Civic Intelligence

MID-Valley Charitable Fund

990 • Fiscal year 2020 • EIN 94-3030991

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 28, 2020

Organization Profilemvadvancements.org
PO Box 28Mcminnville, OR 97128

(503) 472-2248

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.24x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

51st percentile

5.6%

Higher net margin than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

25th percentile

-1.9%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-14%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,305,820

Down $82,309 (-1.9%) from 2019

Net Assets

Up

$4,259,817

Up $54,888 (+1.3%) from 2019

Liabilities

Down

$46,003

Down $137,197 (-75%) from 2019

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin51st percentile

Revenue

Down

$189,473

Down $31,391 (-14%) from 2019

Expenses

Up

$178,946

Up $69,133 (+63%) from 2019

Net Income

Down

$10,527

Down $100,524 (-91%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$10M$5.0M$0Assets 2011: $2,156,192Liabilities 2011: $0Net Assets 2011: $2,156,1922011Assets 2012: $2,194,668Liabilities 2012: $46,500Net Assets 2012: $2,148,1682012Assets 2013: $2,434,781Liabilities 2013: $106,200Net Assets 2013: $2,328,5812013Assets 2014: $2,645,153Liabilities 2014: $0Net Assets 2014: $2,645,1532014Assets 2015: $2,786,846Liabilities 2015: $95,400Net Assets 2015: $2,691,4462015Assets 2016: $2,673,832Liabilities 2016: $77,400Net Assets 2016: $2,596,4322016Assets 2017: $3,008,983Liabilities 2017: $146,034Net Assets 2017: $2,862,9492017Assets 2018: $4,239,605Liabilities 2018: $155,922Net Assets 2018: $4,083,6832018Assets 2019: $4,388,129Liabilities 2019: $183,200Net Assets 2019: $4,204,9292019Assets 2020: $4,305,820Liabilities 2020: $46,003Net Assets 2020: $4,259,8172020Assets 2021: $5,888,923Liabilities 2021: $40,800Net Assets 2021: $5,848,1232021Assets 2022: $5,151,335Liabilities 2022: $370,850Net Assets 2022: $4,780,4852022Assets 2023: $6,790,208Liabilities 2023: $190,700Net Assets 2023: $6,599,5082023Assets 2024: $7,419,402Liabilities 2024: $143,335Net Assets 2024: $7,276,0672024Assets 2025: $8,803,978Liabilities 2025: $305,427Net Assets 2025: $8,498,5512025

Highlighted filing

2020

Assets$4,305,820
Liabilities$46,003
Net Assets$4,259,817
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $96,5142011Expenses 2012: $104,2382012Expenses 2013: $115,2242013Revenue 2014: $183,359Expenses 2014: $118,637Net Income 2014: $64,7222014Revenue 2015: $207,777Expenses 2015: $104,289Net Income 2015: $103,4882015Revenue 2016: $150,176Expenses 2016: $94,495Net Income 2016: $55,6812016Revenue 2017: $116,692Expenses 2017: $78,270Net Income 2017: $38,4222017Revenue 2018: $163,752Expenses 2018: $98,890Net Income 2018: $64,8622018Revenue 2019: $220,864Expenses 2019: $109,813Net Income 2019: $111,0512019Revenue 2020: $189,473Expenses 2020: $178,946Net Income 2020: $10,5272020Revenue 2021: $447,468Expenses 2021: $9,125Net Income 2021: $438,3432021Revenue 2022: $258,048Expenses 2022: $352,550Net Income 2022: -$94,5022022Revenue 2023: $1,568,033Expenses 2023: $146,562Net Income 2023: $1,421,4712023Revenue 2024: $416,479Expenses 2024: $285,683Net Income 2024: $130,7962024Revenue 2025: $988,955Expenses 2025: $194,701Net Income 2025: $794,2542025

Highlighted filing

2020

Revenue$189,473
Expenses$178,946
Net Income$10,527
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 28, 2020
Return Version
2019v5.0
Gross Receipts
$189,473
Mission and Program Overview

Mission

Provide support for Mid-Valley Rehabilitation, Inc.

Provide support to MV Advancements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,612,462$3,776,377▲ $163,915
Savings and Temporary Cash Investments$271,276$342,265▲ $70,989
Other Notes and Loans Receivable, Net$377,862$66,610▼ $311,252
Accounts Receivable$4,000$4,000→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,388,129$4,305,820▼ $82,309
Other Assets Total$122,529$116,568▼ $5,961
Liabilities
Accounts Payable and Accrued Expenses$183,200$46,003▼ $137,197
Total Liabilities$183,200$46,003▼ $137,197
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,989,462$4,071,759▲ $82,297
Net Assets With Donor Restrictions$215,467$188,058▼ $27,409
Total Net Assets Fund Balance$4,204,929$4,259,817▲ $54,888
Total Liabilities and Net Assets / Fund Balance$4,388,129$4,305,820▼ $82,309
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Jere JacksonPresident
Anthony MeekerVice President
Ann ScottDirector
Carol McleodDirector
Carol TaylorDirector
Carole BurchamDirector
Claudia HuwaldtDirector
Dave HaugebergDirector
Dave MorganDirector
Dean KlausDirector
Diana LettDirector
Lu Ann AndersonDirector
Luella FritzDirector
Robert LaughlinDirector
Rose LorenzenDirector
Scott LarsenDirector
Sheryl RykerDirector
Sue HuwaldtDirector
Tom NealDirector
Chris BrowneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,811
Program Service Revenue
$0
Investment Income
$169,662
Other Revenue
$0
All Other Contributions
$19,811
Change in Net Assets
$10,527

Audited Revenue Reconciliation

Revenue per Audited Statements
$189,473
Total Revenue per Audited Statements
$189,473
Total Revenue per Form 990
$189,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$169,084
Other Expenses$9,862
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$159,000--$159,000
Grants to Domestic Individuals$10,084--$10,084
Fees for Service Investment Mgmnt Fees-$4,742-$4,742
Fees for Services Accounting-$4,500-$4,500
Other Expenses-$620-$620
Total Functional Expenses$169,084$9,862$0$178,946

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$178,946
Total Expenses per Audited Statements$178,946
Total Expenses per Form 990$178,946
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MV AdvancementsMcMinnville, OR-Supported Organization$159,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy is provided to each member of the Audit Committee for review prior to a meeting where it is discussed with the preparer.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each officer, director and key employee completes a disclosure form annually.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available Upon Request.”

Filing and Contact Details

Filer

Filer Name
Mv Charitable Fund
EIN
94-3030991
Phone
5034722248
Address
PO BOX 28, MCMINNVILLE, OR 97128

Signing Officer

Name
Dean Klaus
Title
Audit Comm. Chrmn
Signed
2020-10-28
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Or
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Bernards CPA
Address
441 NW Hill Road, McMinnville, OR 97128
Preparer
Kathleen L Bernards 2944
Phone
5034722179
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: Special needs assistance to individuals with developmental disabilities.”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized Gain on Investments = $50719”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Unrealized Loss on Split-Interest Agmt = -$6358”

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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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,305,820
Liabilities
$46,003
Net assets
$4,259,817
Revenue
$189,473
Expenses
$178,946
Net income
$10,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.80$0.31$8.50$0.99$0.19$0.79
2024Detailed filing. Detailed filing data is available for this year.$7.42$0.14$7.28$0.42$0.29$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.79$0.19$6.60$1.57$0.15$1.42
2022Detailed filing. Detailed filing data is available for this year.$5.15$0.37$4.78$0.26$0.35$0.09
2021Detailed filing. Detailed filing data is available for this year.$5.89$0.04$5.85$0.45$0.01$0.44
2020Detailed filing. Detailed filing data is available for this year.$4.31$0.05$4.26$0.19$0.18$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.18$4.20$0.22$0.11$0.11
2018Summary only. Only limited summary data is available for this year.$4.24$0.16$4.08$0.16$0.10$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.15$2.86$0.12$0.08$0.04
2016Summary only. Only limited summary data is available for this year.$2.67$0.08$2.60$0.15$0.09$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.79$0.10$2.69$0.21$0.10$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.18$0.12$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.11$2.33$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.05$2.15$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$0.10