: $397,124Liabilities 2015: $0Net Assets 2015: $397,1242015Assets 2016: $387,823Liabilities 2016: $0Net Assets 2016: $387,8232016Assets 2017: $364,592Liabilities 2017: $0Net Assets 2017: $364,5922017Assets 2018: $356,172Liabilities 2018: $0Net Assets 2018: $356,1722018Assets 2019: $364,009Liabilities 2019: $0Net Assets 2019: $364,0092019Assets 2020: $359,052Liabilities 2020: $0Net Assets 2020: $359,0522020Assets 2021: $349,432Liabilities 2021: $0Net Assets 2021: $349,4322021Assets 2022: $351,817Liabilities 2022: $0Net Assets 2022: $351,8172022Assets 2023: $331,009Liabilities 2023: $0Net Assets 2023: $331,0092023Assets 2024: $314,051Liabilities 2024: $0Net Assets 2024: $314,0512024Assets 2025: $326,264Liabilities 2025: $0Net Assets 2025: $326,2642025

Highlighted filing

2015

Assets$397,124
Liabilities$0
Net Assets$397,124
Open 2015 Filing

Operations Trend

Revenue Growth95th percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2011: $29,5522011Expenses 2012: $33,4172012Revenue 2013: $22,764Expenses 2013: $35,273Net Income 2013: -$12,5092013Revenue 2014: $13,271Expenses 2014: $35,786Net Income 2014: -$22,5152014Revenue 2015: $34,460Expenses 2015: $35,816Net Income 2015: -$1,3562015Revenue 2016: $26,974Expenses 2016: $36,278Net Income 2016: -$9,3042016Revenue 2017: $11,020Expenses 2017: $34,166Net Income 2017: -$23,1462017Revenue 2018: $24,066Expenses 2018: $32,487Net Income 2018: -$8,4212018Revenue 2019: $38,600Expenses 2019: $30,763Net Income 2019: $7,8372019Revenue 2020: $28,761Expenses 2020: $33,695Net Income 2020: -$4,9342020Revenue 2021: $21,857Expenses 2021: $31,477Net Income 2021: -$9,6202021Revenue 2022: $36,280Expenses 2022: $33,876Net Income 2022: $2,4042022Revenue 2023: $12,466Expenses 2023: $33,276Net Income 2023: -$20,8102023Revenue 2024: $12,695Expenses 2024: $29,654Net Income 2024: -$16,9592024Revenue 2025: $42,766Expenses 2025: $30,550Net Income 2025: $12,2162025

Highlighted filing

2015

Revenue$34,460
Expenses$35,816
Net Income-$1,356
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Jc Willis Med Research Fund 97308800
EIN
93-6275277
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
US Bank
Title
Officer
Phone
5034643580
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt96853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1114021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc077.888 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc188.563 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2203.746 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3123.391 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4151.371 LAUDUS INTERNATIONAL MARKETMASTERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc556.538 SCOUT INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc680.893 VANGUARD EQUITY INCOME ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7290.197 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc847.272 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9629.862 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1098.275 PRINCIPAL GL R E SEC INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111292.212 P I M C O FDS TOTAL RETURN FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1241.816 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc135.38 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc146.158 T ROWE PRICE GROWTH STOCK #40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15101.032 LAUDUS INTERNATIONAL MARKETMASTERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023945
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1356
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt057
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0397124
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0398423
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0397124
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023842
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023842
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023842
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024094
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0252
IRS990PF/DistributableAmountGrp/TotalTaxAmt0252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0212
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt040
IRS990PF/FMVAssetsEOYAmt0454916
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0375
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt070
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0375
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0375
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0398423
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0397124
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0134047
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0160578
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0148535
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0258931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0230656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0300491
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05375
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05515
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05515
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0398423
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0397124
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0454916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0398423
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0397124
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0398423
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0397124
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0489218
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028540
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0460678
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07338
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024094
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0481880
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0489218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0US BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
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/AdjNetVlNoncharitableAssetsAmt023340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt023592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt026512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt025313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt024981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt023426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt09280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.055622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.021877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0481880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0469305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0455090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0439996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0455678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0424188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt026550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.242176
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt026298
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt026550
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0252
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt026550
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/GrantOrContributionPdDurYrGrp/Amt024000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OHSU FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0OFFICE OF PLANNED GIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01121 SW SALMON STREET 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,124
Liabilities
$0
Net assets
$397,124
Revenue
$34,460
Expenses
$35,816
Net income
-$1,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.43$0.31$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.13$0.30$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.12$0.33$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.36$0.34$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.22$0.31$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.29$0.34$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.39$0.31$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.24$0.32$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.11$0.34$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.27$0.36$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.34$0.36$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.13$0.36$0.23
2013Summary only. Only limited summary data is available for this year.$4.21$0.00$0.23$0.35$0.13
2012Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.33
2011Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.30