Civic Intelligence

MID-Valley Charitable Fund

990 • Fiscal year 2023 • EIN 94-3030991

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 28, 2023

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

28th percentile

0.03x

Higher debt load relative to assets than 28% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.12x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

84th percentile

32%

Faster asset growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

508%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$6,790,208

Up $1,638,873 (+32%) from 2022

Net Assets

Up

$6,599,508

Up $1,819,023 (+38%) from 2022

Liabilities

Down

$190,700

Down $180,150 (-49%) from 2022

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin98th percentile

Revenue

Up

$1,568,033

Up $1,309,985 (+508%) from 2022

Expenses

Down

$146,562

Down $205,988 (-58%) from 2022

Net Income

Up

$1,421,471

Up $1,515,973 (+1604%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2023

Assets$6,790,208
Liabilities$190,700
Net Assets$6,599,508
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$1,568,033
Expenses$146,562
Net Income$1,421,471
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 28, 2023
Return Version
2022v5.0
Gross Receipts
$1,568,033
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$4,516,279$5,038,524▲ $522,245
Accounts Receivable$304,000$1,402,000▲ $1,098,000
Savings and Temporary Cash Investments$210,510$251,709▲ $41,199
Other Notes and Loans Receivable, Net$18,881$0▼ $18,881
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$5,151,335$6,790,208▲ $1,638,873
Other Assets Total$101,665$97,975▼ $3,690
Liabilities
Accounts Payable and Accrued Expenses$370,850$190,700▼ $180,150
Total Liabilities$370,850$190,700▼ $180,150
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,608,072$6,431,204▲ $1,823,132
Net Assets With Donor Restrictions$172,413$168,304▼ $4,109
Total Net Assets Fund Balance$4,780,485$6,599,508▲ $1,819,023
Total Liabilities and Net Assets / Fund Balance$5,151,335$6,790,208▲ $1,638,873
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Jere JacksonPresident
Anthony MeekerVice President
Adam GarvinDirector
Carol McleodDirector
Dave HaugebergDirector
Dave MorganDirector
Dean KlausDirector
Diana LettDirector
Jordan BeanblossomDirector
Lu Ann AndersonDirector
Luella FritzDirector
Pam LumDirector
Robert LaughlinDirector
Ron NobleDirector
Rose LorenzenDirector
Scott LarsenDirector
Sue HuwaldtDirector
Tom NealDirector
Chris BrowneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,400,000
Program Service Revenue
$0
Investment Income
$168,033
Other Revenue
$0
All Other Contributions
$1,400,000
Change in Net Assets
$1,421,471

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,568,033
Total Revenue per Audited Statements
$1,568,033
Total Revenue per Form 990
$1,568,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$121,800
Other Expenses$24,762
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$121,800--$121,800
Fees for Service Investment Mgmnt Fees-$19,034-$19,034
Fees for Services Accounting-$5,000-$5,000
Other Expenses-$728-$728
Total Functional Expenses$121,800$24,762$0$146,562

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$146,562
Total Expenses per Audited Statements$146,562
Total Expenses per Form 990$146,562
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
MV AdvancementsMcMinnville, OR-Supported Organization$121,800
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
No
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, Section B, Line 11B

“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, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
Anthony Meeker
Title
Vice President
Signed
2023-09-28
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Or
Voting Board Members
19
Independent Board Members
19
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 4: Special needs assistance to individuals with developmental disabilities.”

Form 990, Part XI, Line 9

“Unrealized Gain on Investments = $401661”

Form 990, Part XI, Line 9

“Unrealized Loss on Investments = -$0”

Form 990, Part XI, Line 9

“Unrealized Loss on Split-Interest Agmt = -$4109”

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,790,208
Liabilities
$190,700
Net assets
$6,599,508
Revenue
$1,568,033
Expenses
$146,562
Net income
$1,421,471
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