Civic Intelligence

Lee H and Marion B Thompson Foundation

990PF • Fiscal year 2017 • EIN 94-3112077

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
24130 SW Grahams Ferry RoadSherwood, OR 97140

(503) 692-0690

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

41st percentile

1.1%

Faster asset growth than 41% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$8,770,979

Up $193,362 (+2.3%) from 2015

Net Assets

Up

$8,770,979

Up $193,362 (+2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Up

$96,795

Up $20,765 (+27%) from 2015

Expenses

Down

$48,774

Down $25,261 (-34%) from 2015

Net Income

Up

$48,021

Up $46,026 (+2307%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$30M$20M$10M$0Assets 2010: $8,529,736Liabilities 2010: $0Net Assets 2010: $8,529,7362010Assets 2011: $8,536,939Liabilities 2011: $0Net Assets 2011: $8,536,9392011Assets 2012: $8,545,656Liabilities 2012: $0Net Assets 2012: $8,545,6562012Assets 2013: $8,694,253Liabilities 2013: $0Net Assets 2013: $8,694,2532013Assets 2014: $8,575,622Liabilities 2014: $0Net Assets 2014: $8,575,6222014Assets 2015: $8,577,617Liabilities 2015: $0Net Assets 2015: $8,577,6172015Assets 2017: $8,770,979Liabilities 2017: $0Net Assets 2017: $8,770,9792017Assets 2018: $11,615,699Liabilities 2018: $0Net Assets 2018: $11,615,6992018Assets 2019: $11,754,565Liabilities 2019: $0Net Assets 2019: $11,754,5652019Assets 2020: $11,866,293Liabilities 2020: $0Net Assets 2020: $11,866,2932020Assets 2021: $16,946,190Liabilities 2021: $0Net Assets 2021: $16,946,1902021Assets 2022: $23,268,944Liabilities 2022: $0Net Assets 2022: $23,268,9442022Assets 2023: $23,028,047Liabilities 2023: $0Net Assets 2023: $23,028,0472023Assets 2024: $15,428,328Liabilities 2024: $0Net Assets 2024: $15,428,3282024

Highlighted filing

2017

Assets$8,770,979
Liabilities$0
Net Assets$8,770,979
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $70,5002010Expenses 2011: $73,1892011Expenses 2012: $74,7472012Revenue 2013: $74,842Expenses 2013: $87,839Net Income 2013: -$12,9972013Revenue 2014: $81,644Expenses 2014: $77,023Net Income 2014: $4,6212014Revenue 2015: $76,030Expenses 2015: $74,035Net Income 2015: $1,9952015Revenue 2017: $96,795Expenses 2017: $48,774Net Income 2017: $48,0212017Revenue 2018: $2,908,844Expenses 2018: $64,124Net Income 2018: $2,844,7202018Revenue 2019: $304,470Expenses 2019: $176,599Net Income 2019: $127,8712019Revenue 2020: $324,133Expenses 2020: $212,333Net Income 2020: $111,8002020Revenue 2021: $5,369,260Expenses 2021: $289,363Net Income 2021: $5,079,8972021Revenue 2022: $6,816,617Expenses 2022: $493,863Net Income 2022: $6,322,7542022Revenue 2023: $972,210Expenses 2023: $1,213,107Net Income 2023: -$240,8972023Revenue 2024: $2,027,324Expenses 2024: $9,627,043Net Income 2024: -$7,599,7192024

Highlighted filing

2017

Revenue$96,795
Expenses$48,774
Net Income$48,021
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER STARRDirector-$0--
CATHERINE A SNYDERPresident-$0--
DONALD P RICHARDSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lee H & Marion B Thompson
EIN
94-3112077
Phone
5036920690
Address
24130 SW GRAHAMS FERRY ROAD, SHERWOOD, OR 97140

Signing Officer

Name
Catherine a Snyder
Title
President
Phone
5036920690
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Robert W Bennett CPA Pc
Address
30240 SW PARKWAY AVE STE 100, WILSONVILLE, OR 97070-7893
Preparer
Robert W Bennett CPA
Phone
5035820181
Raw XML Appendix340 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.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09054608
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09092991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09150393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08530614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt010557871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08413179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.021973
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03839
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03839
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03839
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0ROGER STARR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01820 N BIRCH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CANBY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097013
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032664282
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03839
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0452233
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03839
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0448394
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0203
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0203
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SAFETY DEPOSIT BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4STATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2182
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31242
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31242
TaxesSchedule/TaxesDetail/Amt0565
TaxesSchedule/TaxesDetail/Amt181
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0565
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt081
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE A SNYDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036920690
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEE H & MARION B THOMPSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEEH
ReturnHeader/Filer/EIN0943112077
ReturnHeader/Filer/PhoneNum05036920690
ReturnHeader/Filer/USAddress/AddressLine1Txt024130 SW GRAHAMS FERRY ROAD
ReturnHeader/Filer/USAddress/CityNm0SHERWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097140
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDDDB769C2A1FD60F54FE2EC54D35C7BC00616BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId032CCB1DBC487976BE3747EFC77E6AC644B4FF1EF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:49:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710974872
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT W BENNETT CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030240 SW PARKWAY AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970707893
ReturnHeader/PreparerPersonGrp/PhoneNum05035820181
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W BENNETT CPA
ReturnHeader/ReturnTs02018-05-15T15:49:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,770,979
Liabilities
$0
Net assets
$8,770,979
Revenue
$96,795
Expenses
$48,774
Net income
$48,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$2.03$9.63$7.60
2023Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$0.97$1.21$0.24
2022Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$6.82$0.49$6.32
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$5.37$0.29$5.08
2020Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.32$0.21$0.11
2019Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.30$0.18$0.13
2018Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$2.91$0.06$2.84
2017Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.10$0.05$0.05
2015Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.08$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$8.58$0.00$8.58$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.07$0.09$0.01
2012Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.07
2011Detailed filing. Detailed filing data is available for this year.$8.54$0.00$8.54$0.07
2010Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.07